Best Budgeting and Forecasting Software - Page 28

How Many Budgeting and Forecasting Software Products Does G2 Track?

Total Products under this Category: 434

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
  • 23,200+ Authentic Reviews
  • 434+ 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, IBM Planning Analytics, Vena, Aleph, Spendesk, and Martus.

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=ibm-planning-analytics&focus%5B%5D=vena&focus%5B%5D=getaleph&focus%5B%5D=spendesk&focus%5B%5D=martus)

Total Synergy

Founded in Australia in 1999, Total Synergy is an Australian-built project management platform created specifically for architecture and engineering (A&E) firms. What began as a simple idea to simplify project management for A&E firms, has grown into a globally trusted platform supporting A&E businesses across Australia, New Zealand, the UK and beyond. Total Synergy brings project delivery and business management into one connected system. Designed for the way architects and engineers actually work, our all-in-one platform includes: • Project management and job tracking • Resource planning and capacity management • Timesheets and time tracking • Stage-based and discipline-based invoicing • Budget tracking and cost management • Work in progress (WIP) visibility • Real-time reporting and dashboards • Revenue forecasting • Document management • Client and contact management (CRM) • Expense tracking • Accounting integrations (including Xero and MYOB) • Business intelligence and performance insights By connecting operational and financial data in real time, Total Synergy gives A&E leaders complete visibility across projects, people, and profitability. We help firms reduce manual processes, eliminate spreadsheets, improve cash flow, and make confident commercial decisions earlier. Trusted by hundreds of architecture and engineering practices worldwide, Total Synergy continues to evolve with one clear goal: to provide the clearest path to project profitability. Find out more: www.totalsynergy.com

Average Rating: 4.3/5.0

Total Reviews: 37

How Do G2 Users Rate Total Synergy?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.2/10)

Who Is the Company Behind Total Synergy?

  • Seller: Total Synergy
  • Company Website:
  • Year Founded: 1999
  • HQ Location: North Sydney, Australia
  • LinkedIn® Page: www.linkedin.com
    65 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Civil Engineering, Architecture & Planning
  • Company Size: 67% Small, 26% Medium

What Do G2 Reviewers Say About Total Synergy?

AI-generated summary from verified user reviews

Pros
  • Users find Total Synergy’s ease of use impressive, streamlining tasks and enhancing overall project management efficiency.
  • Users commend the amazing customer support of Total Synergy, enhancing their overall experience and ease of use.
  • Users value the user-friendly project management features of Total Synergy, which simplify budgeting and enhance efficiency.
  • Users appreciate the efficient project tracking in Total Synergy, simplifying budget management and reducing workload significantly.
  • Users value the task tracking efficiency of Total Synergy, significantly simplifying project management and reducing workload.
Cons
  • Users express concerns over high billing issues, which may impact their long-term use of Total Synergy.
  • Users express concerns about the high cost of Total Synergy's Enterprise version affecting long-term usage decisions.
  • Users note the high cost of Total Synergy, which may impact long-term use decisions.
  • Users note significant integration issues with Total Synergy, particularly with Xero's communication capabilities.
  • Users note the lack of integration between Total Synergy and Xero, hindering seamless communication and workflow.

What Are Recent G2 Reviews of Total Synergy?

TRADOGRAM

Tradogram is cloud-based procurement software built for growing organizations that need more control over purchasing without adding unnecessary complexity. The platform brings the procurement process into a single connected system, from the first purchase request through approval, ordering, receiving, invoice processing, and payment. Procurement and finance teams can see what is being requested, approved, ordered, received, and spent without chasing spreadsheets, emails or disconnected records. Tradogram includes tools for: Purchase requisitions and configurable approval workflows Purchase order management RFQs, RFPs and strategic sourcing Supplier onboarding and performance management Receiving and delivery tracking Invoice processing and three-way matching Budget and spend tracking Contract management Expense management Inventory management Multi-location and multi-entity procurement Procurement reporting and analytics TradoScan AI reduces manual data entry by reading purchasing documents such as quotes, invoices, and receipts. It extracts relevant information, creates structured procurement records, and flags invoice discrepancies during the matching process. Teams can configure request forms, purchasing rules, approval chains, permissions, and workflows to align with the way their organization already operates. Tradogram also connects procurement with finance through integrations with accounting and ERP systems including QuickBooks, Xero, NetSuite, Sage, Microsoft Dynamics and SAP. API, SSO and PunchOut options are available for organizations with broader integration requirements. Tradogram is a strong fit for growing and mid-market organizations moving beyond spreadsheets, email approvals and disconnected purchasing processes, as well as larger organizations that need procurement control across multiple departments, locations or entities. The goal is simple: give procurement, finance and operations one place to manage purchasing, control spend and maintain a clear audit trail from request to payment.

Average Rating: 4.3/5.0

Total Reviews: 37

How Do G2 Users Rate TRADOGRAM?

  • Has the product been a good partner in doing business?: 8.1/10 (Category avg: 9.2/10)

Who Is the Company Behind TRADOGRAM?

