Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.
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You know the pain. 8,000+ formulas in your Excel budget, any one of which could break. Department heads emailing versions back and forth. Mystery errors appearing right before board meetings. Weekends lost hunting for that one number that doesn't add up.
We built Budgyt because we lived that nightmare as CFOs ourselves.
It's a true database that works like Excel, so your team doesn't need training. But formulas never break. Every number traces back to source with one click. Import your chart of accounts and actuals directly from your accounting system. Click any variance to drill down to vendor-level detail instantly. Run rolling reforecasts every month without rebuilding everything from scratch.
We connected it via API so you're up and running in hours, not spending months on implementation consulting.
Built for multi-department organizations where budgeting needs to be collaborative, but the finance team needs to stay in control. No more emailing spreadsheets around. No more "did I break something?" panic. Just budgeting that actually works.
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IDU
IDU is an FP&A software platform built to help finance teams modernize budgeting, forecasting, consolidation, reporting, and financial analysis. The system connects directly with ERP platforms to keep financial data synchronized in real time, reducing the need for manual spreadsheet updates and disconnected reporting processes. By centralizing data in one governed environment, IDU gives finance leaders and operational users a shared source of truth for planning and performance management. The platform supports multi-entity organizations, multi-currency reporting, continuous planning, and detailed consolidation workflows. Teams can create budgets, update forecasts, generate reports, and drill into transaction-level details without switching between multiple tools. Built-in analytics help users identify trends, compare performance, and understand the drivers behind financial results. AI-driven insights further support faster analysis by surfacing patterns and opportunities that might otherwise be missed. IDU is designed to improve collaboration between finance and business teams by giving everyone access to live, accurate data. By replacing manual spreadsheet workflows with connected FP&A automation, IDU helps organizations improve planning accuracy, reduce administrative work, and accelerate decision-making.
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DrillPoint Reports
DrillPoint Reports features an intuitive interface that provides the flexibility to generate both straightforward and intricate financial reports, seamlessly integrated with your MIP Fund Accounting™ software. This tool empowers you to effortlessly retrieve your financial data within Microsoft Excel® and craft polished financial statements using a widely recognized spreadsheet application. With the capability to design a multitude of pre-formatted financial statement templates, DrillPoint Reports facilitates the creation of tailored, high-quality financial statements for presentation to your board members and external advisors. Furthermore, the software allows for advanced data manipulation, enabling you to incorporate formulas, graphs, and various sophisticated Excel features, thereby enhancing the overall impact of the information you share. This versatility ensures that users can effectively communicate their financial insights and analyses in a compelling manner.
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