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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

Velixo is an Excel-based, API-powered tool that delivers real-time ERP reporting, budgeting, planning, automation, analysis, and data push capabilities, all without compromising governance or formatting. It enables self-service reporting directly in Excel, empowering finance and operations teams to take ownership of their work and reclaim time. Velixo connects bi-directionally to your cloud ERP and Microsoft 365, supporting live data extraction, dynamic report creation, and single-click writeback of budgets, journal entries, project forecasts, or any ERP records. Its Smart-Refresh engine optimizes performance with in-memory caching and incremental updates. Accelerator functions tailored for ERP make report creation intuitive, while multi-company, multi-currency, and multi-tenant consolidation is seamless. Users benefit from smart drill-down capabilities that allow in-Excel exploration of underlying transactions or direct navigation back to ERP documents.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses & Non-Profits

Audience

Finance and operational professionals wanting a solution to optimize their reporting, budgeting, and automation operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$425/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Budgyt
Founded: 2012
United States
www.budgyt.com

Company Information

Velixo
Founded: 2017
Canada
www.velixo.com

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Talentia CPM

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TCM

TCM

TCM Infosys

Categories

Categories

Budgeting Features

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

Financial Reporting Features

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

Expense Report Features

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Time and Expense Features

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Integrations

Acumatica Cloud ERP
Cegid HR
ConnectWise PSA
Domo
JAMIS Prime ERP
MYOB Acumatica
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Microsoft Word
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Sage Accounting
Sage Intacct
Xero

Integrations

Acumatica Cloud ERP
Cegid HR
ConnectWise PSA
Domo
JAMIS Prime ERP
MYOB Acumatica
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Microsoft Word
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Sage Accounting
Sage Intacct
Xero
Claim Velixo and update features and information
Claim Velixo and update features and information