# 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:** 234

### Category Stats (Aug 2026)

- **Average Rating:** 4.48/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** LivePlan (+0.66%) - Among all products in this category, LivePlan recorded the largest rating increase compared to last month

_Last updated: August 04, 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
- 234+ 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=582&focus%5B%5D=160444&focus%5B%5D=1553954&focus%5B%5D=10475&focus%5B%5D=43902&focus%5B%5D=42943&focus%5B%5D=3027)

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

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

**Sponsored**

### Tracksuit

Make smarter marketing decisions with Tracksuit's beautiful, affordable, always-on brand tracking software. Use Tracksuit to measure and communicate the value of your brand building activities. All at a fraction of the cost of traditional brand tracking providers. Tracksuit has a dashboard you'll love to look at. Toggle between views of your data for a holistic overview of brand health and extract easy-to-understand insights to present to your team. Get a good read on your brand’s performance across the entire year—not a single point in time—with continuous consumer surveys. With hands-off survey setup, get your first Tracksuit brand insights in as little as 30 days. Our in-house research team and dedicated Brand Champions are here to help your brand grow. That means ambitious brands of all sizes (like yours!) can use us to measure and communicate the value of their brand. Tracksuit was founded in 2021 in Auckland, New Zealand. It has since grown to launching offices in the bustling New York City, London and Sydney.

[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=2026-08-06T00%3A53%3A22Z&secure%5Bdisplayable_resource_id%5D=1003308&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=159890&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=159890&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%2Fsmall-business%3Fpage%3D4&secure%5Btoken%5D=f142f6eccd841b6e8f22bc4c4528e03a2385b9acca7fd0a75e513ec75425c39c&secure%5Burl%5D=https%3A%2F%2Fwww.gotracksuit.com&secure%5Burl_type%5D=company_website)

### [Float](https://www.g2.com/products/float/reviews)

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](https://www.g2.com/sellers/float-323ea2c2-0df0-4dbe-8b20-84acbbdce683)
- **Company Website:** www.floatapp.com
- **Year Founded:** 2010
- **HQ Location:** Edinburgh, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=597b8e4442c3dc75053ba372d8cd91130ca34629c056c4355bc1d3e00172953d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffloat_2%2F&secure%5Burl_type%5D=linkedin_company_website)  
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 find Float's **ease of use** remarkable, making team management and scheduling intuitive and efficient.
- Users love the **easy setup** of Float, making transitions from spreadsheets smooth and effective for team management.
- Users value the **efficiency improvement** that Float offers, making team management and scheduling effortless and intuitive.
- Users appreciate the **intuitive setup and usability** of Float, enhancing workflow management and team coordination effectively.
- Users appreciate the **ease of planning** with Float, enjoying intuitive scheduling that enhances team accountability and productivity.

##### Cons

- Users find it inconvenient that Float has a **lack of daily hour tracking** , hindering effective workload management.

#### What Are Recent G2 Reviews of Float?

**["Efficient Scheduling Tool with Room for Improvement"](https://www.g2.com/survey_responses/float-review-11870270)**

**Rating:** 4.0/5.0 stars

_— holly c._

[Read full review](https://www.g2.com/survey_responses/float-review-11870270)

**["Automated Cash Flow Forecasting"](https://www.g2.com/survey_responses/float-review-4898568)**

**Rating:** 5.0/5.0 stars

_— Julie R._

[Read full review](https://www.g2.com/survey_responses/float-review-4898568)

#### What Are G2 Users Discussing About Float?

- [What is float app?](https://www.g2.com/discussions/what-is-float-app)
- [How does float app work?](https://www.g2.com/discussions/how-does-float-app-work)
- [What are the key components of a cash flow forecast?](https://www.g2.com/discussions/what-are-the-key-components-of-a-cash-flow-forecast)
- [How is floating cash flow used?](https://www.g2.com/discussions/how-is-floating-cash-flow-used)

### [IBM Cloudability](https://www.g2.com/products/ibm-cloudability/reviews)

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:** 202

#### How Do G2 Users Rate IBM Cloudability?

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.2/10)

