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Budgeting Software Integrated with Financial Reporting

BudgetFYI: Budgeting Software Without the Spreadsheets for Dynamics 365 BC

Trade in those spreadsheets for time-saving automation with BudgetFYI.

ERP Systems: Dynamics 365, Dynamics 365 BC, Dynamics 365 Finance, Dynamics AX, Dynamics GP, Dynamics NAV, Dynamics SL
Product Verticals: All Industries
Business Processes: Accounting, Budgeting, Financial Management, Financial Reporting, Reporting
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Take the pain out of budget season with easy-to-use, cloud-based budgeting software for your Dynamics ERP.

 

BudgetFYI™ works together with our financial reporting software, ReportFYI®, to automate the budgeting process. By eliminating the inefficiencies of spreadsheets, a 3-4 month budget season can be reduced to weeks. The same easy to use "rows, columns, trees" structure found in ReportFYI makes BudgetFYI a breeze to learn and use, while the seamless integration between actual and budget data provides amazing time-saving benefits to your budget team.

Benefits of a True Integration Between Reporting and Budgeting Data

  • Report structures and organization hierarchies from ReportFYI are mirrored in BudgetFYI. You won't need to waste time recreating accounts, rollups, or consolidations, and changes can be made with a simple drag and drop.
  • No more manually importing/exporting data between systems. Your financial data flows seamlessly between the modules for superior speed and accuracy.
  • Actual data can be automatically pre-populated into budgeting templates.
  • Approved budgets can be automatically published into actuals for variance reporting.
  • Rolling forecasts can be updated instantly as more actual data becomes available.

Powerful Budget Management Tools You Will Love

  • Instantly create new budgets with just a few simple clicks
  • Work on multiple budget scenarios simultaneously (e.g. best/worst case)
  • Workflow management tools provide full control and visibility over budget status and approaching deadlines
  • A familiar Excel-like interface makes it easy to learn for your end users
  • Flexibility to control which accounts users can edit, and which they cannot
  • An end to the formula errors and inserted rows that previously required hours of time to investigate and correct

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Ready to stop chasing spreadsheets?

Schedule a personalized demo of our budgeting software and see how easy your next budget season can be.

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