# Best Budgeting and Forecasting Software - Page 16

## 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**

### Reftab

Reftab is built for modern IT teams who want a powerful and flexible solution to manage hardware and software in one place. Since 2013, IT teams have relied on Reftab to track, manage, and automate their hardware and software asset management — with over 1.8 million assets currently managed on the platform. That track record shows up in the recognition. Reftab has earned awards year after year, including Forbes Best in Class, Gartner IT Management Category Leadership, and Capterra awards for Best Value and Ease of Use. The platform covers the full asset lifecycle — from procurement and assignment through offboarding and retirement — with automation built in at every stage. Reftab connects with the tools your team already uses. These integrations trigger workflows, reduce manual steps, and keep your environment audit-ready without extra effort. Whether you're managing 500 assets or 50,000, Reftab gives IT the visibility and control to make confident decisions.

[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=2026-08-08T22%3A15%3A13Z&secure%5Bdisplayable_resource_id%5D=1391&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=72503&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=72503&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%3D1352785%26page%3D16&secure%5Btoken%5D=5a4c3015e3ff19a055185781d4a8b222f3dc5a56d8da9dd84fb14cdea0cf0915&secure%5Burl%5D=https%3A%2F%2Fwww.reftab.com%2Fbook-demo%3Futm_source%3Dg2%26utm_medium%3Dcpc&secure%5Burl_type%5D=custom_url)

### [TRESIO](https://www.g2.com/products/tresio/reviews)

Tresio is the perfect tool for any professional looking to make smart, financially sound decisions. With Tresio's easy-to-understand dashboards, they will be able to make sense of the company's cash flow and liquidity balance in just a few clicks! Integrate the existing financial tools seamlessly with Tresio, where they can easily combine them with their own budget assumptions to get a comprehensive view of your finances. Then explore each aspect with helpful graphs and visuals that'll give you quick actionable insights. Export the data and forecasts with Excel spreadsheets to take all this information into account when making important decisions. Put yourself ahead of other competitors by relying on Tresio for all your financial forecasting needs whether it be cash flow optimization or projecting future liquidity balances. With the help of Tresio's insightful data-driven snapshots, you won't miss a beat when it comes to monitoring and responding to risks and opportunities. Unlock the power of confident decision-making—start using Tresio!

#### Who Is the Company Behind TRESIO?

- **Seller:** [Tresio](https://www.g2.com/sellers/tresio)
- **Year Founded:** 2020
- **HQ Location:** Zürich, CH
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=013d7d5b4e10674a09e96d39430f5fee5567ced8f5061cf405dd8aec1db480f9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftresio%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

### [True Sky](https://www.g2.com/products/true-sky/reviews)

True Sky is a budgeting, planning, forecasting, and reporting solution that helps companies simplify and take control of their processes. True Sky lets organizations continue to use the powerful end-user interface of Excel while adding security, controls, and functionality required in an enterprise budgeting solution. The True Sky solution includes four critical parts: a robust tool, dynamic integrations, tested and proven implementation methodology, and tailored, ongoing support. Each part of the solution ensures True Sky customers have all the support they need for each budget and forecast cycle. True Sky removes the administrative effort so companies can focus on using their budgets and forecasts to make strategic business decisions.

#### Who Is the Company Behind True Sky?

- **Seller:** [True Sky](https://www.g2.com/sellers/true-sky)
- **Year Founded:** 2013
- **HQ Location:** Markham, CA
- **Twitter:** @TrueSkyCPM  
403 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c725090f04607b21220b18d764494fa43b76141eae8fab043107105672453ccf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftrue-sky-inc-&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

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

Una is an AI-Native Financial Budgeting, Planning, Forecasting, and Modelling software designed to help users drive execution in financial planning and analysis (FP&A). Unlike traditional FP&A tools that often rely on static data and rigid frameworks, Una offers a dynamic solution that adapts to the ever-changing needs of businesses. This innovative software empowers finance teams to move beyond mere analysis and instead focus on actionable insights that can influence outcomes and align strategies with real-time business conditions. Targeted primarily at finance professionals and organizations looking to enhance their planning processes, Una is particularly beneficial for companies that require agility in their financial operations. The software is designed for users who need to respond quickly to market changes, ensuring that their financial strategies remain relevant and effective. By integrating native AI capabilities, Una streamlines the planning process, allowing finance teams to create and adjust forecasts with ease, thus enabling more informed decision-making. Key features of Una include its AI-powered analytics, which provide real-time insights into financial performance, and its execution-focused planning capabilities. These features allow users not only to forecast potential outcomes but also to actively drive them through informed strategic adjustments. The software’s agile financial planning framework enables organizations to pivot quickly in response to changing market dynamics, ensuring that financial strategies are always aligned with current business realities. Additionally, Una stands out in the market by offering a user-friendly interface that simplifies complex financial data, making it accessible for users at all levels of expertise. This ease of use, combined with the software's robust performance metrics, allows finance teams to collaborate effectively and make data-driven decisions that enhance overall business performance. By focusing on execution rather than analysis alone, Una transforms how organizations approach financial planning, ultimately improving operational efficiency and strategic alignment.

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

- **Seller:** [Una AI](https://www.g2.com/sellers/una-ai)
- **Company Website:** www.una.ai
- **HQ Location:** Toronto, Canada
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c3aeac9a98546a11a1b63a6a08940dbe0db06c733bda8c69f876b6218c4e39a7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Funa-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
30 employees on LinkedIn®

### [Up Your Cash Flow](https://www.g2.com/products/up-your-cash-flow/reviews)

The Up Your Cash Flow XT-2 creates financial forecasts for small to mid-size businesses quickly and easily with more features than ever before. Accountants and consultants use this powerful software to provide management advice, secure financing, assist troubled businesses and offer other valuable services. CFOs, Controllers and financial managers use Up Your Cash Flow to make fast company budgets, manage cash flow and reach desired levels of profitability.

