# Best Budgeting Software - 2026 Reviews & Pricing

> Find the best Budgeting & Forecasting Software for your organization. Compare top Budgeting & Forecasting Software systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/za/accounting/budgeting-forecasting-software-comparison

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# Best Budgeting Software of 2026

Updated June 30, 2026

On this page

1.  FrontRunners
2.  Popular Comparisons
3.  Buyers Guide
4.  Related Software

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242 results

### Compare Products

Showing 1 - 25 of 242 products

#### Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

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**Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.  
  
**Reviews**: Sorts listings by the number of user reviews we have published, greatest to least.  
  
**Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest.  
  
**Alphabetically (A-Z)**: Sorts listings by product name from A to Z.

[Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/)

4.27

[(709)](https://www.softwareadvice.com/accounting/intacct-accounting-profile/reviews/)

Best for:Mid-size businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

For budgeting and forecasting, Intacct's web-based Financials and Accounting System offers users access to top-notch functionality from anywhere there's internet access. Offers functionality designed for accounting professionals.... [Read more](https://www.softwareadvice.com/accounting/intacct-accounting-profile/)

### What users love

-   Intuitive and user-friendly interface
-   Robust accounting process automation
-   Flexible multi-dimensional reporting tools

### To take in mind

-   Complex and rigid report customization
-   Slow and unresponsive support experience
-   Expensive and escalating costs

### Best rated features:

Vendor Management

5.0

For Nonprofits

5.0

Real-Time Reporting

5.0

ERP integration

5.0

[See all features](https://www.softwareadvice.com/accounting/intacct-accounting-profile/#key-features)

[Vena](https://www.softwareadvice.com/bpm/vena-profile/)

4.54

[(139)](https://www.softwareadvice.com/bpm/vena-profile/reviews/)

Best for:Budgeting/Forecasting

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Vena is a financial planning and analysis (FP&A) platform. It is designed to work with Microsoft 365 apps, cloud technology, and AI. It helps organizations in various industries, such as SaaS, healthcare, professional services, and banking, to streamline their planning, budgeting, and reporting processes. Vena's modeling capabilities allow users to create what-if scenarios. They can make bottom-up or top-down adjustments directly within Excel. The platform also provides dashboards and ad-hoc reporting features. These enable finance teams to improve their analysis and decision-making. Vena's centralized templates, co-authoring, and live chat functionalities promote collaboration and data transparency throughout the planning process.... [Read more](https://www.softwareadvice.com/bpm/vena-profile/)

### Best rated features:

Commission Management

5.0

Fixed Asset Management

5.0

Statistical Analysis

5.0

Dynamic Modeling

5.0

### Worst rated features:

Customizable Dashboard

3.0

Exception Reporting

3.0

Asset Lifecycle Management

3.0

Self-Service Reporting

3.5

[See all features](https://www.softwareadvice.com/bpm/vena-profile/#key-features)

[Sage 50 Accounting](https://www.softwareadvice.com/accounting/sage-50cloud-profile/)

3.99

[(594)](https://www.softwareadvice.com/accounting/sage-50cloud-profile/reviews/)

Best for:On the rise

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Sage 50 Accounting is an accounting solution designed to cater to the needs of small and medium-sized businesses. It offers a suite of tools that streamline financial management, ensuring accuracy and efficiency in accounting processes. One of the key features of Sage 50cloud Accounting is its inventory management capabilities, which allow businesses to track inventory levels, manage stock and monitor product performance. It provides real-time updates on inventory status, helping businesses maintain optimal stock levels and avoid overstocking or stockouts. Additionally, it supports multiple pricing levels and units of measure, which is particularly useful for businesses dealing with a wide range of products. Sage 50 Accounting excels in its financial reporting and analysis functionalities. The platform offers a variety of customizable reports that provide insights into the financial health of a business. Users can generate balance sheets, income statements, cash flow statements and other critical financial reports with ease. The reporting tools are designed to help businesses make informed decisions based on accurate financial data. Additionally, the solution includes budgeting and forecasting features that enable businesses to plan for the future and track their financial performance against set goals. Sage 50 Accounting includes a payroll management system that streamlines the process of managing employee payroll, ensuring compliance with tax regulations and labor laws. It can handle various payroll tasks, including calculating wages, withholding taxes and generating paychecks. It supports direct deposit, which streamlines the payment process for both employers and employees. Additionally, its payroll system integrates with its accounting features, ensuring that payroll expenses are accurately reflected in financial records. Sage 50 Accounting offers accounts payable and accounts receivable functionalities. The accounts payable feature allows businesses to manage their vendor relationships effectively by tracking outstanding bills and scheduling payments. Users can set up recurring payments, take advantage of early payment discounts and avoid late fees. The accounts receivable feature helps businesses manage customer invoices and track payments. Additionally, users can generate and send invoices, monitor overdue accounts and apply payments to specific invoices.Sage 50 Accounting includes a job costing feature, which is particularly beneficial for project-based businesses. It allows users to track costs associated with specific jobs or projects, including labor, materials and overhead. By providing detailed cost breakdowns, it helps businesses ensure that projects stay within budget and remain profitable. Additionally, the job costing feature integrates with other accounting functions, providing a holistic view of project finances. Sage 50 Accounting is equipped with security features to protect sensitive financial data. The solution includes user access controls that allow administrators to assign specific permissions to different users, ensuring that only authorized personnel can access certain information. Additionally, it employs data encryption and regular backups to safeguard against data breaches and loss.... [Read more](https://www.softwareadvice.com/accounting/sage-50cloud-profile/)

### What users love

-   User-friendly and intuitive design
-   Reliable core accounting functions
-   Tailored for small businesses

### To take in mind

-   Unreliable customer service experience
-   Limited and inflexible reporting
-   Expensive for smaller businesses

### Best rated features:

Key Performance Indicators

5.0

Order Management

5.0

Financial Management

5.0

Customizable Templates

5.0

[See all features](https://www.softwareadvice.com/accounting/sage-50cloud-profile/#key-features)

### Pro Accounting

$124.42/month

This plan is also available at an annual subscription of $625. Pricing for single user.

