# Top Free Budgeting and Forecasting Software - Page 5 ## How Many Budgeting and Forecasting Software Products Does G2 Track? **Total Products under this Category:** 235 ### Category Stats (Jul 2026) - **Average Rating:** 4.48/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Unit4 FP&A (+2.15%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month _Last updated: July 31, 2026_ ## How Does G2 Rank Budgeting and Forecasting Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 14,000+ Authentic Reviews - 235+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Budgeting and Forecasting Software ![G2 Grid® for Budgeting and Forecasting Software plotting products by satisfaction and market presence](https://www.g2.com/categories/budgeting-and-forecasting/grids.png?focus%5B%5D=99063&focus%5B%5D=3027&focus%5B%5D=6353&focus%5B%5D=582&focus%5B%5D=52827&focus%5B%5D=43902&focus%5B%5D=1196&focus%5B%5D=160444) Highlighted products: Datarails, Anaplan, Vena, Workday Adaptive Planning, IBM Planning Analytics, Martus, Planful, and LiveFlow. Underlying data: [Grid® JSON](https://www.g2.com/categories/budgeting-and-forecasting/grids.json?focus%5B%5D=datarails&focus%5B%5D=anaplan&focus%5B%5D=vena&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=martus&focus%5B%5D=planful&focus%5B%5D=liveflow) **Sponsored** ### Aleph 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 finance professionals manage, consolidate, and analyze data across various systems, making it an essential tool for organizations looking to improve their financial operations. The platform is equipped with over 150 data connectors and bi-directional spreadsheet integrations, enabling finance teams to maintain full control over their data processes. Users can seamlessly work with data from multiple sources using familiar tools such as Excel, Google Sheets, and web-based dashboards. This flexibility caters to a wide range of users, from small businesses to large enterprises, ensuring that finance teams can adapt the platform to their specific needs and workflows. Aleph's no-code tools significantly reduce the time spent on repetitive tasks, eliminating up to 90% of the time-consuming and error-prone busywork typically associated with financial reporting and analysis. By automating these processes, finance teams can redirect their focus towards more strategic initiatives, such as forecasting, budgeting, and performance analysis. This shift not only enhances productivity but also empowers finance professionals to provide deeper insights and make informed decisions that drive business growth. Key features of Aleph include its robust data integration capabilities, user-friendly interface, and powerful analytics tools. The platform's ability to consolidate data from various sources ensures that finance teams have access to accurate and up-to-date information, which is crucial for effective decision-making. Additionally, the intuitive design allows users to create customized reports and dashboards without requiring extensive technical expertise, further enhancing the platform's accessibility. Aleph stands out in the FP&A category by combining advanced AI technology with a user-centric approach, making it a valuable asset for organizations seeking to optimize their financial processes. With hundreds of businesses already relying on Aleph for faster reporting and better insights, the platform continues to demonstrate its effectiveness in transforming the way finance teams operate, ultimately leading to improved decision-making and enhanced organizational performance. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1538&secure%5Bchosen_at%5D=2026-07-31T23%3A46%3A11Z&secure%5Bdisplayable_resource_id%5D=1538&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1538&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1401682&secure%5Bresource_id%5D=1538&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fbudgeting-and-forecasting%2Ffree%3Fpage%3D5&secure%5Btoken%5D=253dbf607b241491523e097f80aa6a5bfe4e3cfef7ac2f9a38c3a980288418d9&secure%5Burl%5D=https%3A%2F%2Fwww.getaleph.com%3Futm_source%3Dg2%26utm_medium%3Dg2_promo%26utm_campaign%3Dbudgeting%2Band%2Bforecasting&secure%5Burl_type%5D=custom_url) ### [iCash](https://www.g2.com/products/icash/reviews) iCash is a full-featured personal finance and money management application for macOS and Windows designed to help users take control of their finances in a simple, organized, and efficient way. Whether you are managing your household budget, personal expenses, a club, an association, freelance activity, or a small business, iCash provides a clear and flexible environment to track where your money comes from, where it goes, and how it moves between your accounts. At its core, iCash makes money management approachable. You do not need accounting knowledge to use it. There is no