# Best Budgeting and Forecasting Software - Page 7

## 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=2026-08-07T18%3A05%3A18Z&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%3D1585992%26page%3D7&secure%5Btoken%5D=0f0d5c6b980b62d942f82bd743abf781ccf70d9b9e8e69e2f4a7a79f7e77c777&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)

### [Commitly](https://www.g2.com/products/commitly/reviews)

COMMITLY is a cloud-based cash flow management web app taking out the pain of financial management for small companies. It's easy and intuitive and no online accounting tool is required. Just connect your company's bank account and it works! Currently, over 4000 banks in Germany and Austria are supported. COMMITLY focuses on the most important aspect for business owners - the cash flow of your company. Because without cash, companies fail.

**Average Rating:** 3.7/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate Commitly?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Adjustments:** 8.9/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 6.7/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Commitly?

- **Seller:** [Commitly](https://www.g2.com/sellers/commitly)
- **Year Founded:** 2017
- **HQ Location:** Perchtoldsdorf, AT
- **Twitter:** @commitly  
49 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2d98ae60cc9a7cc948da100aa389f688d8cda5d777a9f0107ac3f1750c4e8e4f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcommitly%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

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

**["Good experience"](https://www.g2.com/survey_responses/commitly-review-4962823)**

**Rating:** 5.0/5.0 stars

_— Emily B._

[Read full review](https://www.g2.com/survey_responses/commitly-review-4962823)

**["Commitly Does An Excellent Job for Entrepreneurs"](https://www.g2.com/survey_responses/commitly-review-7090027)**

**Rating:** 4.0/5.0 stars

_— Verified User in Food & Beverages_

[Read full review](https://www.g2.com/survey_responses/commitly-review-7090027)

#### What Are G2 Users Discussing About Commitly?

- [What is Commitly used for?](https://www.g2.com/discussions/what-is-commitly-used-for)

### [Futrli by Sage](https://www.g2.com/products/futrli-by-sage/reviews)

The most intelligent forecasting and reporting technology in the market. Visualise predicted cash flow, balance sheet, expenses, and P&L forecasts within minutes through our direct integration with Xero. Futrli's intuitively designed drag-and-drop functionality will revolutionise your management reporting, enabling you to make better decisions through clear and insightful data. Get started quickly and easily with guided flows on your home screen, designed to streamline budgeting, forecasting, and report creation. The financial world is changing rapidly and we're here to help you navigate it. Futrli’s intelligent financial predictions and reporting deliver impactful insights for a business’s current, past and future performance. More than just monthly profit & loss figures, a Futrli budget creates smart predictions by reading your business data patterns. Board pack? Funding application? Power your business strategy and model scenarios with the most comprehensive 3-way forecasting platform in the app-ecosystem. Performance insights - Futrli’s performance area is entirely customisable, allowing you to tailor your dashboard to easily surface historical business insights that meet your unique needs. Reporting – Leverage automated scheduling, 60+ templates, and customisable branding to effortlessly deliver reports that resonate with you and your business. Daily cashflow forecasting - Let algorithms analyse all your ledger transactions to anticipate upcoming income and expenses. Achieve pinpoint accuracy in short-term cash flow and make quicker, more confident decisions based on our auto-predictions, now with traffic light confidence scores. 3-way forecasts – Futrli forecasts every area of your business as seen in your Profit & Loss, Balance Sheet and Cash Flow, grounded in real-time data. View account categories, accounts, predictions, and non-financial data as data sets, enabling you to delve deep into the heart of business performance.

**Average Rating:** 4.4/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Futrli by Sage?

- **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)
- **Variance Analysis:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Futrli by Sage?

- **Seller:** [Sage Software](https://www.g2.com/sellers/sage-software-d61a780c-4fb3-4781-9519-baa772f5ea91)
- **Year Founded:** 1981
- **HQ Location:** Newcastle
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=86f239d02fadcee5a4a98d333eece19ed93d313e880a1b86e6451872bfa2360c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2802%2F&secure%5Burl_type%5D=linkedin_company_website)  
15,579 employees on LinkedIn®
- **Ownership:** SGE.L
- **Phone:** +1 (866) 996-7243

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Futrli by Sage?

