Best Budgeting and Forecasting Software - Page 9

How Many Budgeting and Forecasting Software Products Does G2 Track?

Total Products under this Category: 456

Category Stats (Nov 2026)

  • Average Rating: 4.49/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Cash Flow Frog (+1.75%) - Among all products in this category, Cash Flow Frog recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Budgeting and Forecasting Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 19,400+ Authentic Reviews
  • 456+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Budgeting and Forecasting Software

G2 Grid® for Budgeting and Forecasting Software plotting products by satisfaction and market presence

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

Underlying data: [Grid® JSON](https://www.g2.com/categories/budgeting-and-forecasting/grids.json?focus%5B%5D=adaptive-from-workday&focus%5B%5D=anaplan&focus%5B%5D=datarails&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=vena&focus%5B%5D=getaleph&focus%5B%5D=spendesk&focus%5B%5D=martus)

TruePlan

TruePlan helps companies acquire, retain and grow talent in an intentional way by providing insight and control into every aspect of requesting, approving and managing headcount. With detailed approval flows, you can rest assured that recruiting is only working on filling seats that have gone through the full approval process. Easy-to-follow flows ensure everyone knows where their headcount requests are within the approval chain and when to expect hiring to start. TruePlan’s Org Chart view allows you to see how your headcount plan fits into your existing organization, making it easy to visualize both your current and future workforce. Analytics, data validation and insights are wrapped into every step of planning and hiring in order to help your company make the best decisions for your goals and put your headcount forecast and workforce metrics to work. Every detail is housed within the TruePlan system where users can contribute and collaborate in real-time. By integrating with your ATS and HRIS systems, all previously siloed information is now accessible to your team with sensitive data limited to only those who need to see it.

Average Rating: 4.3/5.0

Total Reviews: 2

Who Is the Company Behind TruePlan?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of TruePlan?

What Are G2 Users Discussing About TruePlan?

Una AI

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.

Average Rating: 4.8/5.0

Total Reviews: 2

How Do G2 Users Rate Una AI?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind Una AI?

  • Seller: Una AI
  • Company Website:
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Small

What Are Recent G2 Reviews of Una AI?

Xledger

Xledger Cloud ERP is a comprehensive cloud ERP.

Average Rating: 4.7/5.0

Total Reviews: 3

How Do G2 Users Rate Xledger?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Adjustments: 10.0/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Xledger?

  • Seller: Xledger
  • Year Founded: 2000
  • HQ Location: Colorado Springs, US
  • LinkedIn® Page: linkedin.com
    24 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 25% Large

What Are Recent G2 Reviews of Xledger?

What Are G2 Users Discussing About Xledger?

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A3 Solutions

What is A3 Solutions? A3 is the home of Agile Financial Modeling. We empower finance teams with the only tool that supercharges end-user Excel into Enterprise Excel. Our powerful FP&A software application lets Excel utilize unbreakable datasets and models hosted in a secure, private cloud. Financial planning and analysis professionals keep the familiar, feature-rich Excel interface, and gain best-in-class processing speed, collaboration tools and security. Excel models built with A3 scale to 100X, support up to 1,000 users, and consolidate in real-time. That means no links, no macros, and no email. They are ready-made for secure, multi-user, enterprise-scale budgeting, rolling forecasting, revenue modeling, multi-currency consolidations, and operational modeling. Fast-growing, independent and private, A3 Solutions has customers across North America, including world-class companies like Honda, Sunlife Insurance, and Williams Sonoma. To find out more about us, visit a3solutions.com.

Average Rating: 4.5/5.0

Total Reviews: 2

How Do G2 Users Rate A3 Solutions?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind A3 Solutions?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of A3 Solutions?

What Are G2 Users Discussing About A3 Solutions?

Brixx

Brixx has been empowering business across the world with intuitive financial modelling and forecasting. The Brixx tool has earned the trust of startups, small businesses, and larger enterprises by simplifying the complex financial planning process. With a commitment to innovation and usability, Brixx bridges the gap between sophisticated financial strategies and accessible, user-friendly software. Financial forecasting is no longer exclusive to accountants! The platform enables users to create detailed and robust financial plans using features like scenario modelling, revenue and expense forecasting, and visualised financial reports. Its intuitive interface and customisable components - such as cash flow projections and profit and loss statements - provide businesses with a highly adaptable solution. Whether forecasting for growth, managing property portfolios, or preparing for unexpected changes, Brixx offers the tools necessary to stay ahead. Brixx is built to support a wide range of industries and business sizes. Startups can easily refine their strategies and secure funding, while auto dealerships can leverage precise forecasts for inventory and sales planning. Whether you're in an established housing organisation or starting up a new clothing business, you can benefit from easily adjustable components suited to you. With Brixx, users gain clarity and confidence in their financial decisions. By providing actionable insights and seamless collaboration, the software enables businesses to set achievable goals and track their progress with ease. Brixx doesn’t just offer financial forecasting - it delivers the confidence to plan for a brighter future. Get ahead with your cash flow and make sure to get started today.