  • Seller: Tradogram, Inc.
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Tbilisi, GE
  • LinkedIn® Page: www.linkedin.com
    23 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 49% Medium, 43% Small

What Do G2 Reviewers Say About TRADOGRAM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of TRADOGRAM, enjoying its intuitive interface and accessibility for teamwork.
  • Users appreciate the intuitive interface of TRADOGRAM, enhancing user interaction and simplifying the procurement process.
  • Users appreciate the efficient and helpful customer support of Tradogram, resolving queries promptly and effectively.
  • Users value the organized tracking system of Tradogram, enhancing procurement management and budget oversight effortlessly.
  • Users appreciate the tracking ease of Tradogram, enabling efficient management of procurement processes and financial organization.
Cons
  • Users find the inconvenience of manual quote input and extra steps frustrating, hindering efficiency in TRADOGRAM.
  • Users experience inefficient procurement due to tedious item registration and manual quote input processes in TRADOGRAM.
  • Users face a steep learning curve with TRADOGRAM, making initial setup and navigation challenging and inefficient.
  • Users face supplier issues with TRADOGRAM, struggling with independent quotes and challenging setup processes.
  • Users find integration issues in TRADOGRAM, particularly with inventory management and external budget systems, limiting efficiency.

What Are Recent G2 Reviews of TRADOGRAM?

What Are G2 Users Discussing About TRADOGRAM?

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.

Who Is the Company Behind Trenston?

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works

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®

Triskell

Triskell is an Enterprise solution focused on Strategy Execution Management with advanced Project Portfolio Management features, helping to fill the gap between planning and proper execution. Triskell allows companies to plan, prioritize, manage, and monitor their organization’s initiatives. It includes tools for demand management, capacity management, project portfolio management, application portfolio management, resource management, financial management, waterfall and agile project management, and IT service portfolio management.

Average Rating: 4.4/5.0

Total Reviews: 9

How Do G2 Users Rate Triskell?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)

Who Is the Company Behind Triskell?

Who Uses This Product?

  • Company Size: 42% Medium, 42% Small

What Do G2 Reviewers Say About Triskell?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the comprehensive portfolio management of Triskell, which aligns projects with business objectives efficiently.
  • Users love the ease of use of Triskell, making project management efficient across all platforms.
  • Users value the efficiency speed of Triskell, which enhances project and resource management significantly.
  • Users value the clear visualisation and alignment with business objectives in Triskell, enhancing project tracking and decision making.
  • Users value the graphical resource management capabilities of Triskell, enhancing efficiency in project portfolio management.
Cons
  • Users find the learning curve steep, requiring time and training to fully utilize Triskell's extensive functionalities.
  • Users find the beginner difficulty challenging initially, but appreciate the platform's unmatched features once mastered.
  • Users face difficulties integrating Triskell PPM with other tools, affecting customizability and overall user experience.
  • Users indicate that the high complexity of Triskell demands significant time and training to harness its features effectively.
  • Users feel that the lack of multiple language support limits Triskell's usability and accessibility for diverse users.

What Are Recent G2 Reviews of Triskell?

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
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

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

Who Is the Company Behind Turbobulls?

UpClear Blue RGM

UpClear is a software company and maker of Blue, an intelligence platform used by Consumer Goods brands. We deliver a holistic Revenue Growth Management solution, including capabilities for TPM, TPO, IBP, and RGM. Our mission is to empower brands to maximize revenue performance and trade investment returns through intelligent, collaborative software—providing a single source of truth, streamlined automation, and actionable insights. The Blue RGM Intelligence Platform supports end-to-end gross-to-net revenue management processes: Annual Operating Planning, Account Planning, and Execution. Solutions are woven together with analytics, artificial intelligence, and data management that connects teams and business systems.

Average Rating: 4.6/5.0

Total Reviews: 5

How Do G2 Users Rate UpClear Blue RGM?

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

Who Is the Company Behind UpClear Blue RGM?

  • Seller: UpClear
  • Company Website:
  • Year Founded: 2007
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    81 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of UpClear Blue RGM?

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?

USU FinOps

Cloud optimization software like USU FinOps help you understand your cloud spend and find real savings. Use Virtual Tags to easily set up complex business rules and allocate costs exactly where they belong. As your software and solutions partner, we’ll help you build a strong, end-to-end FinOps strategy that fits your business needs.

Who Is the Company Behind USU FinOps?

  • Seller: USU
  • Year Founded: 1977
  • HQ Location: Möglingen, Germany
  • LinkedIn® Page: www.linkedin.com
    421 employees on LinkedIn®
  • Ownership: ETR: OSP2

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?

ValueAmp

ValueAmp turns your accounts into monthly financials, a KPI scorecard, budgets and forecasts, a 13-week cash flow forecast and board-ready packs, built by senior finance directors for growing UK businesses turning over £2m–£50m. It connects to Xero, with Excel import, and multi-entity groups can consolidate into one view. Plans start from £295 a month, and the first board pack typically arrives in about 90 days.

Who Is the Company Behind ValueAmp?

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
  • LinkedIn® Page: www.linkedin.com
    34,136 employees on LinkedIn®
  • Ownership: BMV:FISV
  • Total Revenue (USD mm): $14,852
Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated June 24, 2026