Budgeting Software for Microsoft Dynamics

Modern Cloud-Based Budgeting Software for Microsoft Dynamics

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

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.

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 with fully integrated reporting and budgeting data with easy entry in spreadsheets using familiar Excel formulas.

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.

FAQs

How does FYIsoft simplify the budgeting process for Microsoft Dynamics users?

FYIsoft automates every stage of the budgeting cycle—data collection, versioning, modelling, workforce planning, approvals, and reporting—with integration to Microsoft Dynamics GP and Business Central. Finance teams can create department-level budgets without spreadsheets, ensuring accuracy, real-time collaboration, and faster rollups to consolidated forecasts.

How does FYIsoft handle version control and workflow approvals?

FYIsoft’s built-in workflow engine supports multiple budget versions, user roles, and automated approval routing. Managers receive alerts when new submissions are ready for review, and all changes are tracked with full audit trails—streamlining collaboration while maintaining control and compliance.

Can FYIsoft connect operational data or KPIs to the budgeting process?

Yes. FYIsoft allows you to factor key operational metrics—such as headcount, sales volume, or production data—directly to financial drivers within your budget model. This integration creates dynamic, driver-based budgets that automatically adjust when operational inputs change, giving finance leaders real-time visibility into how business activities impact financial outcomes. Workforce Planning features automate the budgeting of employee’s and their financial impact.

How is FYIsoft’s budgeting solution deployed and secured?

FYIsoft is delivered as a cloud-based SaaS solution hosted in a secure, SOC-compliant environment. It uses encryption at rest and in transit, granular user permissions, and integration-level authentication with Microsoft Dynamics—keeping your financial data safe and always accessible.