### Premium Accounting

$169.33/month

This plan is also available at an annual subscription of $1043 and is designed for small businesses with 1-5 users. Pricing for single user.... [Read more](https://www.softwareadvice.com/accounting/sage-50cloud-profile/#pricing-and-plans)

### Quantum Accounting

$253.42/month

This plan is also available at an annual subscription of $1780 and provides industry specific functionality for 1-40 users. Pricing for single user.... [Read more](https://www.softwareadvice.com/accounting/sage-50cloud-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/accounting/sage-50cloud-profile/#pricing-and-plans)

[NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)

4.23

[(2046)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises. NetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights. NetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management. The platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics. NetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.... [Read more](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)

### What users love

-   Flexible system tailoring options
-   Comprehensive and scalable functionality
-   Centralized financial process management

### To take in mind

-   Steep learning curve and complexity
-   Complex and rigid reporting tools
-   Slow and inconsistent support experience

### Best rated features:

"What If" Scenarios

5.0

Aging Tracking

5.0

Vendor Master Data Management

5.0

Project Tracking

5.0

[See all features](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/#key-features)

[Tradogram](https://www.softwareadvice.com/scm/tradogram-profile/)

4.52

[(109)](https://www.softwareadvice.com/scm/tradogram-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Tradogram is a cloud-based procurement management solution. Users can choose from a list of integrated modules such as supplier management, purchase-to-pay, contract management, strategic sourcing and order management. Team managers can monitor purchases and access procurement information from any location and device. The system also comes equipped with budgeting and project tracking modules that helps users to estimate budgets for different projects lines. Users can maintain a record of approved suppliers for each item which includes supplier information, product specifications and transaction history. Tradogram provides real-time updates to document and track requisitions, purchase orders, expenses and more. It also allows users to create custom reports. Tradogram is suited for midsize to enterprise-level companies. Tradogram also integrates with accounting and ERP solutions like Xero, Quickbooks and Dynamics. Solution is priced on per user per month subscription basis. Support is available via email.... [Read more](https://www.softwareadvice.com/scm/tradogram-profile/)

### Best rated features:

Budgeting/Forecasting

5.0

Status Tracking

5.0

Contract Drafting

5.0

Data Extraction

5.0

### Worst rated features:

Fixed Asset Management

2.7

Task Management

3.0

[See all features](https://www.softwareadvice.com/scm/tradogram-profile/#key-features)

### Pro

$225.00

Ideal for 1-9 Users

### Premium

$425.00/month

Ideal for 1-19 Users.

### Enterprise

Custom

Pricing available upon request

Ideal for 20+ users.

[See full pricing details](https://www.softwareadvice.com/scm/tradogram-profile/#pricing-and-plans)

[Yooz](https://www.softwareadvice.com/procure-to-pay/yooz-profile/)

4.39

[(222)](https://www.softwareadvice.com/procure-to-pay/yooz-profile/reviews/)

Best for:Invoice Management

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Yooz is a cloud-based accounts payable automation platform designed to optimize financial operations using real-time processing and AI-powered technology. It serves organizations across industries such as automotive, construction, hospitality, manufacturing, and non-profit sectors, focusing on improving efficiency in financial processes. The platform includes features such as omnichannel invoice capture, smart data extraction, and dynamic routing with exception handling. It incorporates fraud prevention tools to identify fake invoices and unusual amounts, along with automated payment execution options using virtual credit card functionality. Vendor statement reconciliation is supported through AI-driven matching and discrepancy detection. Customizable budget management dashboards provide real-time visibility into financial activities. Yooz integrates with numerous ERP and financial management systems, allowing organizations to enhance operational efficiency while maintaining their existing technology infrastructure. Its workflow engine supports process configuration for complex routing requirements and organizational structures. The platform offers transparency across the purchase-to-payment cycle, aiming to reduce processing time and costs through its user interface and AI technology.... [Read more](https://www.softwareadvice.com/procure-to-pay/yooz-profile/)

### Best rated features:

Document Management

5.0

Multi-Department/Project

5.0

Third-Party Integrations

5.0

Electronic Payments

4.7

### Worst rated features:

Cash Management

1.0

Real-Time Reporting

2.0

[See all features](https://www.softwareadvice.com/procure-to-pay/yooz-profile/#key-features)

### Free Trial

$199.00/month

Free for 15 days

### Gold Edition

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/procure-to-pay/yooz-profile/#pricing-and-plans)

[Teampay](https://www.softwareadvice.com/accounting/teampay-profile/)

4.62

[(257)](https://www.softwareadvice.com/accounting/teampay-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Teampay empowers employees to make necessary purchases quickly without sacrificing control and visibility for the finance team. With Teampay’s spend management platform, finance teams can set spend policies, automate purchase requests and reconciliation, issue virtual and physical cards, and gain real-time visibility into spend. Teampay directly integrates with Quickbooks Online, Xero, Intacct and Netsuite, ensuring you always have current, accurate data.... [Read more](https://www.softwareadvice.com/accounting/teampay-profile/)

### Best rated features:

Single Sign On

5.0

Transaction History

5.0

Customizable Reports

5.0

Data Visualization

5.0

### Worst rated features:

Financial Analysis

1.0

Fraud Detection

3.0

[See all features](https://www.softwareadvice.com/accounting/teampay-profile/#key-features)

[Una](https://www.softwareadvice.com/product/525715-Una/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Una is a cloud-based financial planning software designed to ensure company plans are grounded in reliable revenue data and can dynamically adapt to change. Since revenue is the cornerstone of effective company plans, Una leverages revenue intelligence to ensure businesses base their strategies on accurate revenue insights instead of estimates. And Una’s dynamic templates automatically handle updates driven by market changes (e.g., new dimensions), reducing the need for disruptive and costly software customizations. Finally, Una’s performance driver tracks progress toward key goals, ensures accountability, and highlights actionable insights to keep teams aligned. This overall approach supports resource optimization, enhances forecasting accuracy, and informs growth strategies with data-driven decisions.... [Read more](https://www.softwareadvice.com/product/525715-Una/)

[OpenGov Budgeting & Planning](https://www.softwareadvice.com/municipal/opengov-budgeting-and-planning-profile/)

4.57

[(21)](https://www.softwareadvice.com/municipal/opengov-budgeting-and-planning-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

OpenGov Cloud is cloud-based budgeting and planning software for governments and schools. It is designed for finance teams, budget analysts, and department heads who need an easy way to build and share digital budgets. The software offers key features like collaborative budgeting, capital planning, online budget book publication, and workforce calculations. Users can create budgets together in real-time, plan and track multi-year capital projects, automatically generate and publish digital budget books, and calculate the costs and funding sources for personnel.... [Read more](https://www.softwareadvice.com/municipal/opengov-budgeting-and-planning-profile/)

### Best rated features:

Budgeting/Forecasting

5.0

Activity Dashboard

5.0

Reporting & Statistics

5.0

Data Visualization

4.5

### Worst rated features:

Third-Party Integrations

4.0

Access Controls/Permissions

4.0

[See all features](https://www.softwareadvice.com/municipal/opengov-budgeting-and-planning-profile/#key-features)

[Workday Adaptive Planning](https://www.softwareadvice.com/nonprofit/workday-adaptive-planning-profile/)

