Budgyt
Budgyt is a cloud budgeting platform for finance teams to build budgets, review actual-versus-budget variances, and reforecast.
What Budgyt is
Budgyt is a cloud budgeting platform for finance teams to build budgets, review actual-versus-budget variances, and reforecast. Department heads, program leads, and other contributors can collaborate. Teams can create unlimited scenarios and forecast up to ten years, including cash flow, forecasted balance sheets, salaries, benefits, and personnel cost allocations. Reporting includes budget-versus-actual results, standard and custom dashboards, and board-ready visualizations. General ledger actuals can be imported through accounting connections or Excel and CSV files. Budgyt lists approval workflows, rolling forecasts, multi-entity budgeting, and accounting integrations. Administrative features include role-based user management, scenario management, activity logs, and audit trails. Budgyt says it is hosted on AWS, uses customer-isolated databases, and offers Google, Azure, or Okta SSO and multi-factor authentication. It also describes a monitored web application firewall and protected DNS service. Every plan includes a dedicated Customer Success Manager, same-day support, and a knowledge base. A no-cost pilot rebuilds a customer's budget spreadsheet for review. The listed Nonprofit plan is $399 a month, billed annually, with a one-time setup and training fee.
Good
- Supports unlimited scenarios and forecasts up to ten years.
- Imports general ledger actuals through connections, Excel, or CSV.
- Includes role-based controls, activity logs, and audit trails.
- Every plan includes same-day support and a dedicated Customer Success Manager.
- Offers a no-cost pilot using a rebuilt budget spreadsheet.
Watch out
- A one-time setup and training fee applies to the listed plan.
- May not fit organizations seeking accounting software replacement.
- May not fit heavily customized enterprise FP&A modeling needs.
Who it suits
Budgyt suits finance teams that coordinate budgeting with department heads, program leads, and other contributors. It may be a poor fit for organizations looking to replace accounting software or needing heavily customized enterprise FP&A modeling.
Verdict
Budgyt combines collaborative budgeting, forecasting, reporting, and administrative controls for finance teams. Consider the listed plan's annual billing and setup fee, and check whether its stated modeling limitation matters for your organization.
Plans and prices
From Budgyt's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Nonprofit plan | $399 a month | Price scales by departments or programs · unlimited users included · one-time setup and training fee · From $399/month; subscriptions are billed annually. |
The facts
Each one read from Budgyt's own pages, with the date it was checked.
What it does
- Access controls
- Budgyt lists role-based user management, scenario management, activity logs, and audit trails among its administrative features.checked 30 Sep 2026
- Accounting integrations
- Budgyt names QuickBooks, Xero, NetSuite, Microsoft Business Central, and Sage Intacct as accounting platform connections.checked 30 Sep 2026
- Actual vs budget
- Yeschecked 21 Sep 2026
- Budgeting features
- The platform includes unlimited scenarios, multi-year forecasting up to ten years, cash flow and forecasted balance sheets, salary and benefits forecasting, and personnel cost allocations.checked 30 Sep 2026
- Data imports
- Users can import general ledger actuals through accounting connections or by Excel and CSV files.checked 30 Sep 2026
- Deployment
- cloudchecked 21 Sep 2026
- Intended users
- Budgyt is designed for finance teams and supports collaboration by department heads, program leads, and other budget contributors.checked 30 Sep 2026
- Multi-entity budgeting
- Yeschecked 21 Sep 2026
- Notable limitation
- Budgyt says it complements an accounting system and may not fit organizations seeking to replace accounting software or needing heavily customized enterprise FP&A modeling.checked 30 Sep 2026
- Reporting
- Budgyt provides budget-versus-actual reporting, standard and custom dashboards, and board-ready visualizations.checked 30 Sep 2026
- Rolling forecasts
- Yeschecked 21 Sep 2026
- Security
- Budgyt says it is hosted on AWS, offers Google, Azure, or Okta SSO and multi-factor authentication, and uses customer-isolated databases.checked 30 Sep 2026
- Security monitoring
- Budgyt says its infrastructure includes a 24/7 monitored web application firewall and DDoS/DOS-protected DNS service.checked 30 Sep 2026
- Support
- Every plan includes a dedicated Customer Success Manager, same-day support, and a knowledge base of articles and videos.checked 30 Sep 2026
- What it does
- Budgyt is a database-backed budgeting platform for building budgets, analyzing actual-versus-budget variances, and reforecasting.checked 30 Sep 2026
Where it runs
- Approval workflows
- Yeschecked 21 Sep 2026
The company
- Company history
- Budgyt says it was founded in 2013 by James McCoy, who is identified as its CEO and founder.checked 30 Sep 2026
- Founded
- 2013checked 28 Sep 2026
Money
- Free pilot
- Budgyt offers a no-cost pilot in which it rebuilds a customer’s budget spreadsheet in Budgyt so the customer can review their own data before deciding.checked 30 Sep 2026
- Free plan
- Nochecked 21 Sep 2026
- Scenario planning
- Yeschecked 21 Sep 2026
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