Financial Sanity from Start to Finish using BudgetPak

A case study with two XLerant customers sharing their stories of issues with using ‘a plethora of monster spreadsheets’, their evaluation process, what they wanted in a budgeting solution, why they didn’t want an Excel-look-alike program, reasons that they chose BudgetPak, and the outcomes they have achieved.


Finance Leaders Top 5 Takeaways for TODAY

Finance teams speak to their experience moving through the pandemic and beyond. What have we learned, what do we still need to figure out, what’s next – and how do we make that happen in a state of constant change? Finance leaders top 5 takeaways for TODAY.

Read more

Decentralized Budgeting Meets Headcount Planning

AFP Exchange Magazine explores best practices for headcount planning and key considerations for employing a decentralized approach and engaging department heads in the process. Featuring XLerant customers A.T. Still University and NJM Insurance Group.

Read More Read the Full Issue

Multiplayer Game: Making Multi-participant Budgeting Work

When it comes to budgeting, CFOs and finance staff are clearly the experts. That said, many organizations engage a variety of employees and departments in the process. This AFP Exchange Magazine article presents finance teams with best practices and strategies for successful multi-participant budgeting.

Read more

In Harmony: Collaborative Strategic Budgeting for Fiscal Stability

Featuring case studies and interviews with XLerant customers – this Business Officer Magazine article provides financial leaders with a cross-industry look at how three higher education institutions are innovating to achieve a forward-thinking culture, and tying their budgets to the strategic plan.

Read more

Employee Engagement as a Business Strategy

This eBook explores a new way to look at an old-standard: how a collaborative budgeting process (one in which employees are empowered to make, and be held accountable, for important decisions) can be a valuable business strategy for fostering a culture of innovation and employee engagement.


Read more

Mission Driven: Budgeting Success in Nonprofits & Associations

For mission-driven nonprofits, the path to sustainability is not an easy one. Many of the challenges in the nonprofit sector are unique, requiring innovative strategies and solutions while navigating a lot of complexity. This white paper breaks it down to key issues that can have a significant impact. 

Read more

When Budgeting is a Team Sport…

5 Winning Strategies for Multi-participant Budgeting. A well-executed collaborative budgeting process has been proven to return a more accurate budget with increased ownership from participants. Download this eBook for the top tips for a successful (painless) implementation!

Read more

Avoiding the Potential Pitfalls of Collaborative Budgeting

The benefits of a collaborative budgeting approach (more accurate numbers and forecasts, a culture of teamwork and accountability…) far outweigh the challenges. But that doesn’t mean there aren’t potential pitfalls! This eBook addresses key issues for the practical application of “collaborative” budgeting.

Read more

Read more

Decision Point: When Is the Right Time to Leave Excel?

Includes key questions and checklists to help determine if it’s the right time for your organization to leave Excel for budgeting, and criteria for reviewing alternative solutions. Case examples from teams who have made the switch, how they justified the investment, and the outcomes they have achieved.

Read more