4.47

[(232)](https://www.softwareadvice.com/nonprofit/workday-adaptive-planning-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Workday Adaptive Planning is a native-cloud planning solution that empowers finance to configure sophisticated, driver-based models with ease, analyze unlimited scenarios on the fly, and use AI and machine learning (ML) to create predictive forecasts and gain insights. With Workday Adaptive Planning, FP&A teams can create budgets and forecasts with more speed, flexibility, collaboration, and accuracy. And with unlimited scenario analysis backed by machine learning, you can deliver fast answers to complex questions and gain real-time insights. The planning platform has a purpose-built integration framework that helps organizations adapt and perform at scale. Its dashboards and reports ensure that everyone on the team can access timely insights.... [Read more](https://www.softwareadvice.com/nonprofit/workday-adaptive-planning-profile/)

### Best rated features:

Calendar Management

5.0

Purchasing & Receiving

5.0

Demand Forecasting

5.0

Drag & Drop

5.0

### Worst rated features:

For Nonprofits

1.0

Visual Analytics

2.0

Real-Time Data

2.0

Dues Management

2.0

[See all features](https://www.softwareadvice.com/nonprofit/workday-adaptive-planning-profile/#key-features)

### Workday Adaptive Planning

Custom

Pricing available upon request

### Workday Adaptive Planning & Consolidation

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/nonprofit/workday-adaptive-planning-profile/#pricing-and-plans)

[SAP S/4HANA Cloud](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/)

4.35

[(358)](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

SAP S/4HANA Cloud is a cloud-based and on-premise enterprise resource planning (ERP) solution. It is suitable for small, midsize and large businesses in industries such as automotive, engineering, construction, mining, research and development, retail, wholesale, public sector and utilities. Primary features include finance performance measurement, supply chain management, purchasing, contract management, lifecycle management, production cost management and accounting. Other features include audit trails, compliance reporting, billing, dispute management, production planning, materials requirements planning (MRP), maintenance management, quality management, product lifecycle management, research and development. It offers integration with SuccessFactors Employee Central, Ariba, SAP Financial Services, SAP Fieldglass and SAP Hybris Cloud for Customer. Support is offered via email and over a phone. Other help options include preferred care, support portal, self-help portal, guided resources, online chat and online case submission. Mobile applications are available for iOS, Android and Windows phones.... [Read more](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/)

### What users love

-   Powerful real-time data handling
-   Comprehensive cross-system connectivity
-   Robust financial process automation

### To take in mind

-   Complex and unintuitive interface
-   Steep learning and training demands
-   Occasional lag and slowdowns

### Best rated features:

Dashboard

5.0

Enterprise Asset Management

5.0

Portfolio Management

5.0

Integrated Business Operations

5.0

### Worst rated features:

BOM Creation

2.3

Distribution Management

4.0

Cost Tracking

4.0

Collaboration Tools

4.0

[See all features](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/#key-features)

### Plan

Custom

Pricing available upon request

Pricing not available

[See full pricing details](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/#pricing-and-plans)

[Sage Accounting](https://www.softwareadvice.com/accounting/sage-business-cloud-accounting-profile/)

4.10

[(636)](https://www.softwareadvice.com/accounting/sage-business-cloud-accounting-profile/reviews/)

Best for:Popular

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Sage Accounting is a cloud-based accounting and invoice management solution for small to midsize businesses. It offers accounting, project accounting, expense management and compliance management within a suite. Sage Accounting manages all the documentation and processes required for business payments such as price quotes, estimates, statements and invoices. The solution offers integration with banks across the US, allowing users to import all payment transactions automatically. All information is available on a single dashboard, which allows users to stay up to date on their cash flow and pending payments. Sage Accounting also features tax management, which calculates applicable taxes using transaction data. The product also offers cash flow forecasting, which allows users to estimate the cash requirements in the future based on historical transactions. The product also includes payment services, which allow users to make payments directly using Sage accounts. Users can also make payments using their PayPal accounts.... [Read more](https://www.softwareadvice.com/accounting/sage-business-cloud-accounting-profile/)

### What users love

-   Streamlined daily financial management
-   User-friendly and intuitive design
-   Tailored for small businesses

### To take in mind

-   Inconsistent and hard-to-reach support
-   Limited and inflexible invoicing tools
-   Reporting lacks customization options

### Best rated features:

Time Tracking

5.0

For Accountants

5.0

Electronic Funds Transfer

5.0

Customer Statements

5.0

[See all features](https://www.softwareadvice.com/accounting/sage-business-cloud-accounting-profile/#key-features)

### Accounting Start

$20.00/month

The Sage Accounting Start plan comes with an 30-day free trial and is ideal for micro-businesses.

### Accounting Standard

$40.00/month

### Accounting Plus

$50.00/month

[See full pricing details](https://www.softwareadvice.com/accounting/sage-business-cloud-accounting-profile/#pricing-and-plans)

[Procore](https://www.softwareadvice.com/construction/procore-profile/)

4.47

[(2661)](https://www.softwareadvice.com/construction/procore-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Procore is a cloud-based construction management platform designed to connect field and office teams throughout the project lifecycle. It is used by general contractors, specialty contractors, owners, and public agencies across sectors such as commercial, residential, civil infrastructure, healthcare, education, industrial, and government projects. The platform provides tools for managing construction operations from preconstruction to project closeout. It includes project execution features such as scheduling, document management, quality and safety tracking, and RFI management. Cost management tools support budget tracking, invoice processing, project financial monitoring, and time tracking. Preconstruction functions include bid management, estimating, and prequalification. Resource management tools assist with workforce allocation, equipment utilization, and crew scheduling. Analytics and reporting features consolidate project and portfolio data into a centralized system. Procore AI, powered by the Datagrid agentic AI platform, automates routine tasks and offers predictive insights to support construction decision-making. The platform includes mobile applications for iOS and Android devices, allowing teams to access project information from various locations. It maintains FedRAMP Moderate Authorization for government construction projects.... [Read more](https://www.softwareadvice.com/construction/procore-profile/)

### What users love

-   Centralized project coordination hub
-   Customizable and intuitive interface
-   Responsive and helpful support team

### To take in mind

-   Expensive for smaller businesses
-   Cumbersome workflows and rigidity
-   Overwhelming and inflexible email system

### Best rated features:

Search/Filter

5.0

RFP Management

5.0

Customer Management

5.0

Customizable Reports

5.0

### Worst rated features:

Audit Trail

1.0

[See all features](https://www.softwareadvice.com/construction/procore-profile/#key-features)

[BudgetPak](https://www.softwareadvice.com/accounting/budgetpak-profile/)

4.75

[(24)](https://www.softwareadvice.com/accounting/budgetpak-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

