Name: Budgeto
Author: Budgeto

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Development

Admissions and Enrollment

Classroom Management

Education

Business Intelligence (BI)

Collaboration

Facility Management

Statistical Analysis

Workspace Planning

Enterprise

Accounting

Accounts Payable

Financial Planning and Analysis (FP&A)

Hedge Fund

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

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Cloud Storage

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Deception Technology

Encryption Key Management

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Integration Platform as a Service (iPaaS)

IoT Device Management

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Information Technology

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All-in-One Marketing

Content Management

Customer Success

Digital Content Creation

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Survey & Forms Building

Usability Testing

Web Analytics

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Project Management

Professional Services

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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.

SAP S/4HANA Cloud

Vena Solutions provides a financial process automation solution to automate Corporate Performance Management, accounting and budgeting, Regulatory & Compliance, and other finance-related processes. It is scaled for medium to large-sized organizations.

Professional

Complete

Vena

Budgeto

Budgeting and Forecasting

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

Long-term financial planning

Financial budgeting

Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.

Forecasting

Combining actuals and budgets, rolling forecasts, driver-based models.

Scenario modeling

Financial or operational modeling of alternate future states and planning for each.

Management reporting

Budget vs. actual or forecast, P&L’s, performance over time, between products etc.

Budgeting Tools

Allot financial resources to guide your organization's spending

Automated Budgeting

Automated reporting and cash flow tracking reacts to real-time changes to more efficiently plan budgets.

Financial Planning Collaboration

Collaboration tools coordinate finance team members’ budgeting-related task completion through file sharing and chat features.

Budget Customization

Customizable templates and forms for performance visualization

Departmental Budgeting

Division of budget across multiple departments according to an individual team's spending and resources.

Import & Export Tools

Importing of financial data to accurately budget resources and exporting of reports to share across your organization.

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

Personalized dashboards

Create custom dashboards and reports without the help of IT or administrators.

Color-coded scorecards

Track and analyze performances with interactive, color-coded balanced scorecards.

KPIs

Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

Cost and profitability analysis

Cost and profitability analysis provides data for business decision making.

Benchmarking with external data

CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

Revenue Forecasting

Key Performance Indicator setting

Ability to set key performance indicators for measuring progress towards goals.

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Budgeting and Forecasting Software

Budgeto

Overview

What is Budgeto?