# Best Budgeting and Forecasting Software - Page 14

## How Many Budgeting and Forecasting Software Products Does G2 Track?

**Total Products under this Category:** 234

### Category Stats (Aug 2026)

- **Average Rating:** 4.48/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** LivePlan (+0.66%) - Among all products in this category, LivePlan recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Budgeting and Forecasting Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 14,000+ Authentic Reviews
- 234+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Budgeting and Forecasting Software
 ![G2 Grid® for Budgeting and Forecasting Software plotting products by satisfaction and market presence](https://www.g2.com/categories/budgeting-and-forecasting/grids.png?focus%5B%5D=99063&focus%5B%5D=3027&focus%5B%5D=6353&focus%5B%5D=582&focus%5B%5D=52827&focus%5B%5D=1196&focus%5B%5D=43902&focus%5B%5D=160444)

Highlighted products: Datarails, Anaplan, Vena, Workday Adaptive Planning, IBM Planning Analytics, Planful, Martus, and LiveFlow.

Underlying data: [Grid® JSON](https://www.g2.com/categories/budgeting-and-forecasting/grids.json?focus%5B%5D=datarails&focus%5B%5D=anaplan&focus%5B%5D=vena&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=planful&focus%5B%5D=martus&focus%5B%5D=liveflow)

**Sponsored**

### CCH Tagetik

The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1538&secure%5Bchosen_at%5D=2026-08-07T00%3A46%3A59Z&secure%5Bdisplayable_resource_id%5D=1538&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1538&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=2213&secure%5Bresource_id%5D=1538&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fbudgeting-and-forecasting%3Fmetadata_cid%3D1352758%26page%3D14&secure%5Btoken%5D=6b43cbd481aec07bbaa00f4609a7ec95b24ab4b942be1549938197c0f7c22051&secure%5Burl%5D=https%3A%2F%2Fwww.wolterskluwer.com%2Fen%2Fsolutions%2Fcch-tagetik%2Fbudgeting-planning-forecasting%3Futm_medium%3DOnline-Advertising%26utm_source%3D3rd-Party%26utm_offer%3DComparison-Vendor-Product%26utm_campaign%3DOA_TGK_NA-G2-PPC-02-2026%26utm_term%3Dbudgeting%2520and%2520forecasting&secure%5Burl_type%5D=custom_url)

### [mConnect](https://www.g2.com/products/mconnect/reviews)

With mConnect, you can easily synchronize information between your ERP system and ConnectWise PSA (formerly ConnectWise Manage). mConnect is automated and highly customizable so it fits the unique needs of your business. This powerful solution provides your team with the information and tools they need to build stronger, more satisfying, and more profitable relationships. Connect the dots between ConnectWise and Sage Intacct/Microsoft Dynamics: Synchronize Your Data- Synchronize information about vendors, customers, payments, and more into your accounting software seamlessly after initial set-up. Automate Your Process- Automate the transmission of data between your software solutions–with absolutely no buttons to push. Information like customer and vendor data is transferred instantaneously from ConnectWise PSA to your accounting software. Inform Your Business- Transfer data in real-time to help you make timely, informed decisions for your business, giving you the information you need to change tactics or directions, instead of waiting for scheduled reports. Bolster Your Workflow- Tailor mConnect to fit into your workflow by establishing field mapping specific to your business needs. Select Your Data- Set the parameters for what data your company needs to transfer and when. Track Your Profit- Create dashboards for product lines in your accounting solution to determine profitability.

#### Who Is the Company Behind mConnect?

- **Seller:** [Dean Dorton](https://www.g2.com/sellers/dean-dorton)
- **Year Founded:** 1921
- **HQ Location:** Lexington, US
- **Twitter:** @DeanDorton  
678 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dae692a4ca2360f49cbf503c95fd8ebd7336fa87f3e964f134718aab8b90ce14&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdean-dorton-allen-ford-pllc%2F&secure%5Burl_type%5D=linkedin_company_website)  
584 employees on LinkedIn®

### [Mercur Business Control](https://www.g2.com/products/mercur-business-control/reviews)

Mercur Business Control is a leading performance management solution designed to streamline and elevate financial planning, budgeting, forecasting, reporting, and analysis. Trusted by finance teams across various industries, Mercur empowers organizations to make data-driven decisions with greater speed and accuracy. Key Features: Integrated Planning & Forecasting – Seamlessly manage budgets, forecasts, and strategic plans in one unified platform. Real-Time Reporting & Analysis – Get instant access to up-to-date insights with customizable dashboards and visualizations. Automated Data Consolidation – Eliminate manual data entry with powerful integrations that sync with your ERP and business systems. Collaborative Workflow Management – Enhance cross-functional collaboration and streamline approval processes. Scenario Analysis & What-If Modeling – Quickly evaluate multiple business scenarios to optimize decision-making.

