# Best Budgeting and Forecasting Software - Page 11

## 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=3027&focus%5B%5D=6353&focus%5B%5D=582&focus%5B%5D=52827&focus%5B%5D=1196&focus%5B%5D=43902&focus%5B%5D=160444)

Highlighted products: Datarails, Anaplan, Vena, Workday Adaptive Planning, IBM Planning Analytics, Planful, Martus, 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=planful&focus%5B%5D=martus&focus%5B%5D=liveflow)

**Sponsored**

### CCH Tagetik

The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow.

[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=2026-08-07T00%3A55%3A58Z&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=2213&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%3FhsCtaTracking%3D22f7dba1-5d9d-49c0-bc2e-e7770abac369%257Cdfd702dc-7e93-4c23-bbb0-69b3f8f6efdf%26page%3D11&secure%5Btoken%5D=81a3040d828151eeda5e4eb9769ccf0ed540e6f723f33c036e74d73c2bee6a86&secure%5Burl%5D=https%3A%2F%2Fwww.wolterskluwer.com%2Fen%2Fsolutions%2Fcch-tagetik%2Fbudgeting-planning-forecasting%3Futm_medium%3DOnline-Advertising%26utm_source%3D3rd-Party%26utm_offer%3DComparison-Vendor-Product%26utm_campaign%3DOA_TGK_NA-G2-PPC-02-2026%26utm_term%3Dbudgeting%2520and%2520forecasting&secure%5Burl_type%5D=custom_url)

### [Alpyne](https://www.g2.com/products/alpyne/reviews)

Alpyne is a financial data integration and workflow management platform designed for fractional CFOs, accounting professionals, and finance teams. It consolidates client data from multiple systems—such as accounting software, CRMs, and payment processors—into a single hub, automatically standardizing it into a consistent format for reporting, modeling, and analysis. Alpyne is an FP&A (Financial Planning & Analysis) and business intelligence tool, with a focus on simplifying the operational complexity of managing multiple client environments. The primary use case for Alpyne is to reduce the manual effort required to collect, clean, and interpret financial data across different systems. Fractional CFOs often work with multiple clients who use a wide range of tools (e.g., QuickBooks, Xero, NetSuite, Stripe, Salesforce, HubSpot). Each system exports data differently, making it difficult to build accurate models or provide timely insights. Alpyne automates these processes, enabling finance professionals to deliver real-time dashboards, rolling forecasts, and standardized reporting without needing to build everything from scratch each month. Key features and benefits include: • Centralized Data Hub: Connects to accounting platforms, CRMs, payment processors, and other business systems, eliminating the need to log into multiple portals or download separate files. • Automated Data Standardization: Conforms incoming information to a GAAP-aligned structure, reducing errors and the need for manual reformatting. • Dynamic Dashboards and Reporting: Provides pre-configured and customizable dashboards, giving both CFOs and clients immediate access to real-time insights. • Spreadsheet Synchronization: Syncs live data directly into Google Sheets, allowing users to continue working in familiar templates while maintaining accuracy and timeliness. • Financial Modeling and Forecasting: Supports rolling forecasts, budgets, and scenario planning, integrating directly with client ledgers for consistency. • Workflow Management: Enables CFOs to manage client engagements, reporting cycles, and portfolio-wide views in one interface, supporting scalability and consistency. Alpyne is most relevant for: • Independent fractional CFOs managing a small portfolio of clients who want to reduce manual data wrangling. • Mid-sized CFO firms that require standardized processes and consistency across dozens of clients. • Larger finance organizations or CPA firms expanding into advisory services, looking to scale their offerings beyond traditional bookkeeping or audit. By replacing fragmented, repetitive workflows with a continuously updated system, Alpyne helps finance professionals spend less time on administrative tasks and more time on higher-value strategic work. It provides the infrastructure for CFOs to scale, deliver consistent insights, and respond quickly to client needs, while maintaining confidence in the accuracy of financial data.

