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Top Budgeting and Forecasting Software - United States

Companies rely on budgeting and forecasting software to plan and manage the financial resources required to support future business activities. This software helps estimate expected revenues and expenses across various departments or business units, enabling managers and executives to create detailed budgets and forecasts for each area. Accountants use these solutions to consolidate departmental budgets into an overall company budget, which outlines how funds will be allocated across the organization. Additionally, budgeting and forecasting software allows accountants to identify potential changes in revenues or expenses that could affect the company’s profitability. While many accounting tools offer basic budgeting features, businesses turn to dedicated budgeting and forecasting software when they need more advanced capabilities. This software pulls in financial and operational data from systems like accounting software and ERPs. For deeper insights into financial performance, it is often integrated with corporate performance management software to provide a more comprehensive view.

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LivePlan

LivePlan

liveplan.com

LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups. Become a more confident business owner and strategically manage your business from day one and onward with LivePlan. LivePlan works for any business, at any stage. Whether you'r...

Vena

Vena

vena.io

Vena is the only Complete Planning platform that empowers and inspires business leaders and finance and operations professionals to Plan To Grow™. Vena leverages the familiarity and flexibility of an Excel interface within the Vena Growth Engine, the SaaS platform and methodology that powers your pl...

Upmetrics

Upmetrics

upmetrics.co

Upmetrics is a business plan software revolutionizing business planning with AI, helping entrepreneurs and small business owners find success in their business planning processes and growth strategies. Writing a business plan is easier than ever with Upmetrics AI Assistant! It can help you generate ...

Productive

Productive

productive.io

Productive is an end-to-end project management tool that comes with an integrated Sales Pipeline, Resource Planning, and powerful Project Management features. It is made for agencies and professional service business. Sales Pipeline Easily manage your sales funnel and win more deals with a simple CR...

Planful

Planful

planful.com

Planful is the Cloud FP&A Platform for Continuous Planning. You, the FP&A team, are on the frontline rapidly planning and analyzing how to navigate your organization through frequent and complex business changes. Your expertise and skill-set are made for moments like this and we are here for you.

Anaplan

Anaplan

anaplan.com

Anaplan is a transformative way to see, plan, and run your business. Using its proprietary Hyperblock™ technology, Anaplan lets you contextualize real-time performance, and forecast future outcomes for faster, confident decisions. Anaplan enables connected strategy and planning across your enterpris...

Causal

Causal

causal.app

Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you can then link together in simple plain-English formulae. This makes your models easy to understand and qu...

Jirav

Jirav

jirav.com

Jirav is the next generation of business planning software. Our all-in-one Budgeting, Forecasting, Reporting, and Dashboarding solution offers faster implementation and a more intuitive interface at total cost that better meets the needs of businesses between 5 to 500 employees. Jirav offers the fas...

Finmark

Finmark

finmark.com

Finmark is financial planning software for startups. Create and share financial plans, manage burn rate, and forecast revenue and expenses—without spreadsheets.

Runway Financial

Runway Financial

runway.com

Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage their financial operations and drive strategic decision-making with confidence.

Fathom

Fathom

fathomhq.com

Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Onli...

Datarails

Datarails

datarails.com

Datarails is the AI-powered Financial Planning and Analysis platform for Excel users. Datarails allows finance teams to continue to reap all the benefits you love from Excel, while bringing data consolidation, advanced visualization, reporting and AI capabilities to uncover strategic business insigh...

Fuelfinance

Fuelfinance

fuelfinance.me

Fuelfinance makes software for financial management and planning in startups. FF replaces the most mundane work of startup founders and financial teams, with its suite of tools that streamline financial management from bookkeeping to producing reliable P&L statements, and then - financial planning s...

PlanGuru

PlanGuru

planguru.com

PlanGuru is a tool for budgeting, forecasting, and performance review for small and mid-sized companies, it has a simple, intuitive interface and solid integration with Quickbooks and Excel make implementation and utilization simple for businesses of all sizes and shapes.

Spendesk

Spendesk

spendesk.com

Spendesk is the complete spend management platform that gives 100% visibility into company spend. With Spendesk, you get a 7-in-1 solution with corporate cards, invoice payments, expense reimbursements, budgets, approval, reporting, compliance, and pre-accounting in one simple, scalable solution. Tr...

