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Budgeting Software

Faster, More Accurate Budgeting, Without the Spreadsheets.

Budgeting Software with AI-Enhanced Planning and Forecasting

Ready to eliminate the angst that typically accompanies budget season? See how BudgetFYI greatly simplifies the planning process with powerful automation and extreme ease of use for faster, better decisions.

Accelerate Budgeting

Intelligent templates provide budget owners with pre-populated starting points that reflect actual data and reporting hierarchies. Or use our AI engine to create initial budgets.

Automate Workflow

Powerful approval engine keeps budgets moving with automated reminders and alerts, while creating a complete audit trail of accountability and approvals along the way.

Eliminate Spreadsheet Errors

Put an end to spreadsheet errors, version-control issues, and those hard-to-catch manual mistakes. Participating in the planning process is easy and accurate for all users.

Countless Advantages of Unifying Budgeting Software with Reporting and Analytics

FYIsoft Budgeting Software - Intelligent Templates

Intelligent Templates That Jump-Start the Budgeting Process

Accelerate the budget process right out of the gate with pre-populated starting points for every budget owner that reflect actual data, relevant accounts, organization charts and any predefined targets.

Automated, Accurate Budget Consolidations

With our seamless platform, budget rollups and consolidations are automated to mirror actual reporting data, saving hours of time and greatly reducing errors. Drag-and-drop features make it easy to instantly change organization structures and hierarchies.

FYIsoft Budgeting Software

Easier, More Accurate Forecasting with AI

Our proprietary AI technology can analyze over a decade of historical data to help you identify drivers behind your business and project more accurate forecasts.

Reporting, Analytics and Budgeting Software in One Integrated Platform

One unified platform to manage all reporting, analysis and budgeting processes delivers superior speed and accuracy. FYIsoft’s modern platform combines our deep domain expertise, machine learning, and other AI technologies to provide management with the financial  intelligence needed for success in fast-changing, multi-entity, and/or multi-GL environments.

Budgeting Software Features

Short-term budgets and longer-term forecasts

Unlimited hierarchies and budget segmentations with easy drag-and-drop changes

Approval engine ushers each step of the creation, review and approval process

AI makes it easier to predict trends and make decisions

Audit trail of milestones, approvals and accountability documented and archived

Multiple budget scenarios can be worked on simultaneously including top-down, zero-based budgeting or hybrid

Automated consolidated rollups based on actual reporting structures

Specialty budgets provide alternate views of the business

Cloud software with access from any device, 24/7


Lighthouse Property Insurance Logo
FYIsoft is light years ahead of the competition. Their automation eliminated the need to manually distribute reports and they also provide on-demand access to our financial statements from any device or location.
Scot Moore, EVP
Lighthouse Property Insurance Corporation
Capital Financial Holdings_FF_crop
FYIsoft significantly streamlines the period-end closing process, saving hours of valuable time as well as offering flexible reporting for our specific requirements.
Elizabeth Colby, CFO
Capital Financial Holdings, Inc.
RIG logo
It saves us an incredible amount of time on completing our financials. I am free to focus on other business-critical tasks.
Meredith Barnes, Chief Accounting Officer
Richard Industrial Group (RIG)
City Light and Power
We’ve nearly doubled in size and I save so much time with FYIsoft. When we make changes, the reports are automatically updated. FYIsoft solved our reporting challenges and helped me step into a more strategic role.
Rachel VonSiebenhoven, Controller
City Light & Power

Download Budgeting Brochure

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