#### Who Is the Company Behind Up Your Cash Flow?

- **Seller:** [Granville Software](https://www.g2.com/sellers/granville-software)
- **Year Founded:** 1998
- **HQ Location:** N/A
- **Twitter:** @GranDocs  
1 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=df8034a0f228461559e7584f466845c27d1cf973b4b695b44a9e86ef1b2b7b6d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7053530&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [ValQ](https://www.g2.com/products/valq/reviews)

ValQ is a server less, lightweight, multi-purpose application running on Power BI supporting use cases such as planning, forecasting, budgeting, time series forecasting, and value driver planning. It helps enterprises run simulations, plans & analyses in a very visual and intuitive manner. It supports use cases across various departments and functions and is designed keeping in mind the analysis & decision-making needs of business users & executives without any dependencies on IT.

#### Who Is the Company Behind ValQ?

- **Seller:** [Lumel](https://www.g2.com/sellers/lumel)
- **HQ Location:** Plano, Texas
- **Twitter:** @xvizsuite  
89 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=37bd4ccc26eb13d3d015df2ef2fce3111049c0566ba8d0be1e950cf6a604bafe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fxviz%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

### [Vantage Risk and Budgeting](https://www.g2.com/products/vantage-risk-and-budgeting/reviews)

Vantage Risk and Budgeting Manager from Fiserv helps you achieve your A/L management, planning, budgeting and reporting objectives with accurate data and flexible tools. Easy-to-use features substantially improve your productivity and decision making, while preserving your decision tools and technology investment.

#### Who Is the Company Behind Vantage Risk and Budgeting?

- **Seller:** [Fiserv](https://www.g2.com/sellers/fiserv)
- **Year Founded:** 1984
- **HQ Location:** Milwaukee, US
- **Twitter:** @Fiserv  
26,459 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f645c8fdd11d310e0f28b50121b7d6802812d0e7b69d5615c4abc34d127871a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3364%2F&secure%5Burl_type%5D=linkedin_company_website)  
33,305 employees on LinkedIn®
- **Ownership:** BMV:FISV

### [Visual Cash Focus](https://www.g2.com/products/visual-cash-focus/reviews)

Visual Cash Focus is a budgeting and forecasting software that makes budgeting easier by giving visual representations of the data and by utilizing double entry accounting.

#### Who Is the Company Behind Visual Cash Focus?

- **Seller:** [Cash Focus](https://www.g2.com/sellers/cash-focus)
- **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®

### [Whatifi](https://www.g2.com/products/whatifi/reviews)

Answer your business "what if" questions - in seconds. We help leaders and financial decision-makers collaboratively model and share runway, staffing, projections and cash flow forecasts. Decision-makers can easily compare, share and present strategic scenarios with their teams, clients and investors - in a visual format that they can actually understand. No spreadsheets. No formulas. Instead, whatifi leverages a one-of-a-kind, highly visual, low-code scenario builder. Models can be built in minutes. Updates and "what ifs" can be calculated in real-time. Our full suite of integrations, KPIs and Goals means that strategic leaders can easily plan for multiple outcomes and immediately know when a potential plan is trending towards, or away, from your organization's goals.

#### Who Is the Company Behind Whatifi?

- **Seller:** [Whatifi](https://www.g2.com/sellers/whatifi)
- **Year Founded:** 2016
- **HQ Location:** Vancouver, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6c11fbff8fbaa20850fbc1a37e18b8555830d8c690f5ab45e6e5bcd9ffafd0a9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwhatifi-web&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

### [Zebra Workcloud Forecasting & Analysis](https://www.g2.com/products/zebra-workcloud-forecasting-analysis/reviews)

Access a library of proven algorithms designed to address use cases across forecasting, demand sensing, optimization and more. Empower transformation with no code / low code interfaces. Configure science to meaningful business value, while providing analysis tools that unify demand intelligence for easier consumption. With Workcloud Forecasting and Analysis powered by antuit.ai, you’ll receive the intelligence, insights, and innovation to drive greater value for your organization. Key benefits realized by some of our customers: - $1.5-3M in Annual Profit Increase - $250-450K Ongoing Inventory Savings Gain data-driven insights for smarter decision-making through intelligent forecasting, pricing and demand analysis to accurately understand and predict customer demand. Zebra (NASDAQ: ZBRA) provides the tools to help businesses grow with asset visibility, connected frontline workers and intelligent automation. The company operates in more than 100 countries, and our customers include over 80% of the Fortune 500. Designed for the frontline, Zebra’s award-winning portfolio includes hardware, software, and services, all backed by our 50+ years of innovation and global partner ecosystem. Learn more: https://www.zebra.com/us/en/software/workcloud-solutions/workcloud-demand-intelligence-suite/workcloud-forecasting-analysis.html

#### Who Is the Company Behind Zebra Workcloud Forecasting & Analysis?

- **Seller:** [Zebra Technologies](https://www.g2.com/sellers/zebra-technologies)
- **Year Founded:** 1969
- **HQ Location:** Lincolnshire, IL
- **Twitter:** @ZebraTechnology  
33,009 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=48fea441bf1094ed2f4b0a2d021eed97de918e3a1589b2c0c5183209c1759f7c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F167024%2F&secure%5Burl_type%5D=linkedin_company_website)  
11,638 employees on LinkedIn®
- **Ownership:** NASDAQ:ZBRA

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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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