Best Budgeting and Forecasting Software - Page 30

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.

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.

Venture Planner

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

Xero

Xero is a cloud-based accounting software solution designed to help small business owners and accounting professionals manage their financial operations efficiently. With a user-friendly interface and a focus on automation, Xero enables users to streamline their bookkeeping processes, allowing them to concentrate on growing their businesses rather than getting bogged down by administrative tasks. Targeted primarily at small businesses, Xero caters to a diverse audience that includes entrepreneurs, freelancers, and accounting firms. The platform is particularly beneficial for those who seek to simplify financial management while ensuring compliance with regional tax regulations. Xero's innovative features, such as JAX (Just Ask Xero), an AI financial superagent, enhance the user experience by providing real-time insights and automating routine tasks. This allows users to create quotes, send invoices, and reconcile bank transactions through natural language commands, making financial management more accessible and efficient. One of the key features of Xero is its ability to automate data ingestion from various sources, including banks and e-commerce platforms. This functionality significantly reduces the time spent on manual data entry, with many users reporting an average savings of six hours per month. Additionally, Xero's smart bank reconciliation adapts to user patterns, simplifying the bookkeeping process to a straightforward click-to-confirm operation. This level of efficiency not only saves time but also enhances accuracy in financial reporting. Xero also prioritizes cash flow management, a critical aspect for any business. Users can create customizable online invoices equipped with integrated "Pay Now" buttons, which facilitate faster payments. Coupled with automated payment reminders, Xero helps businesses reduce the time spent on collections, allowing them to focus on revenue generation. Furthermore, Xero's tools are designed to simplify tax compliance across various jurisdictions, making it easier for users to navigate the complexities of tax regulations. The platform is supported by a robust ecosystem of over 1,000 third-party applications and a global directory of certified accountants and bookkeepers. This connectivity ensures that users have access to specialized tools for inventory management, customer relationship management, and financial advice tailored to their specific needs. With a customer support team rated highly by new users, Xero provides the assurance and assistance necessary for businesses to operate confidently in their financial endeavors.

Average Rating: 4.4/5.0

Total Reviews: 1,826

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).