Collaborative budgeting for modern teams

Every dollar,
in its place.

Bucketize is collaborative, multi-organization budgeting — hierarchical budget trees, per-tree access control, totals that roll up on their own.

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Why Bucketize

Budgets aren't spreadsheets.
They're structures — categories, teams,and decisions that roll up.

So every team plans together without stepping on each other's numbers.

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

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.