Modern Cloud-Based Budgeting Software for Microsoft Dynamics

The perfect complement to FYIsoft’s reporting software — easy to use, easy to buy.

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Seamless Budgeting and Reporting Automation — No Spreadsheets Required

FYIsoft’s BudgetFYI is built for finance teams running Microsoft Dynamics GP or Business Central that need to move beyond the limitations of spreadsheets — but don’t want the complexity of full-blown enterprise systems.

Tightly integrated with ReportFYI, our cloud-based reporting platform, BudgetFYI uses the same reporting structures to power a faster, smarter budgeting process. No disjointed tools. No manual workarounds. Just clean, connected, and consistent financial planning.

BudgetFYI is not a standalone solution — it’s the logical next step for companies already using ReportFYI.

 

Time-Saving Benefits of Integrated Data

 

Because BudgetFYI is built to work hand-in-hand with ReportFYI, your data is always in sync — which means you save time at every step:

  • Financial structures are shared across reporting and planning — no need to rebuild dimensions, hierarchies, or consolidation logic.
  • Budget templates are instantly populated with actuals or prior year figures from ReportFYI.
  • Final budgets can be automatically published back to reporting with a click — no manual entries or uploads.
  • Forecasts adjust easily as new actuals flow in from your ERP.

From planning to reporting, it’s one consistent, connected process.

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Budgeting Software That Works the Way Finance Teams Work

FYIsoft’s budgeting solution was built with the same philosophy that powers our financial reporting: Sophisticated functionality made simple.

For mid-market finance leaders balancing the demands of complex accounting and tight deadlines, FYIsoft offers:

Instant Templates

Create pre-populated starting points for every budget owner that reflect actual data, relevant accounts, organization charts, any predefined targets.

Workflow Management

Workflow management tools keep you in full control, provide 24/7 dashboard visibility of progress and deadlines, and keep budget owners accountable.

Audit Trail

BudgetFYI creates an audit trail of milestones, approvals, and accountability, documenting your entire budget process and removing the guesswork.

Rolling Forecasts

With our data integration, rolling forecasts can be automatically updated for actual data as the year unfolds.

Multiple Scenarios

An unlimited number of budget scenarios can be worked on simultaneously, such as best-worst case, top-down or bottom-up.

Automated Publishing

Once a budget is approved, it can be published back to ReportFYI for variance reporting with just one click.

What Experts Are Saying

“It’s obvious that a lot of thought went into the design of BudgetFYI. It’s fresh and modern, easy to use, very capable, and the workflow management is solid. This is what midmarket companies are looking for in a budgeting product.”
 — Craig Schiff, President, BPM Partners (leading independent performance management advisory firm)

Get Started with FYIsoft

Modern budgeting doesn’t need to be complicated.

If you’re already using ReportFYI — or ready to ditch Excel for something faster, more reliable, and built for Dynamics — BudgetFYI is your next step.

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