BudgetPak Reviews - Pros & Cons, Ratings & more

Xero

NetSuite

Planful

Cloud-based budgeting with a full suite of integrated components for mid-sized organizations. Ideal for decentralized or collaborative budgeting - designed to engage multiple (10+) non-financial budget managers. Increases accountability, accuracy, and alignment with the strategic plan.

BudgetPak

Web-based

Windows

Executive Director for Budgets & Financial Service

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.

General Ledger Manager

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.

Assistant Treasurer & Controller

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

Team Leader

It's a perfect tool for financial team of any company or organization to make effective solutions on budgeting.

Senior Financial Analyst

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.

Once again we got great feedback from our users on the ease of use of the system.

It's a easy to use automated budget tracking software that offers many powerful features to manage your budgeting and allows you to create your financial planning more effectively in very short time.

Manager of FP&A

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.

Director of Information Technology

Great for what-if scenarios. Robust headcount management.

Associate Director, Center for Advocacy and Care

This is our second year with it. I loved it from the start and still do.

L&A OG Manager, Budgets

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.

Accounting Technician II

BudgetPak is robust and well-written. Our users are mostly non-financial people and they've found it easy to use.

Finance Manager

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

Enterprise Reporting Accountant

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

Junior Director of Financial Planning & Analysis

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.

On-the-fly configuration changes often require a system "reinitialization" which requires the software be taken offline for a short period of time.

Prophix

Vena

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.  

Great Software for nonexcel users

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. 

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.  

Easy to Use / Top-notch Support

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

BudgetPak Beginner

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

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

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. 

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.

Cathy's review

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! 

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.

BudgetPak is easy to implement and is very user friendly.

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.

BudgetPak is nice software to handle Budgeting and Financial Planning with the features they offers. we are using this tool to manage our budget and financial planning to produce more efficiency in very short time. It's a perfect tool for financial team of any company or organization to make effective solutions on budgeting.

Phenomenal Budgeting and Financial Planning Software

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.

Focused on the Budget Owner

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. 

Easy to set up and user friendly

XLerant provides a fantastic software that has greatly improved our budgeting process.

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.

User friendly budgeting

The training video the BudgetPak staff provided for us was great and we had another successful budget cycle with BudgetPak! Once again we got great feedback from our users on the ease of use of the system.

BudgetPak is a great tool and the customer service and support is outstanding

Strongly recommended.  Provides us the functionality we require, coupled with a user experience that requires virtaully no training.  A very solid product.

Budgetpak is a powerful and easy to use budgeting tool

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 requirement or our other long term goals of monthly budget details, periodic forecasting updates, and 5-year planning.  BudgetPak has allowed us to document the line item requests and link them to department plans as well as establishing monthly budgets by line item.  Budget Managers were surprised and delighted by the ease with which they were able to create, document and review their budgets as well as run reports which quickly compared their newest requests to prior budget or actual periods.  The executives and I now spend our time making decisions based on quickly summarized data which is fully owned and supported by the Budget Managers.

Meeting Goals with BudgetPak

BudgetPak has made our process more collaborative.  It has centralized all the data in one place with easy access.

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.

BudgetPak is robust AND easy to use

Excellent product - you will not regret the purchase.

Outstanding Product!!

I would recopmmend this product over any other product that claims to manage and develop the budget process. There is no comparison out there and this is hands down the best purchase I have made in my 11 years as Budget Director.

Bunker Hill Review

General Administrator

Thanks to feedback from our customers like you, we are happy to report significant improvements across the board in each of these categories.  We offer robust and easy to use forecasting and projections functionality, and we have award-winning customer service and training resources. 

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.  


Addison Group Review

I recommend BudgetPak as an affordable, easy to use replacement of Excel oriented budgeting.

BudgetPak Review

I'm a user so I don't know about the back end, but the front end is great.

Love that BudgetPak

We wanted a system that not only could provide us with control over the budgeting process, but a system that could help us with forecasting the bottom line at the end of the year.  Not only did BudgetPak meet those needs, we can now create a forecast in a few hours instead of a few days using Excel spreadsheets.    

Massachusetts School of Professional Psychology

BudgetPak meets our company's need for budgeting purposes.

BudgetPak Reviews

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24 reviews