#### Who Is the Company Behind Alpyne?

- **Seller:** [Alpyne](https://www.g2.com/sellers/alpyne)
- **Year Founded:** 2021
- **HQ Location:** Salt Lake City, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9a715d65b4c1dc448a8027c9f780f805aef0935370341cd51f0efd3e0c0f8192&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetalpyne%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [Asseta AI](https://www.g2.com/products/asseta-ai/reviews)

Asseta AI is The Intelligent Family Office Suite™ unlocking clarity through automated multi-entity financial management and enhanced investment visibility. Designed for family offices to replace spreadsheets and siloed data sources, Asseta's agentic AI intuitively adopts to your workflow and provides everything a family could need in one integrated, ultra-secure modular suite.

#### Who Is the Company Behind Asseta AI?

- **Seller:** [Asseta AI](https://www.g2.com/sellers/asseta-ai)
- **Year Founded:** 2023
- **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=bf4a3fcbfa90a5f08a6d2b56448e574eb73e273073a0910b34fe9ffc29872017&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprismaticsoftware&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

### [Authors of Boston](https://www.g2.com/products/authors-of-boston/reviews)

Authors of Boston is a valuation and cash forecasting platform that slingshots early companies into forward-looking finance. In minutes, you'll have a market-based valuation of your company and a clear picture of your cash flows, even if your books are a mess. At early-stage companies, your vision for the future changes daily. Financial forecasts just can't keep up. That leaves most teams feeling uncertain as they make big decisions like how much money to raise and when to hire. We wanted to solve that by offering a low-cost tool designed to match the pace of an early-stage company. We've cut the messy task of financial forecasting into a series of small choices, each informed by the best data on other companies. That's all to help you stay quick and confident.

#### Who Is the Company Behind Authors of Boston?

- **Seller:** [Authors of Boston](https://www.g2.com/sellers/authors-of-boston)
- **Year Founded:** 2024
- **HQ Location:** Evanston, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ca219dd592084424b99e502c839f16faf88a0973e6f797ca0727953c8942831f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fauthors-of-boston&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Autocash](https://www.g2.com/products/autocash/reviews)

Autocash.ai is a fintech platform that offers AI‑powered cash flow and working capital management solutions tailored for finance teams. It enables businesses to forecast, analyze, and automate cash-related operations across multiple entities.

#### Who Is the Company Behind Autocash?

- **Seller:** [Autocash AI](https://www.g2.com/sellers/autocash-ai)
- **HQ Location:** Scarsdale, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=73a8c39bcf6023f8445d565b69df3bfb0bae733d6f2a43b5bc2458a114409d21&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fautocashai&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

### [Axiom by Syntellis Performance Solutions](https://www.g2.com/products/axiom-by-syntellis-performance-solutions/reviews)

Syntellis Performance Solutions provides innovative enterprise performance management software, data and analytics solution for healthcare organizations, financial institutions, and higher education institutions. Axiom arms finance teams and executives with the best tools for budgeting, forecasting, planning, reporting, and more so they can analyze results, model the future, and make more strategic decisions. Our solutions include enterprise planning, cost and decision support, and financial and clinical analytics tools to elevate healthcare organizational performance and transform vision into reality. Our powerful budgeting, financial planning, and analytics solutions help colleges and universities elevate financial performance and transform vision into reality. Our powerful budgeting and planning, profitability and analytics solutions help financial institutions elevate organizational performance and transform vision into reality. With over 2,800 organizations and 450,000 users relying on our software combined with No. 1 rankings from Black Book Research and HFMA Peer Review designation for 6 consecutive years, our proven industry expertise helps healthcare providers acquire insights, accelerate decisions and advance their business plans. With leading higher education institutions using our flexible, powerful, intuitive Axiom software to manage nearly $60 billion in revenue and $100 billion in endowments combined with top satisfaction rankings from BPM partners for the past 8 years, our proven industry expertise helps college and universities acquire insights, accelerate decisions and advance their business plans. With hundreds of leading banks, credit unions, and farm credit associations using our Axiom solutions to manage nearly $1 trillion in assets combined with top satisfaction rankings from BPM partners for the past 9 years, our proven industry expertise helps financial institutions acquire insights, accelerate decisions and advance their business plans. For more information, please visit www.syntellis.com.