BudgetPak by XLerant is a cloud-based Accounting solution that offers stand-alone Budgeting and Forecasting, as well as integrated Financial Reporting. It’s suited for midsize to large organizations in a variety of industries including Property Management, Education, Insurance and more. XLerant’s Budgeting capabilities can be customized to an organization’s unique needs, and self-service reporting allows users to produce their own reports and send them to Excel, PDF, or directly to print. The Forecasting functionality allows finance teams to share high-level or detailed forecasts with their employees, and users can make adjustments based on constraints setup up by management. XLerant’s Financial Reporting tool offers real time, bi-directional linkage with Excel in order to exchange data. Dashboards can be customized using pre-defined charts and graphs, and guided what-if analysis gives users insight into the impact of variables on a completed budget.... [Read more](https://www.softwareadvice.com/accounting/budgetpak-profile/)

### Best rated features:

Budgeting/Forecasting

5.0

Data Import/Export

5.0

General Ledger

5.0

Profit/Loss Statement

5.0

[See all features](https://www.softwareadvice.com/accounting/budgetpak-profile/#key-features)

### Basic

$10,000.00/year

[See full pricing details](https://www.softwareadvice.com/accounting/budgetpak-profile/#pricing-and-plans)

[Project Insight](https://www.softwareadvice.com/project-management/project-insight-profile/)

4.49

[(93)](https://www.softwareadvice.com/project-management/project-insight-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Project Insight: Strategic Project and Portfolio Management for Growing Companies Project Insight is project and portfolio management software for growing companies that need a complete, dynamic picture of org-wide work. It centralizes project data, automates manual workflows, connects existing systems, and gives leaders the visibility they need to make confident, data-driven decisions. Project, Program, and Portfolio Management Manage work at the project, program, and portfolio levels in one command center. Plan projects, track tasks, manage timelines, monitor risks, review budgets, and report on progress across teams, departments, and strategic initiatives. Project Insight helps organizations move beyond disconnected spreadsheets, siloed tools, and manual status updates. Executive Visibility and Better Decisions Growing companies need more than task tracking. Project Insight helps leaders see priorities, progress, budgets, risks, capacity, and tradeoffs across the organization. Dashboards, reports, portfolio views, and real-time insights help decision makers understand what is on track, what is at risk, and where action is needed. Integrations With the Tools Teams Already Use Project Insight connects with tools such as Jira, Azure DevOps, Microsoft Project, Salesforce, ServiceNow, QuickBooks Online, NetSuite, Power BI, Excel, and more. Teams can keep working in familiar systems while Project Insight brings data together for a centralized view of projects, resources, budgets, and risks. Sell-Work-Bill Workflow Project Insight helps bridge the gap between selling, working, and billing. Manage companies and contacts, track proposals or project requests, convert approved work into projects, capture time and expenses, and connect project financials to invoicing and accounting systems. CRM and accounting integrations help reduce manual handoffs and improve billing visibility. Resource and Capacity Planning See who is working on what, where capacity is limited, and how upcoming work will affect delivery. Resource planning tools help managers forecast workloads, balance assignments, identify overallocated teams, and make better staffing decisions before timelines or budgets are at risk. Budget, Time, and Cost Tracking Track budgets, labor costs, expenses, revenue, time, and forecasts across projects and portfolios. Compare planned versus actual work, monitor project financial health, and understand how delivery impacts profitability, cash flow, and business outcomes. Automation and AI Reduce manual administrative work with templates, notifications, approvals, recurring workflows, and cross-system data syncing. Project Insight also offers AI-assisted capabilities for workload balancing, resource suggestions, schedule optimization, meeting summaries, follow-ups, and scenario planning. Customization for Your Business Configure fields, dashboards, reports, workflows, forms, templates, permissions, and integrations around the way your organization manages work. Project Insight supports different teams, project types, governance models, and reporting needs in one flexible platform. From Spreadsheets to Living Project Plans Import projects, tasks, users, resources, and other data from Excel, then manage assignments, dependencies, deadlines, updates, dashboards, and reports in real time. Project Insight helps teams reduce version control issues, duplicate entry, and manual follow-up. Built to Grow With You Project Insight is designed for organizations building more mature project operations, PMOs, and cross-team visibility. Start with core project management, then expand into portfolio management, resource planning, financial tracking, integrations, automation, and AI as your needs evolve.... [Read more](https://www.softwareadvice.com/project-management/project-insight-profile/)

### Best rated features:

Customizable Branding

5.0

Recurring Issues

5.0

Reimbursement Management

5.0

Timesheet Management

5.0

[See all features](https://www.softwareadvice.com/project-management/project-insight-profile/#key-features)

### FREE

$0.00/month

Basic plan for individuals or small teams.

### Pro

$9.00/month

Growth plan for small to midsize businesses.

### Business

$19.00/month

Company plan for multiple teams.

[See full pricing details](https://www.softwareadvice.com/project-management/project-insight-profile/#pricing-and-plans)

[Jedox](https://www.softwareadvice.com/business-performance-managemen/jedox-profile/)

4.40

[(119)](https://www.softwareadvice.com/business-performance-managemen/jedox-profile/reviews/)

Best for:Financial Reporting

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. From FP&A to broader integrated business planning, model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Finance, sales, workforce, supply chain, and operations teams work together in one unified platform. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. What makes Jedox unique are the following three capabilities: Adaptability - Jedox is the world’s most adaptable planning and performance management platform for Finance, Sales, and every other team, connected through integrated business planning across the organization. Integration - Jedox integrates data from any source and across all business systems to create a unified plan and single source of truth activated by all the data that matters. Simplification - Jedox delivers cross-organizational, collaborative, and straightforward planning for even the most complex businesses through practical artificial intelligence and other advanced technologies. According to a BARC 2022 study, Jedox earns a 94% user satisfaction rate and a 92% user recommendation rate. And for over twenty years, Jedox has served over 2500 global organizations with pride and German-engineered precision.... [Read more](https://www.softwareadvice.com/business-performance-managemen/jedox-profile/)

### Best rated features:

Multi-Company

5.0

Self-Service Reporting

5.0

Chart of Accounts

5.0

Multi-Currency

5.0

### Worst rated features:

Tax Management

3.6

Data Import/Export

4.0

[See all features](https://www.softwareadvice.com/business-performance-managemen/jedox-profile/#key-features)

[Enterprise Excel](https://www.softwareadvice.com/accounting/a3-solutions-profile/)

4.80

[(5)](https://www.softwareadvice.com/accounting/a3-solutions-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

