Best Budgeting and Forecasting Software for Small Business - Page 4

How Many Budgeting and Forecasting Software Products Does G2 Track?

Total Products under this Category: 331

Category Stats (Oct 2026)

  • Average Rating: 4.49/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Euna Budget (+1.18%) - Among all products in this category, Euna Budget recorded the largest rating increase compared to last month

Last updated: October 07, 2026

How Does G2 Rank Budgeting and Forecasting Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 14,500+ Authentic Reviews
  • 331+ 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

Highlighted products: Datarails, Adaptive from Workday, Fathom, Intuit Enterprise Suite, LiveFlow, Martus, Productive, and IBM Planning Analytics.

Underlying data: [Grid® JSON](https://www.g2.com/categories/budgeting-and-forecasting/grids.json?focus%5B%5D=datarails&focus%5B%5D=adaptive-from-workday&focus%5B%5D=fathom&focus%5B%5D=intuit-intuit-enterprise-suite&focus%5B%5D=liveflow&focus%5B%5D=martus&focus%5B%5D=productive&focus%5B%5D=ibm-planning-analytics&segment=small-business)

Primetric

With Primetric, you can easily forecast people availability and projects profitability in your professional service company. Plan, track, budget, and optimize from a high-level view.

Average Rating: 4.9/5.0

Total Reviews: 68

How Do G2 Users Rate Primetric?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)

Who Is the Company Behind Primetric?

  • Seller: Primetric
  • Year Founded: 2016
  • HQ Location: Wrocław, Dolnosląskie
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 63% Medium, 28% Small

What Do G2 Reviewers Say About Primetric?

AI-generated summary from verified user reviews

Pros
  • Users value the effective resource management feature of Primetric, enhancing visibility and organization within IT projects.
  • Users benefit from the automation features of Primetric, streamlining project management and time tracking effortlessly.
  • Users value the easy report generation in Primetric, allowing seamless customization and efficient data sharing.
  • Users find Primetric to be highly intuitive and user-friendly, enabling seamless navigation and efficient time tracking.
  • Users value the comprehensive project management tools offered by Primetric, enhancing efficiency and decision-making in IT companies.
Cons
  • Users find the missing features of Primetric limiting, particularly in time tracking and safety measures for deletions.
  • Users experience data loss during long sessions, as Primetric fails to remember inputs after relogging.
  • Users note the lack of sufficient budgeting options in Primetric compared to dedicated financial apps.
  • Users experience temporary freezing while adjusting input data, indicating a need for improvements in performance.
  • Users desire native language support in Primetric but find it currently unavailable, limiting usability for non-English speakers.

What Are Recent G2 Reviews of Primetric?

What Are G2 Users Discussing About Primetric?

Float

Float is an award-winning cash flow management and forecasting add-on for businesses using Xero or Quickbooks Online accounting software. Float creates visual cash flow forecasts that are accurate, always up to date and take a fraction of the time to prepare when compared to spreadsheets. The accuracy of the data in Float means your business is alerted to any cash shortages or surpluses well in advance, allowing you to take action. Using the direct method of cash flow forecasting (reading all information on bills, invoices and other transactions) we are able to create robust cashflow forecasts that are visual, easy to understand and give a 'real' picture of where a business is going in the short to medium term. Float makes visual scenario planning a breeze, reducing a task that usually takes hours in a spreadsheet to minutes, businesses can make informed and confident decisions at the click of a button.

Average Rating: 4.4/5.0

Total Reviews: 44

How Do G2 Users Rate Float?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.2/10)
  • Adjustments: 8.2/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.6/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.4/10 (Category avg: 8.8/10)

Who Is the Company Behind Float?

  • Seller: Float
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Edinburgh, GB
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 76% Small, 16% Medium

What Do G2 Reviewers Say About Float?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Float, enjoying seamless transitions and intuitive scheduling for effective team management.
  • Users find the easy setup of Float seamless, enhancing workflow management and team scheduling with minimal effort.
  • Users value the efficiency improvement Float offers, ensuring seamless transitions and enhanced team productivity through intuitive scheduling.
  • Users find Float to be intuitive and easy to use, enhancing team workflow management and individual accountability.
  • Users value the ease of planning with Float, enjoying seamless transitions and intuitive scheduling for team management.
Cons
  • Users find the missing daily counter in Float limits their ability to track and manage their time effectively.

