Best Budgeting and Forecasting Software - Page 26

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)

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?

Valoptia.ABC

Who Is the Company Behind Valoptia.ABC?

  • Seller: Valoptia
  • Year Founded: 2011
  • HQ Location: Boulogne-Billancourt, FR
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

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
    17 employees on LinkedIn®

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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
    34,136 employees on LinkedIn®
  • Ownership: BMV:FISV

vaultbox

vaultbox is a digital safety deposit box that helps digital natives become digitally organised by providing bank-quality encryption and storage of key information and documents. vaultbox also supports financial and legacy planning by leading users through the preparation of their personal asset and liability registry.

Who Is the Company Behind vaultbox?

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?

Visyond

Turn your Excel into an insights machine anybody can drive. Visualize your spreadsheets as predictive dashboards, automate financial statements, and collaborate on what-if and risk analyses while protecting the model, sensitive data, and controlling exactly how much each and every person can interact with it. Keep the flexibility of a spreadsheet - use the familiar syntax of Excel — including dynamic arrays and XLOOKUPs — and quickly analyze the model, its scenarios, and create interactive visualizations for your team. Be in control - boost your team’s capabilities to get insights from and contribute information to the central spreadsheet in a secure and organized way that you control. Get answers in minutes - establish a visualization layer for your team to ask the central model ‘what-if’ questions, analyze scenarios and risks, and share interactive insights in minutes. Fewer errors, better security - improve data accuracy, reduce the risk of errors, protect sensitive information, and make better decisions, faster.

Average Rating: 4.8/5.0

Total Reviews: 6

How Do G2 Users Rate Visyond?

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

Who Is the Company Behind Visyond?

  • Seller: Besnik Vrellaku
  • Year Founded: 2013
  • HQ Location: London, GB
  • Twitter: @visyond
    66 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 33% Medium

What Are Recent G2 Reviews of Visyond?

What Are G2 Users Discussing About Visyond?

Weal

Who Is the Company Behind Weal?

  • Seller: Trilops
  • Year Founded: 2023
  • HQ Location: Sheridan, US
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

WellyBox

Wellybox expense tracker automatically scans your email inbox for receipts, and captures each and every expense. It instantly extracts and records expenses in your bookkeeping software, cloud storage account, spreadsheet or wherever you choose, so the data is complete, well-organized and ready for tax calculations. WellyBox also rapidly extracts and records expense data from paper receipts, so you never need to waste time -- or patience! -- on manual data entry again. With Wellybox, expense management and expense tracking are faster, simpler and less tedious than you ever imagined they could be!

Average Rating: 3.3/5.0

Total Reviews: 7

Who Is the Company Behind WellyBox?

  • Seller: WellyBox
  • Year Founded: 2019
  • HQ Location: Tel Aviv, IL
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 71% Small

What Do G2 Reviewers Say About WellyBox?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of WellyBox, finding it simple to set up and efficient in organizing receipts.
  • Users appreciate the convenience of WellyBox, effortlessly collecting receipts directly from their inbox without manual effort.
  • Users appreciate the automated data entry of WellyBox, saving time by effortlessly collecting receipts from their email.
  • Users appreciate the easy integration with various platforms, streamlining accounting tasks and enhancing overall efficiency.
  • Users value the time-saving efficiency of WellyBox, automating receipt collection and streamlining their accounting processes.
Cons
  • Users face integration issues with WellyBox, citing slow performance and limited connections to essential tools.
  • Users find limited options in customization and subscription models, restricting their workflow and flexibility.
  • Users find that manual entry can be tedious as some receipts are often missed or miscategorized, needing corrections.
  • Users face challenges with missed or mis-categorized receipts, leading to occasional manual adjustments in management.
  • Users find admin limitations in WellyBox hinder efficiency, particularly with mis-categorized receipts and basic integrations.

What Are Recent G2 Reviews of WellyBox?

WETHOD

wethod is an integrated management platform that breaks down the traditional barriers between CRM and Project Management. Designed specifically for project-based organizations, it provides a real-time, unified view of budgets, resources, and margins, ensuring financial health is never an afterthought. Beyond simple task tracking, wethod coordinates complex activities by turning operational data into strategic insights: - End-to-end visibility: seamlessly connect your sales pipeline to project delivery. Forecast workloads and future revenues before the deal is even signed. - Real-time profitability: Monitor margins and budget consumption as they happen. No more waiting for end-of-month reports. - Resource harmony: Balance team capacity with a visual planning tool that respects both project deadlines and people's time. By centralizing KPIs from lead to invoice, wethod is a "single source of truth": a decision-making engine to scale with confidence while keeping teams aligned.

Average Rating: 4.6/5.0

Total Reviews: 14

How Do G2 Users Rate WETHOD?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.2/10)

Who Is the Company Behind WETHOD?

  • Seller: WETHOD
  • Year Founded: 2015
  • HQ Location: Roncade, IT
  • Twitter: @wethodhq
    135 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Consulting
  • Company Size: 57% Medium, 43% Small

What Are Recent G2 Reviews of WETHOD?

What Are G2 Users Discussing About WETHOD?

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®

WizeFi

Who Is the Company Behind WizeFi?

  • Seller: WizeFi
  • Year Founded: 2022
  • HQ Location: San Luis Obispo, US
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

XLReporting

XLReporting is an online Reporting and Budgeting Platform to create reports, budgets, and forecasts the way you want. As a controller or accountant, you want to automate your budget process by connecting your data sources and consolidating budget submissions by users. You can control the workflow, manage user permissions, and see the process status and history of changes at all times. - Design your own budget models in a built-in spreadsheet editor that is compatible with Excel. A familiar environment with the power of a database. - Define your own business structure - Import your data with 30+ connectors (QuickBooks, Xero, Sage, Exact, Excel). - Analyze your numbers. Choose from over 30 different visualisations and create automated reports. Publish or share your reports in a dashboard. Connect to your source. Consolidate automatically. Make decisions with confidence.

Who Is the Company Behind XLReporting?

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