Helping businesses choose
better software since 1999
better software since 1999
Guides & Research
Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Capterra carefully verified over 2 million reviews to bring you authentic software and services experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. Learn more.
Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software and service providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. Learn more.
Budgeto is the fastest & easiest way to build professional business budgets online. Budgeto connects with QuickBooks Online (QBO) and Xero, leading online accounting systems. It allows entrepreneurs to not only build a 5-year budget in few minutes but also easily maintain their projections by automatically importing historical data from their bookkeeping software month after month. Export professional PDFs & Excel (including a P&L, CF statement, a BS and a complete set of financial ratios)
Provider
Budgeto
Located In
Canada
Foundation
2015
Open API
No
Deployment
Cloud, SaaS, Web-Based
Training
Documentation, Videos
Support
Knowledge Base, FAQs/Forum, Email/Help Desk
Used in 100 countries by entrepreneurs, businesses, school boards, start-ups programs, colleges, universities, incubators, accelerators, investors, accounting firms, and financial institutions.
Content Source: Budgeto
Based on other buyer's searches, these are the products that could be a good fit for you.
Budgeto Reviews
Pros
Very good forecasting tool, especially if you have a manufacturing/product/unit type operation, provides a good tool for efficiency analysis etc.
Product is very easy to use and it has a great value for money. It may also connect to other systems which is important.
I liked that the software integrated into Quickbooks and was fairly easy and quick to implement.
Overall good experience to check if a company is worth to grow by doing the financial settings before launching it.
Cons
We no longer wanted to use the software, but the system automatically renewed our subscription. There is no refund policy - we are locked into a contract even if we wanted to cancel.
Imputing information can be quite long and has to be done manually. There is no form of validation if you have made obvious mistakes.
Lack of some features but the software is constantly evolving.
A bit tricky to set up all inputs, quite time consuming, but this is quite normal for any analyses tool.
"Easy to use, powerful budgeting tool"
Pros: Easy to set up a budget Cashflow prediction
Cons: No CSV import of data No auto-save, loss of data possible
"Cocooners experience"
Pros: Product is very easy to use and it has a great value for money. It may also connect to other systems which is important.
Cons: I would add better reporting features, for instance both financial statements as well as graphs and some commentary based on YoY performnace
"Budgeto Is difficult to use and customer support was curse in offering assistance"
Overall: It has been a struggle, I am walking away due to the poor product functionality after paying for a year that they won't refund. They are making money due to refund policies in spite of a poor product without some logical features
Pros: The option of multiple budgets, the options of sales budgets
Cons: 1. The inability to readily customize and once done it did not carry the custom format to other budgets 2. The lack of functionality to compare actual to budget 3. the fact customer support was not open to helping us and referred us to documentation that was not helpful and assumed we reached out to them first.
"Must have"
Overall: We do not look at a prospective investment unless then create a Budgeto budget.
Pros: Budgeto is easy to use, creates professional looking budgets.
Cons: Lack of some features but the software is constantly evolving.
"BUYER BEWARE - Non-refundable auto-renew"
Pros: Easy to generate a forecast. The interface is somewhat outdated, but once you get a hold of how their system works, it's quite easy to use.
Cons: BEWARE --- non-refundable auto-renewal. We no longer wanted to use the software, but the system automatically renewed our subscription. There is no refund policy - we are locked into a contract even if we wanted to cancel.
Vendor Response
