# Top Free Budgeting and Forecasting Software Check out our list of free Budgeting and Forecasting Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features. If you'd like to see more products and to evaluate additional feature options, compare all [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) to ensure you get the right product. ## View Free Budgeting and Forecasting Software G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our [scoring methodologies](https://research.g2.com/g2-scoring-methodologies). **69** Budgeting and Forecasting Products Available View all [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) View all [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) [ ### Workday Adaptive Planning ](https://www.g2.com/products/workday-adaptive-planning/reviews) [By Workday](https://www.g2.com/sellers/workday) [ (307)4.3 out of 5 ](https://www.g2.com/products/workday-adaptive-planning/reviews#reviews "Read Workday Adaptive Planning Reviews") Product Description Workday Adaptive Planning gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination **Users:** Financial Analyst, Senior Financial Analyst · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 58% Mid-Market, 33% Enterprise Workday Adaptive Planning features and usability ratings that predict user satisfaction 8.5 Has the product been a good partner in doing business? Average: 9.2 7.8 Adjustments Average: 8.8 8.3 Budget Hierarchies Average: 8.8 7.6 Variance Analysis Average: 8.7 ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA A good planning tool as a standalone. Allows for various customisation to support planning dimensions and scenarios. Inputs are straightforward,...[Read review](https://www.g2.com/products/workday-adaptive-planning/reviews/workday-adaptive-planning-review-8036218) TH The ability to modify and create your own space to fit the needs of the business[Read review](https://www.g2.com/products/workday-adaptive-planning/reviews/workday-adaptive-planning-review-8406419) Year Founded 2005 HQ Location Pleasanton, CA Company Website https://www.workday.com Twitter @Workday LinkedIn® Page https://www.linkedin.com/company/17719/ Ownership NYSE:WDAY Phone (925) 951-9000 [ ### Causal ](https://www.g2.com/products/lucanet-ag-causal/reviews) [By Lucanet AG](https://www.g2.com/sellers/lucanet-ag) [ (256)4.6 out of 5 ](https://www.g2.com/products/lucanet-ag-causal/reviews#reviews "Read Causal Reviews") Product Description 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 ca **Users:** CEO, Founder · **Industries:** Computer Software, Financial Services · **Market Segment:** 66% Small-Business, 30% Mid-Market Causal features and usability ratings that predict user satisfaction 9.1 Has the product been a good partner in doing business? Average: 9.2 8.8 Adjustments Average: 8.8 8.4 Budget Hierarchies Average: 8.8 8.8 Variance Analysis Average: 8.7 ![Verified User in Biotechnology](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Biotechnology") UB Automatically updating dates for historical and projected. Create and save multiple scenarios Fast support to a real human on a chat...[Read review](https://www.g2.com/products/lucanet-ag-causal/reviews/causal-review-7588165) JH That the tool is relatively 'free form', if I need a single calculation, it can do that, if I need an entire model or multiple calculations it can...[Read review](https://www.g2.com/products/lucanet-ag-causal/reviews/causal-review-7588810) Year Founded 1999 HQ Location Berlin, Germany Company Website https://www.lucanet.com Twitter @LucaNet LinkedIn® Page https://www.linkedin.com/company/lucanet-ag/about [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) [ ### Prophix Software ](https://www.g2.com/products/prophix-software/reviews) [By Prophix](https://www.g2.com/sellers/prophix) [ (218)4.4 out of 5 ](https://www.g2.com/products/prophix-software/reviews#reviews "Read Prophix Software Reviews") Product Description Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform **Users:** Senior Financial Analyst, Financial Analyst · **Industries:** Insurance, Construction · **Market Segment:** 56% Mid-Market, 37% Enterprise User SentimentHow are these determined? Users frequently mention the ease of use, the ability to create custom reports, the integration with accounting software, and the