Average Rating: 4.0/5.0

Total Reviews: 1

How Do G2 Users Rate Brixx?

  • Adjustments: 8.3/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 10.0/10 (Category avg: 8.8/10)
  • Variance Analysis: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Brixx?

  • Seller: Brixx
  • HQ Location: Henley on Thames, GB
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Brixx?

What Are G2 Users Discussing About Brixx?

BudgetHub

BudgetHub ist eine moderne Schweizer Budget- und Finanzplanungs-App, die entwickelt wurde, um Privatpersonen, Paare und Familien dabei zu unterstützen, ihre Finanzen einfach, strukturiert und sicher im Griff zu behalten. Die App ermöglicht das manuelle Erfassen von Einnahmen und Ausgaben, das Erstellen individueller Budgets sowie das Planen und Verfolgen von Sparzielen – bewusst ohne Bankverknüpfung, um maximale Kontrolle, Anonymität und Datenschutz zu gewährleisten. Mit einem übersichtlichen Dashboard, detaillierten Finanzanalysen, Monats- und Jahresvergleichen sowie der Möglichkeit zur gemeinsamen Nutzung in Haushalten, eignet sich BudgetHub ideal für unterschiedliche Lebenssituationen: vom persönlichen Budget über Paarkonten bis hin zu komplexen Familienfinanzen mit Rollen und Berechtigungen. BudgetHub wird in der Schweiz entwickelt, auf verschlüsselter AWS-Infrastruktur (AES-256) betrieben und erfüllt sämtliche Anforderungen der DSG und DSGVO. Der Fokus liegt auf Benutzerfreundlichkeit, Transparenz und Schweizer Qualitätsanspruch – ohne Werbung, ohne Datenverkauf und ohne versteckte Abhängigkeiten. Ob als digitale Alternative zum klassischen Haushaltsbuch oder als zentrale Finanzübersicht für den ganzen Haushalt: BudgetHub bietet Klarheit, Sicherheit und Kontrolle über das eigene Geld.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind BudgetHub?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About BudgetHub?

AI-generated summary from verified user reviews

Pros
  • Users value the simplicity and privacy focus of BudgetHub, appreciating the clear dashboard and control over finances.
  • Users appreciate the clear and well-structured dashboard of BudgetHub, making financial management straightforward and motivating.
  • Users appreciate the ease of use of BudgetHub due to its clear dashboard and manual finance entry.
  • Users appreciate the simplicity and focus on privacy in BudgetHub, enjoying full control over their finances.
Cons
  • Users express concern about the lack of bank synchronization, requiring manual entry that some find tedious initially.

What Are Recent G2 Reviews of BudgetHub?

Budgeto

Budgeto is the fastest & easiest way to build professional business budgets online. Use Budgeto to prepare your annual business budget, review and adjust your financial projection every month, and always have a clear vision of your company's future cash flow situation. Export your budget to a print professional PDFs (including a profit and loss statement, a cash flow statement, a balance sheet, and a complete set of financial ratios) and impress your future investors.

Average Rating: 2.5/5.0

Total Reviews: 1

Who Is the Company Behind Budgeto?

  • Seller: Budgeto
  • Year Founded: 2012
  • HQ Location: Québec, CA
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Budgeto?

AI-generated summary from verified user reviews

Pros
  • Users value the automation of budget execution and calculations, enhancing efficiency for finance professionals.
  • Users appreciate the automated ratio calculations and powerful reporting capabilities, enhancing budgeting efficiency for finance professionals.
  • Users value the powerful reporting capabilities of Budgeto, enhancing efficiency for finance professionals in budget execution.
Cons
  • Users find Budgeto to be expensive, especially with its rigid auto-renewal policy and lack of warning emails.
  • Users find poor customer support frustrating, especially when dealing with auto-renewal issues and inflexible responses.