**["The one stop shop for Accountants offering Advisory services"](https://www.g2.com/survey_responses/futrli-by-sage-review-9878557)**

**Rating:** 5.0/5.0 stars

_— tom e._

[Read full review](https://www.g2.com/survey_responses/futrli-by-sage-review-9878557)

**["Streamlined real time reporting"](https://www.g2.com/survey_responses/futrli-by-sage-review-6735914)**

**Rating:** 4.5/5.0 stars

_— Martin B._

[Read full review](https://www.g2.com/survey_responses/futrli-by-sage-review-6735914)

#### What Are G2 Users Discussing About Futrli by Sage?

- [What is Futrli used for?](https://www.g2.com/discussions/what-is-futrli-used-for)

### [Ganacos](https://www.g2.com/products/ganacos/reviews)

Ganacos is the unified planning platform that turns complexity into clarity. Designed for mid-sized to large organizations—especially those operating across multiple business units, geographies, or product lines—Ganacos helps teams plan smarter, react faster, and align seamlessly on a single source of truth. With Ganacos, finance, operations, and supply chain teams work in harmony on one platform—no more scattered spreadsheets, disconnected systems, or version conflicts. The result: fewer surprises, better decisions, and faster execution. With Ganacos, you can consolidate demand forecasts, production capacity, and financial projections in one place. Ganacos bridges the gap between S&OP, FP&A, and operational planning, creating full visibility from strategy to execution. Decisions at the speed of change : Test unlimited “what-if” scenarios in real time. Adjust a sales forecast, shift capacity, or change cost assumptions—and instantly see the impact on margins, stock levels, or cash flow. The power of BI and simulation, the ease of a spreadsheet : Built with the flexibility of Excel but powered by an enterprise-grade calculation engine, Ganacos handles complex, multi-dimensional models without compromising speed or accuracy. Fast to deploy, easy to adopt : Implementation can take weeks, not months. Teams quickly adapt to the familiar interface and start collaborating from day one, reducing time-to-value. Seamless integration with your ecosystem : Connect Ganacos to your ERP, CRM, databases, or flat files. Automate data refreshes and ensure everyone works with the latest numbers. The Impact for Your Business Ganacos customers have achieved: Reduced stockouts by simulating promotions, store openings, and delivery delays before they happen. Higher forecast accuracy, improving service levels and reducing excess inventory. Faster decision cycles, enabling agile responses to market changes or supply disruptions. Cross-team alignment, breaking down silos between finance, supply chain, and operations. Whether you are streamlining S&OP in retail, optimizing capacity in manufacturing, or unifying budgets and forecasts across a global enterprise, Ganacos equips your teams to anticipate change, align on priorities, and execute with confidence.

**Average Rating:** 4.8/5.0

**Total Reviews:** 14

#### How Do G2 Users Rate Ganacos?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Adjustments:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Ganacos?

- **Seller:** [Ganacos](https://www.g2.com/sellers/ganacos)
- **Company Website:** ganacos.com
- **Year Founded:** 2016
- **HQ Location:** Nantes, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8eebff18e9f4b44884c40b61752758c6be3325beacf32e2f4fe21041430825e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fganacos%2F&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 43% Large, 36% Medium

#### What Do G2 Reviewers Say About Ganacos?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly interface** of Ganacos, facilitating smooth implementation and agile analysis for everyone.
- Users praise the **responsive customer support** of Ganacos, ensuring quick resolution of queries and concerns.
- Users commend the **ease of implementation** in Ganacos, praising its swift setup and user-friendly interface.
- Users value the **implementation ease** of Ganacos, highlighting its quick setup and user-friendly interface for all levels.
- Users commend Ganacos for its **agile responsiveness** , enabling quick adjustments and efficient collaboration during projects.

##### Cons

- Users find that while Ganacos is enjoyable, there is **occasional slowness** that requires improvement for a smoother experience.
- Users feel that the **incomplete development** hampers their ability to effectively learn and utilize Ganacos features.
- Users experience occasional **slowness and server errors** , impacting the overall performance of Ganacos during use.
- Users note some occasional **slow loading** issues that can affect the overall smoothness of the experience.
- Users note **slow performance** at times, highlighting a need for optimization to improve the experience further.

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

**["Ease of Use and Exceptional Visualization"](https://www.g2.com/survey_responses/ganacos-review-12026886)**

**Rating:** 4.5/5.0 stars

_— Philippe G._

[Read full review](https://www.g2.com/survey_responses/ganacos-review-12026886)

**["A good tool for structuring our S&OP"](https://www.g2.com/survey_responses/ganacos-review-11781036)**

**Rating:** 4.5/5.0 stars

_— Paul L._

[Read full review](https://www.g2.com/survey_responses/ganacos-review-11781036)

### [Spendee](https://www.g2.com/products/spendee/reviews)

Spendee is an application to manage personal finances.

