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Modern Budgeting Software Without the Spreadsheet Chaos

The integrated data between BudgetFYI™ and ReportFYI® means your actuals and budgets work in perfect sync, bringing automation and accuracy to every step of the budget cycle.

FYIsoft integrated budgeting software

Streamline Your Entire Budgeting Process with BudgetFYI

Our cloud budgeting software, BudgetFYI, provides time-saving automation and powerful workflow management tools that will save hours and eliminate errors.
 
  • Budget templates are mapped directly to your financial statements, keeping reporting structures intact
  • Seamless integration between budget and reporting data means no more manual exports or imports
  • Starting templates can be pre-populated with actual data
  • Rolling forecasts can be auto-updated with actuals, keeping you on track all year
 

Here's how we help slash the time you spend on budgeting.

With FYIsoft’s ReportFYI + BudgetFYI, your actuals and budgets work in perfect sync, bringing automation and accuracy to every step of the budget cycle.

  • You no longer need to manually export/import financial data between systems.
  • Actual reporting structures are duplicated, avoiding the need to recreate report definitions, department or company hierarchies, and consolidated rollups.
  • Starting budget templates can be auto-populated with actual data or prior year budgets.
  • Approved budgets are auto-published to actuals with just a click.
  • Ease of forecasting throughout the year, automatically adjusting for updated actuals as the year unfolds.

“It's obvious that a lot of thought went into the design of BudgetFYI. It's fresh and modern, easy to use, very capable, and the workflow management is solid. This is what midmarket companies are looking for in a budgeting product.”

Craig Schiff, President, BPM Partners

Make Budgeting a Breeze While Maintaining Control

BudgetFYI is easy to use, with a familiar Excel-like user interface to simplify data entry and formulas.

Instant Templates

Create pre-populated starting points for every budget owner that reflect actual data, relevant accounts, organization charts, any predefined targets.

Workflow Management

Workflow management tools keep you in full control, provide 24/7 dashboard visibility of progress and deadlines, and keep budget owners accountable.

Audit Trail

BudgetFYI creates an audit trail of milestones, approvals, and accountability, documenting your entire budget process and removing the guesswork.

Rolling Forecasts

With our data integration, rolling forecasts can be automatically updated for actual data as the year unfolds.

Multiple Scenarios

An unlimited number of budget scenarios can be worked on simultaneously, such as best-worst case, top-down, or bottom-up.

Automated Publishing

Once a budget is approved, it can be published back to ReportFYI for variance reporting with just one click.

Year Round Benefits: Forecasting with BudgetFYI

While budgets set a benchmark for the year, forecasts are typically altered monthly or quarterly to reflect changing market or business conditions. Through our software, forecasting could not be easier - with no manual exporting or importing required:

  • Simply create a new budget scenario.
  • Select which actual months of data to bring in to your forecast.
  • Choose which budget will be used to auto-populate the remaining year.
  • Make any adjustments needed to reflect your new targets.
  • Publish your updated forecast back to actuals with just a click. 

That's it! Schedule a demo to see how BudgetFYI brings you value for the year, not just for a season.