#### Who Is the Company Behind Mercur Business Control?

- **Seller:** [Mercur](https://www.g2.com/sellers/mercur)
- **Year Founded:** 1976
- **HQ Location:** Bracknell, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d69356beb3fbeb3dca6c23bfcc80c43199bce71d270256359f32710c04a267bb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmercur-solutions-uk-limited&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

### [Mobills Personal Finance](https://www.g2.com/products/mobills-personal-finance/reviews)

Mobills app is a platform to control and manage personal finances to achieve your dreams.

#### Who Is the Company Behind Mobills Personal Finance?

- **Seller:** [Mobills Labs](https://www.g2.com/sellers/mobills-labs)
- **Year Founded:** 2014
- **HQ Location:** Fortaleza, BR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b7958ffe06ba22715307e5fc761e3b5238520b2841597a3c08c4e0b03f1893d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5358614&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

### [Mondelio](https://www.g2.com/products/mondelio/reviews)

Mondelio Worldwide is an australian company that delivers Corporate Performance Management (CPM) solutions to global organisations.

#### Who Is the Company Behind Mondelio?

- **Seller:** [Mondelio Worldwide](https://www.g2.com/sellers/mondelio-worldwide)
- **Year Founded:** 1982
- **HQ Location:** North Sydney, AU
- **Twitter:** @Mondelio  
1 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5634c4848cd416249dc9bd838d223e21f54a653026e02246cec31693ed3a1ea6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmondelio-worldwide-pty-ltd%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [More to Money](https://www.g2.com/products/code-bridge-llc-more-to-money/reviews)

More to Money is a white-label personal finance platform built for coaches, creators, and organizations who want to deliver branded financial tools to their audience. Our platform includes budgeting, investment tracking, net worth monitoring, and benchmarking dashboards — all under your brand, with zero development required. By helping your audience make real-life financial decisions, you can deepen engagement, build loyalty, and generate recurring revenue.

#### Who Is the Company Behind More to Money?

- **Seller:** [Code Bridge](https://www.g2.com/sellers/code-bridge)
- **HQ Location:** Saint Louis, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d35f66a10d739778d886f76cfba4e8fc0ea7893e812d53d4889af8160827c90f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmore-to-money%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Movie Budgeting Software | Studiovity](https://www.g2.com/products/movie-budgeting-software-studiovity/reviews)

Comprehensive Film Budgeting: Plan and manage production costs for films, TV shows, and web series from start to finish. Intuitive Templates: Use industry-standard, customizable budget templates to save time and avoid errors. Real-Time Expense Tracking: Monitor every cost as it happens, ensuring your production stays within budget. Detailed Reports & Analytics: Generate reports for producers, investors, and studios with one click. Cross-Platform Access: Works seamlessly on web, Android, and iOS — perfect for on-set or remote management. Integrated with Production Tools: Syncs effortlessly with shot lists, schedules, call sheets, and other Studiovity modules. Scalable for Any Production Size: Suitable for indie projects, medium-scale productions, or large studio films. Collaborative Budgeting: Multiple team members can update and review budgets in real-time. Error Reduction & Automation: Automated calculations prevent common budgeting mistakes. Secure & Reliable: Protect sensitive financial data with industry-standard security protocols.

#### Who Is the Company Behind Movie Budgeting Software | Studiovity?

- **Seller:** [Studiovity](https://www.g2.com/sellers/studiovity)
- **Year Founded:** 2021
- **HQ Location:** New Delhi, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a5cf08ea4696dccc0c38e5bbc352f4661846ea30bce2181e4e0f17240512d6bd&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstudiovity&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

### [Mygide](https://www.g2.com/products/mygide/reviews)

Gide is a powerful and business friendly data modelling software.

#### Who Is the Company Behind Mygide?

- **Seller:** [Gide International Limited](https://www.g2.com/sellers/gide-international-limited)
- **Year Founded:** 2005
- **HQ Location:** Sutton, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=96da759f2a5accd69d22cea130c4fcc38d61b09f42ba4892fb6829138ad3d643&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2898647&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Neubrain](https://www.g2.com/products/neubrain/reviews)

Neubrain - Innovative Budgeting, Business Analytics and Performance Management Software Solutions

#### Who Is the Company Behind Neubrain?

- **Seller:** [Neubrain](https://www.g2.com/sellers/neubrain)
- **Year Founded:** 2003
- **HQ Location:** Rockville, US
- **Twitter:** @Neubrain  
123 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9e8aeb8d265e27467f6db31f401f269161c6e03d6ce19b0b523265c908870ac9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fneubrain&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

### [Ooble](https://www.g2.com/products/ooble/reviews)

Protelligent Ltd helps Small and Medium sized Enterprises to improve their profitability and cash flow. By understanding the key drivers and trends in the business we can help management take the decisions which will improve future performance.

