# BudgetPak Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about BudgetPak Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more. Source: https://www.capterra.com/p/82666/BudgetPak/alternatives --- # BudgetPak Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) BudgetPak ## What is BudgetPak? Ideal for mid-sized organizations with decentralized or distributed budgeting. Designed to engage multiple (10+), non-financial end-users with an easy-to-use cloud-based, budgeting, forecasting and reporting solution. A perfect fit for finance teams who need to increase accountability, accuracy and align the budget to the strategic plan. Recognized highest in overall customer satisfaction, our powerful SaaS solution also ranked highest for ease of use, quick implementation and excellent support. ## What is BudgetPak used for? [Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Budgeting](https://www.capterra.com/budgeting-software/) Top alternative Featured Overall rating Based on 24 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $10000 Per User, Per Year Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for BudgetPak?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.xlerant.com&name=BudgetPak) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### BudgetPak 4.8 (24) VS. [4.4 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price $10000 Per User, Per Year Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (24) Ease Of Use 4.4 (7,619) Value For Money 4.8 (12) Value For Money 4.2 (6,536) Customer Service 5.0 (24) Customer Service 4.0 (6,240) ## BudgetPak alternatives [4.3 (606)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing [4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/) Starting price Contact vendor for pricing [4.4 (221)](https://www.capterra.com/p/188698/Yooz/reviews/) Starting price $199.00 Per User, Per Month [4.3 (135)](https://www.capterra.com/p/133966/Accounting-Seed/reviews/) Starting price Contact vendor for pricing ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Budgeting/Forecasting 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Create budgets based on historical data and future projections Chart of Accounts 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important A financial statement that lists a company's accounts and details the account type and balance Data Import/Export 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Forecasting 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends General Ledger 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Centralized accounting record which tracks all financial transactions Income & Balance Sheet 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time BudgetPak 41 features Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Generate one-off reports that meet information requirements Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage assets throughout their lifecycle to optimize profit Create budgets based on historical data and future projections A financial statement that lists a company's accounts and details the account type and balance Provides a channel for team members to share media files, communicate, and work together Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Alter the layout and content of reports Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Import and export data to and from software applications Graphical representation of data Assemble applications and processes by dragging over and arranging pre-built components Plan, pay and track business related expenses. Monitor and record expenses such as purchases or charges incurred Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Generate reports to assess the financial performance of an organization Form predictions based on past and present data/trends Centralized accounting record which tracks all financial transactions A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Manage the accounting and financial aspects of multiple locations or companies in a single location Manage and handle various international currencies Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Manage and track financials on a project-to-project basis Receive data and information in real time Active reporting of data and metrics View and track pertinent metrics to find patterns and gain insights from data Develop potential scenarios to identify risks and opportunities Allow users to create their own reports and financial statements At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Set up connections to third-party platforms to improve business processes Track revisions and updates made to files and navigate between different versions Interact with data visualization elements, such as charts and graphs, to drill down into data Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.5 (12) 4.5 Based on 12 reviews ## Pricing Value for money 4.8 (12) Free Trial Basic $10,000 Per User,Per Year Value for money 4.8 (12) 4.8 Based on 12 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (24) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (24) 5.0 Based on 24 reviews ## User reviews Overall rating 4.8 Based on 24 reviews Filter by rating 5(18) 4(6) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JK Jhanvi K. Team Leader Information Technology and Services ### "Phenomenal Budgeting and Financial Planning Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 11, 2023 BudgetPak is nice software to handle Budgeting and Financial Planning with the features they offers. we are using this tool to manage our budget and financial planning to produce more efficiency in very short time. It's a perfect tool for financial team of any company or organization to make effective solutions on budgeting. Pros It's a easy to use automated budget tracking software that offers many powerful features to manage your budgeting and allows you to create your financial planning more effectively in very short time. Cons I didn't face any issues with the features they provides but yes I feel that their is a limited functionality to manage your budget. Switched from [Vena](https://www.capterra.com/p/131246/Vena/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JB Julie B. Financial Analyst Construction ### "Easy to set up and user friendly" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 7, 2020 We create 75+ budgets every year for our markets. We switched