A3 Enterprise Excel is a cloud-based and on-premise accounting solution that offers enterprise-class budgeting, forecasting, financial reporting and dashboards. The dashboard feature helps in navigating and monitoring trends and variances at different levels of the organization. It assists users to leverage different forms of charts and graphs to display indicators for revenue, spending, inventory and more. The users can create a standardized scorecard layout by including charts, graphs and tables along with textual data in order to track the progress and flag the cases where there is a discrepancy. The reporting and analysis feature helps the organizations to create reports and analyze them through the integrated income statement, cash flow analysis on a real-time basis. The users can also add security permissions on the critical data so that the client or any other party can only view the data for which they have been granted access. Support is available via phone and email.... [Read more](https://www.softwareadvice.com/accounting/a3-solutions-profile/)

### Basic

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/accounting/a3-solutions-profile/#pricing-and-plans)

[TimeSolv](https://www.softwareadvice.com/product/424007-TimeSolv/)

4.54

[(111)](https://www.softwareadvice.com/product/424007-TimeSolv/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

TimeSolv is a cloud-based time tracking and billing solution that caters to accountants, consultants, architects and freelancers, helping them manage daily business operations. TimeSolv integrates project management features such as time tracking and assigning tasks with billing functionality, allowing users to track billable hours and budget in real time. It also provides case management features and document management tools to help organize and store data. Users can utilize a document automation feature for auto-filling standard formatted documents. It offers a suite of billing functions, including invoicing, batch billing, allowing users to pay their bill online. Users can upload images of receipts to invoice files. TimeSolv also provides reports so law managers or practitioners can track their billable hours over weeks or months. TimeSolv offers two-way integration with QuickBooks, as well as integrations with Xero Accounting, Dropbox and NetDocuments. It offers Android and iOS apps for remote usage. Services are offered on a monthly subscription basis that includes support via phone and email.... [Read more](https://www.softwareadvice.com/product/424007-TimeSolv/)

### Best rated features:

Customizable Invoices

5.0

Time & Expense Tracking

5.0

Project Tracking

5.0

Mobile App

5.0

[See all features](https://www.softwareadvice.com/product/424007-TimeSolv/#key-features)

### TimeSolv Pro

$43.00/month

### TimeSolv Legal

$58.00/month

[See full pricing details](https://www.softwareadvice.com/product/424007-TimeSolv/#pricing-and-plans)

[Moss](https://www.softwareadvice.com/accounting/moss-profile/)

4.87

[(234)](https://www.softwareadvice.com/accounting/moss-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Moss is an expense management software that helps businesses gain insights into finances in real-time. The platform enables administrators to automate and digitise spend, issue virtual and physical credit cards, capture and approve invoices, and track employee expenses, budget as well as liquidity management.... [Read more](https://www.softwareadvice.com/accounting/moss-profile/)

### Best rated features:

Data Import/Export

5.0

Alerts/Notifications

5.0

Vendor Management

5.0

Requisition Management

5.0

### Worst rated features:

Mileage Tracking

3.5

[See all features](https://www.softwareadvice.com/accounting/moss-profile/#key-features)

### Starter Corporate Cards

Custom

Pricing available upon request

Experience the power of Moss by yourself for free.

### Starter Accounts Payable

Custom

Pricing available upon request

Experience the power of Moss by yourself for free.

### Build your custom Moss package

Custom

Pricing available upon request

Every company is unique. Choose the combination of modules and add-ons that fit your workflow, adapting as your needs evolve.... [Read more](https://www.softwareadvice.com/accounting/moss-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/accounting/moss-profile/#pricing-and-plans)

[Precoro](https://www.softwareadvice.com/accounting/precoro-profile/)

4.78

[(255)](https://www.softwareadvice.com/accounting/precoro-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Precoro is an AI-powered procurement and AP automation platform that helps growing companies control spend from request to payment. Teams can centralize purchase requests, approvals, POs, budgets, supplier data, AI-powered OCR, compliant E-invoicing, 3-way matching, and payments in one connected workflow. Instead of managing procurement and accounts payable across emails, spreadsheets, ERP workarounds, and disconnected finance tools, Precoro gives every stakeholder clear visibility into what is requested, approved, received, invoiced, and paid. Finance and procurement teams can reduce manual data entry, prevent invoice errors, improve compliance, and keep a reliable audit trail before payments are made. Precoro integrates with PunchOut catalogs, NetSuite, QuickBooks, Xero, Sage, etc. to keep procurement, AP, and finance data accurate and synchronized.... [Read more](https://www.softwareadvice.com/accounting/precoro-profile/)

### Best rated features:

Purchase Order Reconciliation

5.0

Approval Workflow

5.0

Mobile Access

5.0

Transaction History

5.0

### Worst rated features:

Returns Management

2.5

Duplicate Payment Alert

3.0

[See all features](https://www.softwareadvice.com/accounting/precoro-profile/#key-features)

### Core

$499.00/month

Billed annually

### Automation

$999.00/month

Billed annually

### Enterprise

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/accounting/precoro-profile/#pricing-and-plans)

[TimeSolv Legal Billing](https://www.softwareadvice.com/product/423485-TimeSolv-Legal-Billing/)

4.71

[(647)](https://www.softwareadvice.com/product/423485-TimeSolv-Legal-Billing/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

TimeSolv is a cloud-based legal time tracking and billing solution that caters to law firms, accountants, consultants, architects, and freelancers, helping them manage daily business operations. TimeSolv integrates project management features such as time tracking and assigning tasks with billing functionality, allowing users to track billable hours and budget in real time. It also provides case management features and document management tools to help organize and store data. Users can utilize a document automation feature for auto-filling standard formatted documents. It offers a suite of billing functions, including invoicing, batch billing and integration with LawPay, allowing users to pay their bill online. Users can upload images of receipts to invoice files. TimeSolv also provides reports so law managers or practitioners can track their billable hours over weeks or months. TimeSolv offers two-way integration with QuickBooks, as well as integrations with Xero Accounting, Dropbox and NetDocuments. It offers Android and iOS apps for remote usage. Services are offered on a monthly subscription basis that includes support via phone and email.... [Read more](https://www.softwareadvice.com/product/423485-TimeSolv-Legal-Billing/)

### What users love

-   Intuitive and user-friendly interface
-   Responsive and hands-on support team
-   Flexible and efficient billing workflows

### To take in mind

-   Invoice customization and usability issues

### Best rated features:

Document Capture

5.0

Third-Party Integrations

5.0

Fee Calculation & Posting

5.0

Archiving & Retention

5.0

### Worst rated features:

Reporting/Analytics

3.0

Collaboration Tools

3.0

Activity Dashboard

3.3

[See all features](https://www.softwareadvice.com/product/423485-TimeSolv-Legal-Billing/#key-features)

### TimeSolv Legal (1-4 Users)

$47.50/month

The plan can be billed on a monthly or annual subscription. Volume discounts apply.

### TimeSolv Legal (5-14 Users)

$45.12/month

The plan is billed on a monthly subscription.

