Built for the people who own the budget

AI-native budgeting software for budget owners.

See what's left in your budget, where every invoice landed, and what's coming — without waiting on finance.

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Why Bucketize

The people who spend the money should be able to read the budget.

Program leads, lab heads and department managers keep their own numbers current and see their own gap to target. Finance gets clean inputs instead of a queue of questions.

How it works
01 — Create

Create a workspace

Spin up an organization, invite your team, and set everyone's role in seconds.

02 — Build

Build your budget tree

Add categories and line items, set costs and currencies, and let totals roll up for you.

03 — Share

Share & collaborate

Grant per-tree access, track versions, and export to Excel when it's time to report.

The loop

Six moves, from empty tree to closed month

This is the whole cycle a finance team runs, and every one of them is a real screen in the product.

Marketing
Product
Ops
Bucky, the built-in analyst

An analyst for every budget owner.

Bucky reads the whole budget: every line, its phasing, the actuals landing on it and the invoices nobody matched. Then it tells each owner what needs attention, in plain English.

Ask your budget a question.
Every figure in the answer is recomputed by the budgeting engine before you see it. If it can't check a number, it says so instead of guessing.
It can draft a change, not make one.
You see the computed impact, you approve it, and you can undo it in one click. The audit trail names you, not the AI.
Each person sees only their own budget.
Program leads and department managers get the analyst on the budgets they own, and nothing else.

Run Bucky

Nothing changes until you approve it.

Example
  • Phasing

    AWS — Production is $168k over through June. Spread the remaining $756k across July to December?

  • Invoices

    Three Snowflake invoices ($41,200) are unmatched. They look like they belong on the Snowflake line.

  • Slack

    Datadog is running $3k under plan. If that work isn't coming back, the money can move.

From the teams using it

“This allows business to manage changes in their budget the way they would like to see it, not the way accounting demands it.”

BerenTx · manages its OpEx in Bucketize

“I love it. The process of managing budget was so much easier at this company with Bucketize than my previous company.”

Bucketize customer
Integrations

400+ integrations. One budget.

ERP, payables, HR and hiring systems, connected once. The numbers arrive on the line that owns them.

  • NetSuite
  • Xero
  • Sage Intacct
  • Microsoft Dynamics 365 Business Central
  • Oracle Fusion Cloud ERP
  • SAP
  • Bill.com
  • Ironclad
  • Rippling
  • Gusto
  • ADP
  • Workday
  • BambooHR
  • Justworks
  • Paychex
  • Paylocity
  • Deel
  • UKG
  • Personio
  • HiBob
  • Greenhouse
  • Lever
  • Ashby
  • Workable
  • SmartRecruiters
  • Google Drive
  • SharePoint
  • Box
  • Okta
  • SAML SSO
  • Excel
  • Finch
  • Merge

Also in the box

Included on every plan
Multi-organization workspaces
Run separate budgets for every team or client. Switch organizations in a click — each with its own members and access.
Hierarchical budget trees
Model budgets as nested categories and line items. Totals roll up automatically as you build out the tree.
Per-tree access control
Keep sensitive budgets restricted. Grant view or edit rights per tree so the right people see the right numbers.
Drag-and-drop movement
Reparent and reorder line items with intuitive drag-and-drop. Restructure a budget without losing a beat.
Version snapshots
Capture point-in-time snapshots and roll back anytime. Compare versions and recover from mistakes with confidence.
Excel import & export
Bring existing spreadsheets in and push polished budgets out. Round-trip with the tools your team already uses.
Multi-currency
Track line items in their native currency and view rolled-up totals in your organization's designated currency.
Phasing
Spread costs across phases and time periods to plan how spend lands over the life of a project.

Put every dollar in its place.

Free to start. Three steps from blank slate to shared budget.