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About

Budgyt replaces Excel without the learning curve. No broken formulas. No circular references. No #REF error panic before board meetings. It's built on a true database, so your formulas never break and every number traces back to source. Import your chart of accounts and actuals directly from your accounting system. Click any variance to drill down to vendor-level detail instantly. Run rolling reforecasts every month without rebuilding everything from scratch. The interface feels familiar because it works like Excel. Except it actually works. API connections mean you're up and running in hours, not the months other platforms require. Built for multi-department organizations that need real collaboration without emailing spreadsheets around.

About

Finrely is a SaaS financial reporting and FP&A platform for founders, finance teams, fractional CFOs, and accounting firms. It connects read-only to QuickBooks Online, Xero, Zoho Books, Odoo, and Stripe to produce P&L, balance sheet, cash flow, dashboards, and board packs. Users can drill into source accounts and analytic dimensions, review data-quality scores, build budgets and driver-based forecasts, compare actuals with plans, and assess prior forecast accuracy. Pro and Advisor plans support multi-entity management consolidation, eliminations, multi-currency translation, scenarios, and co-branded exports. AI features summarize changes, risks, and opportunities and answer questions using connected financial data. Reports can be exported to PDF, XLSX, and CSV.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses & Non-Profits

Audience

Founders, finance leads, fractional CFOs, accountants, and accounting or corporate-services firms managing financial reporting and planning for one or more businesses

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$425/month
Budgyt pricing starts at $425/month with unlimited users included. No per-seat fees. Ever. Your entire team can collaborate without increasing costs.
Free Version Not Supported
Free Trial Supported

Pricing

$79/month
Free plan available. Core is $49 per month at the current Early Access rate, locked for 12 months, with monthly billing and cancellation at any time; it covers 2 companies, 2 admins, and unlimited viewers. Pro is $149 per month at the Early Access rate and covers 5 companies and 5 admins. Advisor is $429 per month at the Early Access rate and covers up to 15 companies and 15 admins. Custom portfolio pricing is available for more than 15 companies.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.8 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Pros from Real Users

Pros

  • I love Budgyt for its ease of use and intuitive design. It has made budgeting and forecasting much simpler for our small nonprofit organization. The platform is incredibly user-friendly, not only for me but also for others in my team, as it is quite easy to teach them how to use it. This intuitive interface has greatly streamlined what used to be a complex and cumbersome process in Excel, significantly enhancing our productivity. Furthermore, the initial setup was pretty straightforward, thanks to the supportive team at Budgyt. They took the time to understand our organization's needs and mapped everything out for us, which made the transition seamless. Overall, Budgyt has transformed our budgeting process into a much more efficient and less stressful task.
  • I love Budgyt for its ease in managing our non-profit organization’s budget and financial reporting. The ability to easily view actuals and update projections using our cost-centered model of accounting is invaluable. I find dissecting our financial information through Budgyt's multiple dashboard views to be particularly impressive, simplifying complex financial data into understandable insights. Additionally, I appreciate the great support from the Budgyt project team, which has been very helpful. The initial setup was straightforward and guided by the Budgyt team, making the process smooth and stress-free. Finally, the integration with Intacct accounting is seamless, which enhances our workflow efficiency significantly.
  • Ease of use; quality and responsiveness of support staff; strong capability, especially around multiple entities; competitive pricing
  • Ease of use, integrates with accounting software, usable for non accounting staff, affordable for the company.
  • Budgyt shines in environments with numerous departments. If your organization has multiple distinct groups that need to contribute to a centralized budget, the software’s ability to invite various teams and provide cumulative oversight is a significant advantage.
  • We liked the ability to compare multiple departments and years with little trouble. It also has multiple reporting features depending on what you need.
  • Permissions granularity, allowing me to give the right access to the right people. The ability to summarize some GL categories so that only totals can be viewed by department heads. Great employee / contractor cost functionality across multiple countries and currencies.
  • Budgyt has been a game changer for our organization. After one budget season went up in flames with a large Excel spreadsheet error, we needed something different. We reviewed the market for budgeting systems and fairly quickly selected Budgyt. Of key value to us was a seamless and quick interface with Quick Books Online, which Budgyt features. With our Budgyt implementation we can effectively ‘layer’ our budgeting process. In our case this allows for independent budgets based on geographical location that can then be consolidated for a full organization roll-up. Layers could also easily be product lines or large departments. The user interface for Budgyt is streamlined and easy to use, particularly for non-technically oriented employees. Timeframes and included roll-up layers can be easily selected or removed.
  • Ease of use, the features are excellent and the support team is amazing. The customer service team are very helpful.
  • The Budgyt platform has made my budgeting process so much easier. Being able to move away from using multiple, linked Excel spreadsheets has been great.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Budgyt
Founded: 2012
United States
www.budgyt.com

Company Information

Finrely
United Arab Emirates
finrely.com

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Categories

Categories

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Budgeting Features

"What If" Scenarios Supported
Asset Planning Supported
Balance Sheet Supported
Capital Asset Planning Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported
Project Budgeting Supported
Run Rate Tracking Supported
Version Control Supported

Expense Report Features

Approval Process Control Supported
Invoice Management Supported
Multi-Currency Supported
Receipt Management Supported
Reimbursement Management Not Supported
Spend Control Supported
Time Tracking Not Supported
Workflow Management Not Supported

Time and Expense Features

Activity Tracking Not Supported
Billable Hours Tracking Supported
Billing Rate Management Supported
Expense Tracking Supported
Invoice Processing Supported
Multiple Billing Rates Supported
Project Tracking Supported
Reimbursement Management Not Supported
Time Tracking by Client Not Supported
Time Tracking by Project Not Supported

Integrations

QuickBooks Online Supported
Xero Supported
ConnectWise PSA Supported
Domo Supported
NetSuite Supported
Odoo Not Supported
QuickBooks Online Advanced Supported
Sage Accounting Supported
Stripe Not Supported
Zoho Books Not Supported

Integrations

QuickBooks Online Supported
Xero Supported
ConnectWise PSA Not Supported
Domo Not Supported
NetSuite Not Supported
Odoo Supported
QuickBooks Online Advanced Not Supported
Sage Accounting Not Supported
Stripe Supported
Zoho Books Supported
Claim Finrely and update features and information
Claim Finrely and update features and information