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Functionality
4.5
/5
23
Total features
47
2 categories
BudgetPak features
Common features of Financial Reporting software
Functionality
4.5
/5
23
Price starts from
No pricing info
Total Features
47
Unique features
Real Time Analytics
Scenario Planning
Planning Tools
ERP
Functionality
4.4
/5
19.8K
Price starts from
No pricing info
Total Features
205
Features in Common
23
Unique features
Sales Reports
Fixed Asset Management
Job Scheduling
Special Order Management
Functionality
4.2
/5
5.9K
Price starts from
No pricing info
Total Features
164
Features in Common
31
Unique features
Hourly Billing
Project Billing
Duplicate Payment Alert
Invoice History
Anonymous Reviewer
Verified reviewer
Education Management, 51-200 employees
Used daily for less than 6 months
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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.
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.
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.
Lynda F.
Government Administration, 201-500 employees
Used weekly for 1-2 years
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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.
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.
Nothing to report here. I honestly can't think of any cons.
Clint L.
Higher Education, 201-500 employees
Used daily for 2+ years
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Inclusive budgeting process and much enhanced ability to forecast and deliver needed reports.
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.
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.
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.
Ngoc N.
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Get rid of those Excel workbooks and macros you currently use for budgeting. BudgetPak makes it easy to budget and forecast for any users. We went through a realign of our HQ office in early 2009. BudgetPak made it easy to make those changes quickly and consolidation was a snap with great audit trails.
In 2008 our Company (at one of the Operating Group Headquarters location) was looking for a budgeting software tool to replace our Excel workbooks to prepare our annual budget and forecast. After considering 6 different budgeting software packages BudgetPak was the clear winner for the ease of implementation, but more importantly, how user friendly it is. You are not required to be a finance person...
The vanilla canned reports that came with BudgetPak are good, but I would like to see more custom reports or more ways for me to build custom reports. I plan to work with BudgetPak to enhance reports in future version releases.
Happy to report that since 2009 we have dramatically expanded our reporting flavors from plain vanilla! With every new release we include additional reports for our standard offering - many based on customer request. In addition, we have a custom reporting tool that easily addresses unique reporting requirements.
Jeremiah M.
Used daily for 6-12 months
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The customer support. Any time there is a question or concern, the XLerant team quickly responds and assists. When there were areas that the software seemed to be lacking, the support team would troubleshoot and came up with working solutions that improved the software greatly.
From an administrator standpoint, the software is complicated. It has taken me a bit of time to learn all the options within it. In a way, this is a very positive thing as the system has many features useful to different clients. 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.
Julie B.
Construction, 51-200 employees
Used monthly for 2+ years
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We create 75+ budgets every year for our markets. We switched from an Excel only model. This system has allowed us to have greater visibility and run reports quickly. Whenever we have any questions or issues, customer service is quick to respond.
BudgetPak is easy to implement. Only 2 of our 10 users are accounting professionals, everyone learned the system with no issues. The MyXL function allows us to pull budget details quickly for research or custom reports. Standard reports within BudgetPak are easy to use and allows us to quickly compare any of our budgets or actuals. We are very satisfied with the product and customer service.
Unfortunately, we have some complicated travel calculations for budgeting that still have to be done out of the system. But we are able to attach our worksheets in BudgetPak for reference. This is not a huge issue for us.
Karen D.
Insurance, 1,001-5,000 employees
Used weekly for 2+ years
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BudgetPak has made our process more collaborative. It has centralized all the data in one place with easy access.
We have been able to keep all data in a centralized place and not in Excel. The ease of use for our end users.
The standard reporting available. We have employed the Excel add-on to facilitate in what we need.
Jolene G.
Verified reviewer
Insurance, 501-1,000 employees
Used monthly for less than 6 months
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The staff has been very helpful, understanding and responsive. They have found solutions for any situation we have brought to their attention, or have taken the suggestions to make future enhancements.
Our end users have most liked that this software does not look like excel. It is user friendly. The ability to quickly and easily roll up the budgets will be a huge time saver.
The software does not yet accommodate balance sheet budgeting.
Thanks for your feedback Jolene. Our focus to date has been prioritizing features that support collaborative budgeting and improve system ease-of-use. That said, thanks to feedback from customers like you, we've added balance sheet budgeting to our product development roadmap to be included in a future release.
Donna F.
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The College takes a bottom up approach to developing the annual budget. Budget Managers are expected to develop a plan that establishes their Strategic Planning Goals and Objectives for the department that is linked to the College's plan then determine the expenses (and for some departments) revenue associated with achieving their plan. Excel and paper worksheets were unable to satisfy this basic...
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Michael C.
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Strongly recommended. Provides us the functionality we require, coupled with a user experience that requires virtaully no training. A very solid product.
Real-time rollups, version control, auditability, integrated headcount and capital budgeting. Simple and straightforward from an end-user standpoint, but the real benefit will be to your company's finance team responsible for the overall budgeting process. Easy to configure to your company's needs and powerful in that it always enables you to know where your end-users are in their process and provide real-time updates and snapshots to senior management.
On-the-fly configuration changes often require a system "reinitialization" which requires the software be taken offline for a short period of time. Can be done off-hours, but in an international company with users all over the world, this can be inconvenient.
Jill L.
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This is an excellent product. We compared several budgeting software packages before selecting BudgetPak. We have 40 cost centers and almost 100 users. This software has made our budget process more transparent & more efficient. We could not be happier.
BudgetPak is an easy to use, robust budgeting tool for organizations. *Budget users love it *Provides transparent payroll budgeting for the budgeting manager *Security provides different levels of access for users *Organization wide reports are easy to produce *Excellent visibility of comparative data - both budgets and actuals *Ability to spread budget based on several easy to use methodologies
Wish they made more software products!
Dave L.
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Very useful for all sizes of organizations. We examined all of the top Gartner-recommended products, and this was by far the easiest for our staff to understand and be proficient with.
Even users challenged to use Excel understand BudgetPak Very easy from IT's perspective to install, maintain, and load updates Great for what-if scenarios Robust headcount management Multiple ways to budget - by month, by headcount, by monthly spreading, by percent increase or decrease, etc. Very useful and intuitive reporting Smooth interfaces to external sources and our GL system
BudgetPak is unavailable when Accounting performs maintenance. Not any real problems!
Dee B.
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Excellent product - you will not regret the purchase.
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. 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. One of the best software purchases!!!
Nothing comes to mind - any problems we have encountered have been dealt with promptly with detailed instructions.
Kim A.
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Creating spreadsheet budgets is not the best use of our finance team's time, but until we found BudgetPak, it was necessary. Our team was able to master the budget set-up tools in BudgetPak with very little training and with the XLerant product in place, we can now spend time focusing on higher value tasks. What we love about XLerant is it gives our managers the tools to transform their department-specific knowledge into a budget they can understand and own.
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Yingxi L.
Entertainment, 501-1,000 employees
Used weekly for less than 6 months
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BudgetPak meets our company's need for budgeting purposes.
The software fits our company's need. The client service (Team) is very responsive. The communication portal (basecamp) is very convenient.
The software BudgetPak is constantly upgraded with new functions and advanced reports, which well satisfies our company's need for budgeting.