Best Budgeting and Forecasting Software - Page 22

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

Trenston

Trenston is a Founder & CEO Operating System: web software that puts a company’s money, sales, team, tasks and decisions in one place, so the person running the company can see what changed, what needs their decision, and what they can hand off. Each time you open it, the Briefing summarizes your live data. It flags departments that haven’t been updated, ranks pending approvals in a Decision Center, and lets you ask questions in plain language. It also connects to QuickBooks, Xero, HubSpot, Slack and Google Calendar and Drive. It is made for founders and CEOs, but your team can work in it too. You invite them, and each person adds their own updates, tasks and records to their department’s page, so the CEO sees everything in one place without chasing anyone.

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!

True North Budgeting

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.

Turbobulls

Turbobulls encrypts your transactions on your device, with AES-256, before they are sent. What reaches the server is ciphertext, so your holdings, amounts and balances are not readable by us. That is a property of the architecture, not a policy we promise to keep. It runs in the browser, so you get that property on every device you own, with the return math already done for you rather than left as an export. What it tracks. Stocks, ETFs, crypto and funds across any number of brokers and accounts, in over 30 currencies with FX applied on the trade date. Unlisted holdings too - property, private equity, collectibles - as custom assets. Alongside that, the personal-finance side: cash accounts, income and expenses with categories, savings rate, and a projection of progress toward financial independence. The math. ROI, money-weighted return (IRR), time-weighted return, Sharpe ratio, maximum drawdown, return volatility, MOIC, realised against unrealised gains, cost basis per lot, and the c

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.

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.

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.