need to understand complicated bookkeeping principles or learn professional accounting software. Instead, iCash focuses on a practical and intuitive approach: you create the accounts you need, record your income and expenses, and keep an accurate view of your financial situation over time. This makes it suitable for both beginners who want a straightforward budgeting tool and experienced users who need more control and structure. With iCash, you can manage multiple accounts and categories, record transactions quickly, and keep track of balances with precision. It supports income, expenses, transfers, credits, debts, and bank-related operations, allowing you to organize your finances exactly the way you want. The software adapts to many different use cases, from tracking daily household spending to managing the finances of a small organization or side business. One of iCash’s strengths is its flexibility. Users can build their own account structure, organize transactions in a way that matches their real-life needs, and review their financial activity through clear overviews and detailed reports. This helps identify spending habits, monitor trends, prepare budgets, and make better financial decisions. Because everything is centralized in one place, users gain a much better understanding of their overall financial picture. iCash is also designed for speed and ease of use. The interface is clean and efficient, allowing users to begin entering data within minutes. Everyday tasks such as adding transactions, reviewing account activity, searching records, or generating reports can be done quickly, without unnecessary complexity. The goal is to make financial tracking a habit rather than a chore. As a desktop application, iCash runs locally on macOS and Windows, giving users a stable and responsive environment for managing their finances. It is a practical solution for people who prefer traditional desktop software, want direct control over their data, and need a dependable tool that can be used regularly for long-term financial organization. In short, iCash is a versatile, user-friendly, and powerful finance application that combines simplicity with depth. It is ideal for anyone looking for an effective way to monitor accounts, track transactions, stay organized, and maintain better control over personal or small-scale finances without the burden of overly complex accounting software. #### Who Is the Company Behind iCash? - **Seller:** [Maxprog, LLC](https://www.g2.com/sellers/maxprog-llc) - **Year Founded:** 2002 - **HQ Location:** St. Petersburg, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c8645c111cb9ac446a35a8d746bc83b093dd9ae01de847cc3e9bff0321e657d1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmaxprog%2F&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® ### [KPI Sense](https://www.g2.com/products/kpi-sense/reviews) KPI Sense helps SaaS companies create and share their financial story by aggregating, optimizing, and reporting their data. Built and backed by our team of SaaS finance experts, The KPI Sense platform is a single source of truth for all financial and subscription data, giving you a complete picture of your business. You'll have access to clear, ready-to-use dashboards and visualizations that can be customized to your company's needs. Time-consuming, manual tasks such as calculating metrics and data attribution are automated so you can have the confidence that what you're working with is accurate and useful. Paired with tailored insights from our team, you can move forward with reliable, defendable forecasts, models, and other analyses built custom for your business. All ready to share with your team, board, or investors. #### Who Is the Company Behind KPI Sense? - **Seller:** [KPI Sense](https://www.g2.com/sellers/kpi-sense) - **Year Founded:** 2019 - **HQ Location:** Chicago, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=03c1329602c99f075908ddc94aac2de28b8746432f8d246a84f6c73ad507612b&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkpisense&secure%5Burl_type%5D=linkedin_company_website) 10 employees on LinkedIn® ### [OS/](https://www.g2.com/products/os/reviews) OS/ is an agency software aimed at agencies, consultancies, studios and corporate groups. With OS/, users can manage their projects more efficiently and stay in control of their budget. The software is GoDB, GDPR and TISAX compliant. Pricing varies depending on company size and required functions. OS/ was developed from an in-house agency and therefore knows the daily hurdles and needs of project-oriented companies. With the trust of our customers, we have managed to successfully complete 25,000 projects in 2024. What are the most important functions at OS/? Project costing and billing controlling reporting Time recording resource planning #### Who Is the Company Behind