COMMITLY

COMMITLY

commitly.com

Liquidity planning software - developed for entrepreneurs With COMMITLY you plan and monitor the cash flows and liquidity of your company easily and effortlessly. Put an end to tedious Excel files, don't wait for the bookkeeping! Liquidity and financial planning helps you to make decisions at any ti...

Fluidly

Fluidly

fluidly.com

Fluidly is fundamentally rethinking the way businesses plan and manage their finances, from cashflow to funding. So whether you’re a business looking for an effortless way to keep on top of your cash, or an accountant who wants to better serve their clients – we can help.

Phocas Software

Phocas Software

phocassoftware.com

Need to feel good about your data? If your business needs to move faster with more certainty, Phocas can help. We have an all-in-one business planning and analytics platform for companywide use. A single governed source of truth fed directly from your ERP, accounting, and other systems. Phocas solve...

iplicit

iplicit

iplicit.com

iplicit is the cloud-based Accounting software tailored for the frustrated on-premise legacy software user. Providing greater flexibility and enhanced levels of reporting, iplicit integrates with other cloud applications and offers a seamless migration path from your existing system. It is the natur...

Modeliks

Modeliks

modeliks.com

Modeliks is a business planning software that helps startups & SMEs create pitch decks, business or financial plans & investor reports. Create your plan alone or in collaboration with your team and share it with investors and external stakeholders. Guided business planning software, where no prior e...

Pigment

Pigment

pigment.com

What is Pigment? Pigment is a business planning platform. By bringing together people, data and processes into an intuitive, adaptable, integrated platform, teams can quickly build trusted strategic and operational business plans to drive growth, react to change and future-proof their business. Indu...

MODLR

MODLR

modlr.co

Traditional financial and operational planning is too disconnected, overly complicated and far too manual for growing businesses. For efficient and effective planning, you need a solution that's easy, powerful, and fast.

Profit Isle

Profit Isle

profitisle.com

Profit Isle, an MIT STEX25 startup, is a leading SaaS platform designed to empower businesses in their AI journey and to transform their approach to profitability. Deployed on the Google Cloud Platform, our analytic engine integrates and transforms data from siloed systems and spreadsheets, dynamica...

Poindexter

Poindexter

getpoindexter.com

Poindexter is the first business planning software you'll actually use. Quickly simulate business outcomes and prioritize opportunities based on ROI.

Plika

Plika

getplika.com

A cloud Financial Planning & Analysis solution so that you and your company can know your results and cash flows instantly. Change the way you plan, consolidate and do financial analysis. Avoid inaccurate information to make decisions, simulate your future scenarios in a simple way, and, above all, ...

Joiin

Joiin

joiin.co

Joiin is a software platform to automate consolidation of financial, sales and KPI data to create great-looking reports quickly and seamlessly. Works with Xero, QuickBooks, Sage & spreadsheets. With Joiin, you can manage multi-entity and multi-currency group consolidations with ease. Both off the sh...

FuelGauge

FuelGauge

fuelgauge.biz

FuelGauge is an agile, easy-to-use, cloud-based cash forecasting software created BY a small business owner, FOR owners of small, project-based businesses. It’s an affordable business planning tool with nimble drag-and-drop functionality that helps small business owners get a handle on their busines...

Francis

Francis

francis.app

Francis is a financial planning platform that combines the flexibility from spreadsheets with dedicated FP&A features. With features for consolidation, budgeting, forecasting and reporting, Francis is purpose-built for finance teams in SMBs looking to automate manual processes and future-proof their...

Feexle

Feexle

feexle.com

Feexle made finance management for Digital Companies easy. Everything you need to start finance tracking: plan income, forecast expenses, and track your budget-all in one simple tool. Feexle makes it easy to create, update and share your financial plans, manage your runway, cash balance, burn rate, ...

Cashphlow

Cashphlow

cashphlow.com

Cash forecasting at a weekly level is a best practice. But it is time consuming. It can take hours to create an error free forecast. Our software makes the process easy. And it can be used with ANY accounting system or without one. Ditch the spreadsheets and start today.

Alplanir

Alplanir

alplanir.com

Alplanir - ultimate destination for business planning powered by a seamless blend of flexibility, simplicity, and enterprise-grade reliability. Our CPM Platform is designed to ensure optimal decision-making through cutting-edge self-service capabilities. Alplanir caters to a spectrum of business tea...

Rephop

Rephop

rephop.com

Rephop is simple to use, web-based group consolidation, reporting and planning software. An entirely new way to see and use your financial information.

