Budgyt
14 Case Studies
A Budgyt Case Study
Procon, an AEC consulting firm, faced significant challenges with its headcount-driven budgeting process, which was entirely dependent on fragile Excel spreadsheets. Their finance team, led by VP of Finance Jenny Wang, dealt with broken formulas, version control chaos, and sharing headaches, as their accounting system could not support custom budgets. They needed an affordable, dedicated tool outside of their accounting software and found Budgyt.
Budgyt implemented a customized, Excel-like budgeting solution that fit Procon's methodology, complete with need-to-know user permissions and easy flat-file uploads. The results were transformational, saving multiple hours every week. The team gained the ability to run budget-versus-actual comparisons and rolling forecasts, drill down into detailed reporting, and easily export data. Over three years, Procon adopted new Budgyt features like balance sheets and executive dashboards, all while benefiting from a highly cost-effective solution.