**Average Rating:** 3.9/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Spendee?

- **Adjustments:** 8.3/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10)
- **Variance Analysis:** 7.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Spendee?

- **Seller:** [Cleevio](https://www.g2.com/sellers/cleevio-0d1f70f7-96d9-48d6-a9e3-99d5e7cb1208)
- **Year Founded:** 2008
- **HQ Location:** Prague, CZ
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60f79345f72d347e81bf9023e18b2a2720a386e9fa324dd9c45d7bb35a5d4bdc&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcleevio&secure%5Burl_type%5D=linkedin_company_website)  
57 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Easy-to-use money app"](https://www.g2.com/survey_responses/spendee-review-3478935)**

**Rating:** 4.0/5.0 stars

_— Luca 'Wist' F._

[Read full review](https://www.g2.com/survey_responses/spendee-review-3478935)

**["Dependable budgeting app that doesn't hurt my monthly budget"](https://www.g2.com/survey_responses/spendee-review-5088860)**

**Rating:** 4.5/5.0 stars

_— Rohan Rinaldo F._

[Read full review](https://www.g2.com/survey_responses/spendee-review-5088860)

#### What Are G2 Users Discussing About Spendee?

- [What is the best way to use Spendee?](https://www.g2.com/discussions/what-is-the-best-way-to-use-spendee)
- [Is Spendee free?](https://www.g2.com/discussions/is-spendee-free)
- [Is it safe to use Spendee?](https://www.g2.com/discussions/is-it-safe-to-use-spendee)

### [Synoptix](https://www.g2.com/products/synoptix/reviews)

Synoptix empowers you to create financial and operational reports with spreadsheet ease of use, and then delivers complete drill down functionality into the detailed data. Synoptix can be implemented to your software system quickly and at a relatively low cost. Once implemented, Synoptix provides real-time data, end-to-end reporting, detailed and summary reports, powerful dashboard functionality, and the ability to pull in every piece of data you need from anywhere in your database.

**Average Rating:** 4.0/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Synoptix?

- **Has the product been a good partner in doing business?:** 3.3/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Synoptix?

- **Seller:** [Compusoft Development](https://www.g2.com/sellers/compusoft-development)
- **Year Founded:** 2002
- **HQ Location:** South Jordan, US
- **Twitter:** @SynoptixSocial  
6 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b0da34d4cae99e71824d8085ee92a9502c6a95b3889f577e1325d5894619ebdc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsynoptix-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Medium

#### What Do G2 Reviewers Say About Synoptix?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Synoptix to be a **valuable tool for financial reporting** , enhancing efficiency in creating statements and summaries.
- Users find Synoptix's **reporting efficiency** invaluable for creating financial statements and summary reports with ease.

##### Cons

- Users find **budgeting issues** with Synoptix frustrating, particularly due to a confusing interface for budget management.
- Users find Synoptix to be **not user-friendly** , causing confusion and frustration for budget managers and IT support.
- Users frequently experience **update issues** with Synoptix, causing frustration and confusion for admins and budget managers.

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

**["Ensure data driven financial decisions"](https://www.g2.com/survey_responses/synoptix-review-5346723)**

**Rating:** 4.5/5.0 stars

_— Mansimran Singh K._

[Read full review](https://www.g2.com/survey_responses/synoptix-review-5346723)

**["Synoptix Software Review"](https://www.g2.com/survey_responses/synoptix-review-5226544)**

**Rating:** 5.0/5.0 stars

_— S C._

[Read full review](https://www.g2.com/survey_responses/synoptix-review-5226544)

#### What Are G2 Users Discussing About Synoptix?

- [What is Synoptix used for?](https://www.g2.com/discussions/what-is-synoptix-used-for)

### [Talentia CPM](https://www.g2.com/products/talentia-cpm/reviews)

Talentia Corporate Performance Management (CPM) stands as a comprehensive global platform designed for real-time financial reporting, business analysis, budgeting processes, forecasting, consolidation & close activities. By leveraging Talentia CPM, organizations can enhance the reliability of their information, boost team productivity, and refine decision-making processes. This powerful solution empowers mid-size businesses to overcome in compliance today's challenges, such as ESG reporting, and achieve greater financial performance across diverse functions.

