Best Budgeting and Forecasting Software - Page 21

How Many Budgeting and Forecasting Software Products Does G2 Track?

Total Products under this Category: 318

Category Stats (Sep 2026)

  • Average Rating: 4.48/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Unit4 FP&A (+2.34%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Budgeting and Forecasting Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 14,200+ Authentic Reviews
  • 318+ 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: Workday Adaptive Planning, Datarails, Anaplan, Vena, IBM Planning Analytics, Aleph, Planful, and Martus.

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

Tech for CFO

Tech for CFO is a suite of ten QuickBooks Online-connected apps built for owner-operators and controllers at $2-50M companies. Each tool connects read-only to QuickBooks and turns your live ledger into a specific finance deliverable - a cash runway projection, a covenant-compliance packet, an AR collections worklist, a variance narrative, a margin breakdown - the kind of analysis normally reserved for a full finance department. No data re-keying, no rip-and-replace: connect QuickBooks and start the same day. One Suite plan ($199/mo) covers all ten tools, with a 14-day free trial and read-only access you can disconnect anytime.

Who Is the Company Behind Tech for CFO?

Toolpack365

How it works: Toolpack 365 connects to Uniconta, e-conomic and Dynamics 365 BC via API and automatically syncs financial data, sales data, chart of accounts, dimensions and master data to a customer-specific data warehouse in Microsoft Azure. Data updates daily. You work with pre-built Power BI dashboards and Excel templates — tools already in your Microsoft environment. Key capabilities: • Operational budgeting with budget proposals from historical BC data • Forecasts with automatic actuals integration • Automated monthly reporting for management, board and bank • Cash flow analysis with scenario simulation • Group consolidation across multiple ERP systems and currencies Why users choose Toolpack 365: • Native Microsoft ecosystem: Azure, Power BI, Excel, Teams • Short learning curve — familiar technology • 3,000+ customers across Denmark, Iceland and Greenland

Who Is the Company Behind Toolpack365?

TRESIO

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

Who Is the Company Behind TRESIO?

  • Seller: Tresio
  • Year Founded: 2020
  • HQ Location: Zürich, CH
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

True Sky

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

Who Is the Company Behind True Sky?

  • Seller: True Sky
  • Year Founded: 2013
  • HQ Location: Markham, CA
  • Twitter: @TrueSkyCPM
    403 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Uniflow

Who Is the Company Behind Uniflow?

Up Your Cash Flow

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

Who Is the Company Behind Up Your Cash Flow?

ValQ

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

Who Is the Company Behind ValQ?

  • Seller: Lumel
  • HQ Location: Plano, Texas
  • Twitter: @xvizsuite
    89 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Vantage Risk and Budgeting

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

Who Is the Company Behind Vantage Risk and Budgeting?

  • Seller: Fiserv
  • Year Founded: 1984
  • HQ Location: Milwaukee, US
  • Twitter: @Fiserv
    26,459 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    33,305 employees on LinkedIn®
  • Ownership: BMV:FISV

Visual Cash Focus

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

Who Is the Company Behind Visual Cash Focus?

Whatifi

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

Who Is the Company Behind Whatifi?

  • Seller: Whatifi
  • Year Founded: 2016
  • HQ Location: Vancouver, CA
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®
Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated June 24, 2026