Avaliações do Budgyt

Love the Budgyt platform! Very intuitive and easy to use, with capabilities that allow users to get more detailed and complicated as needed. Allows us to enter data in detail (or summary) in a way that makes it incredibly accessible and easy to read for non-finance users, which is ultimately a huge time saver for our finance team. Everyone on the Budgyt team that I have spoken to or worked with from sales to support (including the [sensitive content hidden] who took one of my training/implementation calls) has been awesome. The training was great (the video academy might be my single favorite & most-used/recommended training feature in any program ever), onboarding and implementation were made super easy (as far as those things go), and ongoing support (on the rare occasions it's been needed; it's been mostly out-of-the-box questions/ideas that I've brought up post-go-live) is excellent & very personable - huge shout-out to "budgyt guru" Aileen who has been immensely helpful from day 0 to the present, anticipating our needs at times before we even did.

My only 'complaint' is that of several additional features that have been implemented since we began using Budgyt (dashboards, cash flow, balance sheet) I am anxiously-awaiting the #1 item on my wishlist - live integration with Sage Intacct API to eliminate manual import of actual data. But I'm confident that when it arrives it will work correctly.

This product automatically consolidates budget holders’ submissions, replacing error prone, labour intensive spreadsheet work. Budget managers find it easy to use, and they focus on business decisions, not managing complex spreadsheets. Consolidation is instant, dramatically more efficient for the finance team. Because results are instant, decision makers can see the impact of various scenarios instantly, facilitating impactful discussion on the future of the business and better decisions. Set up is easy thanks to excellent customer support. We import and export data to and from Microsoft GP, and use the budgyt.com tool for budget variance reporting. Budget managers can access information anywhere they have internet.

The nature of budgeting tools is that the data is displayed in tabular fashion. Although the site renders on mobile devices, it can be hard to read on smaller phones.

I like the user friendliness of the software and most importantly I do not have to use an Excel spreadsheet to work any longer with creating a new budget each year, which has been a huge time saver. I am also a visual person and love being able to have graphs to present and review for specific time periods.

The import from budget to our accounting system was a little difficult, however this was not Budgyt's fault. I believe it was my skill set that hindered the import from being quicker. With excellent training and practice, I overcame the process and decreased the amount of time used to import.

I spent years doing our budget in Excel and printing out pages and pages for the managers to manually make changes that I then had to go back into Excel and make changes. The most frustrating part of all of this was budgeting payroll and benefits. It took 6-8 weeks to come up with our budget and the payroll side of the budget was never accurate. Budgyt solved all of that!!

First, the learning curve was really steep, but Budgyt patiently and expertly held my hand through all of it. Additionally, I used Quickbooks Desktop and the import to Budgyt from Quickbooks is kinda rudimentary and there is no option to export the Budgyt budget into Quickbooks. I know that Budgyt is almost finished with a solution to this.

Quick setup, easily import actual results, forecast multiple years, easily understood by non financial managers, quick and easy changes to revise or copy formulas

Not a lot of cons, other than it does take a few times copying and preparing a budget to understand that everything, including actual budgets, actual results and forecasts are deemed budgets and need to be attached to each year for comparison if needed. That is where the copy feature comes in real handy.

I am in my 4th year of using Budgyt and I must say confess this simple, aesthetic, easy-to-use, off-the-shelf, ready-to-go, hustle-free software has performed beyond my expectations. Along the way during the last 4 years, they have added multicurrency and balance sheet reporting options, making it an all-round management reporting tool for top middle level management and top-level executives.

Taking of the Find & Replace Import Option

I started utilizing Budgyt in 2019 when I started at my non-profit organization. I was looking for a budget and forecasting software that was user friendly, allowed us to create and update multiple budgets, provided streamlined forecasting, had canned budget and actual reports, and one we could manage our payroll through. My expectations were exceeded with Budgyt. Throughout my time with Budgyt they have continuously made software updates and improvements which benefit the customer. Recommendations I have made have been implemented and really benefited me. There are many useful tutorials and [SENSITIVE CONTENT], and the support team, are always available and quick to respond to inquires. The software now has updates which link directly to QBO and made my job as Finance Manager much easier. I could highly recommend Budgyt.

In the beginning the personnel portal was missing some dimensions that would have been helpful. I was able to work with [SENSITIVE CONTENT] and Budgyt's support team and they were able to add in the dimensions I needed.

We use Budgyt to manage our budgeting process in Budgyt and ensure that budget managers know their spending compared to their budget every month. We also use the platform for each budget manager to build their annual budget as an organization. Our organization leaders also leverage the platform to determine budget spending and allowances.

The lack of intergration with our accounting software makes this difficult to use at times.

Once you get the hang of how the software works, it's easy to enter, update, and recall information within the platform. We got tired of spending hours fixing Excel formulas and formats, and with Budgyt, we can spend more time analyzing our financial progress.

I also like their integration with Xero - it means it automatically imports actual financial data.

Nothing to dislike here. The software already does a good job at what it's supposed to. There can be a bit of a learning curve when using the function formulas, and I haven't had a chance to fully utilize their HR module. There are always lots of features that can add to the software, and I am glad this company continues to deploy resources towards feature releases and fixes.

Even as a small organization, we have many departments and projects, which in our case are QuickBooks Online Classes and Sub-Classes. Budgyt was the only affordable solution we could find that allows us to do financial reporting, budgeting, and forecasting at the Sub-Class level. It's easy and flexible to see and analyze data for classes or groups of classes.

The newly released version of the API with QuickBooks Online has been problematic. We'd have preferred to wait until it was more thoroughly tested and developed.