- Home
- Nonprofit Budgeting Software
- BudgetPak
BudgetPak
What it is
BudgetPak is a web-based budgeting, forecasting, and reporting solution for small to mid-sized organizations. It guides finance and non-finance budget managers through department-specific navigation and multiple budgeting methods. Planning tools cover headcount, salaries, benefits, new hires, pay schedules, and tax calculations, alongside workforce planning, financial consolidation, and variance analysis. Built-in reports, configurable dashboards, KPIs, and drill-through to general ledger transaction detail support financial review. BudgetPak offers API transfers for account and general ledger data, lists integrations with QuickBooks, Sage, SAP, Oracle, Workday, and Microsoft Dynamics, and includes myXL for Excel-based analysis, pivot tables, and data extraction or upload. Security options include role-based access, multiple permission levels, and single sign-on. The responsive web product supports laptop, tablet, and cell devices using Chrome, Microsoft Edge, Firefox, or Safari. XLerant lists fixed-fee implementation and training on a 6–8 week schedule, with its team doing 85% of the work. Pricing is on request.
For and against
For
- Guided budgeting offers department-specific navigation.
- Plans headcount, salaries, benefits, and new hires.
- Reports include dashboards, KPIs, and ledger detail.
- myXL supports Excel analysis and data exchange.
- Responsive web access supports laptop, tablet, and cell devices.
Against
- Pricing is available on request.
- Implementation and training are listed on a 6–8 week schedule.
The verdict
BudgetPak brings budgeting, forecasting, reporting, and workforce planning into a web-based product with Excel and accounting-system connections. Organizations should request pricing and consider the listed implementation schedule when evaluating it.
Who it suits
BudgetPak suits small to mid-sized organizations whose finance and department managers need to build budgets and forecasts together. It may also suit teams that need headcount planning, financial consolidation, and Excel analysis.
Plans and prices
BudgetPak
Sliding-scale end-user licenses · view-only licenses · 1–5 administrators or unlimited license option · fixed-fee implementation
Read 11 Oct 2026 · xlerant.com
On the record
- Availability and backups
- XLerant says its SaaS service provides 24/7 availability and data backups.xlerant.com · read 11 Oct 2026
- Budgeting
- Yesxlerant.com · read 21 Sep 2026
- Company location
- XLerant lists its address as 1111 Summer Street, 6th floor, Stamford, Connecticut 06905.xlerant.com · read 11 Oct 2026
- Excel
- Its myXL integration supports Excel-based analysis, pivot tables, data extraction or upload, and specialized reporting.xlerant.com · read 11 Oct 2026
- Financial consolidation
- Yesxlerant.com · read 21 Sep 2026
- Forecasting
- Forecasting features include annual rolling forecasts, below-account-level detail, long-term projections, scenario modeling, and what-if analysis.xlerant.com · read 11 Oct 2026
- Guided budgeting
- The product guides finance and non-finance budget managers through budgeting with department-specific navigation maps and multiple budgeting methods.xlerant.com · read 11 Oct 2026
- Headcount planning
- Features include headcount and salary planning, employee benefits, new hires, pay schedules, and tax calculations.xlerant.com · read 11 Oct 2026
- Hosting
- BudgetPak is accessed over the web and hosted in a North America-based data center that XLerant says exceeds Tier 4 requirements.xlerant.com · read 11 Oct 2026
- Implementation
- XLerant lists fixed-fee implementation, training, and a 6–8 week schedule, with its team doing 85% of the work.xlerant.com · read 11 Oct 2026
- Integrations
- BudgetPak offers API data transfers for account and general ledger data and lists integrations including QuickBooks, Sage, SAP, Oracle, Workday, and Microsoft Dynamics.xlerant.com · read 11 Oct 2026
- Purpose
- BudgetPak is a cloud-based budgeting, forecasting, and reporting solution for small to mid-sized organizations.xlerant.com · read 11 Oct 2026
- Reporting
- The product provides built-in reports, configurable dashboards, KPIs, and drill-through to general ledger transaction detail.xlerant.com · read 11 Oct 2026
- Scenario modeling
- Yesxlerant.com · read 21 Sep 2026
- Security
- The product lists role-based security, multiple levels of permissions, and single sign-on.xlerant.com · read 11 Oct 2026
- Support
- Support includes a self-service desk, FAQs, documentation, videos, email and live virtual support, and a stated four-hour response time.xlerant.com · read 11 Oct 2026
- Supported access
- The responsive web product supports laptop, tablet, and cell devices and the Chrome, Microsoft Edge, Firefox, and Safari browsers.xlerant.com · read 11 Oct 2026
- Variance analysis
- Yesxlerant.com · read 21 Sep 2026
