- Revenue
- $131.9M
- Customers
- -
- Year founded
- 2018
- Funding
- -
- Team size
- 879
- Growth
- -
Each Tuesday, we reverse-engineer a real SaaS company's revenue, profit, CAC, funnels, and its top growth tactic.
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As of August 2026, there are 139 SaaS companies in Budgeting and Forecasting Software. They have combined revenues of $978.7M and employ 7.9K people. They have raised $1B and serve 16.5K customers combined.
Budgeting and forecasting software provides organizations with tools to create and manage budgets while generating financial forecasts. These applications enable users to collect and analyze past and present financial data, allowing for informed decision-making regarding resource allocation and financial planning. Users typically include finance teams, business analysts, and operations managers who require accurate and timely financial insights. Primary features include data integration, reporting capabilities, scenario modeling, and collaboration tools, which facilitate streamlined budgeting processes and enhance overall financial visibility. By automating manual processes, budgeting and forecasting software reduces errors and improves efficiency, making it an essential tool for organizations aiming to optimize their financial management practices.
Sorting: Highest -> Lowest
Showing 10 of 139 companies ranked by annual revenue.
San Diego, California, United States
Kyriba is a global leader in liquidity performance that empowers CFOs, Treasurers and IT leaders to connect, protect, forecast and optimize their liquidity. As a secure and scalable SaaS solution, Kyriba brings intelligence and financial automation that enables companies and banks of all sizes to improve their financial performance and increase operational efficiency. Kyriba’s real-time data and AI-empowered tools empower its close to 3,000 customers worldwide to quantify exposures, project cash and liquidity, and take action to protect balance sheets, income statements and cash flows. Kyriba manages more than 35 billion bank transactions and $15 trillion in payments annually and gives customers complete visibility and actionability, so they can optimize and fully harness liquidity across the enterprise and outperform their business strategy. For more information, visit www.kyriba.com.
- The software must enable users to create detailed budgets based on historical and current financial data. - It should include forecasting functionality to project future revenue and expenses. - The solution must provide reporting tools to visualize financial data for analysis and decision-making. - It should integrate with other financial systems or data sources to ensure accuracy and consistency. - The product must cater to budgeting and forecasting needs, not just basic accounting tasks.
Boston, Massachusetts, United States
AI-powered supply chain planning and optimization to successfully navigate uncertainty - ToolsGroup helps retailers, distributors, and manufacturers improve the resilience and performance of their operations with a unique probabilistic planning approach that leverages AI and real-time data from across the enterprise for decision-making at the speed of business. ToolsGroup is also a great place to work! Visit https://www.toolsgroup.com/careers to see current opportunities.
Sydney, New South Wales, Australia
Phocas is a SaaS company delivering an all-in-one BI and FP&A platform built for wholesale distribution, manufacturing, and retail businesses. Today, Phocas serves 2,700 mid-market companies and 40,000 users across the US, UK, Australia, and New Zealand. Phocas has a clear mission: to make people feel good about data. And it’s working! Customers love the intuitive, self-serve platform that brings their data to life. By partnering with leading ERPs like Epicor, Infor, Sage, Kerridge, SAP, Oracle Netsuite and more, Phocas unlocks the potential of ERP data for everyone - delivering improvements at every level of the business. Our vision for our platform is as the one central, mission-critical layer above the ERP - empowering businesses with products collectively designed to deliver even greater value, insight and efficiency. For CEO and co-founder, Myles Glashier, achieving this vision is all about people. Our team of almost 300 people spans the US, UK, Australia and New Zealand. We nurture a culture based on 'Fun, Fulfilling, Forever'—a spirit that shines through in every customer interaction. We’re people-centric, responsive, and always open to new ways to innovate. The bottom line? Helping customers and partners improve their businesses just feels good - and it's even better when you're part of a company that puts people first. At Phocas, we're committed to maintaining an environment where our team feels valued. Becoming a certified B Corp is part of that commitment, along with closing the gender pay gap across our global workforce, and being recognized for awards like the Human Synergistics Culture Sustainability Award. Whether we’re helping customers make sense of their data or creating a place where work feels meaningful, people feel good with Phocas.
San Francisco, California, United States
Digits is a financial technology company that provides software tools aimed at simplifying finance for businesses. Their offerings typically include real-time financial analytics, budgeting tools, and visualizations to help businesses understand their financial data more intuitively. Digits' solutions are often designed to integrate with existing accounting software, providing a more interactive and user-friendly layer over traditional financial data.
Calabasas, California, United States
Solver is redefining the category of cloud-based business planning and reporting software with our groundbreaking, all-inclusive technology that empowers your entire team with customized insight in a day. The Solver solution is built to enable faster and better business decisions across the entire organization. It combines financial and other key data into a single tool, powered by the most flexible report and planning form designer on the market. Organizations use this solution to automate and streamline financial and operational reports, consolidations, and budgeting and forecasting processes - as well as perform 'What If' planning that helps drive confident decisions every day. In short: Solver empowers users with complete insight that drives intelligent decisions and competitive advantages. Based in the United States, Solver has hundreds of partners across global offices that provide local and industry expertise. To learn more, visit www.solverglobal.com.
Toronto, Ontario, Canada
KEV Group provides the most comprehensive activity fund management solution enabling K-12 schools to manage every dollar efficiently, accurately, and consistently. By seamlessly integrating and automating all processes, the SchoolCash platform provides real-time visibility and control over how districts and schools create, collect, manage, track, and reconcile activity funds. Over 22,000 schools across North America rely on SchoolCash to manage $4 billion+ in activity funds annually.