**Average Rating:** 4.3/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Talentia CPM?

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.2/10)
- **Adjustments:** 8.9/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.3/10 (Category avg: 8.8/10)
- **Variance Analysis:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Talentia CPM?

- **Seller:** [Talentia Software](https://www.g2.com/sellers/talentia-software)
- **Year Founded:** 1988
- **HQ Location:** Paris
- **Twitter:** @TalentiaSWGroup  
926 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=46ca2026a3adf59f6e247e8f7dff77332142777e38243be15a9ae877125cccfb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F594049%2F&secure%5Burl_type%5D=linkedin_company_website)  
467 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 58% Large, 25% Medium

#### What Do G2 Reviewers Say About Talentia CPM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **simplified auditing processes** of Talentia CPM, enhancing accuracy and compliance across financial tasks.
- Users appreciate the **simplified budgeting** capabilities of Talentia CPM, making financial management efficient and accurate.
- Users appreciate the **budgeting efficiency** of Talentia CPM, streamlining financial tasks and enhancing accuracy across platforms.
- Users appreciate the **simplified financial tasks** of Talentia CPM, streamlining budgeting, forecasting, and reporting effectively.
- Users value the **simplified budget management** capabilities of Talentia CPM, enhancing accuracy and compliance effortlessly.

##### Cons

- Users find the software **finicky and prone to bugs** , requiring frequent updates that disrupt workflow.
- Users find the Talentia CPM interface **not user-friendly** , making it challenging to learn and adapt for specific needs.
- Users find the **customization difficulties** of Talentia CPM challenging, as the interface is not user-friendly and hard to learn.
- Users struggle with the **difficult customization** of Talentia CPM, finding it hard to adapt to specific needs.
- Users find the **learning difficulty** of Talentia CPM challenging due to its unclear interface and limited customization options.

#### What Are Recent G2 Reviews of Talentia CPM?

**["Streamlined Financial Consolidation with Room for Improvement"](https://www.g2.com/survey_responses/talentia-cpm-review-12568686)**

**Rating:** 4.0/5.0 stars

_— Alexandra P._

[Read full review](https://www.g2.com/survey_responses/talentia-cpm-review-12568686)

**["Talentia CPM is a perfect SaaS solution for financial consolidation and reporting for mid-sized companies."](https://www.g2.com/survey_responses/talentia-cpm-review-9915378)**

**Rating:** 5.0/5.0 stars

_— Mickaël L._

[Read full review](https://www.g2.com/survey_responses/talentia-cpm-review-9915378)

### [CIO Cockpit](https://www.g2.com/products/cio-cockpit/reviews)

What is CIO COCKPIT? CIO COCKPIT is an IT financial management (ITFM) and Technology Business Management (TBM) SaaS solution for controlling, finance and IT. CIO COCKPIT is easy to use and establishes a central single point of truth for precise budgeting & allocation, controlling & planning, and comprehensive transparency of the costs that arise in IT or through IT. CIO COCKPIT provides full visibility for a digital transformation: • FinOps (Integrated Cloud Cost Controlling) • Interoperability (Data Automation and open APIs) • Single Point of Truth (Business, Finance, Controlling, IT) • Guided Processes (Budgeting and Controlling made easy) • Business Intelligence (Visualisation and Integration) • Realtime Data (No Waiting on Others) The use of IT resources is continually increasing in businesses. Innovative companies are increasingly challenged to literally gain clarity in the jungle of services, infrastructure, and cloud solutions. What is the business value of our IT? Where are cost-saving potentials? How is the utilization of our IT resources? What IT budget do we need for the next year? A method that answers such questions and provides strategic recommendations is IT Financial Management (ITFM). With CIO COCKPIT, DextraData offers a self-developed IT Financial Management tool that connects technological information of individual IT assets with financial metrics in real-time, thus bringing unprecedented transparency to corporate IT. This breaks down silos, renders spreadsheet solutions obsolete, and creates a central single point of truth for precise planning and effective management of the IT infrastructure. CIO COCKPIT DEMO: https://app.arcade.software/share/soc5qM8DD8DEiHwHS9FN

**Average Rating:** 4.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate CIO Cockpit?

- **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 9.2/10)
- **Adjustments:** 8.3/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.2/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind CIO Cockpit?

