Best Budgeting and Forecasting Software - Page 29

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.

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.

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

Waypoint Budget

Weal

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

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

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.

WizeFi

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.

Yardsum

Yestivo

Yestivo is event budget software for event agencies, corporate event teams, production companies and DMCs. Your team builds each event's budget in an Excel-like grid with formulas, paste and keyboard moves, or imports an existing Excel file. The client gets a private link by email, no account needed. From there they approve the budget, or leave notes on any line and send them together. After the client approves, every change needs a reason and goes to the client as waiting. The approved total only moves when the client says yes. The history keeps who changed what, when, by how much and why, so the final invoice has nothing left to argue about. Teams can invite their planners, search every event and budget line, archive finished events, and download any budget as a tidy Excel file. Yestivo is free while in early access. Data is stored in the EU (Frankfurt).

Yooz

Yooz is an accounts payable (AP) and Purchase to Pay (P2P) automation platform that helps organizations capture, process, manage and pay invoices through a centralized digital workflow to track approvals and related financial documents. The system is used by finance and accounting teams that need to manage invoice intake, approval routing, documentation, payments, and audit preparation across a standardized AP process. Yooz performs functions including multichannel invoice capture, general ledger coding, line-level purchase order matching, workflow orchestration, fraud identification, and electronic document retention. The platform integrates with more than 250 enterprise resource planning (ERP) and accounting systems across mid‑market and enterprise environments. Supported ecosystems include Sage, Microsoft Dynamics, Acumatica, NetSuite, and QuickBooks. Yooz accepts documents from email, document upload, scanning, mobile capture, sFTP, and structured formats such as UBL, CII, and EDIFACT. Machine learning models perform document classification, field extraction, and exception identification to support automated data processing and consistent routing across distributed teams. Yooz includes features for fraud identification through forensic AI analysis, invoice authentication, duplicate detection, and data consistency checks. The platform maintains complete audit trails, timestamps, and role‑based access permissions to support internal controls and external audit requirements. Storage and retention capabilities help organizations meet regulatory and archival needs across the AP documentation lifecycle. Reporting and analytics tools provide visibility into invoice volumes, processing times, workflow steps, and exception categories. Document search features and integrations with business intelligence platforms enable users to review transaction histories, track processing status, and analyze operational metrics across entities or locations. Organizations utilize Yooz for use cases such as invoice digitization, multi‑entity AP centralization, document archiving, fraud identification, payments, and standardized routing of recurring invoice flows. The platform supports AP teams in maintaining consistent processes and documentation practices while managing invoices from initial receipt through payment and the final posting in the ERP system. Core capabilities and benefits include: > Multichannel invoice capture with AI–based line-level data extraction and classification > Automated general ledger coding, two‑ and three‑way purchase order matching, and configurable workflow routing > Fraud prevention features including fake document and duplicate detection, document validation, and data consistency checks > Connectivity with more than 250 ERP and accounting systems for synchronized posting and data exchange > Payment automation supporting ACH, check, and virtual card transactions, associated reporting and tracking tools, and vendor reconciliation statements

Average Rating: 4.4/5.0

Total Reviews: 448

Zebra Workcloud Forecasting & Analysis

Access a library of proven algorithms designed to address use cases across forecasting, demand sensing, optimization and more. Empower transformation with no code / low code interfaces. Configure science to meaningful business value, while providing analysis tools that unify demand intelligence for easier consumption. With Workcloud Forecasting and Analysis powered by antuit.ai, you’ll receive the intelligence, insights, and innovation to drive greater value for your organization. Key benefits realized by some of our customers: - $1.5-3M in Annual Profit Increase - $250-450K Ongoing Inventory Savings Gain data-driven insights for smarter decision-making through intelligent forecasting, pricing and demand analysis to accurately understand and predict customer demand. Zebra (NASDAQ: ZBRA) provides the tools to help businesses grow with asset visibility, connected frontline workers and intelligent automation. The company operates in more than 100 countries, and our customers include over 80% of the Fortune 500. Designed for the frontline, Zebra’s award-winning portfolio includes hardware, software, and services, all backed by our 50+ years of innovation and global partner ecosystem. Learn more: https://www.zebra.com/us/en/software/workcloud-solutions/workcloud-demand-intelligence-suite/workcloud-forecasting-analysis.html