# Best Budgeting and Forecasting Software - Page 15

## 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=582&focus%5B%5D=6353&focus%5B%5D=52827&focus%5B%5D=1196&focus%5B%5D=43902&focus%5B%5D=1401682)

Highlighted products: Datarails, Anaplan, Workday Adaptive Planning, Vena, IBM Planning Analytics, Planful, Martus, and Aleph.

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=workday-adaptive-planning&focus%5B%5D=vena&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=planful&focus%5B%5D=martus&focus%5B%5D=getaleph)

**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=2026-08-09T02%3A58%3A55Z&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%3Fmetadata_cid%3D1306629%26page%3D15&secure%5Btoken%5D=169f51ddae0797b2c6d8103ed13d8d5008558474d9bc07357e3096af83ba9434&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)

### [Profit Isle](https://www.g2.com/products/profit-isle/reviews)

Rethinking Profitability for the Complexity of Modern Business Profit Isle was founded on a simple but critical insight: Traditional financial systems were built to report profitability, not to show and enable action on where profit is actually created or lost. In Today’s Complex Enterprises, Profitability is Not Uniform. Customers, products, channels, suppliers, and individual transactions all contribute differently, yet most systems collapse this complexity into averages that obscure true economic performance. As a result, companies make high stakes decisions with partial visibility, misallocating investment, missing hidden profit leakage, and underinvesting in their most profitable opportunities. Profit Isle exists to bring profitability back to where it actually happens, at the transaction level, so finance and business leaders can see clearly, act precisely, and run the business on true net profit. Our Foundation Profit Isle is rooted in research developed at MIT by the late Jonathan L.S. Byrnes, Senior Lecturer, author of Islands of Profit in a Sea of Red Ink and Profit Isle Co-Founder. His work demonstrated that: Averages distort economic reality Cost to serve must be precisely attributed Profitability varies dramatically across customers, products, and channels Profit Isle later joined the MIT Startup Exchange, reinforcing its connection to the MIT innovation ecosystem. This research forms the intellectual backbone of the platform. From Methodology to Platform Under the leadership of Byrnes and Co-Founder and CEO John Wass, Profit Isle evolved from research and advisory work into a scalable, AI-driven platform. Today, Profit Isle: Unifies enterprise data across ERP, customer, product, and operational systems Assigns all costs at the transaction level Produces true net profit across customers, products, and channels Reconciles fully to the general ledger Applies explainable, AI assisted analysis to surface actionable insights The result is a trusted profitability foundation designed to run the business on true net profit, not just report on it. Profit Isle is Built on Four Core Principles Profit must be captured where it is created, at the transaction level Cost should be dynamically assigned, not simply allocated Profit must be visible across customers, products, channels and other segments Profit must be actionable, not summarized Visit www.profitisle.com to learn more!

#### Who Is the Company Behind Profit Isle?

- **Seller:** [Profit Isle](https://www.g2.com/sellers/profit-isle)
- **Year Founded:** 2014
- **HQ Location:** Cambridge, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7ae906bf861063e041f13900efbfbc71c33cfe3af3a27e06cdf36aa5cf1c9444&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprofitisle&secure%5Burl_type%5D=linkedin_company_website)  
36 employees on LinkedIn®

### [ProfitSee](https://www.g2.com/products/profitsee/reviews)

ProfitSee helps accountants, bookkeepers, and consultants provide proactive advisory services to their SME clients. Create efficiency for your practice and value for your clients with automated and white-labeled reporting, forecasting, budgeting, analysis, consolidation, franchising, KPIs, dashboards and more. Building your value-added services has never been easier.

#### Who Is the Company Behind ProfitSee?

- **Seller:** [ProfitSee](https://www.g2.com/sellers/profitsee)
- **Year Founded:** 2008
- **HQ Location:** Excelsior , US
- **Twitter:** @MyProfitSee  
989 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c92e4af9678b25cacaa9e9d349a9a28e99e50d39b0abb7a5a602f22658f34b22&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fflexbudget-llc&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [PROFITstar Budget](https://www.g2.com/products/profitstar-budget/reviews)

PROFITstar® Budget​ is an ideal solution for institutions in need of a comprehensive - yet flexible - budgeting, forecasting, and financial reporting system that integrates with any core operating system.