time-saving consolidation process as key benefits. Reviewers experienced difficulties with the initial integration and setup, limitations in dashboard customization, issues with training for experienced users, and problems with the foreign currency features and reporting tool. Prophix Software features and usability ratings that predict user satisfaction 9.2 Has the product been a good partner in doing business? Average: 9.2 9.0 Adjustments Average: 8.8 9.1 Budget Hierarchies Average: 8.8 8.7 Variance Analysis Average: 8.7 Year Founded 1987 HQ Location Ontario, Canada Company Website https://www.prophix.com Twitter @prophix LinkedIn® Page https://www.linkedin.com/company/45052/ [ ### Velixo ](https://www.g2.com/products/velixo/reviews) [By Velixo](https://www.g2.com/sellers/velixo) [ (261)4.7 out of 5 ](https://www.g2.com/products/velixo/reviews#reviews "Read Velixo Reviews") Product Description Velixo is Excel that knows what your ERP knows. Velixo is the real-time reporting, budgeting, and data automation layer that lives inside Excel and connects directly to your cloud ERP. No data ware **Users:** CFO, Controller · **Industries:** Construction, Accounting · **Market Segment:** 61% Mid-Market, 27% Small-Business User SentimentHow are these determined? Reviewers frequently mention the ease of use, the ability to create dynamic reports, and the time-saving benefits of Velixo's integration with Excel and Acumatica. Users mentioned issues with the availability and liveliness of tutorial videos, difficulties in understanding how fields are related and mapped, and occasional performance degradation with large data sets. Velixo features and usability ratings that predict user satisfaction 9.4 Has the product been a good partner in doing business? Average: 9.2 7.3 Adjustments Average: 8.8 7.3 Budget Hierarchies Average: 8.8 7.8 Variance Analysis Average: 8.7 Year Founded 2017 HQ Location Montreal, QC Company Website https://www.velixo.com/ Twitter @VelixoSolutions LinkedIn® Page https://www.linkedin.com/company/velixo/ [ ### G-Accon ](https://www.g2.com/products/g-accon/reviews) [By G-Accon](https://www.g2.com/sellers/g-accon) [ (199)4.7 out of 5 ](https://www.g2.com/products/g-accon/reviews#reviews "Read G-Accon Reviews") Product Description All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more **Users:** Owner, CFO · **Industries:** Accounting, Financial Services · **Market Segment:** 65% Small-Business, 33% Mid-Market User SentimentHow are these determined? Reviewers frequently mention the product's ability to save time, automate reports, and consolidate financials across multiple entities, along with its responsive customer service and reliable performance. Users reported difficulties in uploading data from G-Accon to Quickbooks, unclear instructions for managing other users, the need for manual data refresh, and a desire for more customizable options and features. G-Accon features and usability ratings that predict user satisfaction 9.1 Has the product been a good partner in doing business? Average: 9.2 7.4 Adjustments Average: 8.8 7.4 Budget Hierarchies Average: 8.8 8.1 Variance Analysis Average: 8.7 Year Founded 2017 HQ Location Novi, MI Company Website https://g-accon.com/ Twitter @G\_AcconServices LinkedIn® Page https://www.linkedin.com/company/g-accon [ ### IBM Planning Analytics ](https://www.g2.com/products/ibm-planning-analytics/reviews) [By IBM](https://www.g2.com/sellers/ibm) [ (257)4.4 out of 5 ](https://www.g2.com/products/ibm-planning-analytics/reviews#reviews "Read IBM Planning Analytics Reviews") Product Description IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Elim **Users:** Financial Analyst · **Industries:** Information Technology and Services, Financial Services · **Market Segment:** 51% Enterprise, 36% Mid-Market User SentimentHow are these determined? Reviewers frequently mention the tool's powerful planning and forecasting capabilities, its ability to handle large datasets, the convenience of Excel integration, and the automation of tasks as key benefits. Reviewers mentioned the steep learning curve, especially for non-technical team members, an outdated interface with limited self-service reporting functions, and complex system integration as drawbacks. IBM Planning Analytics features and usability ratings that predict user