Best Budgeting and Forecasting Software - Page 21

Skwad

Smartbooks.AI

Automating Planning, Consolidation and Management reporting, together with AI

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.

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.

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

Startup Financial Model

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.

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.

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