Best Budgeting and Forecasting Software - Page 24

How Many Budgeting and Forecasting Software Products Does G2 Track?

Total Products under this Category: 391

Category Stats (Nov 2026)

  • Average Rating: 4.49/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Cash Flow Frog (+1.75%) - Among all products in this category, Cash Flow Frog recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Budgeting and Forecasting Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 15,600+ Authentic Reviews
  • 391+ 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: Adaptive from Workday, Anaplan, Datarails, Vena, IBM Planning Analytics, Aleph, Martus, and Fathom.

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

Scaleup Finance

Scaleup Finance is the first Financial Management Platform for budgeting forecasting, reporting, and better KPIs tracking. Easily consolidating data across ERP and CRM platforms, Scaleup Finance empowers founders and financial professionals to automate financial workflows, improve insights and deliver high-quality reporting. Scaleup was founded in 2021 by serial entrepreneurs frustrated by the laborious workload and high complexity associated with financial planning and reporting for fundraising startups with multiple stakeholders. Scaleup Finance seamlessly combines cutting-edge automation with the expertise of a dedicated part-time CFO, providing you with a holistic financial toolkit that transforms the way you manage your finances. Today, Scaleup is a key part of some of the fastest-growing companies in Denmark and the UK, helping them align, collaborate and plan for the future. To learn more and to see it in action, visit www.scaleup.finance. Key Features: Automated Budgeting, Forecasting, and Reporting: Streamline your financial processes effortlessly. Scaleup Finance automates tedious tasks, allowing you to focus on strategic decision-making rather than getting lost in spreadsheets. Dedicated Part-Time CFO: Gain a competitive edge with access to a seasoned Chief Financial Officer as part of our service. Benefit from invaluable insights and strategic financial guidance tailored to your business needs. KPI Dashboards: Visualize your key performance indicators (KPIs) at a glance. Our user-friendly dashboards provide real-time data, enabling you to make informed decisions and stay ahead of the curve. Profit and Loss (PNL) Analysis: Uncover the financial health of your business with detailed Profit and Loss statements. Identify areas for improvement and capitalize on opportunities to maximize profitability. Cashflow Analysis: Take control of your cash flow with in-depth analysis. Scaleup Finance helps you anticipate, manage, and optimize your cash flow, ensuring the financial stability of your business

Who Is the Company Behind Scaleup Finance?

Serviceware Financial

Serviceware Financial is a leading software tool for the Financial Management of your IT and Shared Services. With a structured service catalog, a detailed cost-to-service-flow and the capabilities to create virtually infinite budgeting scenarios, you can create as much cost transparency as you need. Automated capabilities for documentation allow for simplified, tax-compliant reporting and adherence to all transfer pricing regulations. Serviceware Financial is the easiest way to cut down on IT and Shared Service costs and prove to your business the true value of your services. Let's talk about Cloud Cost Management and Cloud Economics Cloud costs are analyzed and cloud operations right-sized simultaneously. Integrates with VMware Aria Cost powered by CloudHealth®, supporting all major public cloud vendors. Let's talk about time-to-value Enterprise customers profit from Serviceware Financial in multiple ways. The ignition spark on your way from data to dashboard is the underlying calculation model. We call it ‘Digital Value Model’, because it provides enough flexibility to incorporate enterprise-specific tags and attributes when allocating costs, while managing budget and demand are standardized on the processes layer, all with a focus on uncovering those value creating opportunities. With flexibility and standards in balance, customers’ sometimes herculean efforts for implementation are reduced significantly. They can draw from best practices and get a head start on their way to the multiple benefits of TBM as defined by the TBM council. The Digital Value Model is your autobahn to TBM.

Who Is the Company Behind Serviceware Financial?

  • Seller: SERVICEWARE SE
  • Year Founded: 1998
  • HQ Location: Idstein, Hesse
  • Twitter: @serviceware
    193 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    360 employees on LinkedIn®

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SkyClerk

SkyClerk is a bokkeeping software.

Who Is the Company Behind SkyClerk?