satisfaction 8.3 Has the product been a good partner in doing business? Average: 9.2 9.1 Adjustments Average: 8.8 8.8 Budget Hierarchies Average: 8.8 8.7 Variance Analysis Average: 8.7 Year Founded 1911 HQ Location Armonk, New York, United States Company Website https://www.ibm.com Twitter @IBMSecurity LinkedIn® Page https://www.linkedin.com/company/1009/ Ownership SWX:IBM Phone 1-866-277-7488 [ ### Jedox ](https://www.g2.com/products/jedox/reviews) [By Jedox](https://www.g2.com/sellers/jedox) [ (188)4.3 out of 5 ](https://www.g2.com/products/jedox/reviews#reviews "Read Jedox Reviews") Product Description Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries tr **Users:** Controller · **Industries:** Information Technology and Services, Accounting · **Market Segment:** 51% Mid-Market, 28% Small-Business User SentimentHow are these determined? Users like that Jedox eliminates the need for multiple tools, ensures consistency across financial and operational planning, and allows for the creation of relationships between different data using formulas. Users mentioned that building complex models and workflows can require significant training, the speed is sometimes not optimal due to complex reports, and there have been some glitches such as reports disappearing or the drag and drop feature in dynamic reports occasionally stopping working. Jedox features and usability ratings that predict user satisfaction 8.5 Has the product been a good partner in doing business? Average: 9.2 8.3 Adjustments Average: 8.8 8.6 Budget Hierarchies Average: 8.8 8.1 Variance Analysis Average: 8.7 Year Founded 2002 HQ Location Freiburg, Germany Company Website https://www.jedox.com Twitter @Jedox LinkedIn® Page https://www.linkedin.com/company/231653/ [ ### Budgyt ](https://www.g2.com/products/budgyt/reviews) [By Budgyt](https://www.g2.com/sellers/budgyt) [ (103)4.8 out of 5 ](https://www.g2.com/products/budgyt/reviews#reviews "Read Budgyt Reviews") Product Description Budgyt is database-driven budgeting software that replaces Excel budgets entirely - eliminating formula errors, version control chaos, and the career-ending risk of broken budgets in board meetings. **Users:** Controller, CFO · **Industries:** Non-Profit Organization Management, Computer Software · **Market Segment:** 61% Mid-Market, 35% Small-Business User SentimentHow are these determined? Reviewers frequently mention the user-friendly nature of the platform, its ability to save time in budget creation and comparison, and the responsive and helpful support provided by the Budgyt team. Reviewers mentioned some difficulties with the initial setup cost, the less integrated visualizations add-on, the inability to edit certain formulas after cloning a scenario, and the lack of interface with certain software like Microsoft Dynamics. Budgyt features and usability ratings that predict user satisfaction 9.7 Has the product been a good partner in doing business? Average: 9.2 9.5 Adjustments Average: 8.8 9.4 Budget Hierarchies Average: 8.8 9.1 Variance Analysis Average: 8.7 Year Founded 2013 HQ Location New York, NY Company Website https://www.budgyt.com Twitter @budgyt LinkedIn® Page https://www.linkedin.com/company/11036487/ [ ### Drivetrain ](https://www.g2.com/products/drivetrain-drivetrain/reviews) [By Drivetrain](https://www.g2.com/sellers/drivetrain) [ (113)4.8 out of 5 ](https://www.g2.com/products/drivetrain-drivetrain/reviews#reviews "Read Drivetrain Reviews") Product Description Drivetrain is an AI-native business planning platform that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain wh **Users:** CFO, Finance Manager · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 83% Mid-Market, 14% Small-Business User SentimentHow are these determined? Reviewers appreciate the platform's ability to consolidate data from multiple sources, automate reporting processes, and provide real-time updates, along with its flexibility and excellent customer support. Reviewers noted a steep learning curve when starting with the platform, occasional issues with data connectors, and a lack of advanced AI analytics for variance analysis. Drivetrain features and usability ratings that predict user satisfaction 9.7 Has the product been a good partner in doing business? Average: 9.2 9.3 Adjustments Average: 8.8 9.2 Budget Hierarchies