- **Seller:** [DextraData GmbH](https://www.g2.com/sellers/dextradata-gmbh)
- **Year Founded:** 1995
- **HQ Location:** Essen, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6ab070e9b9cba9645f9445d8dc34ad3b2540d6fbe495686242be13c307c46173&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdextradata-gmbh%2F&secure%5Burl_type%5D=linkedin_company_website)  
60 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Large, 33% Medium

#### What Do G2 Reviewers Say About CIO Cockpit?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **cost reduction** of CIO Cockpit, finding excellent value with its simplicity and quick implementation.
- Users value the **cost tracking efficiency** of CIO Cockpit, noting its excellent price-to-value ratio and simplicity.
- Users appreciate the **fast implementation and excellent support** of CIO Cockpit, enhancing their overall experience.
- Users appreciate the **high customer satisfaction** with CIO Cockpit, highlighting its value, simplicity, and attentive support.
- Users value the **responsive customer support** at CIO Cockpit, appreciating the skilled and friendly contacts available.

##### Cons

- Users find the **on-premise installation costly** , making it a barrier for some to fully adopt CIO Cockpit.
- Users find CIO Cockpit **lacking sufficient documentation** , making user-friendly software less effective without guidance.
- Users find the software user-friendly but notice a lack of **adequate documentation** that hinders effective use.

#### What Are Recent G2 Reviews of CIO Cockpit?

**["Introduction of a new IT cost planning and billing tool"](https://www.g2.com/survey_responses/cio-cockpit-review-10652068)**

**Rating:** 4.0/5.0 stars

_— Dominik C._

[Read full review](https://www.g2.com/survey_responses/cio-cockpit-review-10652068)

**["Lean (IT) Financial Management Solution with excellent support"](https://www.g2.com/survey_responses/cio-cockpit-review-10723447)**

**Rating:** 4.5/5.0 stars

_— Marco W._

[Read full review](https://www.g2.com/survey_responses/cio-cockpit-review-10723447)

### [Confido](https://www.g2.com/products/confido/reviews)

Confido is the AI infrastructure for CPG brands from deduction to production plan. We unify cash application, deductions, disputes, trade, forecasting, demand and supply planning, and S&OP in one integrated platform. The result: time savings, smarter decisions, and faster scaling. Confido is trusted by 250+ brands managing $40B+ in revenue.

**Average Rating:** 5.0/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Confido?

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

#### Who Is the Company Behind Confido?

- **Seller:** [Confido](https://www.g2.com/sellers/confido)
- **Company Website:** www.confidotech.com
- **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=79d167603569a8483f9ac470f36d056a719284adb5f174f3c801af54c3d7f4e6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconfidotech&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Confido?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Confido for its **continuous improvement** , enhancing usability and adapting to feedback for better forecasting.
- Users highly praise Confido for its **intuitive platform** and exceptional team support, enhancing their operational efficiency.
- Users praise Confido for its **intuitive platform and excellent team support** , enhancing their operational efficiency and forecasting.
- Users commend the **exceptional customer support** of Confido, highlighting responsiveness and genuine investment in partner success.
- Users enjoy the **ease of use** of Confido, appreciating its intuitive interface and responsive support team.

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

**["Wonderful Software That Has Saved Our Company both Time & Money"](https://www.g2.com/survey_responses/confido-review-11634480)**

**Rating:** 5.0/5.0 stars

_— Andrew U._

[Read full review](https://www.g2.com/survey_responses/confido-review-11634480)

**["Great tool and even better team behind it!"](https://www.g2.com/survey_responses/confido-review-11784390)**

**Rating:** 5.0/5.0 stars

_— Troy P._

[Read full review](https://www.g2.com/survey_responses/confido-review-11784390)

### [Exopen](https://www.g2.com/products/exopen/reviews)

Let Exopen help you to take your financial financial planning & analysis to the next level. With Exopen's flexible platform designed for self-service you work more efficiently and data-driven with your FP&A-processes. Analyze, plan, and collaborate with our products for budget, forecast, reporting, consolidation and analysis - completely tailored after your needs. We lean towards Microsoft platform and use Excel and Power BI visualization tools. Exopen is a B2B SaaS company that is passionate about financial planning and analysis and has helped over 10,000 CFO/Controllers to streamline their FP&A processes.

**Average Rating:** 4.7/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate Exopen?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Adjustments:** 8.3/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 7.8/10 (Category avg: 8.8/10)
- **Variance Analysis:** 7.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Exopen?

