1
Kepion
Seattle, Washington, United States
Kepion focuses on bringing all the needed information to effectively make decisions for the future within an entirely web-based planning solution
- Revenue
- $5M
- Year founded
- 2009
- Team size
- 45
Top 50 Budgeting and Forecasting Software Companies With $1M–$5M Revenue (September 2026)
As of September 2026, Latka tracks 63 budgeting and forecasting software companies with $1M–$5M in annual revenue. They have combined revenues of $162.3M and employ 1.8K people. They have raised $69.4M and serve 1.3K customers combined.
Every company below sells budgeting and forecasting software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.
What Budgeting and Forecasting Software Companies do
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.
- Companies
- 63
- Revenue
- $162.3M
- Funding
- $69.4M
- Employees
- 1.8K
Filters
Sorting: Highest -> Lowest
Top Budgeting and Forecasting Software Companies With $1M–$5M Revenue
Showing 10 of 63 companies ranked by annual revenue.
2
fintastic
Los Altos, California, United States
Introducing the first complete FP&A solution that uses probability science and risk-derived planning to give actionable insights and recommendations. Say hello to the only FP&A platform that turns your data and financial model into real business value. Finally, your team gets the fully-fledged FP&A system they deserve, complete with real-time data sync, forecasts, scenario management, robust models, and more. All at scale. You’ll also benefit from our extensive reporting capabilities, which offer a complete snapshot of your business performance, from high-level views to the most granular drill-downs. But we’re so much more than just the technology we bring to the table. Trusted by some of the biggest and fastest-growing names in the world like Lattice, HiBob, Claroty, GlassBox, we’re game-changers on a mission to change the world of FP&A. And that’s because of our team. We’re a group of seasoned techies and experienced CFOs working to reinvent FP&A with the technology it deserves. Because all companies need a better, science-backed way to grow. And that’s the fintastic difference.
- Revenue
- $4.8M
- Team size
- 44
3
Quantrix
Portland, Maine, United States
Quantrix is the world’s leading provider of business and financial modeling software. Our cutting-edge tools enable both small and enterprise-level organizations to replace traditional spreadsheets with next-generation software, helping them transform their financial and operational practices. With over 1,000 customers in over 50 countries, our products are used in sectors ranging from commercial banking, investment and financial services, through to real estate, energy and agriculture. Founded in 2002, and headquartered in Portland, Maine USA, we are devoted to constantly innovating with our software which has built many years of trust with our customers across the globe.
- Revenue
- $4.7M
- Year founded
- 2002
- Team size
- 43
- Revenue
- $4.7M
- Year founded
- 2019
- Team size
- 43
5
Nutcache
Laval, Quebec, Canada
Nutcache offers A/E firms clear insights into their budgets, projects, time, and clients, empowering their teams to make better decisions. As part of the Dynacom group (a leading business management company in the province of Quebec/Canada for over 35 years), Nutcache's software empowers teams of all sizes to avoid project overruns with real-time budgeting, effortlessly track team time, meet project deadlines, eliminate incomplete or inaccurate invoices, and organize and plan tasks with precision. These qualities have earned Nutcache prestigious awards that recognize the quality, usability, and reliability of its product. To learn more about the company and its platform, visit www.nutcache.com.
- Revenue
- $4.7M
- Year founded
- 2013
- Team size
- 43
6
Ternary
San Mateo, California, United States
Solving the cloud budget challenge by building tools at the intersection of Finance and Engineering.
- Revenue
- $4.3M
- Year founded
- 2020
- Team size
- 39
7
FutureView Systems
Oakton, Virginia, United States
Software developer helping clients manage and improve their finance operations, with a platform offering integrated reporting, budgeting, forecasting and more
- Revenue
- $4.2M
- Year founded
- 2018
- Team size
- 28
8
Martus Solutions
Greenville, South Carolina, United States
Martus is a cloud-based budgeting, forecasting and reporting software tool that allows organizations and businesses to create, execute, and analyze budgets with ease. Martus supports collaboration, is easy to implement and very affordable.
- Revenue
- $4M
- Year founded
- 2007
- Team size
- 36
9
InfoSuite A/S
Herning, Denmark
InfoSuite A/S is a Danish consulting and software house, and we are behind the development of InfoSuite Budget, Consolidation and Business Intelligence. InfoSuite provides the total overview, in all business areas and at all levels both when analyzing on history or planning for the future. Intelligent, easy to use, and always updated. InfoSuite comes with predefined BI models and analyses together with a standard interface to several ERP solutions (e.g.: Microsoft Dynamics NAV and AX). We have more than 30 years of experience with Budgeting, Consolidation and Business Intelligence – and thousands of satisfied users in all industries (wholesale, retail, distribution, production, consultancy, etc.) in both Denmark as well as throughout Europe.
- Revenue
- $3.9M
- Year founded
- 1989
- Team size
- 35
10
DealerOps
Roswell, Georgia, United States
We provide industry-leading management tools and offer the most precise web-based Dealership and Enterprise management reporting solution on the market. Our innovative reporting software provides complex analytics in seconds, allowing your team to get busier, faster. From forecasting to expense management to custom report building, get your time back with DealerOps.
- Revenue
- $3.9M
- Year founded
- 2005
- Team size
- 35
Frequently asked questions about Budgeting and Forecasting Software Companies With $1M–$5M Revenue
How many budgeting and forecasting software companies with $1M–$5M in annual revenue are there?
Latka tracks 63 budgeting and forecasting software companies with $1M–$5M in annual revenue. Together they generate $162.3M in annual revenue and employ 1.8K people.
Which budgeting and forecasting software company with $1M–$5M in annual revenue is the largest?
Kepion is the largest, with $5M in annual revenue, founded in 2009.
How much revenue does a typical budgeting and forecasting software company with $1M–$5M in annual revenue make?
The average budgeting and forecasting software company in this list makes $2.6M a year, across 63 companies with reported revenue. They serve 1.3K customers combined.
Who are the leading Budgeting and Forecasting software vendors with $1M–$5M in annual revenue?
Ranked by annual revenue, the leaders are Kepion, fintastic, Quantrix, Causal and Nutcache.
How much funding have budgeting and forecasting software companies with $1M–$5M in annual revenue raised?
The 63 budgeting and forecasting software companies with $1M–$5M in annual revenue tracked here have raised $69.4M in disclosed funding between them.
Related ERP Software categories
Inclusion Criteria
- 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.