Average: 8.8 9.2 Variance Analysis Average: 8.7 Year Founded 2021 HQ Location Sunnyvale, US Company Website https://www.drivetrain.ai Twitter @DrivetrainAI LinkedIn® Page https://in.linkedin.com/company/drivetrainai [ ### IBM Cloudability ](https://www.g2.com/products/ibm-cloudability/reviews) [By Apptio, an IBM Company](https://www.g2.com/sellers/apptio-an-ibm-company) [ (202)4.2 out of 5 ](https://www.g2.com/products/ibm-cloudability/reviews#reviews "Read IBM Cloudability Reviews") Product Description IBM Cloudability is built to support the organizational adoption of FinOps—the cultural practice and operational process of bringing financial accountability to the scalable, variable, and distributed **Industries:** Information Technology and Services, Financial Services · **Market Segment:** 62% Enterprise, 20% Mid-Market User SentimentHow are these determined? Reviewers appreciate the granular visibility into cloud costs, user-friendly dashboard, robust forecasting capabilities, and the ability to generate clear, structured reports that aid in better decision-making and financial control. Users experienced complexity in some reports, delays in real-time cost updates, inflexibility in dashboard and report customization, and a time-consuming setup process for multiple cloud platforms. IBM Cloudability features and usability ratings that predict user satisfaction 7.8 Has the product been a good partner in doing business? Average: 9.2 0.0 No information available 0.0 No information available 0.0 No information available Year Founded 1996 HQ Location Bellevue, WA Company Website https://www.apptio.com/ Twitter @Apptio LinkedIn® Page https://www.linkedin.com/company/apptio/ [ ### Aleph ](https://www.g2.com/products/getaleph/reviews) [By Aleph](https://www.g2.com/sellers/aleph) [ (98)4.9 out of 5 ](https://www.g2.com/products/getaleph/reviews#reviews "Read Aleph Reviews") Product Description Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finan **Users:** Senior Financial Analyst, Finance Manager · **Industries:** Computer Software, Financial Services · **Market Segment:** 83% Mid-Market, 9% Small-Business User SentimentHow are these determined? Users like Aleph's intuitive interface, its ability to integrate with Excel and other platforms, and the speed and efficiency it brings to financial data analysis and reporting. Users reported that Aleph can sometimes be slow when updating large datasets, lacks some complex forecasting features, and its AI analysis needs to be more in-depth. Aleph features and usability ratings that predict user satisfaction 9.9 Has the product been a good partner in doing business? Average: 9.2 8.8 Adjustments Average: 8.8 9.2 Budget Hierarchies Average: 8.8 9.3 Variance Analysis Average: 8.7 Year Founded 2020 HQ Location New York, US Company Website https://www.getaleph.com Twitter @getaleph LinkedIn® Page https://www.linkedin.com/company/getaleph/ [ ### Fathom ](https://www.g2.com/products/fathom/reviews) [By Fathom Applications](https://www.g2.com/sellers/fathom-applications) [ (92)4.7 out of 5 ](https://www.g2.com/products/fathom/reviews#reviews "Read Fathom Reviews") Product Description 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 **Industries:** Accounting, Information Technology and Services · **Market Segment:** 54% Small-Business, 35% Mid-Market User SentimentHow are these determined? Reviewers appreciate Fathom's reporting and visualization capabilities, its user-friendly interface, its ability to easily connect to QBO data, and its robust support and knowledge base. Reviewers noted issues with Fathom's cash flow behavior, difficulties in replacing Excel for model development, problems with QBO customer connection, limitations in flexibility, and complexities in consolidating group accounts. Fathom features and usability ratings that predict user satisfaction 9.4 Has the product been a good partner in doing business? Average: 9.2 8.6 Adjustments Average: 8.8 7.8 Budget Hierarchies Average: 8.8 8.4 Variance Analysis Average: 8.7 Year Founded 2010 HQ Location Brisbane, QLD Company Website https://www.fathomhq.com Twitter @fathomhq LinkedIn® Page https://www.linkedin.com/company/2631592/ [ ### Acterys ](https://www.g2.com/products/acterys/reviews) [By Acterys](https://www.g2.com/sellers/acterys) [ (70)4.8 out of 5 ](https://www.g2.com/products/acterys/reviews#reviews "Read Acterys Reviews") Product Description Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connec **Industries:** Accounting, Information Technology and Services · **Market Segment:** 66% Small-Business, 29% Mid-Market User SentimentHow are these determined? Users frequently mention the seamless integration with Power BI and Excel, the ability to automate data consolidation from multiple sources, and the write-back capabilities and customizable data models that make it highly flexible for financial and operational planning. Users experienced high consultancy fees, complexity in initial setup especially if the Power BI model isn't well structured, and a learning curve when building more advanced planning models, particularly for users unfamiliar with SQL or multidimensional structures. Acterys features and usability ratings that predict user satisfaction 9.9 Has the product been a good partner in doing business? Average: 9.2 9.5 Adjustments Average: 8.8 9.7 Budget Hierarchies Average: 8.8 9.6 Variance Analysis Average: 8.7 Year Founded 2017 HQ Location Chicago, Illinois Company Website https://www.acterys.com/ Twitter @Acterysfpa LinkedIn® Page https://www.linkedin.com/company/acterysfpa/ [ ### Syft ](https://www.g2.com/products/syft-analytics-syft/reviews) [By Syft Analytics](https://www.g2.com/sellers/syft-analytics) [ (76)4.8 out of 5 ](https://www.g2.com/products/syft-analytics-syft/reviews#reviews "Read Syft Reviews") Product Description 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 repo **Industries:** Accounting · **Market Segment:** 70% Small-Business, 28% Mid-Market Syft features and usability ratings that predict user satisfaction 9.0 Has the product been a good partner in doing business? Average: 9.2 8.6 Adjustments Average: 8.8 8.2 Budget Hierarchies Average: 8.8 8.8 Variance Analysis Average: 8.7 PG Easy, hassle free monthly reporting to clients. We use Sage Cloud and Syft integrates seamlessly.[Read review](https://www.g2.com/products/syft-analytics-syft/reviews/syft-review-8917377) SL Adds very sophisticated reporting capabilities to QuickBooks Online.[Read review](https://www.g2.com/products/syft-analytics-syft/reviews/syft-review-8938711) Year Founded 2016 HQ Location Wilmington, US Company Website https://www.syftanalytics.com/?ref=g2 Twitter @Syft\_Analytics LinkedIn® Page https://www.linkedin.com/company/17981719 [ ### Clockwork.ai ](https://www.g2.com/products/clockwork-ai/reviews) [By Clockwork](https://www.g2.com/sellers/clockwork-4b6e5885-3074-455a-ada0-cb5a0a0d1fca) [ (46)4.9 out of 5 ](https://www.g2.com/products/clockwork-ai/reviews#reviews "Read Clockwork.ai Reviews") Product Description The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no im **Industries:** Accounting · **Market Segment:** 91% Small-Business, 9% Mid-Market Clockwork.ai features and usability ratings that predict user satisfaction 9.9 Has the product been a good partner in doing business? Average: 9.2 9.8 Adjustments Average: 8.8 9.4 Budget Hierarchies Average: 8.8 9.6 Variance Analysis Average: 8.7 ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Ease of use is a 10/10 and the product continues to develop/improve consistently. The support team is fantastic as a value add, but the software...[Read review](https://www.g2.com/products/clockwork-ai/reviews/clockwork-ai-review-7285591) ![Sharrin F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sharrin F.") SF When it comes to software, UI (user interface) is everything! You typically move along if you can't navigate the software within 10 minutes. ...[Read review](https://www.g2.com/products/clockwork-ai/reviews/clockwork-ai-review-7361908) Year Founded 2018 HQ Location Chicago, US Company Website https://www.clockwork.ai/about Twitter @Clockwork\_AI LinkedIn® Page http://www.linkedin.com/company/clockworkai - ‹ Prev‹ Prev - 1 - [2](/categories/budgeting-and-forecasting/free?order=g2_score&page=2#product-list) - [3](/categories/budgeting-and-forecasting/free?order=g2_score&page=3#product-list) - [4](/categories/budgeting-and-forecasting/free?order=g2_score&page=4#product-list) - [5](/categories/budgeting-and-forecasting/free?order=g2_score&page=5#product-list) - [Next ›Next ›](/categories/budgeting-and-forecasting/free?order=g2_score&page=2#product-list)