Budgety is an enterprise-grade budget management and cost tracking solution available for Jira Cloud and Monday.com. It enables organizations to input, monitor, and analyze CAPEX, OPEX, and other cost types across project portfolios. Designed for PMOs, CFOs, project managers, and financial teams, Budgety centralizes financial data, enhances visibility, and supports strategic decision-making with AI-powered insights.

Features

• Multi-Platform Availability: Works with Jira Cloud and Monday.com.
• Cost Classification: Supports CAPEX, OPEX, direct, indirect, and custom cost types.
• Real-Time Budget Tracking: Monitor expenditures against planned budgets.
• AI Capabilities via Rovo Agent: Generate smart reports, forecasts, and visualizations (Jira only).
• Currency Flexibility: Supports multiple currencies per budget (no conversion).
• Time-Based Budgeting: Pulls logged hours from Jira and associates them with hourly costs.
• Scheduled Exports: Automate recurring budget reports.
• Integration: Native support for eazyBI and Timetracker in Jira.
• Role-Based Access: Custom permissions for financial teams, auditors, managers, and team leads.
• Fast Setup: Ready-to-go installation via Atlassian Marketplace or Monday.com.

Benefits

• Strategic Alignment: Link budgets to work items for transparency and governance.
• Smarter Decisions: Real-time insights help prevent overspending and adjust strategies.
• AI-Driven Forecasting: Use Rovo Agent for predictive financial guidance.
• Improved Financial Visibility: Classify and track costs with detailed breakdowns.
• Audit-Ready Data: Historical tracking and access control support compliance.
• Cross-Team Collaboration: Empower non-finance users with intuitive controls and alerts.
• Global Usability: Supports budgeting in different currencies for international teams.
• Enhanced PMO Support: Aligns budgets with scope changes and project projections.
• Scalable Reporting: Automate and customize reports for various stakeholders.