As of September 2026, Latka tracks 46 budgeting and forecasting software companies under $1M in annual revenue. They have combined revenues of $22.9M and employ 384 people. They have raised $9M and serve 11.1K 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.
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 46 companies ranked by annual revenue.
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.
Florianópolis, Santa Catarina, Brazil
Software de lean cost management. Não se limite a controlar custos... reduza custos! Rastreie desperdícios e simule melhorias em processos.
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
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.
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.
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.
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.
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.
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.
Edmonton, Alberta, Canada
Developer of a budgeting software designed for managing finances without the use of disparate accounting solutions. The company's platform features cash flow projection, pipeline visualization, scenario creation and other accounting features that allows business owners to create growth plans, make sales forecast, analyze profits and perform other accounting tasks, enabling clients to get insights into the state of their business and make better decisions.
Latka tracks 46 budgeting and forecasting software companies under $1M in annual revenue. Together they generate $22.9M in annual revenue and employ 384 people.
Planifi is the largest, with $990K in annual revenue, founded in 2015.
The average budgeting and forecasting software company in this list makes $498K a year, across 46 companies with reported revenue. They serve 11.1K customers combined.
Ranked by annual revenue, the leaders are Planifi, Reduza-Custo, Targetta, Tether Data and XLerant.
The 46 budgeting and forecasting software companies under $1M in annual revenue tracked here have raised $9M in disclosed funding between them.
- 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.
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