Sleek Bill

Designed to make billing easier than ever, Sleek Bill is an invoicing software that offers an easy-to-use interface, beautiful invoices and quick access to reports.

Average Rating: 4.8/5.0

Total Reviews: 13

How Do G2 Users Rate Sleek Bill?

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

Who Is the Company Behind Sleek Bill?

  • Seller: Sleek Bill
  • Year Founded: 2015
  • HQ Location: Pune, IN
  • Twitter: @SleekBill
    17 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 92% Small, 8% Medium

What Do G2 Reviewers Say About Sleek Bill?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the timely customer support from Sleek Bill, ensuring a smooth and efficient experience.
  • Users appreciate the ease of use of Sleek Bill, highlighting its user-friendly interface and responsive support.
  • Users find the intuitive interface of Sleek Bill simplifies creating e-invoices and understanding ledger reports.
  • Users find the invoicing process simple with Sleek Bill, appreciating the ease of creating e-invoices and understanding reports.
  • Users appreciate the effective time tracking features of Sleek Bill, enhancing their invoicing and payment management experience.
Cons
  • Users desire more customization options for invoices and integration with WhatsApp for better usability.

What Are Recent G2 Reviews of Sleek Bill?

What Are G2 Users Discussing About Sleek Bill?

Smartbooks.AI

Automating Planning, Consolidation and Management reporting, together with AI

Who Is the Company Behind Smartbooks.AI?

SMART BPF

Who Is the Company Behind SMART BPF?

  • Seller: Selda
  • Year Founded: 1977
  • HQ Location: Ascoli Piceno, IT
  • LinkedIn® Page: www.linkedin.com
    23 employees on LinkedIn®

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.

Who Is the Company Behind SmartCalcLabs?

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.

Who Is the Company Behind SMPL.ai?

  • Seller: SMPL.ai
  • Year Founded: 2026
  • HQ Location: Portland, US
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Sole

Sole is an intuitive accounting software for Australian solopreneurs and small business owners. Born in Australia and explicitly tailored for Aussie needs, Sole offers a seamless, efficient, and reliable way to manage your business finances without ongoing costs. Whether you’re sending invoices, tracking expenses, or preparing for tax time, Sole provides all the tools to stay on top of your finances. Why Choose Sole: - Time-Saving: Automating financial tasks can save 3-5 hours weekly, allowing you more time to focus on your business. - Fast Payments: Automate payment follow-ups to get paid faster, reducing manual work. - Affordable Pricing: Sole offers a free forever tier and is Australia's most affordable accounting software, providing an excellent return on investment (ROI). - User-Friendly: Designed for simplicity, Sole requires no formal training, making it accessible to all users. - Exceptional Support: Benefit from our dedicated Aussie support team, ready to assist you whenever needed. What Sets Sole Apart: - Free Forever Tier: Enjoy essential accounting features at no cost. - Automated Features: Sole automates key processes to save you time and effort from invoicing to tax preparation. - Transparency: Clear, affordable pricing with no hidden fees. - Local Expertise: Sole is made in Australia for Australians, ensuring it meets local business needs and regulatory requirements. Key Features: - Professional Quotes and Invoices: Create and send unlimited, personalized quotes and invoices. - Bank Account Integration: Connect multiple bank accounts to track income and expenses effortlessly. - Tax Preparation: Simplify and maximize your tax deductions and easily prepare for tax time. - Collaboration: Work in real-time with your accountant, ensuring all your financial data is organized and accessible. - Mobile Access: Manage your business finances from any computer or mobile device, providing flexibility and convenience. Who is Sole For: - Sole traders and small business owners with no complex payroll requirements. - Individuals looking for an affordable, efficient, and easy-to-use accounting solution. - Those who need real-time access to their financial data on any device. - Users who want to collaborate with their accountants using the software. Sign up for Sole and save time, maximise your tax returns, and get paid faster. Join the growing community of Aussie solopreneurs who trust Sole to manage their business finances.

Who Is the Company Behind Sole?

  • Seller: Sole App
  • Year Founded: 2021
  • HQ Location: Brisbane City, AU
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

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.

Who Is the Company Behind Spendbaker?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated June 24, 2026