Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Budgyt
Score 8.9 out of 10
Mid-Size Companies (51-1,000 employees)
Budgyt is a dynamic FP&A platform that simplifies budgeting, forecasting, and reporting. It offers a single source of truth for CFOs and finance teams to integrate financials, streamline processes, and manage multiple departments.
$5,988
per year (up to 10 departments)
Upmetrics
Score 0.0 out of 10
N/A
Upmetrics is a business plan software, helping entrepreneurs and small business owners find success in their business planning processes and growth strategies. Upmetrics AI Assistant is included to help generate text, rewrite content, shorten or expand it, and adjust the tone. The tool simplifies writing a business plan with step-by-step guidance, 400+ sample business plans, and automated financials. It also helps to forecast financials, prepare a budget, and make confident…
$19
per month
Pricing
BudgytUpmetrics
Editions & Modules
No answers on this topic
Premium
$19
per month
Professional
$37
Professional
$49
per month
Offerings
Pricing Offerings
BudgytUpmetrics
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeRequiredNo setup fee
Additional DetailsMulti-year and non-profit discounts are available. Contact vendor for a quote.Discount available for annual billing.
More Pricing Information
Community Pulse
BudgytUpmetrics
Features
BudgytUpmetrics
Budgeting, Planning, and Forecasting
Comparison of Budgeting, Planning, and Forecasting features of Product A and Product B
Budgyt
8.7
17 Ratings
5% below category average
Upmetrics
-
Ratings
Long-term financial planning8.015 Ratings00 Ratings
Financial budgeting9.117 Ratings00 Ratings
Forecasting8.716 Ratings00 Ratings
Scenario modeling8.516 Ratings00 Ratings
Management reporting9.116 Ratings00 Ratings
Analytics and Reporting
Comparison of Analytics and Reporting features of Product A and Product B
Budgyt
8.6
15 Ratings
5% above category average
Upmetrics
-
Ratings
Personalized dashboards8.314 Ratings00 Ratings
Color-coded scorecards7.52 Ratings00 Ratings
KPIs10.01 Ratings00 Ratings
Cost and profitability analysis8.612 Ratings00 Ratings
Key Performance Indicator setting8.47 Ratings00 Ratings
Benchmarking with external data10.01 Ratings00 Ratings
Revenue Forecasting7.53 Ratings00 Ratings
Budgeting Tools
Comparison of Budgeting Tools features of Product A and Product B
Budgyt
8.5
17 Ratings
0% above category average
Upmetrics
-
Ratings
Automated Budgeting7.311 Ratings00 Ratings
Financial Planning Collaboration8.816 Ratings00 Ratings
Budget Customization8.917 Ratings00 Ratings
Departmental Budgeting9.016 Ratings00 Ratings
Import & Export Tools8.617 Ratings00 Ratings
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Medium-sized Companies
Centage
Centage
Score 9.4 out of 10
Centage
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Score 9.4 out of 10
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OneStream
OneStream
Score 8.8 out of 10
OneStream
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Score 8.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
BudgytUpmetrics
Likelihood to Recommend
8.9
(50 ratings)
-
(0 ratings)
Likelihood to Renew
9.1
(6 ratings)
-
(0 ratings)
Usability
8.7
(32 ratings)
-
(0 ratings)
Support Rating
8.8
(8 ratings)
-
(0 ratings)
Implementation Rating
9.1
(4 ratings)
-
(0 ratings)
Product Scalability
9.0
(30 ratings)
-
(0 ratings)
User Testimonials
BudgytUpmetrics
Likelihood to Recommend
Budgyt
Budgyt is great for instant consolidation of a multi-department and multi-entity organization. It has strong hierarchy and roll-ups at various levels. User setup and security is straightforward, with ability to restrict data to only department heads over a project. Excellent capability in salary and benefit calculation, for instance down to each type of state and federal tax, and each type of employee health benefit with individual cost as specific as necessary. Strong export functionality.
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Upmetrics
No answers on this topic
Pros
Budgyt
  • budgeting: building annual budgets from the ground-up
  • financial reporting: Budgyt includes a number of great options for navigating financial reports
  • analysis (& reporting): the ease and flexibility of configuring and using data tools allow for detailed analysis, and numerous options for accessing data to enable effective analysis and reporting views
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Upmetrics
No answers on this topic
Cons
Budgyt
  • The ability to remove %'s entirely from reports, instead of only partially removing %'s from a report.
  • The formulas C2C and FOAs can be confusing to set up. I think more explanative data ---- hovering over question marks alongside cells you must complete as a suggestion --- in this module would be useful. These formulas work great once you trial & error your way into them operating. But we find their initial set-up a time commitment. We don't want to watch how-to videos each time we set them up. The hover/clarifications of what certain cells mean would be very helpful.
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Upmetrics
No answers on this topic
Likelihood to Renew
Budgyt
It is awesome, will never go back to the spreadsheet. Just paid for our second year. It does everything we need. Slick interface for data entry, easy to use and run reports with a few clicks to get what you want. great data comparison, flexible to be able to see monthly totals from prior year or other scenario when entering in the data sheet
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Upmetrics
No answers on this topic
Usability
Budgyt
We have not encountered any issues with Budgyt’s limitations, given the number of departments and the volume of data we pass to the tool. I have no reason to give it anything less than a 10; the only limitation so far is that we don’t have full API integration yet. Once that is finalized, we will be seamlessly integrated across all of our financial platforms and tools.
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Upmetrics
No answers on this topic
Support Rating
Budgyt
During my first year of working within the budget software, I had to go through some training while trying to meet deadlines for meetings. The team at Budgyt was very accommodating and made sure I was equipped with the knowledge that I needed to be successful
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Upmetrics
No answers on this topic
Implementation Rating
Budgyt
We were fortunate to have the founder lead us through a video conference to teach our users how to use the system. Totally invaluable!
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Upmetrics
No answers on this topic
Alternatives Considered
Budgyt
Other than Hyperion, which is in a different league and more suitable for much larger organizations, I would say that Budgyt compares very favorably. We moved from Great Plains to Sage Intacct, and evaluated their planning solution at the time of implementation. We were very underwhelmed by the management reporter tool that we used with GP, and budgeted with Excel prior to moving to Sage. We began looking at several other products alongside Budgyt & Sage's solution, but were so impressed by Budgyt that at its price point it was a no-brainer. We liked Sage's tools plenty, but felt that Budgyt could do more and cost less, so opted to go this route despite the lack of direct integration.
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Upmetrics
No answers on this topic
Scalability
Budgyt
The ability to budget at multiple organizational levels is central to Budgyt's design. These levels can be regions or product lines or departments, which are all easily rolled up to a consolidated organizational view. Reporting back against these levels is also built-in to the system.
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Upmetrics
No answers on this topic
Return on Investment
Budgyt
  • We have had the product in place for less than a year and have yet to roll it out to the full management team. I know that this will be a huge tool for managers as they are always telling me that they are approving expenses even though they do not know their budget!
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Upmetrics
No answers on this topic
ScreenShots

Budgyt Screenshots

Screenshot of the budgeting interfaceScreenshot of board-ready charts and dashboards available from any field in a budget.Screenshot of P&L by ScenarioScreenshot of P&L by DepartmentScreenshot of P&L by EmployeeScreenshot of the Employee Edit Page

Upmetrics Screenshots

Screenshot of the AI business plan builderScreenshot of financial forecasting and reportsScreenshot of some of the 400+ sample business plans