Capital One Slingshot

Capital One Slingshot is a comprehensive data management solution designed to help businesses optimize their cloud data platforms, particularly Snowflake and Databricks. By providing enhanced visibility into data usage and costs, Slingshot enables organizations to manage resources efficiently, reduce waste, and reinvest savings into strategic initiatives. Its suite of tools includes machine learning-powered optimizations, detailed visualizations, and governance features, all aimed at maximizing the value of cloud data investments. Key Features and Functionality: - Cost Optimization: Slingshot offers intelligent cost-saving recommendations, enabling businesses to save up to 40% on data cloud expenses. - Enhanced Visibility: The platform provides dashboards and reports that offer complete visibility into data cloud usage, allowing for better resource management and cost allocation. - Machine Learning-Powered Optimization: Slingshot utilizes advanced ML models to analyze workloads and provide tailored optimization recommendations for Databricks Jobs, improving performance and reducing costs. - Governance and Compliance: The solution includes governance features that help organizations adhere to policies and manage data infrastructure effectively, ensuring compliance and security. - Proactive Alerts and Insights: Slingshot continuously monitors workloads, offering proactive alerts and insights to help businesses address anomalies and optimize performance promptly. Primary Value and Problem Solved: Capital One Slingshot addresses the challenges businesses face in managing and optimizing cloud data platforms. By providing tools for cost optimization, enhanced visibility, and governance, Slingshot empowers organizations to make data-driven decisions, control expenses, and improve overall performance. This enables businesses to scale their data operations efficiently without incurring unnecessary costs, ultimately driving innovation and strategic growth.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Capital One Slingshot?

  • Adjustments: 10.0/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 10.0/10 (Category avg: 8.8/10)
  • Variance Analysis: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Capital One Slingshot?

  • Seller: Capital One
  • HQ Location: McLean, Va
  • LinkedIn® Page: www.linkedin.com
    82,634 employees on LinkedIn®
  • Ownership: NYSE:COF
  • Total Revenue (USD mm): $28,523

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of Capital One Slingshot?

CostPerform

CostPerform is a cost and profitability management platform that helps finance leaders understand the true drivers of cost, profitability, and performance across their business. With CostPerform’s flexible driver-based cost models, organizations can trace costs across products, customers, services, business units, and processes with full transparency and auditability. The software is used across industries including financial services, telecom, healthcare, government, manufacturing, and IT financial management. CostPerform helps organizations: • Improve cost transparency and cost allocation accuracy • Analyze product, customer, channel, and service profitability • Understand and manage cost-to-serve • Support Activity-Based Costing (ABC) and Time-Driven ABC (TDABC) initiatives • Enable IT financial management, showback, chargeback, and unit-cost analysis • Strengthen regulatory reporting, auditability, and cost traceability • Support driver-based planning, forecasting, and scenario modelling • Create a trusted, enterprise-wide source of cost and profitability information The platform integrates natively with your ERP system, including SAP and Oracle. CostPerform connects financial results to the operational activities that generate them, giving organizations a clearer view of cost structures, profitability drivers, and the information needed for pricing, investment, reporting, and regulatory decisions.

Average Rating: 4.8/5.0

Total Reviews: 4

How Do G2 Users Rate CostPerform?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind CostPerform?

  • Seller: CostPerform
  • Company Website:
  • Year Founded: 2001
  • HQ Location: Utrecht, NL
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Small

What Are Recent G2 Reviews of CostPerform?

Doublefin

Doublefin is a collaborative people management and planning platform for People teams, Finance business partners, and budget owners. Reimagined from the ground up, Doublefin headcount enables organizations to leverage real-time headcount and hiring insights, analytics, and intuitive management workflow to plan their growth intelligently.

Average Rating: 4.0/5.0

Total Reviews: 1

How Do G2 Users Rate Doublefin?

  • Has the product been a good partner in doing business?: 6.7/10 (Category avg: 9.2/10)
  • Adjustments: 8.3/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.3/10 (Category avg: 8.8/10)
  • Variance Analysis: 6.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Doublefin?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Doublefin?

AI-generated summary from verified user reviews

Pros
  • Users value the collaborative budgeting management that connects People teams, Finance partners, and Budget owners effectively.
  • Users value the collaborative planning capability of Doublefin, effectively uniting various teams for better outcomes.
Cons
  • Users find the complex setup challenging for small teams, making it less accessible and cost-effective.
  • Users find Doublefin expensive for small teams, making it less practical despite its benefits for larger groups.

What Are Recent G2 Reviews of Doublefin?

ekspeer

ekspeer is a powerful web‑based subscription and expense management platform designed to help individuals, professionals, and small businesses take complete control of their recurring payments and financial workflows

Average Rating: 4.8/5.0

Total Reviews: 3

Who Is the Company Behind ekspeer?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About ekspeer?

AI-generated summary from verified user reviews

Pros
  • Users find Ekspeer to be user-friendly and easy to use, allowing for quick access to information and enhanced organization.
  • Users appreciate the effortless subscription and expense tracking provided by ekspeer, simplifying their financial management.
  • Users appreciate the speed and user-friendliness of Ekspeer, enabling quick access to information and better organization.
  • Users praise the effortless subscription and expense tracking of ekspeer, simplifying their financial management experience.
  • Users appreciate the time-saving organization provided by Ekspeer, making information retrieval fast and efficient.
Cons
  • Users find the limited customization options of ekspeer frustrating, wishing for more flexibility and integrations.
  • Users desire more integration and customization options to enhance their experience with Ekspeer.
  • Users feel the limited functionality of ekspeer restricts customization options, hindering their overall experience.

