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What is PerpetualBudget?

This application is an all-encompassing web-based budgeting and integrated spend management tool, enriched with various additional functionalities! Originally designed as a desktop budgeting software for Windows, it has evolved into an advanced cloud solution that efficiently oversees project budgets and expenses. At the heart of this application is the smooth integration of project budgets with purchase order tracking, which guarantees that all expenditures are closely monitored. The illustrative tree structure showcases how Purchase Order objects (PO records) are systematically organized in a hierarchical manner. Financial components ascend from the POs (depicted in green) to Projects (represented in wheat), then to Accounts (shown in blue), and culminate in Budgets (illustrated in grey). This organized financial architecture is crafted by a collaborative team, comprising Admins, Project Managers, and Vendor contacts, who work together to establish an initial budget framework. They engage in real-time collaboration to create new POs, approve expenses, issue purchase orders, and oversee all invoices along with any modifications throughout the lifecycle of the POs, ensuring a smooth financial management experience. By adopting this integrated methodology, teams can significantly improve communication and operational efficiency in their budgeting activities, ultimately leading to more effective project execution.

What is BudgetPak?

BudgetPak, created by XLerant, is an intuitive, cloud-based solution tailored for budgeting, forecasting, and reporting purposes. It serves mid-sized and large enterprises from various industries such as education, property management, and insurance, aiding them in boosting engagement and achieving their strategic objectives. As XLerant's leading product, BudgetPak simplifies complex processes for budget managers and finance teams alike. This Software-as-a-Service platform has garnered high praise for its user-friendly design, exceptional customer support, and quick implementation, establishing itself as a top choice for organizations seeking to enhance their financial operations. Additionally, its versatility across different sectors further strengthens its standing as a reliable financial management tool. The platform's commitment to innovation continues to attract new users looking for effective financial solutions.

Media

Media

Integrations Supported

Integrations Supported

Microsoft Excel

API Availability

API Availability

Pricing Information

$1495 one-time payment

Pricing Information

$10000.00/year
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Spicer-Baer Associates

Date Founded

1998

Company Location

United States

Company Website

spicer-baer.com/cloud-tracking-solutions/

Company Facts

Organization Name

XLerant

Date Founded

2005

Company Location

United States

Company Website

www.xlerant.com

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Version Control

Purchase Order

Not specified

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Capital Asset Planning
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Version Control

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