#### Who Is the Company Behind IBM Cloudability?

- **Seller:** [Apptio, an IBM Company](https://www.g2.com/sellers/apptio-an-ibm-company)
- **Company Website:** www.apptio.com
- **Year Founded:** 1996
- **HQ Location:** Bellevue, WA
- **Twitter:** @Apptio  
9,662 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1eb96595a20d7a25bffe1aafb247c6ba8f7736fdc37e3f26d0f035642254f629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapptio%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,280 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 appreciate the **ease of use** of IBM Cloudability, enhancing efficiency in dashboard creation and collaboration.
- Users value the **cost visibility** provided by IBM Cloudability, enhancing accountability and simplifying multi-cloud financial management.
- Users value the **strong chargeback/showback capabilities** of IBM Cloudability, enhancing accountability and cost management efficiency.
- Users value the **efficient reporting capabilities** of IBM Cloudability, enhancing insights and decision-making on cloud spending.
- Users value the **cost visibility** Cloudability provides, enhancing accountability and simplifying multi-cloud expense management.

##### Cons

- Users find the **rightsizing recommendations lacking** in IBM Cloudability, missing crucial data for comprehensive cost analysis.
- Users find the **cost management features inadequate** , lacking comprehensive data and sophisticated allocation options for effective analysis.
- Users find the **complexity of IBM Cloudability** can hinder analysis and create a less than smooth experience.
- Users find **inadequate reporting** challenging, as it's hard to identify resources and pull data effectively.
- Users face **integration issues** with IBM Cloudability, limiting its effectiveness with non-AWS services like Azure.

#### What Are Recent G2 Reviews of IBM Cloudability?

**["Effective for Cloud Cost Optimization, Minor Hurdles"](https://www.g2.com/survey_responses/ibm-cloudability-review-12693260)**

**Rating:** 4.0/5.0 stars

_— anirban c._

[Read full review](https://www.g2.com/survey_responses/ibm-cloudability-review-12693260)

**["Granular Visibility and Ease of Use, But Setup Can Improve"](https://www.g2.com/survey_responses/ibm-cloudability-review-12656524)**

**Rating:** 4.0/5.0 stars

_— Raghav M._

[Read full review](https://www.g2.com/survey_responses/ibm-cloudability-review-12656524)

#### What Are G2 Users Discussing About IBM Cloudability?

- [What do you like most about Apptio Cloudability for cloud cost management, and what could be improved?](https://www.g2.com/discussions/what-do-you-like-most-about-apptio-cloudability-for-cloud-cost-management-and-what-could-be-improved)
- [What is Apptio Cloudability used for?](https://www.g2.com/discussions/what-is-apptio-cloudability-used-for)

### [Accounting Seed](https://www.g2.com/products/accounting-seed/reviews)

Accounting Seed is a cloud-based accounting software built 100% natively on the Salesforce platform that helps businesses manage financial operations without the integration challenges of standalone systems. Operating entirely within Salesforce's force.com environment, Accounting Seed connects the entire 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 automation 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'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 4.7 out of 5 star rating based on 386 reviews on the Salesforce AppExchange, Accounting Seed has been recognized as an Inc. 5000 fastest-growing company for six consecutive years (2020-2025). Accounting Seed also has embedded AI productivity that’s included in our Salesforce accounting package—no costly integrations or complex data matching required. Our built-in agents enable seamless data flows from opportunity to billing to cash, making all your data AI-ready today.