### TimeSolv Legal (15+ Users)

$42.74/month

The plan is billed on a monthly subscription.

[See full pricing details](https://www.softwareadvice.com/product/423485-TimeSolv-Legal-Billing/#pricing-and-plans)

[MoneyMinder](https://www.softwareadvice.com/accounting/moneyminder-profile/)

4.89

[(122)](https://www.softwareadvice.com/accounting/moneyminder-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

MoneyMinder is a comprehensive nonprofit financial management software designed to simplify and streamline financial operations for a wide range of group types. Whether you belong to a parent group, service club, youth club, sports team, homeowners association, professional networking group, faith-based organization, or any other nonprofit group, MoneyMinder provides the tools you need to efficiently manage your finances. Key Features: TRACK BUDGETS AND EXPENSES: Create and manage budgets effortlessly with MoneyMinder. Track income, expenses, and allocate funds to different projects and initiatives within your organization. CREATE FINANCIAL REPORTS: Simplify financial reporting with customizable templates and pre-built reports. Generate comprehensive statements, balance sheets, treasurer reports, and gain valuable insights into your organization's financial health. MANAGE MEMBERS: Keep track of your organization's members, volunteers, contacts, and donors using MoneyMinder's robust membership management features. Store member details, track dues, and easily send reminders when needed. RECONCILE BANK ACCOUNTS: Streamline the bank reconciliation process with MoneyMinder's intuitive tools. Match transactions, reconcile accounts, and resolve discrepancies efficiently, saving you valuable time and effort. STORE DOCUMENTS: Say goodbye to the paper trail. MoneyMinder allows you to store all your important documents, such as meeting agendas, minutes, forms, bylaws, IRS correspondence, bank statements, and customizable templates, securely in the cloud for easy access. CREATE AN ONLINE STORE: Raise funds conveniently with your custom online store. Sell event tickets, collect member dues, offer spirit wear, accept donations, secure sponsorships, and collect trip fees, all through an intuitive platform. MoneyMinder supports various payment methods, including Stripe, Paypal, Square, Venmo, credit cards, eCheck, and bank accounts. Additional Features: File your tax forms electronically, connect with over 12,000 banks and popular payment platforms like Venmo, Stripe, Square, and Paypal to automate transaction input, and seamlessly import data from QuickBooks to make the transition smooth. MoneyMinder is an ad-free platform with transparent pricing and no setup fees. Plus, you'll have access to U.S.-based support whenever you need assistance. Experience the efficiency and convenience of MoneyMinder for your nonprofit financial management needs. Visit our website today to learn more and get started with a reliable solution that empowers your organization to thrive.... [Read more](https://www.softwareadvice.com/accounting/moneyminder-profile/)

### Best rated features:

Membership Renewals

5.0

"What If" Scenarios

5.0

Tax Management

5.0

Payment Processing

5.0

[See all features](https://www.softwareadvice.com/accounting/moneyminder-profile/#key-features)

### Full Edition

$299.00/year

Banking & Bookkeeping Budget-Focused Chart of Accounts (COA) Send Statements Custom Online Store People Management: Contacts, Volunteers, Members, Homeowners and Contractors Compliance & Tax Form Filing Reporting & Analytics Group Management Document Storage So much more!... [Read more](https://www.softwareadvice.com/accounting/moneyminder-profile/#pricing-and-plans)

### Optional Tax Form E-File

$50.00/year

Autofill and e-file Form 990-N, 990-EZ or 8868 with MoneyMinder, an Authorized IRS E-File Provider.

[See full pricing details](https://www.softwareadvice.com/accounting/moneyminder-profile/#pricing-and-plans)

[Datarails](https://www.softwareadvice.com/accounting/datarails-profile/)

4.73

[(230)](https://www.softwareadvice.com/accounting/datarails-profile/reviews/)

Best for:General Ledger

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Datarails is a financial planning and analysis (FP&A) software. The platform serves a wide range of industries, such as construction, technology, logistics, manufacturing, healthcare, and retail. Datarails automates data consolidation, reporting, and planning processes. The platform integrates with accounting software, enterprise resource planning (ERP) systems, and customer relationship management (CRM) tools.... [Read more](https://www.softwareadvice.com/accounting/datarails-profile/)

### Best rated features:

Workflow Management

5.0

Drag & Drop

5.0

Cash Management

5.0

"What If" Scenarios

5.0

[See all features](https://www.softwareadvice.com/accounting/datarails-profile/#key-features)

[Syft Analytics](https://www.softwareadvice.com/bi/syft-analytics-profile/)

4.74

[(186)](https://www.softwareadvice.com/bi/syft-analytics-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Syft Analytics is the award-winning interactive & collaborative financial reporting tool. From simple reports through to integrated forecasts, businesses use Syft to create, collaborate and explore beautiful financial reports. With Syft’s AI-powered insights across every graph and report, you can go from data to decisions in no time. Syft seamlessly integrates with Xero, QuickBooks Online, Sage Business, Excel and Google Sheets, as well as Stripe, Square and Shopify, to transform your accounting and e-commerce data into actionable graphs, reports, and insights. Get peace of mind with access to our Security Center and SOC 2 Type I and Type II accreditations. Upskill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus.... [Read more](https://www.softwareadvice.com/bi/syft-analytics-profile/)

### Best rated features:

Accounts Receivable

5.0

Client Management

5.0

Multi-Currency

5.0

Fixed Asset Management

5.0

### Worst rated features:

Ad hoc Reporting

1.0

Cash Flow Management

2.0

[See all features](https://www.softwareadvice.com/bi/syft-analytics-profile/#key-features)

### Standard

$23.00/month

The plan is applicable for all: accountants, businesses, non-profits, bookkeepers, franchise, universities and financial institutions. It costs $125/month for unlimited entities.... [Read more](https://www.softwareadvice.com/bi/syft-analytics-profile/#pricing-and-plans)

### Plus

$47.00/month

The plan is applicable for all: accountants, businesses, non-profits, bookkeepers, franchise, universities and financial institutions. It costs $249/month for unlimited entities.... [Read more](https://www.softwareadvice.com/bi/syft-analytics-profile/#pricing-and-plans)

### Advanced

$95.00/month

The plan is applicable for all: accountants, businesses, non-profits, bookkeepers, franchise, universities and financial institutions. It provides a custom quote for per entity plans.... [Read more](https://www.softwareadvice.com/bi/syft-analytics-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/bi/syft-analytics-profile/#pricing-and-plans)

[Budgyt](https://www.softwareadvice.com/accounting/budgyt-profile/)

4.87

[(68)](https://www.softwareadvice.com/accounting/budgyt-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

