Budget Smarter. Budget Faster.
Better Budgeting Software for Clubs with BudgetPak

With an easy-to-use guided approach for users and built-in controls and functionality for finance.

“I can say that our budget process was shortened by at least 30%, and that was the first year; I expect that number to be higher in the future. It makes the budgeting process much simpler.” Fairview Country Club

“I was looking for a system that I didn’t have to worry about…with the service that we expect.” Philadelphia Cricket Club

“The knowledge of the club industry and drivers–that was a big component of getting collaboration among the departments. This time around, doing the budgets with BudgetPak was much easier. Department heads were engaged.” Cincinnati Country Club

“The number one thing for me was the scenarios–the ability to basically, in the blink of an eye, create a different scenario without having to take 8 hours to rebuild the ship. That really was a selling point for me.” Elevate Technology for Clubs

“I don’t have to worry about whether everything’s flowing the way it’s supposed to, because it just does. This has made my life easier.” Sawgrass Country Club

“BudgetPak just fits the way clubs actually work.” The Country Club of Fairfax

“It’s one of the software solutions that’s really changed my world in the club sphere. It has been groundbreaking for me.” The Oaks Club

“Now when we are sitting with the GM and someone wants to change something, we change it on the fly and see the rollup immediately.” Broken Sound Club

“My advice to any club CFO still on Excel: just take a look. It costs nothing to explore, but the time, labor, and money you save could be significant.” River Oaks Country Club

Ready to learn more about BudgetPak?

We know club budgets are complicated and the details matter.

BudgetPak is a cloud-based budgeting, forecasting, and reporting solution purpose-built for the unique needs of clubs.

At every level of your club, the success of your initiatives depend upon effective budgetary planning, forecasting, and analysis. BudgetPak budgeting software helps you engage your non-financial staff with better communication, accountability and strategic thinking.

Now is the time to build a smarter budget, faster.

Guided step-by-step approach

We do not look like Excel. We’re different…on purpose.

BudgetPak was designed by finance executives with ease-of-use and the end user in mind.

At XLerant, we believe your time is better spent on analysis, not the process, and delivering strategic guidance instead of consolidating spreadsheets or fixing formulas.

Flexible Revenue & Expense Planning

Budgets are tailored to each department
Multiple budget methods depending upon the line item
Easy set-up and editing of custom drivers, rates, and calculations, such as membership levels, dues, covers/round, golf fees, etc.
Real-time view of budget changes
One-click multiple monthly spreading methodologies
Entry of detailed notes and justification
Project or initiative tracking

Detailed Headcount Planning

Track salaried and hourly staff by name, position or pool
Adjust for increases or bonuses
Plan for new hires and terminations
Calculate benefits by formula or individual employee
Automated pay schedules and tax calculations
Accurate monthly spreading of all details

Sophisticated Scenario Modeling, Forecasting and Projections

Create multiple scenarios to explore impact of assumptions on budgets or forecasts, such as changes to membership renewals, tiers and dues, F&B average spend, benefits
Combine actual with budget data for forecasting keeping the totals the same as the existing budget or changing the totals based on actual spending
Create multiple forecasts versions throughout the year as needed
Use predictive analytics to create the most accurate projection based on historical data values

Self-service Reporting, Dashboards, & Analytics

Run 100+ out-of-the-box configurable reports, including your P&L, consolidated summaries, projects and initiatives, headcount, drivers, and budget decisions reports
Customize dashboards for a quick snapshot of KPIs and performance
Real-time status of workflow and approval with corresponding expense, income or net numbers
A dynamic integration with Excel for analysis and custom reporting

laptop showing BudgetPak business budgeting software

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Are your department heads struggling with Excel-based templates?
Is it difficult to track everyone’s progress?
Is your system error prone and time consuming?
Do you have a hard time maintaining historical data after staff turnover?
Is it challenging to evaluate and revise budgets throughout the year?
Do you and your board members have limited transparency into the rationale behind the numbers?
Are you struggling with employees’ lack of budgetary engagement, accountability, and ownership?
Have you experienced difficulty tying the strategy to the budget?