What Are Recent G2 Reviews of ekspeer?

Eze Eclipse

Eclipse Commission Management is software help to track commissions and allows to take payments through multiple channels. This commission tracking software simplifies budgeting, eliminate overspending and allow to access the invoices electronically.

Average Rating: 3.0/5.0

Total Reviews: 1

How Do G2 Users Rate Eze Eclipse?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)

Who Is the Company Behind Eze Eclipse?

  • Seller: SS&C Advent
  • Year Founded: 1983
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    1,581 employees on LinkedIn®
  • Ownership: NASDAQ: SSNC

Who Uses This Product?

  • Company Size: 100% Small

What Are G2 Users Discussing About Eze Eclipse?

FinancialAha

Looking for an alternative to Mint, YNAB, Monarch, or Tiller? FinancialAha takes a different approach. Instead of connecting your bank and paying a yearly subscription for an app that might shut down tomorrow, you get Google Sheets templates you own forever. Pay a one-time purchase, keep your data in your own Google account, and never worry about losing access. It's a collection of templates for financial planning, budgeting, net worth tracking, expense tracking, retirement projections, and more. No subscriptions, no recurring charges, no "your trial is expiring" emails. Your data lives in your Google account, not ours. We never see your finances, never ask for bank credentials, never harvest your spending patterns. Your financial life stays exactly where it belongs - with you. Because these are real spreadsheets, you get complete control. Change categories, adjust formulas, add columns - nothing is locked down. You're not renting software, you're buying a tool that becomes yours to modify however you want. Works on desktop, tablet, and mobile - anywhere Google Sheets runs. New templates added regularly based on user requests. Built for privacy-conscious people tired of giving apps their bank passwords, and spreadsheet lovers who want powerful templates they actually own.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind FinancialAha?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About FinancialAha?

AI-generated summary from verified user reviews

Pros
  • Users value the customization and privacy features of FinancialAha, enhancing their financial management experience.
  • Users value the customization options of FinancialAha, allowing them to tailor the tool to their specific needs.
  • Users value the customized solutions of FinancialAha, which enhance their personal financial organization and privacy.
  • Users value the comprehensive financial overview provided by FinancialAha, enhancing their personal finance management experience.
  • Users value the strong privacy features of FinancialAha, ensuring their personal financial information remains secure.
Cons
  • Users prefer manual input despite its issues, valuing security over unreliable automatic connections to their bank.

What Are Recent G2 Reviews of FinancialAha?

FinForecast

FinForecast is financial forecasting software designed for CFOs, finance directors, accountants and FP&A teams in growing businesses. The platform enables finance professionals to build fully integrated Profit & Loss, Balance Sheet and Cash Flow forecasts without relying on complex spreadsheet models. Unlike traditional Excel-based forecasting, FinForecast maintains structural alignment across all three financial statements automatically as assumptions change. Finance teams can model revenue growth, headcount, working capital, financing and tax impacts while the system recalculates the entire forecast structure in real time. The software supports scenario modelling, rolling forecasts and professional financial reporting suitable for board discussions, lenders and investors. Forecasts can also be updated with actual financial data to maintain ongoing planning accuracy. FinForecast is used by finance leaders in SMEs, scale-ups and advisory firms who need reliable forecasting to support strategic decision-making, funding planning and financial control.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate FinForecast?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind FinForecast?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of FinForecast?

Finvisage

Optimize your hedging strategies by linking your exposures with hedges and create an optimal strategy for mitigating risk.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Finvisage?

  • Adjustments: 6.7/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 10.0/10 (Category avg: 8.8/10)
  • Variance Analysis: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Finvisage?

Who Uses This Product?

  • Company Size: 100% Medium

What Do G2 Reviewers Say About Finvisage?

AI-generated summary from verified user reviews

Pros
  • Users value the analytics features of Finvisage, especially for comparing hedging strategies to minimize risk effectively.
  • Users value the effective risk management capabilities of Finvisage, enabling easy comparison of hedging strategies.
  • Users value the efficient risk management capabilities of Finvisage, especially in comparing hedging strategies effortlessly.
  • Users benefit from the forecasting efficiency of Finvisage, enabling informed decisions on risk reduction strategies.
  • Users find time-saving benefits in Finvisage's streamlined hedging strategy comparisons, enhancing decision-making efficiency.
Cons
  • Users face financial management issues when merging data, requiring manual adjustments for seamless integration with existing systems.
  • Users face formatting difficulties when merging data from other sources, requiring manual adjustments for successful imports.

What Are Recent G2 Reviews of Finvisage?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated June 24, 2026