#### Who Is the Company Behind Axiom by Syntellis Performance Solutions?

- **Seller:** [Strata Decision Technology](https://www.g2.com/sellers/strata-decision-technology)
- **Year Founded:** 1996
- **HQ Location:** Chicago, IL
- **Twitter:** @StrataDecision  
401 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c74192dda503cbdff96790cba827df7b73380e3107934decd6edd9f947eb581b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstrata-decision-technology%2F&secure%5Burl_type%5D=linkedin_company_website)  
719 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Financial Analyst
- **Top Industries:** Hospital & Health Care, Banking
- **Company Size:** 50% Large

#### What Are G2 Users Discussing About Axiom by Syntellis Performance Solutions?

- [How much does Axiom software cost?](https://www.g2.com/discussions/how-much-does-axiom-software-cost)
- [What is Syntellis?](https://www.g2.com/discussions/what-is-syntellis)
- [What is Axiom reporting tool?](https://www.g2.com/discussions/what-is-axiom-reporting-tool)

### [BizBudg Online](https://www.g2.com/products/bizbudg-online/reviews)

Smart Business Budgeting software for small to medium business

#### Who Is the Company Behind BizBudg Online?

- **Seller:** [BizBudg](https://www.g2.com/sellers/bizbudg)
- **HQ Location:** N/A
- **Twitter:** @BizBudg  
944 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [BizController](https://www.g2.com/products/bizcontroller/reviews)

Maintain rolling budgets and monitor performance against fixed budgets at the same time.

#### Who Is the Company Behind BizController?

- **Seller:** [Bizcontroller](https://www.g2.com/sellers/bizcontroller)
- **HQ Location:** Novi Sad, CS
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e1c634a27758512a42d98ef193482312775f4d0bf303b2713340ea912457e120&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbizcontroller&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Bizview](https://www.g2.com/products/insightsoftware-bizview/reviews)

Bizview is a financial planning software designed to help enterprises of all sizes manage budgeting, reporting, and analytics operations. The platform offers an Excel- like interface, which enables organizations to improve forecasting capabilities and display business processes using custom forms and various budgeting models like zero-based, bottom-up, top-down, hybrid, and more. Bizview includes a planning functionality, which lets businesses schedule, create, and implement production, cost, employee, and purchase budgets and design sales and cash flow forecasts. Users can also handle planning for manufacturing, occupancy, workforce, high-level production, full time equivalent (FTE), and other requirements. The reporting feature lets managers generate custom reports and statements to gain insights into currency management, sales, finances, cost allocation, and KPIs in real-time via analytics. Bizview assists administrators with creating personalized dashboards to track goals and performance of teams using scorecards, trend analysis, charts, gauges, and other interactive elements. It also supports integration with various third-party applications such as Microsoft Dynamics, Deltek Maconomy, Infor M3, Acumatica, PowerOffice, Xero, XLedger, Qlik Sense, and more.

#### Who Is the Company Behind Bizview?

- **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544)
- **Year Founded:** 2018
- **HQ Location:** Raleigh, North Carolina
- **Twitter:** @insightsoftware  
801 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=45f57ff92573350df6bcd9e91da2f2601481ee9a56e0e314a016ec9e1f20e11f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foutcomes-by-insightsoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,266 employees on LinkedIn®