#### Who Is the Company Behind PROFITstar Budget?

- **Seller:** [ProfitStars](https://www.g2.com/sellers/profitstars)
- **Year Founded:** 1976
- **HQ Location:** Monett, Missouri, United States
- **Twitter:** @JH\_Fintech  
3,171 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f8a33a4b740b74d62a4125c8915f289cdf3b455bd4aa972c577b3d6bc41e8e6b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6970&secure%5Burl_type%5D=linkedin_company_website)  
8,075 employees on LinkedIn®

### [Pyplan](https://www.g2.com/products/pyplan/reviews)

Pyplan is an extended Planning and Analysis platform that is flexible enough to accommodate customized planning processes and powerful enough to run an entire company. It integrates Sales, Operations, HR, and Finance into a unified environment, promoting a holistic view and saving time in decision-making. Connect to and automate any data sources. Process data, plan, and simulate scenarios in real time. Easily create and share interactive apps.

#### Who Is the Company Behind Pyplan?

- **Seller:** [Pyplan](https://www.g2.com/sellers/pyplan)
- **HQ Location:** Miami, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1598ccd4f6f10815c6b7c1b363de4b691d5ea29ec640445a7cf3b13f141d3af6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpyplan%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

### [Q:chi ) Harmoni](https://www.g2.com/products/q-chi-harmoni/reviews)

Q:chi ) Harmoni is enterprise marketing operations software that unifies campaign planning, financial management, and work execution into a single platform. It eliminates silos between planning, spend, and performance, giving organizations real-time visibility and control. With Q:chi ) Harmoni, marketing and finance teams can align strategy with execution, adapt quickly, and drive better business outcomes. Who uses Q:chi ) Harmoni? Q:chi ) Harmoni is built for organizations where marketing performance needs to be tied closely to financial accountability. While marketing teams use it to plan and execute campaigns, CFOs, finance directors, and procurement teams rely on it for budget oversight, financial control, and visibility into committed and actual spend. It helps align investment decisions with measurable results without slowing down execution. What problems does Q:chi ) Harmoni solve? Q:chi ) Harmoni solves the disconnect between marketing planning and financial control. It replaces manual, spreadsheet-based processes with a connected, real-time system. Finance leaders gain clarity on where money is going, while marketing teams gain the flexibility to shift tactics as needed. This helps prevent overspend, improves forecasting accuracy, and ensures every dollar supports strategic goals. What are the main features of Q:chi ) Harmoni? Q:chi ) Harmoni enables dynamic planning and spend management with financial structures built directly into marketing workflows. Teams can build costed plans linked to strategic objectives, track budget commitments, and adjust budgets in real time. Finance workflows like approvals and reconciliation are automated and fully auditable. With integrations to ERP and CRM platforms, Q:chi ) Harmoni creates a single source of truth across finance and marketing. Built-in work management tools ensure teams stay on track and accountable at every stage of execution.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Q:chi ) Harmoni?

- **Seller:** [Q:chi](https://www.g2.com/sellers/q-chi)
- **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=764409b81eb93a095198491b1631791b24ff888e27f08e910bedf1d15ed6544a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fq-chi&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Do G2 Reviewers Say About Q:chi ) Harmoni?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Q:chi Harmoni to be a **user-friendly tool** , enhancing their job performance with ease.
- Users find Q:chi Harmoni **helpful for job tasks** , noting its ease of use and effectiveness as a tool.

#### What Are Recent G2 Reviews of Q:chi ) Harmoni?

**["Good to use for business"](https://www.g2.com/survey_responses/q-chi-harmoni-review-10894580)**

**Rating:** 5.0/5.0 stars

_— Joshua H._

[Read full review](https://www.g2.com/survey_responses/q-chi-harmoni-review-10894580)

### [Quanta](https://www.g2.com/products/quanta-quanta/reviews)

Quanta is a full-service accounting platform built for growing software companies. We handle everything from month-end close to tax filing and cash flow management — no bookkeeper or external firm required. More than just software, we’re a hands-on partner as your company scales.

#### Who Is the Company Behind Quanta?

- **Seller:** [Quanta](https://www.g2.com/sellers/quanta)
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=52839aeb44051b866b658863db336e9e16547d6baf963133e0c3457ee63626b0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fusequanta&secure%5Burl_type%5D=linkedin_company_website)  
61 employees on LinkedIn®

### [Revenue Map](https://www.g2.com/products/revenue-map/reviews)

Revenue Map is a financial modeling tool for startup founders. Instead of building fragile spreadsheets, founders answer a few questions about their business - pricing, market, and growth assumptions - and Revenue Map generates a complete financial model in minutes. The model covers the metrics that matter for planning and fundraising: MRR/ARR, break-even, cash runway, and unit economics (CAC, LTV, LTV/CAC, ROAS). It runs three scenarios side by side - pessimistic, base, and optimistic - so founders can pressure-test assumptions before committing capital, and it exports an investor-ready PDF report. Revenue Map supports both subscription (SaaS/app) and e-commerce business models, each with its own tailored metrics and benchmarks. Default assumptions are grounded in real market data rather than blank templates, and every input can be overridden. Key features: - Instant financial model from a short guided setup - Break-even, runway, MRR/ARR, and full unit economics - Scenario comparison (pessimistic / base / optimistic) - Investor-ready PDF export - Subscription and e-commerce model types - Free to start Revenue Map is built for early-stage founders who need clarity on whether their idea is financially viable - before they build, raise, or scale.

