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BudgetPak

Budgeting forecasting & reporting for midsize orgs 10+ users

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BudgetPak Pricing, Features, Reviews and Alternatives

BudgetPak product overview

Price starts from

$

10000

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.

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.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

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

    Training options

    Live Online
    Videos
    Documentation
    Webinars
    In Person

    BudgetPak pricing information

    Value for money

    4.7

    /5

    23

    Price starts from

    $

    10000

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    BudgetPak features

    Functionality

    4.5

    /5

    23
    Total Features46 2 categories

    Most valued features by users

    Reporting & Statistics
    Activity Dashboard
    API
    Third Party Integrations
    Reporting/Analytics
    Data Import/Export
    Multi-Currency
    Alerts/Notifications

    BudgetPak users reviews

    Overall rating

    4.7

    /5

    23

    Positive reviews

    100%

    Write a review
    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9.1/10
    Rating distribution

    5

    4

    3

    2

    1

    17

    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.

    BudgetPak is amazing, our organization with over 50 centers and 275 employees finds it "user friendly" and very intuitive. The reporting is versatile and exportable.

    DB

    Dee B.

    Working with the XLerant team has been great. They were very patient with us in the decision process and have been very helpful in getting set up as well.

    AR

    Anonymous Reviewer

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

    MC

    Michael C.

    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.

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9/10

    Share this review:

    Focused on the Budget Owner

    Reviewed 3 years ago

    Working with the XLerant team has been great. They were very patient with us in the decision process and have been very helpful in getting set up as well. Great team.

    Pros

    BudgetPak was built with the end user (Budget Holder) in mind. The budget process is a simple step by step process made so that "non-finance" people can easily put their annual plan together. Then, as the finance team, you can use that data to run forecasts and long term projections as often as you need. There are also easy Excel integrations for the finance team to use to pull data or upload data directly to the cloud database.

    Cons

    I haven't used the software for very long, but I am concerned about the "refresh" or initialization times. But it isn't something that would've pushed me away from the product per se as most other options I saw would require the same thing.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Easy to Use / Top-notch Support

    Reviewed a year ago

    Xlerant customer service and support are excellent. If any questions arise, we ask and they promptly respond. There is ongoing training offered in the form of a support site, webinars and newsletters. BudgetPak is robust and well-written. Our users are mostly non-financial people and they've found it easy to use. We made the right choice.

    Pros

    The integration was seamless. The implementation team at Xlerant was organized, responsive, and knowledgable. The product is easy to use for both our admins and end-users. The product meets all of our needs: it's fully customizable and there are are several reporting options. Forecasting, and creating several budget scenarios is important to us. BudgetPak met those requirements too.

    Cons

    Nothing to report here. I honestly can't think of any cons.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7/10

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    BudgetPak Beginner

    Reviewed 3 years ago

    I am attempting to have our College use BudgetPak in the place of budgeting with jut Excel.

    Pros

    The choice of menus allows users to work with whatever best fits them.

    Cons

    Terms unique to this software are not translated to the new user. If you are not the one who set up the software, the terms are undefined.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

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    Incredibly useful for establishing dynamic & inclusive ("bottom up" budgeting process

    Reviewed 4 years ago

    Inclusive budgeting process and much enhanced ability to forecast and deliver needed reports.

    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. The numerous ad hoc reports and MyExcel features are also dynamic and incredibly useful.

    Cons

    While Xlerant offers wonderful and ready customer service, we still found the installation process very time consuming and quite challenging. Also, you need a person dedicated to the continued administration of this software.

    Vendor response

    We're glad to hear your end-user experience has been so positive! While our normal implementation process is an average of 8 weeks, on occasion the process can take longer - especially when, as in this case, we are working through supporting the development of new budgeting processes simultaneous with the new software set-up. For the majority of our clients, system administrators may spend a few hours a month to load in new data. During the budget season there is additional work in the system preparation, oversight of the budget process and approval cycles - however, administrators report significantly less time spent than with Excel-based budgeting.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9/10

    Share this review:

    Cathy's review

    Reviewed 3 years ago

    We are a large property/casualty insurance company with 23 departments. Departments are more aware of what they are spending and are looking for ways to control their costs. End users have spoken very highly and favorably of the product. They are fully engaged and more accountable with their own budgets and feel more involved in the overall budgeting process for the company.

    Pros

    BudgetPak is a cloud based software, user friendly and easy to use for the non-financial user.

    Cons

    As Administrators, when you make changes in your company configuration, the Validation and Initialization process can take at least 1 hour or more to run. While this is happening, no other end users are able to see or work on their budgets since system is under maintenance.

    Vendor response

    Thanks for the kind review Catherine! We are happy to report that as of our most recent software release the NJM validation/initialization has been reduced to just ten minutes!

    BudgetPak FAQs and common questions

    BudgetPak has the following pricing plans:
    Starting from: $10000.00


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


    BudgetPak supports the following languages:
    English


    Yes, BudgetPak has an API available for use.


    BudgetPak integrates with the following applications:
    Microsoft Excel


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

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