Best Budgeting and Forecasting Software - Page 28

SMART BPF

SmartCalcLabs

SmartCalcLabs is a financial calculator platform offering over thirty tools for personal finance management, all running directly in the browser without requiring account creation or software installation. The platform covers investment, budgeting, debt management, tax planning, business finance, real estate, and retirement. Investment tools include ROI calculations, net worth tracking, inflation analysis, and dividend projections. Budgeting calculators address savings goals, emergency funds, and education costs. Debt tools assist with payoff timelines and student loans. Tax and business features include self-employment taxes, profit margins, and freelancer tax estimates. Real estate tools support rent vs. buy comparisons and loan calculations. Retirement tools cover RMDs, Roth IRAs, and Canadian accounts like RRSP and TFSA. The platform is ad-free and delivers instant results.

SmartProperty

SmartProperty is reserve study software and a capital planning platform built for HOA boards, condominium associations, high-rise communities, property management companies, and enterprise community associations. It replaces the static reserve study with a Living Reserve Study: a reserve study that never goes out of date.

SMPL.ai

SMPL.ai is an FP&A and financial intelligence platform for B2B SaaS companies. It connects CRM, ERP/GL, billing, and HRIS data into one governed operating model covering pipeline, ARR, GAAP revenue, cash, headcount, and financial statements. Finance and executive teams use it for forecasting, variance analysis, workforce planning, and board-ready reporting with lineage back to source records, not generic AI commentary.

Sole

Sole is an intuitive accounting software for Australian solopreneurs and small business owners. Born in Australia and explicitly tailored for Aussie needs, Sole offers a seamless, efficient, and reliable way to manage your business finances without ongoing costs. Whether you’re sending invoices, tracking expenses, or preparing for tax time, Sole provides all the tools to stay on top of your finances. Why Choose Sole: - Time-Saving: Automating financial tasks can save 3-5 hours weekly, allowing you more time to focus on your business. - Fast Payments: Automate payment follow-ups to get paid faster, reducing manual work. - Affordable Pricing: Sole offers a free forever tier and is Australia's most affordable accounting software, providing an excellent return on investment (ROI). - User-Friendly: Designed for simplicity, Sole requires no formal training, making it accessible to all users. - Exceptional Support: Benefit from our dedicated Aussie support team, ready to assist you whenever needed. What Sets Sole Apart: - Free Forever Tier: Enjoy essential accounting features at no cost. - Automated Features: Sole automates key processes to save you time and effort from invoicing to tax preparation. - Transparency: Clear, affordable pricing with no hidden fees. - Local Expertise: Sole is made in Australia for Australians, ensuring it meets local business needs and regulatory requirements. Key Features: - Professional Quotes and Invoices: Create and send unlimited, personalized quotes and invoices. - Bank Account Integration: Connect multiple bank accounts to track income and expenses effortlessly. - Tax Preparation: Simplify and maximize your tax deductions and easily prepare for tax time. - Collaboration: Work in real-time with your accountant, ensuring all your financial data is organized and accessible. - Mobile Access: Manage your business finances from any computer or mobile device, providing flexibility and convenience. Who is Sole For: - Sole traders and small business owners with no complex payroll requirements. - Individuals looking for an affordable, efficient, and easy-to-use accounting solution. - Those who need real-time access to their financial data on any device. - Users who want to collaborate with their accountants using the software. Sign up for Sole and save time, maximise your tax returns, and get paid faster. Join the growing community of Aussie solopreneurs who trust Sole to manage their business finances.

Speedbooks

Spendbaker

Spendbaker is the smart AI marketing budget management platform built for marketing leaders and CMOs who want to replace manual spreadsheets with real-time clarity. By integrating seamlessly with your ad platforms and everyday tools (Google Ads, Meta Ads, Linkedin Ads... ) Spendbaker eliminates alignment gaps with finance, and tracks spend instantly. Featuring an AI copilot, the software provides intelligent recommendations to help you optimize your media mix and maximize ROI. Stop manual tracking and gain total control over your marketing investments.

SpendSpace

Spreadware Budgeting

StaffClarity

Startup Financial Model

Streamiku

SuiteReport

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.

Sumyfi

Switch-IO

Switch-IO Budget Planning is an AI-native budgeting and forecasting module for finance teams, CFOs, and FP&A professionals. It enables organizations to build annual and rolling budgets, collaborate with department owners, and track performance against plan in one platform. The module connects to accounting and ERP systems, CRMs, HRIS and other platforms to pull actuals automatically, reducing manual data entry and spreadsheet consolidation. Aria, Switch-IO native AI engine assist with budget creation, forecasting, Insights, Board decks and various operational tasks, and users can compare budget versus actuals at the company, department, and account level. Budget Planning is part of the Switch-IO platform, which also includes BI, revenue intelligence, cash management, and accounts receivable. This allows budgets to be reconciled with cash flow and P&L data within the same system. The Budget module pricing is $6,000 per year and includes two admin users and unlimited contributor users. Switch-IO was founded in 2022 and serves companies in Israel and the United States.