#### Who Is the Company Behind Revenue Map?

- **Seller:** [Revenue Map](https://www.g2.com/sellers/revenue-map)
- **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=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®

### [RunSmart](https://www.g2.com/products/projection-genie-runsmart/reviews)

RunSmart is an all-in-one financial planning platform specifically built for small business owners, not accounts or CFOs. Easily turn complex QuickBooks financial data into easy-to-understand, actionable insights. Monitor your business health, forecast growth, create budgets, track your progress, and make confident data-driven decisions—all without the need for an expensive CPA or CFO. RunSmart is the easiest way for small business owners to perform professional-level financial planning without the help of a CPA or CFO. With it you can automatically import your QuickBooks Online data with our hassle-free, direct integration, gain valuable insights into your business’s future with auto-generated rolling financial forecasts, and better understand your numbers, plan, and monitor the health of your business—all in one platform.

#### Who Is the Company Behind RunSmart?

- **Seller:** [Projection Genie](https://www.g2.com/sellers/projection-genie)
- **Year Founded:** 2022
- **HQ Location:** San Diego, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b82b0f316bf6720cb865e3ecaf8396b9ef4999fdd8ce2c20a20a41de82bc258d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprojection-genie%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Scaleup Finance](https://www.g2.com/products/scaleup-finance/reviews)

Scaleup Finance is the first Financial Management Platform for budgeting forecasting, reporting, and better KPIs tracking. Easily consolidating data across ERP and CRM platforms, Scaleup Finance empowers founders and financial professionals to automate financial workflows, improve insights and deliver high-quality reporting. Scaleup was founded in 2021 by serial entrepreneurs frustrated by the laborious workload and high complexity associated with financial planning and reporting for fundraising startups with multiple stakeholders. Scaleup Finance seamlessly combines cutting-edge automation with the expertise of a dedicated part-time CFO, providing you with a holistic financial toolkit that transforms the way you manage your finances. Today, Scaleup is a key part of some of the fastest-growing companies in Denmark and the UK, helping them align, collaborate and plan for the future. To learn more and to see it in action, visit www.scaleup.finance. Key Features: Automated Budgeting, Forecasting, and Reporting: Streamline your financial processes effortlessly. Scaleup Finance automates tedious tasks, allowing you to focus on strategic decision-making rather than getting lost in spreadsheets. Dedicated Part-Time CFO: Gain a competitive edge with access to a seasoned Chief Financial Officer as part of our service. Benefit from invaluable insights and strategic financial guidance tailored to your business needs. KPI Dashboards: Visualize your key performance indicators (KPIs) at a glance. Our user-friendly dashboards provide real-time data, enabling you to make informed decisions and stay ahead of the curve. Profit and Loss (PNL) Analysis: Uncover the financial health of your business with detailed Profit and Loss statements. Identify areas for improvement and capitalize on opportunities to maximize profitability. Cashflow Analysis: Take control of your cash flow with in-depth analysis. Scaleup Finance helps you anticipate, manage, and optimize your cash flow, ensuring the financial stability of your business

#### Who Is the Company Behind Scaleup Finance?

- **Seller:** [Scaleup Finance](https://www.g2.com/sellers/scaleup-finance)
- **Year Founded:** 2021
- **HQ Location:** City of London, England
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ba3c039180e202e16ca40e3e1c3aef54913df63d334e61bfa9e7741994ea9aed&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fscaleup-finance%2F&secure%5Burl_type%5D=linkedin_company_website)  
95 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®

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

Automating Planning, Consolidation and Management reporting, together with AI

#### Who Is the Company Behind Smartbooks.AI?

- **Seller:** [Smartbooks.ai](https://www.g2.com/sellers/smartbooks-ai)
- **Year Founded:** 2022
- **HQ Location:** Amsterdam, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=89d18cf14d513230588cb8ef0939066f03760fbe6572c11bffea1df8fa9bffab&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsmartbooks-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