- **Seller:** [Exopen Systems AB](https://www.g2.com/sellers/exopen-systems-ab)
- **HQ Location:** Stockholm, SE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fccc4c3e2b7633ab0da2fd94002e38d08fa87527e73742aa22bc97c6c988e013&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fexopen%2F&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Small, 20% Large

#### What Do G2 Reviewers Say About Exopen?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Exopen, enhancing efficiency in budgeting and reporting tasks.
- Users appreciate the **user-friendly automation** of Exopen, making tasks easier and enhancing overall efficiency.
- Users appreciate Exopen's **budgeting efficiency** , finding it user-friendly and ideal for modern reporting needs.
- Users value the **user-friendly budgeting management** tools of Exopen that enhance efficiency in budgeting and reporting.
- Users appreciate the **customization** options of Exopen, allowing tailored solutions that enhance their experience.

##### Cons

- Users find the **affordability issues** with Exopen hinder transparent decision-making regarding its pricing structure.
- Users express concern about the **high cost** of Exopen, which affects overall value and accessibility.
- Users face **integration issues** with Exopen, leading to challenges when connecting with other systems and platforms.
- Users find Exopen easy to use, but miss **language options** like Albanian for better accessibility.
- Users report **poor customer support** from Exopen, leading to frustrations with resolving issues effectively.

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

**["Exopen seems like a solid B2B SaaS company which aligns well with the needs of modern professionals."](https://www.g2.com/survey_responses/exopen-review-10551538)**

**Rating:** 4.0/5.0 stars

_— Verified User in Investment Banking_

[Read full review](https://www.g2.com/survey_responses/exopen-review-10551538)

**["Simple yet powerful."](https://www.g2.com/survey_responses/exopen-review-9575168)**

**Rating:** 4.5/5.0 stars

_— Joakim W._

[Read full review](https://www.g2.com/survey_responses/exopen-review-9575168)

### [Finario](https://www.g2.com/products/finario/reviews)

From the smallest Capex request to the largest project, Finario’s enterprise capital planning & portfolio management solution gives finance and operation teams the data, insight and control necessary to drive higher returns on invested capital. Establishing a single-source of truth for Capex on our cloud platform extends financial process synchronization and value creation across the wider enterprise.

**Average Rating:** 4.6/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate Finario?

- **Adjustments:** 7.5/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.3/10 (Category avg: 8.8/10)
- **Variance Analysis:** 7.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Finario?

- **Seller:** [Finario](https://www.g2.com/sellers/finario)
- **Year Founded:** 2011
- **HQ Location:** Darien, US
- **Twitter:** @FinarioCorp  
36 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ce962a91314f6f12cb4a426ed36b8a311452ffce5d97db15da1f70e34eedc2cf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffinario-corp%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 40% Medium, 40% Small

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

**["Navigating capital planing excellence with Finario ERP solution"](https://www.g2.com/survey_responses/finario-review-8922176)**

**Rating:** 4.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/finario-review-8922176)

**["Seamless Financial Management Solution"](https://www.g2.com/survey_responses/finario-review-8306203)**

**Rating:** 4.5/5.0 stars

_— Chinmay B._

[Read full review](https://www.g2.com/survey_responses/finario-review-8306203)

### [fractal](https://www.g2.com/products/fractal-analytics-fractal/reviews)

Fractal Analytics offers predictive analytics and scoring Solutions for financial services, consumer products, retail and telecom sectors.

**Average Rating:** 4.6/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate fractal?

- **Has the product been a good partner in doing business?:** 10.0/10 (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:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind fractal?

- **Seller:** [Fractal Analytics](https://www.g2.com/sellers/fractal-analytics)
- **Year Founded:** 2000
- **HQ Location:** New York, US
- **Twitter:** @fractalites
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3f3b112dd6c5566adc5fd57759bcad1c7eb8c1822c1e4114b0af9f576bad298e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F26945&secure%5Burl_type%5D=linkedin_company_website)  
6,431 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Medium, 25% Large

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

**["Unveiling the Hidden Geometry"](https://www.g2.com/survey_responses/fractal-review-8523436)**

**Rating:** 4.5/5.0 stars

_— Manan S._

[Read full review](https://www.g2.com/survey_responses/fractal-review-8523436)

**["Fractal: A leading Predictive Analytics Tool"](https://www.g2.com/survey_responses/fractal-review-8482872)**

**Rating:** 4.5/5.0 stars

_— Praveen K._

[Read full review](https://www.g2.com/survey_responses/fractal-review-8482872)

### [Panax](https://www.g2.com/products/panax/reviews)

Automated treasury management that improves visibility, increases capital efficiency, and gives finance teams total control. Panax's mission is to simplify and automate cash flow management for finance teams, transforming this crucial aspect of business operations to be as easy and effortless as breathing, utilizing advanced technology and AI.