If you're managing budgets in Excel, there's a good chance you've experienced this: over 8,000 formulas in your budget, any one capable of failing at the worst moment. Department heads sending versions back and forth via email. Mysterious errors surfacing right before you present to the board. Weekends disappearing while you hunt for that one number that refuses to reconcile. We created Budgyt because our founder lived this exact nightmare as a CFO. Budgyt is built on a real database but works exactly like Excel, meaning your team won't need training. The difference? Formulas can't break. Every number traces directly back to its source with a single click. You import your chart of accounts and actuals straight from your accounting system. Click any variance and instantly drill down to vendor-level detail. Update rolling reforecasts monthly without having to rebuild your entire structure. Our API connections get you operational in hours instead of months spent on implementation consulting. Who needs Budgyt: Multi-department organizations where budgeting must be collaborative, but finance needs to maintain control. Nonprofits managing grants and restricted funding. Professional services firms with multiple locations. Healthcare organizations. Any growing business where Excel has become unmanageable but you need software your team will actually adopt. Key capabilities: Built-in payroll allocation splits salaries across departments or grants with percentages that stay intact. Dynamic driver formulas for metrics like revenue per customer or cost per unit. Build once, works forever. Unlimited team collaboration with department heads contributing directly while you maintain approval controls. Board-ready reporting that exports to your exact Excel format or uses dynamic dashboards for instant visualization. Support and implementation: Average onboarding takes two weeks once you provide your files. Email and phone support available Monday through Friday 9am to 6pm, plus Saturday mornings. You're working with a team that understands finance, not reading scripts. Pricing: Starts at $425/month based on how many departments you budget for. Unlimited users included. We don't charge per seat because collaboration shouldn't cost extra. Setup and training fees apply. Nonprofit pricing available. No more emailing spreadsheets. No more "did I break something?" panic. No more sweating through board meetings. Just budgeting software that actually works the way you need it to. Free pilots available using your actual data. See it work with your real budget structure before committing.... [Read more](https://www.softwareadvice.com/accounting/budgyt-profile/)

### Best rated features:

Audit Trail

5.0

Strategic Planning

5.0

Financial Reporting

5.0

Activity Dashboard

5.0

### Worst rated features:

Asset Lifecycle Management

2.5

Cash Management

2.6

Expense Management

3.0

API

3.8

[See all features](https://www.softwareadvice.com/accounting/budgyt-profile/#key-features)

### Pricing - For Profit

$499.00/month

Say goodbye to stressful spreadsheets and endless version control. Budgyt gives finance teams the clarity and confidence they’ve been missing. Starting at $499/month, you get unlimited users, effortless forecasting, and the power to build, compare, and reforecast budgets in minutes. Turn complex data into simple, visual insights your whole team can understand. Import from Excel, create driver-based models, and see the story behind every number. Secure, ISO-certified, and backed by a dedicated success manager, Budgyt lets you plan with accuracy, collaborate with ease, and walk into every board meeting fully in control.... [Read more](https://www.softwareadvice.com/accounting/budgyt-profile/#pricing-and-plans)

### Pricing - For Non-Profits

$399.00/month

Say goodbye to stressful spreadsheets and endless version control. Budgyt gives finance teams at non-profit organizations the clarity and confidence they’ve been missing. Starting at $399/month, you get unlimited users, effortless forecasting, and the power to build, compare, and reforecast budgets in minutes. Turn complex data into simple, visual insights your whole team can understand. Import from Excel, create driver-based models, and see the story behind every number. Secure, ISO-certified, and backed by a dedicated success manager, Budgyt lets you plan with accuracy, collaborate with ease, and walk into every board meeting fully in control.... [Read more](https://www.softwareadvice.com/accounting/budgyt-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/accounting/budgyt-profile/#pricing-and-plans)

1

[2](https://www.softwareadvice.com/accounting/budgeting-forecasting-software-comparison/?page=2)[3](https://www.softwareadvice.com/accounting/budgeting-forecasting-software-comparison/?page=3)[4](https://www.softwareadvice.com/accounting/budgeting-forecasting-software-comparison/?page=4)[5](https://www.softwareadvice.com/accounting/budgeting-forecasting-software-comparison/?page=5)

...

[10](https://www.softwareadvice.com/accounting/budgeting-forecasting-software-comparison/?page=10)

## Popular Comparisons

[

Xero vs QuickBooks Online

](https://www.softwareadvice.com/compare/2976-xero/vs/393202-QuickBooks-Online/)[

Sage Intacct vs NetSuite

](https://www.softwareadvice.com/accounting/intacct-accounting-profile/vs/netsuite-financials-accounting-software/)[

Sage 50 Accounting vs QuickBooks Online Advanced

](https://www.softwareadvice.com/compare/49805-QuickBooks-Online/vs/423487-sage-50cloud/)[

Sage Accounting vs Quicken

](https://www.softwareadvice.com/compare/24327-Quicken/vs/190564-sage-business-cloud-accounting/)[

Precoro vs Teampay

](https://www.softwareadvice.com/accounting/precoro-profile/vs/teampay/)[

Datarails vs Workday Adaptive Planning

](https://www.softwareadvice.com/accounting/datarails-profile/vs/workday-adaptive-planning/)

## Your Guide to Top Budgeting Software, February 2025

Software Advice uses reviews from real software users to highlight the top-rated Budgeting products in North America.

[Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/)

#### Explore FrontRunners

-   [Budgyt](https://www.softwareadvice.com/accounting/budgyt-profile/)
-   [Cube](https://www.softwareadvice.com/product/238885-Cube/)
-   [LivePlan](https://www.softwareadvice.com/accounting/liveplan-profile/)
-   [Lucanet](https://www.softwareadvice.com/erp/lucanet-world-profile/)
-   [Martus](https://www.softwareadvice.com/accounting/martustools-profile/)
-   [Mosaic](https://www.softwareadvice.com/product/191104-Mosaic/)
-   [Multiview ERP](https://www.softwareadvice.com/accounting/multiview-enterprise-profile/)
-   [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)
-   [Phocas](https://www.softwareadvice.com/bi/phocas-profile/)
-   [Prophix One](https://www.softwareadvice.com/accounting/prophix-profile/)
-   [QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/)
-   [Quicken](https://www.softwareadvice.com/property/quicken-profile/)
-   [Sage 100](https://www.softwareadvice.com/distribution/sage-100cloud-profile/)
-   [Sage 50 Accounting](https://www.softwareadvice.com/accounting/sage-50cloud-profile/)
-   [Sage Accounting](https://www.softwareadvice.com/accounting/sage-business-cloud-accounting-profile/)
-   [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/)
-   [SAP S/4HANA Cloud](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/)
-   [UniFi](https://www.softwareadvice.com/currency-exchange/finansys-apps-profile/)
-   [Upmetrics](https://www.softwareadvice.com/product/449851-Business-Plan-Software/)
-   [Xero](https://www.softwareadvice.com/accounting/xero-profile/)

“Usability” includes user ratings for Functionality and Ease of Use.