**Average Rating:** 4.2/5.0

**Total Reviews:** 153

#### 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](https://www.g2.com/sellers/accounting-seed)
- **Company Website:** www.accountingseed.com
- **Year Founded:** 2008
- **HQ Location:** Columbia, MD
- **Twitter:** @AccountingSeed  
3,114 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1d44e6e61843b4b5df1fa95197d112bb3dee7b33e24ec33582ca6550e9242257&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faccounting-seed&secure%5Burl_type%5D=linkedin_company_website)  
119 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 value the **seamless integrations** of Accounting Seed with Salesforce, enhancing efficiency in finance operations and reporting.
- Users appreciate the **seamless integration with Salesforce** , enhancing workflow efficiency and providing a user-friendly experience.
- Users appreciate the **high level of automation** in Accounting Seed, significantly reducing tedious manual accounting tasks.
- Users value the **extensive customizability** of Accounting Seed, enabling tailored solutions that fit diverse business workflows.
- Users value the **ease of use** in Accounting Seed, which simplifies finance operations and enhances user experience.

##### Cons

- Users find the **learning curve complex** , requiring significant time and effort to master Accounting Seed's functionalities.
- Users find **reporting complicated** , leading to inefficiencies and requiring more time and specialized knowledge for setup.
- Users find the **learning difficulty** of Accounting Seed increases setup time and demands technical expertise.
- Users find the **billing adjustments and reporting limitations** of Accounting Seed hinder effective management and efficiency.
- Users find that **limited customization** options require additional coding, complicating setup and reducing ease of use.

#### What Are Recent G2 Reviews of Accounting Seed?

**["Accounting inside Salesforce, no more double entry"](https://www.g2.com/survey_responses/accounting-seed-review-13070674)**

**Rating:** 4.0/5.0 stars

_— Priyanshu J._

[Read full review](https://www.g2.com/survey_responses/accounting-seed-review-13070674)

**["Powerful Customizations with Some Initial Setup Hurdles"](https://www.g2.com/survey_responses/accounting-seed-review-12892983)**

**Rating:** 4.5/5.0 stars

_— Julian R._

[Read full review](https://www.g2.com/survey_responses/accounting-seed-review-12892983)

#### What Are G2 Users Discussing About Accounting Seed?

- [What is Accounting Seed used for?](https://www.g2.com/discussions/what-is-accounting-seed-used-for) - 1 upvote
- [What does Accounting Seed do?](https://www.g2.com/discussions/what-does-accounting-seed-do)
- [Does salesforce do accounting?](https://www.g2.com/discussions/does-salesforce-do-accounting)
- [What is accounting management software?](https://www.g2.com/discussions/what-is-accounting-management-software)
- [What are the features of accounting software?](https://www.g2.com/discussions/accounting-seed-what-are-the-features-of-accounting-software)

### [Place](https://www.g2.com/products/place-technology-place/reviews)

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](https://www.g2.com/sellers/place-technology)
- **Year Founded:** 2018
- **HQ Location:** Austin, Texas
- **Twitter:** @PlaceTechnology  
117 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=19bd86dc2221b7259f464ed23e2220165995b3fb9a22922cf758fbf816c5277b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplace-technology%2F&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Are Recent G2 Reviews of Place?

**["Subscription Billing and Revenue Management"](https://www.g2.com/survey_responses/place-review-8555203)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/place-review-8555203)

**["One of the best platform to move forecasting out of Excel spreadsheets"](https://www.g2.com/survey_responses/place-review-4495108)**

**Rating:** 4.5/5.0 stars

_— Wankel G._

[Read full review](https://www.g2.com/survey_responses/place-review-4495108)

### [Basis](https://www.g2.com/products/basis-basis/reviews)

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?

- **Seller:** [Basis Finance](https://www.g2.com/sellers/basis-finance)
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=038f15eb2da1528969581ad34f44a5acffdd1aa1e22b374534eb2667af2d560e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbasis-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 83% Small, 17% Medium

#### What Are Recent G2 Reviews of Basis?

**["Next level FP&A! Basis is a must have if you're ready to level up your company finances."](https://www.g2.com/survey_responses/basis-review-7889241)**

**Rating:** 5.0/5.0 stars

_— Matt G._

[Read full review](https://www.g2.com/survey_responses/basis-review-7889241)

**["A must-have for finance!"](https://www.g2.com/survey_responses/basis-review-8003863)**

**Rating:** 5.0/5.0 stars

_— Allison L._

[Read full review](https://www.g2.com/survey_responses/basis-review-8003863)

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