OS/? - **Seller:** [314 OS GmbH](https://www.g2.com/sellers/314-os-gmbh) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=692936b747e6a1ed4bb80081b8e7b3acd71f8b96950f4f4f8559ac7478589842&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgo-os%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Serviceware Financial](https://www.g2.com/products/serviceware-financial/reviews) Serviceware Financial is a leading software tool for the Financial Management of your IT and Shared Services. With a structured service catalog, a detailed cost-to-service-flow and the capabilities to create virtually infinite budgeting scenarios, you can create as much cost transparency as you need. Automated capabilities for documentation allow for simplified, tax-compliant reporting and adherence to all transfer pricing regulations. Serviceware Financial is the easiest way to cut down on IT and Shared Service costs and prove to your business the true value of your services. Let's talk about Cloud Cost Management and Cloud Economics Cloud costs are analyzed and cloud operations right-sized simultaneously. Integrates with VMware Aria Cost powered by CloudHealth®, supporting all major public cloud vendors. Let's talk about time-to-value Enterprise customers profit from Serviceware Financial in multiple ways. The ignition spark on your way from data to dashboard is the underlying calculation model. We call it ‘Digital Value Model’, because it provides enough flexibility to incorporate enterprise-specific tags and attributes when allocating costs, while managing budget and demand are standardized on the processes layer, all with a focus on uncovering those value creating opportunities. With flexibility and standards in balance, customers’ sometimes herculean efforts for implementation are reduced significantly. They can draw from best practices and get a head start on their way to the multiple benefits of TBM as defined by the TBM council. The Digital Value Model is your autobahn to TBM. #### Who Is the Company Behind Serviceware Financial? - **Seller:** [SERVICEWARE SE](https://www.g2.com/sellers/serviceware-se-62d35c35-1c26-4008-8d62-9cda4893f0d8) - **Year Founded:** 1998 - **HQ Location:** Idstein, Hesse - **Twitter:** @serviceware 193 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a6ea0f9cdcea903ac1c0a3d10476bafeed9b2334c28a75e4018aed1f81f3be09&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fserviceware%2F&secure%5Burl_type%5D=linkedin_company_website) 360 employees on LinkedIn® ### [Solution 7](https://www.g2.com/products/solution-7/reviews) Are you struggling with complex report writers, costly Business Intelligence tools, or the time and effort of copy-paste reporting? Winner of Oracle NetSuite SuiteApp of the Year, Solution 7 by Zone is a comprehensive financial reporting and forecasting solution built for NetSuite users. It enables you to effortlessly create and publish high-quality, complex, real-time reports and financial forecasts with full drill-down and drill-back capabilities—all from the comfort of an Excel spreadsheet. Solution 7 by Zone bridges the gap between powerful ERP systems and user-friendly reporting, giving businesses the toolkit they need to streamline their financial operations. About Zone Zone is headquartered in Boston, MA and has been providing innovative financial solutions for businesses worldwide since 2014. With a strong focus on the success of our customers, Zone has grown to serve 4000 customers, offering robust, scalable software that integrates seamlessly with NetSuite ERP. Zone's solutions are designed to simplify complex financial workflows, driving efficiency, accuracy, and business insights for finance teams across industries. Key Features of Solution 7 by Zone: Effortless Reporting in Excel: Build and publish complex, real-time NetSuite reports and financial forecasts directly from Excel, with full drill-down and drill-back functionality. Oracle NetSuite SuiteApp of the Year: Award-winning performance recognized for its excellence and innovation in financial reporting solutions. Solution 7 by Zone simplifies financial reporting and forecasting by eliminating the need for costly Business Intelligence tools and complex report writers. It reduces the time, effort, and pain associated with copy-paste reporting by allowing users to work directly in Excel, leveraging NetSuite's real-time data. With its powerful, user-friendly interface, Solution 7 helps finance teams build detailed reports quickly and accurately, making it easier to manage financial operations, improve cash flow visibility, and make strategic decisions. Real-Time Data Integration: Seamlessly connect with NetSuite to access up-to-the-minute financial data, ensuring accuracy and relevance in your reports. Customizable Reporting Templates: Save time with pre-built templates and custom