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Top 139 Budgeting and Forecasting Software SaaS Companies in May 2026

As of May 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.

Companies
139
Revenue
$978.7M
Funding
$1B
Employees
7.9K

Filters

Sorting: Highest -> Lowest

Filters

Top Budgeting and Forecasting Software Companies

Showing 10 of 47 companies ranked by annual revenue.

1
Finalytics

Dubai, Dubai, United Arab Emirates

Welcome to Finalytics, your ultimate partner in financial excellence. We specialise in providing comprehensive financial services tailored to meet your unique needs through our innovative Finance as a Service (FaaS) model, centred around our Centre of Financial Excellence (CoFE). Our mission is to simplify your financial management, reduce costs, and help transform your finance department into a core strategic asset. We empower you to make informed decisions by presenting best and worst-case scenarios, while we handle the mundane tasks, allowing you to focus on business growth.

Revenue
$1M
Customers
-
Year founded
-
Funding
-
Team size
5
Growth
-
2
Planifi

Boston, MA, United States

Planifi uses real-time data from your financial system, Planifi AI, and automated planning wizards to enable managers to update their plans in seconds. The result is that everyone will have the ability to visualize revenue, backlog & staffing demand by office, discipline, & more in real time.

Revenue
$990K
Customers
-
Year founded
2015
Funding
-
Team size
9
Growth
-
3
Reduza-Custo

Florianópolis, Santa Catarina, Brazil

Software de lean cost management. Não se limite a controlar custos... reduza custos! Rastreie desperdícios e simule melhorias em processos.

Revenue
$987.2K
Customers
1K
Year founded
2017
Funding
$411K
Team size
8
Growth
29.58%
4
Targetta

Tallinn, Estonia

How much will EBIT improve, if you can make store personnel to improve conversion rate by just 1% every month? Targetta will help to make this happen.Targetta is a financial planning and goal setting tool built to help retail companies optimize inventories and cash flow. We will put into one easy-to-use package everything a retail management team will need for planning:- retail specific KPI-s- budgeting and forecasting forms- allocation logic to limit manual work- set-up wizard that allows to be up and running with minimal consultation involved- data integration with other ERP and BI systems (QlikView, Erply, Google Analytics) and in-store visitor counters

Revenue
$965.8K
Customers
-
Year founded
2015
Funding
-
Team size
2
Growth
100.14%
5
Tether Data

San Francisco, California, United States

Tether Data helps brands make fast, informed decisions about growth, inventory, and finances while eliminating manual data tasks. We help brands accurately plan cash and inventory without the hassle of spreadsheets or clunky ERPs.

Revenue
$900K
Customers
-
Year founded
2023
Funding
-
Team size
6
Growth
-
6
XLerant

Stamford, Connecticut, United States

XLerant provides a cloud-based budgeting, forecasting and reporting solution for small to mid-sized organizations — designed for the needs of finance teams and budget managers. XLerant's non-Excel interface engages budget managers and empowers them to make informed decisions to help achieve strategic objectives. XLerant's powerful software-as-a-service (SaaS) solution has been recognized for outstanding usability, customer service, and ease of implementation. XLerant was acquired in March 2018 by Jonas Software USA, LLC (dba XLerant). Jonas Software operates over 75 independently managed software brands around the world, providing them with the strategic guidance and financial security required to be leaders in their respective markets. Jonas operates with a decentralized model, pushing decision making down to the front lines, where the people who know the industry and products best can do what is right for clients. Purpose built: Functionality that Benefits… XLerant offers a full suite of integrated modules built into BudgetPak that ensure ease-of-use, a flexible budgeting process for department managers, tools developed specifically for the need of finance, and all with minimal to no IT intervention needed. In fact, XLerant was recognized in the 2015 BPM Pulse Survey as the “One to Watch” because of BudgetPak’s outstanding ease-of-use and customer service. Effortless Technology: BudgetPak is a cloud-based product that is hosted by a Tier-3 data center facility located in the United States and is accessed by users over the web. This eliminates all IT time, resource and equipment expense. Minimal Learning Curve – Maximum Customer Service: Implementation follows an industry-tested plan and takes 6 to 8 weeks from start to completion. Training for the Finance administrators enables easy maintenance of the application. End-users easily grasp the application within a 90 minute session.

Revenue
$880K
Customers
-
Year founded
2008
Funding
-
Team size
8
Growth
-
7
rSquared CRE

Rancho Palos Verdes, California, United States

rSquared CRE is a newly independent commercial real estate (CRE) technology company. Born from frustration with legacy CRE software applications inability to provide cloud-based, easy-to-use solutions for: Budgeting, Forecasting, Asset Management and Underwriting. Our deep knowledge of legacy CRE applications such as: Argus, MRI, Yardi, and JDE supercharges our industry-leading integrations saving our users time, money, and effort.

Revenue
$770K
Customers
-
Year founded
2019
Funding
-
Team size
7
Growth
-
8
Bizinta Inc.

Newark, California, United States

Bizinta helps innovative owners of professional services companies run their businesses more efficiently and with deeper insight by providing an integrated software solution so they can forecast accurately, execute with precision, and bill at the click of a button.

Revenue
$770K
Customers
-
Year founded
2017
Funding
-
Team size
7
Growth
-
9
Pallo

United States

Pallo is the all-in-one financial management platform for business and personal finances. Pallo provides freelancers, side-hustlers and small-business owners financial clarity, tools for immediate challenges, and support for long-term financial prosperity.

Revenue
$770K
Customers
-
Year founded
2020
Funding
-
Team size
7
Growth
-
10
SlickAccount

Bhubaneswar, Odisha, India

SlickAccount makes it simpler for small businesses to understand what brings them profit and where they might suffer, ahead of time while working as an quick accounting software. So they stay insightful and profitable while doing 48% less work.

Revenue
$736.6K
Customers
10K
Year founded
2012
Funding
-
Team size
6
Growth
3.71%

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.