--- description: Review of BudgetPak Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: BudgetPak | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Budgeting Software](/directory/265/budgeting-forecasting-software/software) > [BudgetPak](/software/31789/budgetpak) # BudgetPak Canonical: https://www.softwareadvice.co.uk/software/31789/budgetpak Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/31789/budgetpak?page=2) > BudgetPak by XLerant is a cloud-based Accounting solution that offers stand-alone Budgeting and Forecasting, as well as integrated Financial Reporting. It’s suited for midsize to large organizations in a variety of industries including Property Management, Education, Insurance and more. XLerant’s Budgeting capabilities can be customized to an organization’s unique needs, and self-service reporting allows users to produce their own reports and send them to Excel, PDF, or directly to print. The Forecasting functionality allows finance teams to share high-level or detailed forecasts with their employees, and users can make adjustments based on constraints setup up by management. XLerant’s Financial Reporting tool offers real time, bi-directional linkage with Excel in order to exchange data. Dashboards can be customized using pre-defined charts and graphs, and guided what-if analysis gives users insight into the impact of variables on a completed budget. > > Verdict: Rated **4.8/5** by 24 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 24 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: XLerant - **Location**: Stamford, US - **Founded**: 2005 ## Commercial Context - **Starting Price**: US$10,000.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Annual subscription includes all modules (budgeting, forecasting, reporting) and full customer support. One time implementation fee includes all training from dedicated, in-house XLerant staff of professional accountants. Contact XLerant info@xlerant.com for detailed pricing information. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - "What If" Scenarios - API - Access Controls/Permissions - Accounting - Activity Dashboard - Ad hoc Reporting - Alerts/Notifications - Asset Lifecycle Management - Budgeting/Forecasting - Chart of Accounts - Collaboration Tools - Consolidation/Roll-Up - Customisable Reports - Dashboard - Dashboard Creation - Data Import/Export - Data Visualisation - Drag & Drop - Expense Management - Expense Tracking ## Integrations (1 total) - Microsoft Excel ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Budgeting Software](https://www.softwareadvice.co.uk/directory/265/budgeting-forecasting-software/software) ## Related Categories - [Budgeting Software](https://www.softwareadvice.co.uk/directory/265/budgeting-forecasting-software/software) - [Financial Reporting Software](https://www.softwareadvice.co.uk/directory/1904/financial-reporting/software) - [Small Business Accounting Software](https://www.softwareadvice.co.uk/directory/506/small-business/software) - [Enterprise Accounting Software](https://www.softwareadvice.co.uk/directory/4001/enterprise/software) ## Alternatives 1. 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They have found solutions for any situation we have brought to their attention, or have taken the suggestions to make future enhancements. ----- ### "Easy to Use / Top-notch Support" — 5.0/5 > **Lynda** | *3 August 2020* | Government Administration | Recommendation rating: 10.0/10 > > **Pros**: The integration was seamless. The implementation team at Xlerant was organized, responsive, and knowledgable. The product is easy to use for both our admins and end-users. The product meets all of our needs: it's fully customizable and there are are several reporting options. Forecasting, and creating several budget scenarios is important to us. BudgetPak met those requirements too. > > **Cons**: Nothing to report here. I honestly can't think of any cons. > > Xlerant customer service and support are excellent. If any questions arise, we ask and they promptly respond. There is ongoing training offered in the form of a support site, webinars and newsletters. BudgetPak is robust and well-written. Our users are mostly non-financial people and they've found it easy to use. We made the right choice. ----- ### "BudgetPak Beginner" — 4.0/5 > **Kathy** | *3 October 2018* | Higher Education | Recommendation rating: 7.0/10 > > **Pros**: The choice of menus allows users to work with whatever best fits them. > > **Cons**: Terms unique to this software are not translated to the new user. If you are not the one who set up the software, the terms are undefined. > > I am attempting to have our College use BudgetPak in the place of budgeting with jut Excel. ----- ### "Incredibly useful for establishing dynamic & inclusive ("bottom up" budgeting process" — 5.0/5 > **Clint** | *16 February 2018* | Higher Education | Recommendation rating: 10.0/10 > > **Pros**: End user experience is easy and intuitive. I especially love the ability to establish monthly budgets which provides a much greater probability for accurate year-end forecasts. The numerous ad hoc reports and MyExcel features are also dynamic and incredibly useful. > > **Cons**: While Xlerant offers wonderful and ready customer service, we still found the installation process very time consuming and quite challenging. Also, you need a person dedicated to the continued administration of this software. > > Inclusive budgeting process and much enhanced ability to forecast and deliver needed reports. ----- ### "Cathy's review" — 5.0/5 > **Catherine** | *5 October 2018* | Insurance | Recommendation rating: 9.0/10 > > **Pros**: BudgetPak is a cloud based software, user friendly and easy to use for the non-financial user. > > **Cons**: As Administrators, when you make changes in your company configuration, the Validation and Initialization process can take at least 1 hour or more to run. While this is happening, no other end users are able to see or work on their budgets since system is under maintenance. > > We are a large property/casualty insurance company with 23 departments. Departments are more aware of what they are spending and are looking for ways to control their costs. End users have spoken very highly and favorably of the product. They are fully engaged and more accountable with their own budgets and feel more involved in the overall budgeting process for the company. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/31789/budgetpak?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/31789/budgetpak) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data