Budgetaris Desktop v2.4 · FP&A for B2B teams
Budgeting software your finance team will actually open every day
Budgetaris Desktop replaces spreadsheet chaos with one calm, structured workspace for annual plans, rolling forecasts, driver models and approvals — running natively on Windows and macOS, with or without an internet connection.
Why finance teams run their budgets in Budgetaris
B2B companies do not fail because their finance team cannot build a spreadsheet. They fail because a spreadsheet is a terrible place to run a planning process that involves twelve department owners, three legal entities, two currencies and a board deadline on the 15th.
Budgetaris Desktop was built for that reality. It keeps the freedom of a spreadsheet — open formulas, driver-based lines, what-if scenarios — and adds the structure of an enterprise planning system: versions, workflow, permissions, audit history and one version of the truth.
Finance leaders tell us the switch pays for itself in the first planning cycle. Department owners stop emailing broken Excel files. Controllers stop reconciling duplicates. The CFO finally has a model that ties headcount to revenue to cash, and can answer "what happens if we hire ten more sellers in Q3?" before the call ends.
The product is deliberately desktop-first. You install it on your machine, work with full speed on models with hundreds of thousands of rows, and sync when you are ready. No browser tab to keep open, no sluggish interface, no vendor holding your data hostage to a login page. When you are offline on a flight, your budget keeps working.
The full picture, one desktop app
Multi-entity consolidation
Roll up legal entities, cost centers and departments with eliminations and intercompany lines handled automatically.
Driver-based planning
Model headcount, ACV, churn, usage and pricing as drivers. Let the forecast flow from assumptions you can defend.
Approvals and audit trail
Department owners submit, controllers review, CFO approves. Every change is logged with a timestamp and a name.
Rolling forecasts
Move from annual agony to a forecast that refreshes every month and stays honest about what changed and why.
Collaboration built in
Comments, mentions and shared workspaces replace the "latest_final_v3" email thread forever.
Reports and board packs
Publish board-ready packs in one click: P&L, headcount, cash burn, variance narratives — in PDF or live links.
Who uses Budgetaris
Budgetaris is built for B2B companies between about twenty and two thousand employees: SaaS and software teams, professional services firms, distributors, manufacturers and healthcare organizations. Our typical buyer is a VP of Finance or FP&A manager who inherited a tangle of spreadsheets and needs to deliver a credible plan to the board — without hiring a team of consultants to build it.
These teams share the same frustrations: budgets that took four months and were obsolete by February, department owners who treat planning as a form to fill rather than a conversation, and a CFO who cannot trace any single number back to its assumptions. Budgetaris removes all three frustrations with structure, workflow and transparency.
The desktop difference
Why install software when the web works fine? Because planning is deep work. A desktop application gives you instant calculation on large models, offline access, native file handling, keyboard-driven navigation and the feeling that the tool belongs to you rather than to a tab you might accidentally close. Our users report that switching to a desktop workflow cuts the time spent on mechanical tasks by roughly a third in the first quarter.
"Budgetaris took our planning cycle from fourteen weeks to five. More importantly, the CFO now trusts the numbers because she can see exactly where each one came from." — VP Finance, B2B SaaS company, Denver CO
Start in fifteen minutes
You can install Budgetaris Desktop and build your first simple plan the same afternoon. Import last year's actuals from Excel or your ERP, apply one of our starter templates, invite two colleagues, and you have a working system before the trial ends. When you are ready to move seriously, our onboarding team helps you migrate the full model in a structured three-week program.
<a class="btn primary" href="contact.html">Request a walkthrough</a> or read the product tour to see how the workspace works in detail.