### [BudgetEngine](https://www.g2.com/products/budgetengine/reviews)

Cloud Based Budgeting Application for Small Medium Size Businesses

#### Who Is the Company Behind BudgetEngine?

- **Seller:** [AppComputing](https://www.g2.com/sellers/appcomputing)
- **Year Founded:** 2008
- **HQ Location:** Sunnyvale, US
- **Twitter:** @AppComputing  
13 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a1bb4e326ca6c67a8b9b45e3c216a992dde223e2d76077070e5ac505877fff92&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fappcomputing%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [BudgetFYI Budgeting Software](https://www.g2.com/products/budgetfyi-budgeting-software/reviews)

BudgetFYI is modern budgeting software that will speed and simplify your budget process. As part of our unified suite for financial reporting, budgeting and analytics, BudgetFYI ends the spreadsheet chase, the manual import/export of data, and the errors that result. Gain powerful online workflow management with 24/7 visibility, automated consolidations that mirror the GL, flexibility to work on multiple budget scenarios, and the ability to maintain full control while sharing the workload with others. True integration with actual reporting data, extremely easy to use, loaded with features out-of-the box. Learn more at FYIsoft.com.

#### Who Is the Company Behind BudgetFYI Budgeting Software?

- **Seller:** [FYIsoft](https://www.g2.com/sellers/fyisoft)
- **Year Founded:** 2012
- **HQ Location:** Naples, US
- **Twitter:** @FYIsoft  
978 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bdb04b1f9f7d02d30b9c05c0da7d5b4030647a36e41b1e49cfe7c8a9e7ea815a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffyisoft-inc.%3Ftrk%3Dtop_nav_home&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

### [BudgetPak](https://www.g2.com/products/budgetpak/reviews)

BudgetPak is a cloud based, purpose built solution for budgeting, forecasting and reporting. Developed for the unique needs of small and mid-sized businesses and institutions, BudgetPak engages end users, empowers finance managers and department heads to make more informed decisions and ultimately – enables organizations to achieve their strategic objectives. Purpose built: Functionality that Benefits… XLerant offers a full suite of integrated modules built into BudgetPak that ensure ease-of-use, a flexible budgeting process for department managers, tools developed specifically for the need of finance, and all with minimal to no IT intervention needed. In fact, XLerant was recognized in the 2015 BPM Pulse Survey as the “One to Watch” because of BudgetPak’s outstanding ease-of-use and customer service. Effortless Technology: BudgetPak is a cloud-based product that is hosted by a Tier-3 data center facility located in the United States and is accessed by users over the web. This eliminates all IT time, resource and equipment expense. Minimal Learning Curve – Maximum Customer Service: Implementation follows an industry-tested plan and takes 6 to 8 weeks from start to completion. Training for the Finance administrators enables easy maintenance of the application. End-users easily grasp the application within a 90 minute session.

#### Who Is the Company Behind BudgetPak?

- **Seller:** [Jonas Software](https://www.g2.com/sellers/jonas-software)
- **Year Founded:** 1990
- **HQ Location:** Markham, CA
- **Twitter:** @JonasSoftware  
901 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3c437828b00bec6ae654e06af983b0f31b4a42aa1d224038d4b3a51c97ee18cf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjonas-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
504 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

**["Review of Budget pak."](https://www.g2.com/survey_responses/budgetpak-review-3042522)**

**Rating:** 4.5/5.0 stars

_— Florence N._

[Read full review](https://www.g2.com/survey_responses/budgetpak-review-3042522)

### [BudgetSimple](https://www.g2.com/products/budgetsimple/reviews)

BudgetSimple is a free online budgeting solution.

#### Who Is the Company Behind BudgetSimple?

- **Seller:** [BudgetSimple](https://www.g2.com/sellers/budgetsimple)
- **HQ Location:** Zephyr Cove, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8cc05076a69ddc08d1746ce01c0e57b10bfb7053eee88523e43f29ce247efcc5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbudget-simple%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

### [BznsBuilder](https://www.g2.com/products/bznsbuilder/reviews)

BznsBuilder is an AI-powered financial forecasting, scenario planning, and business planning platform for small and medium-sized businesses. It enables users to build financial forecasts, project cash flow, analyze profitability, create business scenarios, and evaluate the financial impact of business decisions. The platform includes financial forecasting, cash flow forecasting, scenario planning, business planning, financial dashboards, and AI-assisted financial analysis. Users can model different assumptions, compare scenarios, generate financial plans, and prepare financial projections to support business planning, growth planning, and funding preparation.