Brixx

Brixx

brixx.com

Brixx financial planning software is designed for every stage of business. We develop unique financial planning and modelling applications that help our customers create comprehensive financial models and long-term forecasts that go beyond the scope of traditional spreadsheets. Our aim is to make y...

Futrli

Futrli

futrli.com

The most intelligent forecasting and reporting technology in the market. Visualise predicted cash flow, balance sheet, expenses, and P&L forecasts within minutes through our direct integration with Xero. Futrli's intuitively designed drag-and-drop functionality will revolutionise your management rep...

Forecastr

Forecastr

forecastr.co

Forecastr is an out-of-the-box finance function for your business. We provide the tools and support you need to create an investor-grade financial model. Our expert analysts work with you every step of the way to build a model that's customized to fit your business, keep it up to date, and generate ...

Dryrun

Dryrun

dryrun.com

Instant intelligence with epic control. Let Dryrun forecast your cash flow & sales so you can model 'what ifs' in your business & make the right moves. Dryrun transforms your business direction with up-to-the-minute dynamic forecasts, automating cash flow and sales projections while giving you compl...

Basis

Basis

basis.so

Basis is a strategic finance platform that finance teams use to bring together financial and operational data, create and maintain data-integrated planning models, and build self-serve reports and dashboards.

Syft Analytics

Syft Analytics

syftanalytics.com

Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance reporting with non-financial information, and review data. With Syft’s AI-powered insights across every ...

LiveFlow

LiveFlow

liveflow.io

LiveFlow is a flexible and powerful FP&A platform that syncs your QuickBooks Online data in a Google Sheets or Microsoft Excel dashboard and allows you to create live, impactful reports in minutes. We provide serious value for your business. • Import QuickBooks data into Google Sheets or Excel in se...

Mosaic Tech

Mosaic Tech

mosaic.tech

Mosaic is the first Strategic Finance Platform for agile planning, real-time reporting, and better decision making. Easily consolidating insights across ERP, CRM, HRIS, and Billing systems, Mosaic empowers teams to work together in a unified, cross-functional platform that acts as a simple source of...

Workiva

Workiva

workiva.com

Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-ba...

Sturppy

Sturppy

sturppy.com

Designed for early stage startups, Sturppy Planning is your new go to tool for building investor-ready financial models fast, without any prior experience or expertise in finance or Excel.

Drivetrain

Drivetrain

drivetrain.ai

Drivetrain is a next-generation financial planning, monitoring and decision-making platform. Our cross-departmental software helps teams build integrated plans, budgets and forecasts, track their progress against targets in real-time, and identify bottlenecks to growth. Drivetrain consolidates data ...

Pry

Pry

pry.co

Pry is a financial planning platform that is the first real alternative to spreadsheets for small businesses. Use Pry to connect your financial stack for a real-time budget vs actuals, manage your hiring plan, and model scenarios in a powerful visual environment. Designed with founders, CPAs, financ...

Abacum

Abacum

abacum.io

Abacum is the most scalable financial planning solution to automate, analyze, and forecast for strategic impact. Seamlessly integrating with your ERP, CRM, HRIS, and data warehouse, Abacum provides real-time updates to all your reports and forecasts. From management reports and scenario analyses to ...

Aleph

Aleph

getaleph.com

Aleph is a spreadsheet-native FP&A platform that is transforming real-time data access and automation for finance teams. 150+ data connectors and bi-directional spreadsheet integrations put finance in full control over how they consolidate, transform, and work with cross-system data using Excel, Goo...

Reach Reporting

Reach Reporting

reachreporting.com

Upgrade to Reach Reporting. Automation for your financial and non-financial data. Makes reporting, forecasting & budgeting easy with powerful dashboards and enhanced visuals. Automate repetitive tasks to make better data-driven decisions in minutes. Gain valuable insights into your business trajecto...

Vareto

Vareto

vareto.com

Vareto is the modern, intuitive FP&A platform for strategic finance and business teams to plan, forecast, and report in one source of truth. Vareto is built for mid-market, high-growth, and enterprise teams and is designed to be flexible, customizable, and scalable as business needs evolve. ✅ Get ti...

ThinkOut

ThinkOut

thinkout.io

ThinkOut is the platform that delivers real-time analysis and forecast of the SMEs financial performance based on the bank transactions history.

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