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 - now with AI capabilities!
With FYIsoft’s ReportFYI + BudgetFYI, your actuals and budgets work in perfect sync, bringing automation and accuracy to every step of the budget cycle.
Craig Schiff, President, BPM Partners
Create pre-populated starting points for every budget owner that reflect actual data, relevant accounts, organization charts, any predefined targets.
Workflow management tools keep you in full control, provide 24/7 dashboard visibility of progress and deadlines, and keep budget owners accountable.
BudgetFYI creates an audit trail of milestones, approvals, and accountability, documenting your entire budget process and removing the guesswork.
With our data integration, rolling forecasts can be automatically updated for actual data as the year unfolds.
An unlimited number of budget scenarios can be worked on simultaneously, such as best-worst case, top-down, or bottom-up.
Once a budget is approved, it can be published back to ReportFYI for variance reporting with just one click.
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:
That's it! Schedule a demo to see how BudgetFYI brings you value for the year, not just for a season.
BudgetFYI is FYIsoft’s cloud budgeting and forecasting software designed for finance teams that need to automate and streamline the budgeting process. It integrates directly with FYIsoft’s reporting platform so actual financial data and budgets stay synchronized without manual imports or exports.
BudgetFYI automates many of the manual steps typically required in budgeting. Budget templates can be pre-populated with actual financial data, workflows track approvals and progress, and rolling forecasts can automatically update as new actuals are recorded.
Yes. BudgetFYI eliminates many of the limitations of spreadsheet budgeting, including version control problems, manual data consolidation, and formula errors. Finance teams can still work in an Excel-like interface while benefiting from centralized data and automated workflows.
Yes. BudgetFYI allows finance teams to create multiple budget scenarios such as best-case, worst-case, and forecast models. Rolling forecasts can automatically incorporate updated actual financial data throughout the year.
BudgetFYI integrates directly with FYIsoft’s financial reporting platform, allowing approved budgets to be published instantly for variance analysis and performance reporting. This eliminates the need to manually transfer data between budgeting and reporting tools.
BudgetFYI is designed for finance teams in mid-market and enterprise organizations that need to manage complex budgets, multi-entity structures, or collaborative budgeting processes across departments.
Yes. BudgetFYI supports multi-entity and departmental budgeting structures, allowing organizations to create consolidated budgets and manage multiple business units within a single platform.
Yes. FYIsoft integrates with many ERP and general ledger systems, allowing financial data to flow directly into the budgeting environment so budgets are always based on accurate and up-to-date information. (FYIsoft-Financial Reporting Software)