options tailored to your business needs, reducing manual input and errors. Enhanced Financial Forecasting: Perform advanced forecasting with the tools you need to create projections based on real-time financial data, directly within Excel. Full Drill-Back & Audit Trail: Ensure complete visibility into your financials with drill-back capabilities, enabling you to trace data back to its source for detailed analysis and audit readiness. **Average Rating:** 4.5/5.0 **Total Reviews:** 33 #### How Do G2 Users Rate Solution 7? - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) #### Who Is the Company Behind Solution 7? - **Seller:** [Zone & Co](https://www.g2.com/sellers/zone-co) - **Company Website:** www.zoneandco.com - **Year Founded:** 2013 - **HQ Location:** Boston, MA - **Twitter:** @ZoneandCo 84 Twitter followers - **LinkedIn® Page:** [in.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3abd269a80e489247182bdb623a01f7f05d08dd3d69dbb6615de641ea5e4278f&secure%5Burl%5D=https%3A%2F%2Fin.linkedin.com%2Fcompany%2Fzone-%26-company-software-consulting-llc&secure%5Burl_type%5D=linkedin_company_website) 301 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting, Computer Software - **Company Size:** 82% Medium, 15% Small #### What Do G2 Reviewers Say About Solution 7? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Solution 7, appreciating its simple interface and reliable support. - Users appreciate the **reliable and quick customer support** from Solution 7, enhancing their overall experience and efficiency. - Users value the **Excel integration** of Solution 7, enhancing financial data analysis with real-time updates and robust reporting. - Users love the **easy setup** of Solution 7, appreciating smooth data integration and a friendly support team. - Users value the **user-friendly design and automation** of Solution 7, simplifying financial planning and analysis tasks. ##### Cons - Users find the **steep learning curve** challenging, requiring significant effort to master the advanced features effectively. - Users find the **complexity** of Solution 7 challenging, necessitating specialized IT knowledge for effective management. - Users find the **customization difficulties** of Solution 7 can be overwhelming, though saving templates helps ease the process. - Users face **integration challenges** with Solution 7, as data quality and high costs impact its performance. - Users find the **difficult setup** of Solution 7 to be a time-consuming process that can frustrate the experience. #### What Are Recent G2 Reviews of Solution 7? **["A dependable platform for keeping business processes connected"](https://www.g2.com/survey_responses/solution-7-review-13072690)** **Rating:** 4.5/5.0 stars _— Colin P._ [Read full review](https://www.g2.com/survey_responses/solution-7-review-13072690) **["Keeps everyday operational work organized without feeling complicated"](https://www.g2.com/survey_responses/solution-7-review-13118674)** **Rating:** 4.5/5.0 stars _— Caroline B._ [Read full review](https://www.g2.com/survey_responses/solution-7-review-13118674) #### What Are G2 Users Discussing About Solution 7? - [What is NetSuite Reporting in Excel used for?](https://www.g2.com/discussions/what-is-netsuite-reporting-in-excel-used-for) ### [Una AI](https://www.g2.com/products/una-ai/reviews) Una is an AI-Native Financial Budgeting, Planning, Forecasting, and Modelling software designed to help users drive execution in financial planning and analysis (FP&A). Unlike traditional FP&A tools that often rely on static data and rigid frameworks, Una offers a dynamic solution that adapts to the ever-changing needs of businesses. This innovative software empowers finance teams to move beyond mere analysis and instead focus on actionable insights that can influence outcomes and align strategies with real-time business conditions. Targeted primarily at finance professionals and organizations looking to enhance their planning processes, Una is particularly beneficial for companies that require agility in their financial operations. The software is designed for users who need to respond quickly to market changes, ensuring that their financial strategies remain relevant and effective. By integrating native AI capabilities, Una streamlines the planning process, allowing finance teams to create and adjust forecasts with ease, thus enabling more informed decision-making. Key features of Una include its AI-powered analytics, which provide real-time insights into financial performance, and its execution-focused planning capabilities. These features allow users not only to forecast potential outcomes but also to actively drive them through informed strategic adjustments. The software’s agile financial planning framework enables organizations to pivot quickly in response to changing market dynamics, ensuring