from an Excel only model. This system has allowed us to have greater visibility and run reports quickly. Whenever we have any questions or issues, customer service is quick to respond. Pros BudgetPak is easy to implement. Only 2 of our 10 users are accounting professionals, everyone learned the system with no issues. The MyXL function allows us to pull budget details quickly for research or custom reports. Standard reports within BudgetPak are easy to use and allows us to quickly compare any of our budgets or actuals. We are very satisfied with the product and customer service. Cons Unfortunately, we have some complicated travel calculations for budgeting that still have to be done out of the system. But we are able to attach our worksheets in BudgetPak for reference. This is not a huge issue for us. Reasons for choosing BudgetPak Our end users are not accounting professionals. We felt that BudgetPak offered the best system for all users at a competitive price. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LF Lynda F. Accounting Technician II Government Administration ### "Easy to Use / Top-notch Support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 3, 2020 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. 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. Switched from [Prophix One](https://www.capterra.com/p/139909/Budgeting-Solution/) Our previous software was not cloud-based, was un-supported and over 10 years old. Reasons for choosing BudgetPak Price and favorable reviews from current users. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CB Catherine B. Enterprise Reporting Accountant Insurance ### "Cathy's review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 5, 2018 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 22, 2019 Thanks for the kind review Catherine! We are happy to report that as of our most recent software release the NJM validation/initialization has been reduced to just ten minutes! KD Karen D. Administrator, Enterprise Reporting Insurance ### "BudgetPak" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 4, 2018 BudgetPak has made our process more collaborative. It has centralized all the data in one place with easy access. Pros We have been able to keep all data in a centralized place and not in Excel. The ease of use for our end users. Cons The standard reporting available. We have employed the Excel add-on to facilitate in what we need. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User Senior Financial Analyst Education Management ### "Focused on the Budget Owner" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 4, 2018 Working with the XLerant team has been great. They were very patient with us in the decision process and have been very helpful in getting set up as well. Great team. Pros BudgetPak was built with the end user (Budget Holder) in mind. The budget process is a simple step by step process made so that "non-finance" people can easily put their annual plan together. Then, as the finance team, you can use that data to run forecasts and long term projections as often as you need. There are also easy Excel integrations for the finance team to use to pull data or upload data directly to the cloud database. Cons I haven't used the software for very long, but I am concerned about the "refresh" or initialization times. But it isn't something that would've pushed me away from the product per se as most other options I saw would require the same thing. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KH Kathy H. BudgetAnalyst Higher Education ### "BudgetPak Beginner" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 October 3, 2018 I am attempting to have our College use BudgetPak in the place of budgeting with jut Excel. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Jolene G. Controller Insurance ### "Great Software for nonexcel users" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 3, 2018 The staff has been very helpful, understanding and responsive. They have found solutions for any situation we have brought to their attention, or have taken the suggestions to make future enhancements. Pros Our end users have most liked that this software does not look like excel. It is user friendly. The ability to quickly and easily roll up the budgets will be a huge time saver. Cons The software does not yet accommodate balance sheet budgeting. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 22, 2019 Thanks for your feedback Jolene. Our focus to date has been prioritizing features that support collaborative budgeting and improve system ease-of-use. That said, thanks to feedback from customers like you, we've added balance sheet budgeting to our product development roadmap to be included in a future release. YL Yingxi L. Financial Analyst Entertainment ### "Very pleasant " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 30, 2018 BudgetPak meets our company's need for budgeting purposes. Pros The software fits our company's need. The client service (Team) is very responsive. The communication portal (basecamp) is very convenient. Cons The software BudgetPak is constantly upgraded with new functions and advanced reports, which well satisfies our company's need for budgeting. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JM Jeremiah M. Junior Director of Financial Planning & Analysis ### "XLerant provides a fantastic software that has greatly improved our budgeting process." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 February 20, 2018 Pros The customer support. Any time there is a question or concern, the XLerant team quickly responds and assists. When there were areas that the software seemed to be lacking, the support team would troubleshoot and came up with working solutions that improved the software greatly. Cons From an administrator standpoint, the software is complicated. It has taken me a bit of time to learn all the options within it. In a way, this is a very positive thing as the system has many features useful to different clients. The only issue is that it becomes difficult to train new system administrators and to know that our institution is using the system to it's full effect. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/82666/BudgetPak/reviews/) Independent research methodology 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. 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