Best Budgeting and Forecasting Software - Page 19

OS/

OS/ is an agency software aimed at agencies, consultancies, studios and corporate groups. With OS/, users can manage their projects more efficiently and stay in control of their budget. The software is GoDB, GDPR and TISAX compliant. Pricing varies depending on company size and required functions. OS/ was developed from an in-house agency and therefore knows the daily hurdles and needs of project-oriented companies. With the trust of our customers, we have managed to successfully complete 25,000 projects in 2024. What are the most important functions at OS/? Project costing and billing controlling reporting Time recording resource planning

PerpetualBudget

PerpetualBudget.com is a web budgeting solution and so much more! This application has a rich history first as a Windows desktop budgeting program that evolved into a cloud project budgeting and spend management application.

Plan4IT

Planer

Cloud-based budgeting application that enables finance teams to create structured annual budgets by cost center and month. Features automatic calculation of totals and variances, plan-vs-actual comparison tables, and CSV export functionality for reporting and audit handovers. Designed as a replacement for spreadsheet-based budget workflows.

Planned Profit

PlanSmart

AI-native merchandise financial planning solution PlanSmart empowers retailers to create intelligent, forecast-driven plans while optimizing open-to-buy budgets, ensuring strategic alignment and financial efficiency. -AI-Forecasted, Sales-Driven Financial Planning -Optimized Plans Based on Targets -Planning Flexibility Across Merchandise and Location Hierarchies, Including Alternative Hierarchies -Demand Transparency and Consumer-Centric Plans for Improved Margins -Scenario Planning and Version Control -Exception Management & Simplified Review Process

Plika

Plika is a CFP&A solution created by and for corporate finance professionals. Through automation and analysis, Plika allows you to say "Goodbye" to Spreadsheets to spend "more time analyzing and less time preparing" in the Planning, Management Control, Forecasting and Reporting processes. Working as a hub, Plika enables integration with ERP, CRM, Bi, and data sources to ensure financial reports are fed with actual and projected information in simple steps.

PocketGuard

Poindexter

Poindexter is an automated financial projection software.

Powdr

PreviBiz

PreviBiz est un logiciel en ligne de prévisionnel et de pilotage financier pour les dirigeants de TPE et PME, conçu pour être utilisé sans formation financière. Le dirigeant pose ses hypothèses (ventes et saisonnalité, abonnements et attrition, salaires, investissements, emprunts) et PreviBiz calcule le compte de résultat, le plan de trésorerie et le bilan, mois par mois, jusqu'à 10 ans. Chaque mois, les chiffres réels sont importés depuis la comptabilité (fichier FEC ou grand livre), sans ressaisie : le réalisé remplace le prévisionnel sur les mois écoulés et PreviBiz recalcule l'atterrissage de fin d'exercice. Le logiciel propose aussi des scénarios comparés et des stress-tests, un calculateur de besoin de financement, un test d'éligibilité au crédit, un dossier bancaire exportable en Word ou PowerPoint, la consolidation multi-sociétés et l'accès multi-utilisateurs. Tous secteurs : commerce, services, BTP, restauration, et en particulier les activités à abonnement comme les salles de sport. Données hébergées en France. 49 € HT par mois ou 490 € HT par an, par société, sans engagement, avec 7 jours d'essai gratuit.

Previo Finance

Previo Finance is cash flow forecasting software for small businesses and freelancers in Italy. It builds a 12-month rolling forecast from customers, suppliers, payroll with social contributions, fixed expenses and Italian taxes (quarterly VAT, F24 deadlines, regime forfettario), shows base, optimistic and pessimistic scenarios side by side, and warns you before cash runs low. Connect Fatture in Cloud to import invoices, and your bank via Open Banking (PSD2, read-only through finAPI) to compare the forecast with real balances. A decision simulator tests hires, cost cuts and payment delays before you make them; a sales pipeline adds weighted deals to the forecast; AI categorises bank transactions and suggests forecast adjustments that you confirm. Reports export to PDF and Excel. Data hosted in the EU (Ireland). Available in Italian, English, French, German, Spanish and Portuguese. EUR 34/month or EUR 340/year, 30-day free trial with no card required.

Profit Isle

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

Profitmind

ProfitSee

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