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Be more efficient by integrating financial projections into your online accounting services workflow.
Become a Budgeto Certified Professional (BCP) and be introduce to our network of thousands of potential customers.
Offer your customers a new service to prepare their annual budget and to update their monthly financial projections.
Manage all your clients with a single login.
Integrate seamlessly with QuickBooks Online & Xero.
Optimize your workflow with repeatable processes.
Add customers and be ready to work in seconds.
Intuitive and easy to use interface.
Collaborate with anyone, anytime, anywhere.
Take advantage of our discount on the partner program.
Scale your practice with a new specialized budgeting service.
Empower your customers by involving them in the process!
When your firm joins our BCP network, you become a Budgeto business partner. We can thus refer you to clients who need support in Budgeto, but also to any client who wishes to obtain bookkeeping, accounting or financial services.
A certified professional is an individual who specializes in accounting and bookkeeping and who masters all the power of the Budgeto platform.
Yes, you can turn off the autorenewal for any customer and turn it back on when ready to work on their budget again (without loosing their data).
We accept payments via Visa, MasterCard and AMEX. Payments are processed via a secure payment gateway. Credit card details can be entered within Budgeto, either during or after your free trial.
You can pay for a license for a customer and share the business with that customer, or your customer can pay for their license and share their business with you.
You can choose different options for each of your customers and upgrade or downgrade each company's plan in your Budgeto account.
Yes. We offer volume discounts based on the number of licenses you use. Please contact us for more information and we will get back to you as soon as possible.
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