What Are Recent G2 Reviews of Float?

What Are G2 Users Discussing About Float?

IBM Cloudability

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 nature of cloud and related costs. Its enterprise-grade FinOps features enable IT, finance, and business teams to optimize cloud, AI and Kubernetes costs and communicate the business value of these investments. Cloudability normalizes and structures billing and usage data from across public cloud ecosystems. Its robust set of capabilities enable teams to: • Fully allocate cloud spend, including containers and AI related costs, and support charges—enabling chargeback across the business and continuous improvements to cloud unit economics • Estimate workload costs, build budgets and create driver-based forecasts that surface variance details while tracking spend to plan • Automatically optimize cloud costs via industry-leading rightsizing and commitment recommendations, allowing you to reduce operating expenses and fund future innovation investments • Make decisions with speed and confidence, powered by team ownership of cloud spend • Allocate shared costs, like specialized technology, labor and vendors, to extend FinOps and accountability to the total cost of running cloud • Support FinOps organizations in Federal agencies via FedRAMP authorized IBM Cloudability for US Federal • Enable Managed Services Providers to ingest, structure, and customize billing data via IBM Cloudability MSP Cloudability enables practitioners with the capabilities they need to drive FinOps forward— with financial accountability, optimized cloud spend and a roadmap for FinOps maturity. With over 10 years of accumulated expertise and innovation, Cloudability is the category pioneer and market leader dedicated to helping you excel at FinOps.

Average Rating: 4.2/5.0

Total Reviews: 214

How Do G2 Users Rate IBM Cloudability?

  • Has the product been a good partner in doing business?: 7.9/10 (Category avg: 9.2/10)

Who Is the Company Behind IBM Cloudability?

  • Seller: Apptio, an IBM Company
  • Company Website:
  • Year Founded: 1996
  • HQ Location: Bellevue, WA
  • Twitter: @Apptio
    9,662 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,315 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 62% Large, 20% Medium

What Do G2 Reviewers Say About IBM Cloudability?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of IBM Cloudability, facilitating quick dashboards and efficient FinOps management.
  • Users value the cost visibility provided by IBM Cloudability for effective multi-cloud financial management.
  • Users value the strong chargeback/showback capabilities of IBM Cloudability, enhancing accountability and driving cost discussions effectively.
  • Users value the efficient reporting feature of IBM Cloudability, enhancing decision-making and cloud spend management.
  • Users value the cost visibility provided by IBM Cloudability, enhancing their FinOps journey and accountability in spending.
Cons
  • Users find the rightsizing recommendations lacking, as they fail to include essential memory data and offer limited options.
  • Users feel the cost management features of IBM Cloudability are limited and lack critical data for effective analysis.
  • Users find the complexity a challenge in IBM Cloudability, with some aspects being slow and initially confusing.
  • Users struggle with inadequate reporting, finding it difficult to access and present data effectively in IBM Cloudability.
  • Users face integration issues due to heavy AWS focus, limiting effectiveness for other cloud service providers like Azure.

What Are Recent G2 Reviews of IBM Cloudability?

What Are G2 Users Discussing About IBM Cloudability?

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works
Connect G2 to ChatGPTConnect G2 to Claude

Accounting Seed

Accounting Seed is cloud-based accounting software built 100% natively on Salesforce, helping finance teams manage accounting, billing, and reporting without moving data between Salesforce and a separate accounting platform. Operating entirely within Salesforce's Force.com environment, Accounting Seed connects the complete lead-to-ledger process—from initial opportunity and quote management through invoicing, payment collection, project accounting, and financial statement generation—all within a single platform that eliminates the need for third-party connectors or overnight data syncs. Accounting Seed serves small to mid-sized and growing companies on the Salesforce platform across industries including IT services, financial services, manufacturing, retail, and nonprofit organizations. The solution is designed for businesses outgrowing entry-level accounting systems like QuickBooks or replacing disconnected legacy systems. Organizations gain unified visibility across sales, operations, and finance without switching between applications or reconciling data across multiple systems. Core capabilities include general ledger management, accounts payable and receivable with automated workflows, cash management, bank reconciliation, project accounting with cost tracking, multi-entity consolidation, and customizable financial reporting. The platform supports multi-currency transactions, revenue recognition compliance, audit trails, and configurable approval workflows. Users can create custom financial statements, interactive dashboards, and reports that combine CRM data with accounting metrics, enabling profitability analysis by customer, product line, or project. Accounting Seed includes built-in AI accounting capabilities that help finance teams automate repetitive work across accounts receivable, accounts payable, general ledger management, financial reporting, and cash flow management. Purpose-built AI agents support collections, bill payments, and general ledger workflows with capabilities including payment predictions, duplicate payment detection, transaction queries, and financial research. Accounting Seed's native Salesforce architecture provides operational advantages for growing businesses. Finance teams work within the same platform as sales and operations, eliminating data entry duplication between systems. The solution inherits Salesforce's security model and infrastructure scalability. With over 60,000 active users globally and a 4.8 out of 5 star rating based on 400+ reviews on the Salesforce AgentExchange, Accounting Seed has been recognized as an Inc. 5000 fastest-growing company for six consecutive years (2020-2025).