“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.

Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication.

## Send me a copy of this list to my inbox

### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you.

Financial planning software applications utilize historical data and estimates of future conditions to track a company’s financial progress and compare it to business expectations. The long-term survival of a business depends on its ability to establish a budget and operate within its confines. With the help of business budgeting software, businesses can forecast likely future expenses, establish more precise and realistic budgets and have a greater chance of achieving ongoing profitability.

Here’s what we’ll cover:

[What is budgeting and forecasting software](#Whatisbudgetingandforecastingsoftware)? 

[What type of buyer are you?](#Whattypeofbuyerareyou)

[What are some benefits and potential issues?](#Whataresomebenefitsandpotentialissues)

[What are the market trends of budgeting and forecasting software?](#Whatarethemarkettrendsofbudgetingandforecastingsoftware)

[The vendor landscape](#Thevendorlandscape)

## What is budgeting and forecasting software? 

Like many budgeting programs, business forecasting software reduces the opportunity for potential human error. Because budgets are formulated by the recording of business data, human error can drastically affect the budgeting process. Negligence and typos can easily destroy the validity of budget strategies. With the right system, however, automated reminders can ensure that the user knows when to input key business information for budget analysis.

Effective business budget software can also automatically import data directly from integrated accounting applications, including the general ledger, [ERP system](https://www.softwareadvice.com/erp/) and [HR system](https://www.softwareadvice.com/hr/). This automated importing strengthens consistency and completeness for data analysis that is reliable and error-free. In addition, the ability to connect and interact with other programs provides consolidated data collection, as well as a variety of different ways to complete the budgeting and forecasting process.

Collaboration in budget formulation becomes much easier with the use of budgeting and forecasting solutions. When certain areas of a company’s budget are headed by different individuals, manual collaboration can be troublesome. But with business forecast systems, the budget approval process can be standardized to improve organization and communication. Hypothetical forecasting also allows for the inclusion of complex or often-forgotten factors like inflation. These scenarios improve general awareness of potential obstacles ahead, providing greater foresight in budget formation.

## What type of buyer are you?

Although some of the most important points of the budgeting and forecasting process are the same across industries, different organizations have different priorities and requirements in finding the right system. Here are the main categories of buyers:

**Small businesses.** Small and fledgling businesses may want to pay particular attention to a user-friendly interface or more intuitive presentation styles, which can produce easily understandable graphs and charts. Budgeting is a critical feature here, but often forecasting capabilities and needs are somewhat limited, due to costs and lack of historical data.

**Mid-sized and growing businesses.** Slightly larger and rapidly growing businesses can benefit from a system that adds forecasting features to help predict future growth and sales based on past patterns. A common mistake for growing businesses is to assume that last year’s surge will carry over into this year. However, many different factors play a part, and the ability to predict changes in those factors can prevent massive overinvestment in your company’s infrastructure.

**Large corporations.** Large companies with dozens or hundreds of different departments create a whole other level of complexity in the budgeting and forecasting process. They need something that can handle multiple types of expenses and multiple sources of revenue, all coming from different users in different departments. This information needs to be integrated in a seamless, intelligent way.

## What are some benefits and potential issues?

A strong budgeting and forecasting system improves accuracy for budgeting and long-term business development planning.

**Improved accuracy.** The tight deadlines and overtime hours associated with the budgeting cycle make it an error-prone process, but a single human error can have a massive impact on a company’s profitability. A good budgeting program eliminates most of the opportunities for calculation errors, increasing overall accuracy of the process.

**Faster and simpler.** Budgeting and forecasting software contains high-level functionality specifically dedicated to this purpose. This saves time on process creation (no need to create an Excel file), allows for data to be saved and reused year over year and makes the budgets easier to manage and amend. Overall, this can halve the amount of time spent on the budget cycle.

**Report consistency.** These solutions connect employees across the enterprise, ensuring that the budgets have the same readable format no matter who prepares them.

**Better forecasting.** Computer forecasting programs use complex algorithms that are designed to predict future expenses and sales based on past data. This makes for more accurate forecasts and long-term success.

## What are the market trends of budgeting and forecasting software?

**Changing markets.** The whole point of forecasting is to predict the unpredictable, which is to say rapidly changing markets. Since market trends in your industry are constantly changing, it’s important to select a forecasting solution that can account for these changes.

**Increased vertical specialization.** Over time, budgeting and forecasting software has become increasingly specialized, adding value according to unique workflow types. Systems are catering to the specific needs of the medical industry, nonprofits, construction companies, engineering firms and others. So if industry specialization is important to you, keep this in mind when evaluating systems.

**Increased specialization by industry.** Increasingly, consumers are demanding more industry-specific features, and vendors are listening. Products that were once “horizontal”—such as Sage MAS 90/200, QuickBooks and Microsoft Dynamics—are increasingly adding new vertical features to cater to buyers’ specific industries. Make sure to keep a lookout for features that fit your particular industry when investigating tools and solutions.

**Software as a service (SaaS).** SaaS lowers costs and speeds up implementation for buyers by offering Web-based software that doesn’t need to be installed on-premise. This is more cost effective for smaller buyers. It’s typically offered on a annual or monthly subscription basis, helping firms anticipate and control costs.

## The vendor landscape

There are a number of considerations when selecting budgeting and forecasting software:

-   Is the system user-friendly: accessible charting/graphing capabilities, online user forums, troubleshooting applications?
    
-   Does it provide a variety of hypothetical situations for forecasting things like inflation?
    
-   Can the program involve multiple users for collaboration purposes (i.e., intra-software messaging, multiple users by department, automated combination or comparison of multiple budget submissions)?
    
-   Does the solution effectively provide reminders for adhering to deadlines?
    
-   To what degree is the software capable of interacting with important accounting applications or modules, such as general ledger, HR etc.?
    
-   Does the price range justify the features?
    
-   Does the program encourage and give reminders for frequent data entry to ensure precise and consistent information storage?
    
-   Does the software effectively analyze past business performance?
    

These are some of the major players in the budgeting and forecasting applications market:

Small businesses

PlanGuru, Budget Maestro, Epicor

Medium-sized & growing businesses

Planning Maestro, Epicor, Adaptive

Large corporations

Adaptive Planning, Epicor

### Related Budgeting Software

-   [Accounting Practice Management Software](https://www.softwareadvice.com/accounting-practice-management/)
-   [Multi-Country Payroll Software](https://www.softwareadvice.com/category/4747-multicountry-payroll/)
-   [Tax Practice Management Software](https://www.softwareadvice.com/tax-practice-management/)