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BudgetPak Logo

Budgeting forecasting & reporting for midsize orgs 10+ users

Table of Contents

BudgetPak - 2026 Pricing, Features, Reviews & Alternatives

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BudgetPak overview

What is BudgetPak?

XLerant, Inc. helps organizations with 10, 20 or even 200 budgeting participants allay the frustrations of Excel-based budgeting. XLerant‘s premier product, BudgetPak, is a cloud-based budgeting solution that has received high honors for outstanding ease-of-use, ease of implementation, and customer service.

BudgetPak’s user-centered design and built-in intelligence provides a platform for communication of the organization’s annual objectives and ensures department heads and budgeting managers are building their budgets in line with those objectives. Because Budget-Pak doesn’t force users to think in a restricted ‘row and column’ Excel format, it is a much more engaging experience for non-financial users. At the same time, BudgetPak allows the Finance team to control the aspects of the budget that are important to them within a straightforward, wizard-driven, finance-friendly format – and direct integration with Excel for analysis in a familiar environment.

XLerant offers a full suite of modules built into BudgetPak including expense planning, revenue planning, headcount planning, asset planning, forecasting and long-range projections as well as approval workflow, what-if scenarios, scenario modeling, out of the box reporting, variance reporting, and custom reports. A unique feature called ActionPaks allows users to budget for department-specific or organization-wide projects and initiatives.

In-house customer support team of professional accountants provide dedicated support from project kick-off through implementation and training. Implementation follows an industry-tested plan and takes 6 to 8 weeks from start to completion.

Key benefits of using BudgetPak

  • BudgetPak's intuitive, non-Excel-like interface guides users through the budgeting process and enables documentation for every step.

  • Situational budgeting - system enables multiple budgeting approaches for maximum flexibility (e.g., line-item details, by headcount, by drivers, % increase or decrease)

  • Comprehensive headcount planning includes headcount review (salary and hourly), management of salary increase and other compensation, benefit tracking and new hire requests.

  • Strategic initiative planning with ActionPaks feature - captures costs, documentation and justification across multiple accounts (within or across departments); costs can be easily removed with a single click if initiatives are not approved.

  • Full suite of pre-built reports available on day one - allows users to easily run their own P&L, headcount, variance, asset and consolidation reports at anytime during the budgeting process or throughout the year.

  • BudgetPak's dashboards let users choose from a series of pre-defined charts and graphs for a variety of perspectives on selected data.
  • Starting price

    10000per user /
    per year

    Alternatives

    with better value for money

    BudgetPak’s user interface

    Ease of use rating:

    BudgetPak reviews

    Overall rating

    4.8

    /5

    24

    Positive reviews

    100

    %

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9.18/10
    Rating distribution

    5

    4

    3

    2

    1

    18

    6

    0

    0

    0

    Pros
    “End user experience is easy and intuitive. I especially love the ability to establish monthly budgets which provides a much greater probability for accurate year-end forecasts.”
    CL

    Clint L.

    Executive Director for Budgets & Financial Service

    “The tech support area is prompt, helpful and answers even the smallest of questions with courtesy and professionalism. All tuitorials are detailed with screenshots and great directions.”
    DB

    Dee B.

    General Ledger Manager

    “BudgetPak is a great tool and the customer service and support is outstanding.”
    DV

    Dana V.

    Assistant Treasurer & Controller

    Cons
    “Can be done off-hours, but in an international company with users all over the world, this can be inconvenient.”
    MC

    Michael C.

    Finance Manager

    “While this is happening, no other end users are able to see or work on their budgets since system is under maintenance.”
    CB

    Catherine B.

    Enterprise Reporting Accountant

    “The only issue is that it becomes difficult to train new system administrators and to know that our institution is using the system to it's full effect.”
    JM

    Jeremiah M.

    Junior Director of Financial Planning & Analysis

    Who uses BudgetPak?

    Based on 24 verified user reviews.

    Company size

    Enterprises

    Small Businesses

    Midsize Businesses

    Top industries

    Insurance
    Education Management
    Higher Education
    Construction
    Others

    Use cases

    - Not enough reviews
    -
    -
    -
    -
    -

    BudgetPak's key features

    Most critical features, based on insights from BudgetPak users:

    Budgeting/Forecasting
    General ledger
    Multi-Currency
    Project accounting
    Expense tracking
    Multi-Company

    All BudgetPak features

    Features rating:

    Self-Service reporting
    "What if" scenarios
    Financial analysis
    Financial management
    Financial reporting
    Forecasting
    Income & balance sheet
    Multi-Department/Project
    Profit/Loss statement
    Real-Time data
    Real-Time reporting
    Reporting/Analytics
    Scenario planning
    Strategic planning
    Third-Party integrations
    Version control
    Visual analytics
    Workflow management
    Access controls/permissions
    Accounting
    Activity dashboard
    Ad hoc reporting
    Alerts/Notifications
    API
    Asset lifecycle management
    Chart of accounts
    Collaboration tools
    Consolidation/Roll-Up
    Customizable reports
    Dashboard
    Dashboard creation
    Data import/export
    Data visualization
    Drag & drop
    Expense management

    BudgetPak alternatives

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    BudgetPak pricing

    Value for money rating:

    Starting from

    10000

    /user

    Per year

    Pricing details
    Subscription
    Free trial
    Free plan
    Pricing range

    User opinions about BudgetPak price and value

    Value for money rating:

    To see what individual users think of BudgetPak's price and value, check out the review snippets below.

    “End user experience is easy and intuitive. I especially love the ability to establish monthly budgets which provides a much greater probability for accurate year-end forecasts.”
    CL

    Clint L.

    Executive Director for Budgets & Financial Service

    “The tech support area is prompt, helpful and answers even the smallest of questions with courtesy and professionalism. All tuitorials are detailed with screenshots and great directions.”
    DB

    Dee B.

    General Ledger Manager

    BudgetPak integrations (1)

    Top integrations

    BudgetPak support options

    Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Email/Help Desk
    FAQs/Forum
    Phone Support
    Chat
    Knowledge Base

    Training options

    Webinars
    In Person
    Live Online
    Videos
    Documentation

    BudgetPak FAQs

    Q. What type of pricing plans does BudgetPak offer?

    BudgetPak has the following pricing plans:
    Starting from: $10000.00/year
    Pricing model: Subscription
    Free Trial: Available | (No Credit Card required)

    These products have better value for money


    Q. Who are the typical users of BudgetPak?

    BudgetPak has the following typical customers:
    Large Enterprises, Mid Size Business, Non Profit, Small Business


    Q. What languages does BudgetPak support?

    BudgetPak supports the following languages:
    English


    Q. Does BudgetPak offer an API?

    Yes, BudgetPak has an API available for use.


    Q. What other apps does BudgetPak integrate with?

    BudgetPak integrates with the following applications:
    Microsoft Excel


    Q. What level of support does BudgetPak offer?

    BudgetPak offers the following support options:
    Email/Help Desk, FAQs/Forum, Phone Support, Chat, Knowledge Base

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