xlerant Review, Pricing & Features

Xlerant's BudgetPak is cloud-based budgeting, forecasting, and management-reporting software built to help finance teams move off Excel, with fixed-fee…

Category
Finance
Pricing
Pricing is not publicly disclosed; prospective customers must request a quote. Visit xlerant.com for current terms.
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Last updated
August 5, 2026
SaaSReportingCloud

Xlerant is the company behind BudgetPak, a cloud-based budgeting, forecasting, and management-reporting platform positioned as a replacement for spreadsheet-driven (Excel) budgeting processes. This positioning is stated directly on the homepage: the page title reads 'XLerant | Business Budgeting Software | Move On From Excel' and the meta description calls it 'Cloud based budgeting, forecasting, & management reporting solutions software. First in class for ease-of-use and customer satisfaction.' The company markets ease of use as a core differentiator. A 2020 press release states that BudgetPak received 'a Perfect 5.0 Score in Ease-of-Use for the Fifth Consecutive Year in 2020.' Xlerant also pairs the software with a services model built around guided onboarding rather than a purely self-serve product: its training/customer-service page describes 'Fixed-Fee, In-House Implementation,' 'Award Winning Support,' and 'Ongoing Support & Educational Resources' alongside a 'Minimal Learning Curve' promise. Client support runs through a dedicated Freshdesk portal, and prospective customers are directed to a 'Request a Quote' page and a 'View Demo' page rather than self-serve signup, suggesting a sales-assisted go-to-market. The company publishes customer case studies — one page references insurer Brotherhood Mutual via a case-study logo — and maintains an active public careers page, indicating an operating, ongoing organization.

Key Features

Pros & Cons

Pros

  • Positions ease-of-use as a core strength, citing a self-reported 'perfect 5.0 score in ease-of-use' for BudgetPak for five consecutive years as of 2020.
  • Implementation is offered as a fixed-fee, in-house service rather than an open-ended consulting engagement, which can make rollout costs more predictable for buyers.
  • Support is framed as ongoing rather than ending at go-live, including 'Award Winning Support' and dedicated educational resources plus a Freshdesk client portal.

Cons

  • Pricing isn't published on the site — the crawl found a Plans & Pricing page and a Request-a-Quote page, but no visible plan tiers, pricing model, or starting price, so buyers must contact sales to learn costs.
  • No specific third-party integrations were surfaced anywhere in the crawled content, so integration compatibility can't be confirmed from public pages.
  • Public marketing material is thin on hard company facts (founding date, headquarters, employee count).

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