Case Study: Advisors for Change improves nonprofit budgeting transparency with Budgyt

Advisors for Change rolls out Budgyt across a dozen nonprofits in under a month

Advisors for Change (AFC), a finance consultancy for small and mid-sized nonprofits, faced a recurring challenge with its clients: their budgeting processes were consistently failing in Excel. These failures included broken shared files, formula errors, and a lack of a single source of truth, which forced accounting staff to waste hours on setup and error-checking instead of actual financial planning. AFC needed a robust, multi-user budgeting solution to replace these fragile spreadsheets.

The consultancy implemented Budgyt, a budgeting platform that offered customizable user access, seamless QuickBooks Online integration, and features built for nonprofit needs like grant and department tracking. As a result, AFC's clients experienced increased transparency, deeper engagement from department heads, and a significant reduction in time spent on consolidation. The improved accuracy built confidence in board reporting. AFC itself now uses Budgyt for its internal budget and has successfully rolled it out to over a dozen nonprofit organizations.

Advisors for Change (afc)