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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

BudgetPak, developed by XLerant, is a user-friendly, cloud-enabled software that specializes in budgeting, forecasting, and reporting. It caters to mid-sized and large enterprises across diverse sectors, including education, property management, and insurance, enhancing their engagement and supporting the attainment of strategic goals. As the flagship offering from XLerant, BudgetPak streamlines intricate processes for budget managers and different finance teams. This Software-as-a-Service (SaaS) solution is notably recognized for its user-friendliness, outstanding customer support, and rapid implementation, making it an ideal choice for organizations looking to improve their financial management. Additionally, BudgetPak's design allows teams to collaborate effectively, further boosting productivity and decision-making capabilities.

Description

This application serves as a comprehensive web-based budgeting and integrated spend management solution, along with offering additional features! Initially developed as a desktop budgeting program for Windows, it has transformed into a sophisticated cloud application for managing project budgets and expenditures. The core of this tool lies in the seamless integration of project budgets with purchase order monitoring, ensuring that all spending is meticulously tracked. The example of the tree structure demonstrates how Purchase Order objects (PO records) are organized hierarchically. All financial elements ascend from the POs (represented in green) to Projects (shown in wheat), then to Accounts (depicted in blue), and finally to Budgets (illustrated in grey). This structured financial framework is established by the Team, which includes the Admin, Project Managers, and Vendor contacts, who collaborate to create an initial budget framework. They work together in real time to generate new POs, approve costs, issue purchase orders, and monitor all invoices along with any changes throughout the lifecycle of the POs, ensuring a streamlined financial management process. With this integrated approach, teams can enhance communication and efficiency in their budgeting tasks.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 

Integrations

Microsoft Excel No 

Pricing Details

$10000.00/year
Free Trial Yes 
Free Version No 

Pricing Details

$1495 one-time payment
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

XLerant

Founded

2005

Country

United States

Website

www.xlerant.com

Vendor Details

Company Name

Spicer-Baer Associates

Founded

1998

Country

United States

Website

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

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet No 
Capital Asset Planning Yes 
Cash Management No 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking No 
Version Control Yes 

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting No 
Run Rate Tracking No 
Version Control Yes 

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