### [SuiteReport](https://www.g2.com/products/suitereport/reviews)

SuiteReport is an AI-powered financial planning and analysis (FP&A) platform built specifically for NetSuite users. It connects directly to your NetSuite instance to automate budgeting, forecasting, reporting, and scenario planning — replacing the spreadsheet chaos that finance teams deal with every month. Finance teams using NetSuite often face the same bottleneck: the data is in the system, but getting it into a board-ready format means exporting to Excel, rebuilding formulas, writing variance commentary manually, and hoping nothing breaks before the deadline. SuiteReport eliminates that entire workflow. Core capabilities include: NetSuite Reporting — Pre-built financial statements (P&L, Balance Sheet, Cash Flow, MoM, YoY, Financial Ratios) with AI-generated variance commentary and anomaly detection. A drag-and-drop custom report builder lets finance teams build reports without any developer support. Reports can be scheduled for automated delivery to stakeholders on daily, weekly, or monthly cadences. Budget Management — Build P&L, Balance Sheet, and Cash Flow budgets connected to live NetSuite actuals. Manage multiple budget versions, run approval workflows, and get instant actuals-vs-budget variance tracking — all in one place. Rolling Forecasts & Cash Flow Forecasting — Replace static annual budgets with continuously updated projections. Connect bank accounts and NetSuite AR/AP data for 13-week and long-range cash runway visibility. Scenario Planning & Driver-Based Planning — Model best-case, worst-case, and custom scenarios side by side. Link revenue, headcount, and cost drivers to your financial model so that changing one assumption automatically cascades across your P&L, Balance Sheet, and Cash Flow. AI-Powered Insights — SuiteReport includes six AI engines: automated variance commentary, anomaly detection, forecast suggestions, natural language queries, driver impact analysis, and a Budget Copilot. Finance teams can ask questions like "What are my top 5 expenses?" or "What if COGS increases 20%?" and get instant answers. Report Packs & Board Narratives — Combine multiple financial statements into polished, branded report packs with AI-generated executive summaries — exportable as multi-sheet Excel workbooks in one click. SuiteReport is SOC 2 compliant, connects via NetSuite's official ODBC protocols, and requires no IT support to set up. Finance teams typically go live in minutes, not weeks.

#### Who Is the Company Behind SuiteReport?

- **Seller:** [SuiteReport](https://www.g2.com/sellers/suitereport)
- **HQ Location:** Crawley, United Kingdom
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32248deda180c197c5970824dc357e8ef6c73d8a64cfe8e78762ac3ea57e7655&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuitereport&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®
- **Ownership:** Privately Held
- **Phone:** 01772 639 612

### [TCM](https://www.g2.com/products/tcm/reviews)

TCM is a leading specialist in enterprise performance management (EPM) and business intelligence (BI) solutions especially designed for your finance teams.

#### Who Is the Company Behind TCM?

- **Seller:** [TCM Infosys](https://www.g2.com/sellers/tcm-infosys)
- **HQ Location:** Gerrards Cross
- **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®

### [Tech for CFO](https://www.g2.com/products/tech-for-cfo/reviews)

Tech for CFO is a suite of ten QuickBooks Online-connected apps built for owner-operators and controllers at $2-50M companies. Each tool connects read-only to QuickBooks and turns your live ledger into a specific finance deliverable - a cash runway projection, a covenant-compliance packet, an AR collections worklist, a variance narrative, a margin breakdown - the kind of analysis normally reserved for a full finance department. No data re-keying, no rip-and-replace: connect QuickBooks and start the same day. One Suite plan ($199/mo) covers all ten tools, with a 14-day free trial and read-only access you can disconnect anytime.

#### Who Is the Company Behind Tech for CFO?

- **Seller:** [Tech for CFO](https://www.g2.com/sellers/tech-for-cfo)
- **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=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®

### [Toolpack365](https://www.g2.com/products/toolpack365/reviews)

How it works: Toolpack 365 connects to Uniconta, e-conomic and Dynamics 365 BC via API and automatically syncs financial data, sales data, chart of accounts, dimensions and master data to a customer-specific data warehouse in Microsoft Azure. Data updates daily. You work with pre-built Power BI dashboards and Excel templates — tools already in your Microsoft environment. Key capabilities: • Operational budgeting with budget proposals from historical BC data • Forecasts with automatic actuals integration • Automated monthly reporting for management, board and bank • Cash flow analysis with scenario simulation • Group consolidation across multiple ERP systems and currencies Why users choose Toolpack 365: • Native Microsoft ecosystem: Azure, Power BI, Excel, Teams • Short learning curve — familiar technology • 3,000+ customers across Denmark, Iceland and Greenland

#### Who Is the Company Behind Toolpack365?

- **Seller:** [Toolpack Solutions](https://www.g2.com/sellers/toolpack-solutions)
- **Year Founded:** 2002
- **HQ Location:** København S, DK
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7c8c560afbb5e5381986f96d6542fd8096d82fb33b41376bedd12fbfe4b48444&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftoolpack-solutions%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 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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