#### Who Is the Company Behind BznsBuilder?

- **Seller:** [BznsBuilder](https://www.g2.com/sellers/bznsbuilder)
- **Year Founded:** 2020
- **HQ Location:** Dublin, IE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5dceb2b64fa94a314131a1f4c95138bd9220dc3cd4a06440982131252235cf8f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbznsbuilder&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 200% Small

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

**["A Powerful and User-Friendly Business Planning Platform"](https://www.g2.com/survey_responses/bznsbuilder-review-13174081)**

**Rating:** 5.0/5.0 stars

_— Youstena W._

[Read full review](https://www.g2.com/survey_responses/bznsbuilder-review-13174081)

### [Caloti](https://www.g2.com/products/caloti/reviews)

Caloti is a beauty booking and salon discovery platform for salons, independent stylists, and clients. It helps beauty professionals create discoverable profiles, list services, manage appointment demand, and connect with clients searching by location and service. Clients can find salons and stylists, compare services, and book beauty appointments online.

#### Who Is the Company Behind Caloti?

- **Seller:** [Caloti](https://www.g2.com/sellers/caloti)
- **Year Founded:** 2025
- **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=81a54d203ff3629997172c988592f4d68103db32fbdea2c17bcf6288bf025097&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcaloti%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Calxa](https://www.g2.com/products/calxa/reviews)

Calxa offers budgeting and forecasting solutions for small businesses and non-profits.

#### Who Is the Company Behind Calxa?

- **Seller:** [Calxa](https://www.g2.com/sellers/calxa)
- **Year Founded:** 2008
- **HQ Location:** Townsville City, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c0e246f85c3f99e06dee453a9c5ced07e1e885dc94ac9537ecf8ede06874ec77&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcalxa-australia%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

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[Browse Budgeting and Forecasting Themes](/categories/budgeting-and-forecasting/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated June 24, 2026

Budgeting and forecasting software helps organizations plan, model, and monitor financial performance. Finance teams, accountants, department leaders, and business owners use these solutions to create budgets, develop forecasts, analyze financial scenarios, and compare projected results against actual business performance.

These platforms centralize financial planning processes by consolidating data from accounting systems, ERP platforms, spreadsheets, and operational applications. These solutions pull financial and operational data from integrated [ERP systems](https://www.g2.com/categories/erp-systems) and [financial planning and analysis (FP&A) software](https://www.g2.com/categories/fp-a-financial-planning-analysis). Organizations use budgeting and forecasting software to improve financial visibility, support strategic decision-making, align departmental plans, and adapt to changing business conditions through continuous scenario analysis.

Modern budgeting and forecasting solutions support a variety of planning approaches, including annual budgeting, rolling forecasts, cash flow forecasting, workforce planning, project-based budgeting, and financial modeling. Many solutions also incorporate automation, AI-assisted forecasting, and collaborative workflows to streamline planning cycles and improve forecast accuracy.

To qualify for inclusion in the Budgeting and Forecasting category, a product must:

- Create and manage organizational, project-based, or operational budgets
- Allow users to create and manage multiple budget and forecast versions
- Generate financial forecasts using historical, operational, or user-defined planning data
- Compare budgeted or forecasted results against actual financial health
- Consolidate budgets and forecasts across multiple departments, business units, projects, or entities
- Support what-if analysis, scenario modeling, or driver-based planning to evaluate potential financial outcomes
- Monitor and report on budgeting and forecasting performance through analytics, variance analysis, or planning dashboards

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