that financial strategies are always aligned with current business realities. Additionally, Una stands out in the market by offering a user-friendly interface that simplifies complex financial data, making it accessible for users at all levels of expertise. This ease of use, combined with the software's robust performance metrics, allows finance teams to collaborate effectively and make data-driven decisions that enhance overall business performance. By focusing on execution rather than analysis alone, Una transforms how organizations approach financial planning, ultimately improving operational efficiency and strategic alignment. #### Who Is the Company Behind Una AI? - **Seller:** [Una AI](https://www.g2.com/sellers/una-ai) - **Company Website:** www.una.ai - **HQ Location:** Toronto, Canada - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c3aeac9a98546a11a1b63a6a08940dbe0db06c733bda8c69f876b6218c4e39a7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Funa-software%2F&secure%5Burl_type%5D=linkedin_company_website) 30 employees on LinkedIn® ### [ValQ](https://www.g2.com/products/valq/reviews) ValQ is a server less, lightweight, multi-purpose application running on Power BI supporting use cases such as planning, forecasting, budgeting, time series forecasting, and value driver planning. It helps enterprises run simulations, plans & analyses in a very visual and intuitive manner. It supports use cases across various departments and functions and is designed keeping in mind the analysis & decision-making needs of business users & executives without any dependencies on IT. #### Who Is the Company Behind ValQ? - **Seller:** [Lumel](https://www.g2.com/sellers/lumel) - **HQ Location:** Plano, Texas - **Twitter:** @xvizsuite 89 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=37bd4ccc26eb13d3d015df2ef2fce3111049c0566ba8d0be1e950cf6a604bafe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fxviz%2F&secure%5Burl_type%5D=linkedin_company_website) 15 employees on LinkedIn® ### [Whatifi](https://www.g2.com/products/whatifi/reviews) Answer your business "what if" questions - in seconds. We help leaders and financial decision-makers collaboratively model and share runway, staffing, projections and cash flow forecasts. Decision-makers can easily compare, share and present strategic scenarios with their teams, clients and investors - in a visual format that they can actually understand. No spreadsheets. No formulas. Instead, whatifi leverages a one-of-a-kind, highly visual, low-code scenario builder. Models can be built in minutes. Updates and "what ifs" can be calculated in real-time. Our full suite of integrations, KPIs and Goals means that strategic leaders can easily plan for multiple outcomes and immediately know when a potential plan is trending towards, or away, from your organization's goals. #### Who Is the Company Behind Whatifi? - **Seller:** [Whatifi](https://www.g2.com/sellers/whatifi) - **Year Founded:** 2016 - **HQ Location:** Vancouver, CA - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6c11fbff8fbaa20850fbc1a37e18b8555830d8c690f5ab45e6e5bcd9ffafd0a9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwhatifi-web&secure%5Burl_type%5D=linkedin_company_website) 6 employees on LinkedIn® - [‹ Prev‹ Prev](/categories/budgeting-and-forecasting/free?order=g2_score&page=4#product-list) - [1](/categories/budgeting-and-forecasting/free?order=g2_score#product-list) - [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 - Next ›Next › Spotlight Categories [Payment Processing Software](https://www.g2.com/categories/payment-processing) [Session Replay Software](https://www.g2.com/categories/session-replay) [Compensation Management Software](https://www.g2.com/categories/compensation-management) [Event Management Platforms](https://www.g2.com/categories/event-management-platforms) [SMS Marketing Software](https://www.g2.com/categories/sms-marketing) Similar Categories - [Order Management](/categories/order-management) - [Accounting](/categories/accounting) - [Accounting Practice Management](/categories/accounting-practice-management) - [Accounts Receivable](/categories/accounts-receivable) - [AP Automation](/categories/ap-automation) - [Billing](/categories/billing) - [Business Plan](/categories/business-plan) - [Cash Flow Management](/categories/cash-flow-management) - [Credit and Collections](/categories/credit-and-collections) - [Cross-border payments software](/categories/cross-border-payments-software) - [Deduction Management](/categories/deduction-management) - [Enterprise Payment](/categories/enterprise-payment) - [Equity Management](/categories/equity-management) - [Financial Analysis](/categories/financial-analysis) - [Financial Audit](/categories/financial-audit) [Browse Budgeting and Forecasting Themes](/categories/budgeting-and-forecasting/themes)