Budgyt is budgeting and forecasting software created by a former CFO who was tired of Excel breaking at the worst possible moments. We serve finance teams at growing organizations managing multiple departments, locations, or grants. 350+ organizations and 4,000+ users have made the switch.
The core features solve what breaks in Excel. Import your chart of accounts and actuals directly from your accounting system via API. Click any variance to drill down to vendor-level detail with complete audit trails. Run rolling reforecasts monthly without rebuilding everything. Built-in payroll allocation, automated accruals, balance sheet and cash flow forecasting. Dynamic driver formulas that work like Excel but never break. Unbreakable formulas you manage without syntax. Unlimited team collaboration with approvals and activity tracking. Single source of truth for your entire organization.
Budgyt replaces Excel without the learning curve. No broken formulas. No version chaos. No board meeting panic. Works like Excel. Except it actually works. Up and running in hours via API, not months of consulting.
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Monitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.
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cfo.ai
cfo.ai is an AI-powered financial planning, analysis, and business intelligence platform that provides organizations with a virtual CFO assistant named Ari. The software connects to existing accounting, banking, payroll, billing, CRM, and data warehouse systems to consolidate financial and operational information. Its integrations include QuickBooks, Xero, NetSuite, Stripe, Paddle, Rippling, ADP, Mercury, Brex, Salesforce, HubSpot, Snowflake, and other supported applications. Ari automatically builds and maintains financial models using synchronized business data, reducing the need for manual spreadsheet updates and repetitive data reconciliation. The platform uses REAM, a financial modeling infrastructure designed for AI agents, to represent complex financial relationships and support efficient analysis across multiple business dimensions. Its deterministic calculation engine performs financial computations independently of language models and maintains traceability from reported figures to their underlying source records. Users can ask questions about revenue, profitability, operating expenses, cash flow, recurring revenue, customer retention, and budget performance through a conversational interface. Automated variance analysis identifies differences between actual and planned results, explains contributing factors, and links findings to relevant financial transactions. Scenario planning capabilities allow businesses to evaluate hiring decisions, operating cost changes, revenue assumptions, and other strategic choices before committing resources. Ari also generates financial forecasts, board meeting materials, management reports, and proactive alerts when important metrics change or reporting deadlines approach. Additional features include automated data synchronization, financial dashboards, auditable change histories, reversible model updates, view-only sharing, and Model Context Protocol integrations with AI tools such as Claude Code and Codex.
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Cube
Cube is an AI-driven platform built to transform how organizations approach financial planning and analysis. It helps finance teams eliminate data silos and gain accurate, real-time insights that improve strategic decision-making. By integrating with widely used tools like Excel, Google Sheets, Slack, and Microsoft Teams, Cube ensures a seamless user experience without forcing workflow changes. Its FP&Ai Suite introduces a collection of intelligent agents that specialize in key financial tasks such as forecasting, variance analysis, and data validation. These agents continuously work in the background, analyzing both structured and unstructured data to deliver meaningful insights. Cube allows users to interact with their data using plain English, making complex analysis more accessible and intuitive. The platform supports essential financial operations including budgeting, scenario modeling, revenue planning, and executive reporting. It also enhances productivity by automating time-consuming processes like data consolidation and reporting. With built-in security and compliance standards, Cube ensures that sensitive financial information is always protected. Organizations using Cube benefit from faster reporting cycles and improved data accuracy across teams. The platform is designed to scale for both mid-market and enterprise businesses across various industries. Ultimately, Cube empowers finance professionals to shift their focus from manual tasks to high-impact strategic work.
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