Average Rating: 4.2/5.0

Total Reviews: 156

How Do G2 Users Rate Accounting Seed?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.2/10)
  • Adjustments: 8.3/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 7.9/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Accounting Seed?

  • Seller: Accounting Seed
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Columbia, MD
  • Twitter: @AccountingSeed
    3,114 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    120 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO
  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 57% Small, 44% Medium

What Do G2 Reviewers Say About Accounting Seed?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the seamless integration with Salesforce, enhancing efficiency and unifying financial and CRM data management.
  • Users value the intuitive dashboard and seamless Salesforce integration of Accounting Seed, enhancing productivity and reporting efficiency.
  • Users value the extensive customizability of Accounting Seed, enabling tailored solutions that fit diverse business workflows.
  • Users appreciate the ease of use of Accounting Seed, benefiting from its simple interface and seamless Salesforce integration.
Cons
  • Users experience a challenging learning curve with Accounting Seed, requiring significant time and effort to master its features.
  • Users find reporting complicated in Accounting Seed, noting that it requires additional time and technical knowledge to configure.
  • Users find the learning difficulty of Accounting Seed can complicate initial setup and mastering its features.
  • Users find accounting limitations frustrating, noting issues with billing adjustments, reporting, and complex initial setup.
  • Users find limited customization options in Accounting Seed, often needing custom solutions for specific needs and functions.

What Are Recent G2 Reviews of Accounting Seed?

What Are G2 Users Discussing About Accounting Seed?

Basis

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

Average Rating: 4.9/5.0

Total Reviews: 12

How Do G2 Users Rate Basis?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Adjustments: 9.6/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.8/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.8/10 (Category avg: 8.8/10)

Who Is the Company Behind Basis?

Who Uses This Product?

  • Company Size: 83% Small, 17% Medium

What Are Recent G2 Reviews of Basis?

Place

The Revenue Management Software Built Natively on Salesforce Place is the only RevOps platform purpose-built within Salesforce to power end-to-end revenue management and accurate financial planning for high-growth SaaS companies. Say goodbye to data silos, spreadsheets, disconnects, and revenue leakage. Place keeps your entire business on the same page with connected revenue processes and insights - enabling SaaS companies to scale fearlessly into the future. By unifying siloed systems into Salesforce as the single source of truth, Place seamlessly connects sales, billing, revenue recognition, forecasting, and planning across one trusted platform. This eliminates painful manual processes while enhancing cross-functional alignment. Place equips RevOps, go-to-market teams, finance, and accounting teams with integrated tools to: -Automate billing, subscription, and revenue workflows natively in Salesforce, eliminating revenue leakage -Generate invoices, close the loop between new business, cash, and the data that teams need in real time -Gain real-time visibility into revenue analytics and KPIs -Generate reliable forecasts with drivers based on customer insights -Prepare accurate reporting for stakeholders and the board The results for SaaS leaders is accelerated growth, operational excellence, and strategic finance powered by Salesforce. Place lets you maximize enterprise value by optimizing revenue generation, predictability, and financial strategy.

Average Rating: 4.7/5.0

Total Reviews: 28

How Do G2 Users Rate Place?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)
  • Adjustments: 8.8/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.3/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.8/10 (Category avg: 8.8/10)

Who Is the Company Behind Place?

  • Seller: Place Technology
  • Year Founded: 2018
  • HQ Location: Austin, Texas
  • Twitter: @PlaceTechnology
    117 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    18 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of Place?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated