Budgeto

Budgeto is a financial management platform offered by Budgeto Inc. It is designed to assist small businesses in creating annual budgets, adjusting monthly financial projections, analyzing performance, generating financial reports, managing cash flow, and raising funds. According to the vendor, Budgeto is aimed at small businesses and caters to a wide range of professionals and industries, including entrepreneurs, startups, small business owners, accountants, bookkeepers, financial advisors, consultants, and professional service providers.

Key Features

Budgeting: According to the vendor, Budgeto allows users to easily create annual budgets or financial projections at any time. Users can start from scratch for startups or import historical accounting data for existing businesses. The platform also offers the option to import accounting data manually or directly from QuickBooks Online (QBO) or Xero.

Adjusting: The vendor states that with Budgeto, users can update their financial projections monthly by importing historical accounting data. Based on actual results, users can review and adjust their budgets to reflect past performance and future expectations. Users have full control over how they update and adjust their budgets, ensuring accuracy and relevance.

Analyzing: According to the vendor, Budgeto provides an analysis module that allows users to measure their financial performance by comparing actual results against the budget. Users can evaluate different scenarios to assess potential outcomes and compare current year financial results with previous year results. This versatile module aims to help users gain insights and make informed decisions.

Reporting: Budgeto offers a reporting menu where users can export their budgets, budgeting scenarios, and monthly financial performance analysis. Users can export graphics and consolidate all the information into a PDF report. The reporting feature allows users to share financial information with stakeholders, investors, or lenders and customize their reports to include specific analysis.

Integration with QuickBooks Online (QBO): According to the vendor, Budgeto seamlessly synchronizes with a user's QBO account to import historical accounting data into the budget. Automatic mapping of chart of accounts, capital assets, investments, and debts is done between QBO and Budgeto. This integration aims to save time and effort by automatically creating budgets from historical data and allowing users to update their financial projections easily.

Integration with Xero: Budgeto can synchronize with a user's Xero account to import historical accounting data into the budget, according to the vendor. Automatic mapping of chart of accounts, capital assets, investments, and debts is done between Xero and Budgeto. This integration aims to streamline the budgeting process by automatically creating budgets from historical data and enables users to update their financial projections effortlessly.