**Average Rating:** 5.0/5.0

**Total Reviews:** 10

#### Who Is the Company Behind Panax?

- **Seller:** [Panax LTD](https://www.g2.com/sellers/panax-ltd)
- **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=32e2521616f6f2ad4ec44ae6f93cc329076a15bde335598c67b7cc25ef5886de&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fthepanax%2F&secure%5Burl_type%5D=linkedin_company_website)  
75 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 40% Small

#### What Do G2 Reviewers Say About Panax?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation** of Panax, as it reduces manual work and enhances efficiency with real-time cash insights.
- Users value the **real-time cash visibility** and expertise of account managers, enhancing financial efficiency and reducing manual work.
- Users value the **efficiency** of Panax, as it automates tasks and provides real-time cash position insights.
- Users value the **great visibility of cash positions** and skilled account managers, enhancing financial management and oversight.
- Users commend the **great visibility** of Panax's cash position and the expertise of account managers.

##### Cons

- Users note **inadequate forecasting** features, but improvements are expected in future updates for Panax.
- Users find the **customization options limited** , particularly for more advanced preferences and needs.
- Users feel that the **customization options are a bit limited** , which may not satisfy more advanced needs.
- Users have noted **missing features** initially, though many requests have been addressed by the attentive CX team.

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

**["Panax bridged the gap between accounting and cash, optimized cash planning and free cash investments"](https://www.g2.com/survey_responses/panax-review-9988676)**

**Rating:** 5.0/5.0 stars

_— Amit S._

[Read full review](https://www.g2.com/survey_responses/panax-review-9988676)

**["Great software and great service. Panax helped us a lot in upgrading our cash management process"](https://www.g2.com/survey_responses/panax-review-10297186)**

**Rating:** 5.0/5.0 stars

_— אלעד ._

[Read full review](https://www.g2.com/survey_responses/panax-review-10297186)

### [Payflows](https://www.g2.com/products/payflows/reviews)

Payflows provides finance teams with real-time, centralized, automated visibility, access & control over all finance data & workflows. It combines a suite of modules for Procurement, Payments, Cash management & Cash collection, each excelling in its category. These modules seamlessly integrate to form a comprehensive financial platform, functioning as an ERP overlay.

**Average Rating:** 4.5/5.0

**Total Reviews:** 24

#### How Do G2 Users Rate Payflows?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Payflows?

- **Seller:** [Payflows](https://www.g2.com/sellers/payflows)
- **Year Founded:** 2022
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6af8149e238f23ece6a6e954c6eeb222be06046c56523f5f82934e8a9d495b11&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpayflows-io&secure%5Burl_type%5D=linkedin_company_website)  
45 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 83% Medium, 13% Small

#### What Do G2 Reviewers Say About Payflows?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **exceptional customer support** of Payflows, highlighting its responsiveness and seamless user experience.
- Users find Payflows to be incredibly **easy to use** , enabling quick adoption and smooth integration with existing systems.
- Users find the **implementation ease** of Payflows remarkable, leading to swift deployment and great integration capabilities.
- Users commend the **automation features** of Payflows for significantly enhancing operational efficiency and reducing manual work.
- Users highlight the **easy integrations** of Payflows, seamlessly connecting with existing systems for enhanced efficiency.

##### Cons

- Users experience **slow loading times** in Payflows, especially when handling extensive information in transactions.
- Users experience **slow performance** with Payflows, particularly during loading times and while using the search feature.
- Users feel the **improvements needed** in Payflows as the features are still under development and lack maturity.
- Users note that the **incomplete features** of Payflows indicate it is still in early development stages.
- Users face **inefficient search functionality** , resulting in frustrating loading times within the transactions menu.

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

**["Payflows: Empowering Procurement"](https://www.g2.com/survey_responses/payflows-review-10433900)**

**Rating:** 4.5/5.0 stars

_— Steven K._

[Read full review](https://www.g2.com/survey_responses/payflows-review-10433900)

**["finally some renewal"](https://www.g2.com/survey_responses/payflows-review-10514358)**

**Rating:** 4.0/5.0 stars

_— Verified User in Market Research_

[Read full review](https://www.g2.com/survey_responses/payflows-review-10514358)

### [Pulse | Cash Flow Management](https://www.g2.com/products/pulse-cash-flow-management/reviews)

Easily monitor the heartbeat of your small business—your cash. Pulse gives you the tools you need to manage your business’s cash flow. • Manage your cash flow. • Visualize your income and expenses. • Share your projections. See why Pulse is the best way to monitor your cash flow. Sign up for any plan and try Pulse absolutely free for 30 days.

