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.
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
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.
Craig Schiff, President, BPM Partners
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.
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.
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)