**Average Rating:** 4.2/5.0

**Total Reviews:** 9

#### How Do G2 Users Rate Pulse | Cash Flow Management?

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

#### Who Is the Company Behind Pulse | Cash Flow Management?

- **Seller:** [Pulse](https://www.g2.com/sellers/pulse)
- **Year Founded:** 2017
- **HQ Location:** New York, NY
- **Twitter:** @pulseapp  
493 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®

#### Who Uses This Product?

- **Company Size:** 50% Small, 30% Medium

#### What Are Recent G2 Reviews of Pulse | Cash Flow Management?

**["Plus point is Pulse is web-based"](https://www.g2.com/survey_responses/pulse-cash-flow-management-review-7753994)**

**Rating:** 4.5/5.0 stars

_— Pervaiz D._

[Read full review](https://www.g2.com/survey_responses/pulse-cash-flow-management-review-7753994)

**["Easy to Visualize"](https://www.g2.com/survey_responses/pulse-cash-flow-management-review-7761438)**

**Rating:** 5.0/5.0 stars

_— SHREYASH M._

[Read full review](https://www.g2.com/survey_responses/pulse-cash-flow-management-review-7761438)

#### What Are G2 Users Discussing About Pulse | Cash Flow Management?

- [What is business Pulse?](https://www.g2.com/discussions/what-is-business-pulse)
- [What are the 5 cash management tools?](https://www.g2.com/discussions/what-are-the-5-cash-management-tools)
- [What is the most important tool in cash management?](https://www.g2.com/discussions/what-is-the-most-important-tool-in-cash-management)
- [What is cash flow management software?](https://www.g2.com/discussions/what-is-cash-flow-management-software)

### [Synario](https://www.g2.com/products/synario/reviews)

As the industry leader in transformative financial modeling software, we know just how critical the success of a long-range plan can be for your organization. Modern businesses need an explorative, collaborative, and comprehensive modeling platform to actualize their long-term strategic visions. Synario is just such a software platform, designed specifically to conduct prospective time-series financial analysis, with the flexibility to meet and adapt to current and future modeling needs. It is a purpose-built tool that can be customized to efficiently project and analyze the strategic scenarios and what-if questions needed to chart the right financial trajectory. Synario offers: • Easy configuration and integration with existing systems, including your budget system. • Multiverse Modeling™ technology that gives users the ability to develop, manage, and analyze unlimited scenarios, allowing for the exploration of future opportunities and risks from a singular model. • Dynamic visualization, whereby users drive assumptions and scenarios from customized decks to create quantitatively-supported real-time conversations and foster collaboration among stakeholders. With Synario, your organization will have the ability to design and build any projection logic, analyze any set of problems (operating and/or capital-related), and dynamically report the results to different groups of stakeholders. Synario will become the strategic (mission-level) decision-making tool that guides your business to a profitable future.

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Synario?

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

#### Who Is the Company Behind Synario?

- **Seller:** [PFM Solutions](https://www.g2.com/sellers/pfm-solutions)
- **HQ Location:** Philadelphia, US
- **Twitter:** @mi\_synario  
192 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=286061d782a43738048d7986038ecacf07bd4469cdf0c9ad049d3c1b83854795&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsynario&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

**["Synario is a great tool!"](https://www.g2.com/survey_responses/synario-review-4467278)**

**Rating:** 5.0/5.0 stars

_— Verified User in Higher Education_

[Read full review](https://www.g2.com/survey_responses/synario-review-4467278)

**["Synario offers a robust, powerful modeling tool, guided by a highly qualified team of experts."](https://www.g2.com/survey_responses/synario-review-4446934)**

**Rating:** 5.0/5.0 stars

_— Mary Ellen B._

[Read full review](https://www.g2.com/survey_responses/synario-review-4446934)

#### What Are G2 Users Discussing About Synario?

- [What is Synario used for?](https://www.g2.com/discussions/what-is-synario-used-for)

- [‹ Prev‹ Prev](/categories/budgeting-and-forecasting?metadata_cid=1585992&order=g2_score&page=6#product-list)
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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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