#### Who Is the Company Behind Ooble?

- **Seller:** [Protelligent](https://www.g2.com/sellers/protelligent)
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1023082448a1e2c2262f3e0e054d5d70981c3435dd43f03d1a04f26792eae457&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplesk&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [OS/](https://www.g2.com/products/os/reviews)

OS/ is an agency software aimed at agencies, consultancies, studios and corporate groups. With OS/, users can manage their projects more efficiently and stay in control of their budget. The software is GoDB, GDPR and TISAX compliant. Pricing varies depending on company size and required functions. OS/ was developed from an in-house agency and therefore knows the daily hurdles and needs of project-oriented companies. With the trust of our customers, we have managed to successfully complete 25,000 projects in 2024. What are the most important functions at OS/? Project costing and billing controlling reporting Time recording resource planning

#### Who Is the Company Behind OS/?

- **Seller:** [314 OS GmbH](https://www.g2.com/sellers/314-os-gmbh)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=692936b747e6a1ed4bb80081b8e7b3acd71f8b96950f4f4f8559ac7478589842&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgo-os%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [PerpetualBudget](https://www.g2.com/products/perpetualbudget/reviews)

PerpetualBudget.com is a web budgeting solution and so much more! This application has a rich history first as a Windows desktop budgeting program that evolved into a cloud project budgeting and spend management application.

#### Who Is the Company Behind PerpetualBudget?

- **Seller:** [PerpetualBudget](https://www.g2.com/sellers/perpetualbudget)
- **Year Founded:** 2000
- **HQ Location:** Elk Grove, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e78883d0297b4db0c355f7eba48fdd063f125ed5e05bcbe22ad1fd757cdfdd58&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fspicer-baer-associates-inc.&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Planer](https://www.g2.com/products/planer/reviews)

Cloud-based budgeting application that enables finance teams to create structured annual budgets by cost center and month. Features automatic calculation of totals and variances, plan-vs-actual comparison tables, and CSV export functionality for reporting and audit handovers. Designed as a replacement for spreadsheet-based budget workflows.

#### Who Is the Company Behind Planer?

- **Seller:** [Atheniks](https://www.g2.com/sellers/atheniks)
- **Year Founded:** 2026
- **HQ Location:** München, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1b95025532e702edca776d3c1e9ad0841907ab642c9dd57ce70b51ec8475653d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fatheniks%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [PlanSmart](https://www.g2.com/products/plansmart/reviews)

AI-native merchandise financial planning solution PlanSmart empowers retailers to create intelligent, forecast-driven plans while optimizing open-to-buy budgets, ensuring strategic alignment and financial efficiency. -AI-Forecasted, Sales-Driven Financial Planning -Optimized Plans Based on Targets -Planning Flexibility Across Merchandise and Location Hierarchies, Including Alternative Hierarchies -Demand Transparency and Consumer-Centric Plans for Improved Margins -Scenario Planning and Version Control -Exception Management & Simplified Review Process

#### Who Is the Company Behind PlanSmart?

- **Seller:** [Impact Analytics](https://www.g2.com/sellers/impact-analytics)
- **Year Founded:** 2015
- **HQ Location:** New York, US
- **LinkedIn® Page:** [in.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c578f7fe6f681793c09181a5f10f94217583baa56c64cb2ea1bed794d5a3c988&secure%5Burl%5D=https%3A%2F%2Fin.linkedin.com%2Fcompany%2Fimpact-analytics&secure%5Burl_type%5D=linkedin_company_website)  
786 employees on LinkedIn®

### [Plika](https://www.g2.com/products/plika/reviews)

Plika is a CFP&A solution created by and for corporate finance professionals. Through automation and analysis, Plika allows you to say "Goodbye" to Spreadsheets to spend "more time analyzing and less time preparing" in the Planning, Management Control, Forecasting and Reporting processes. Working as a hub, Plika enables integration with ERP, CRM, Bi, and data sources to ensure financial reports are fed with actual and projected information in simple steps.

#### Who Is the Company Behind Plika?

- **Seller:** [Plika](https://www.g2.com/sellers/plika)
- **Year Founded:** 2020
- **HQ Location:** Buenos Aires, AR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=226aa13f458565e067ecb2e1e2ae02ab0b173aa58c8d58f5d29fea79a1274e13&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplika&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

### [Poindexter](https://www.g2.com/products/poindexter/reviews)

Poindexter is an automated financial projection software.

#### Who Is the Company Behind Poindexter?

- **Seller:** [Poindexter](https://www.g2.com/sellers/poindexter)
- **Year Founded:** 2016
- **HQ Location:** Los Angeles, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=aefacee0bfe261242e8ffe0d3449ab185baead21f85ac0ebdb626699d6e2e495&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpoindexter-financial&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

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[Browse Budgeting and Forecasting Themes](/categories/budgeting-and-forecasting/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated June 24, 2026

Budgeting and forecasting software helps organizations plan, model, and monitor financial performance. Finance teams, accountants, department leaders, and business owners use these solutions to create budgets, develop forecasts, analyze financial scenarios, and compare projected results against actual business performance.

These platforms centralize financial planning processes by consolidating data from accounting systems, ERP platforms, spreadsheets, and operational applications. These solutions pull financial and operational data from integrated [ERP systems](https://www.g2.com/categories/erp-systems) and [financial planning and analysis (FP&A) software](https://www.g2.com/categories/fp-a-financial-planning-analysis). Organizations use budgeting and forecasting software to improve financial visibility, support strategic decision-making, align departmental plans, and adapt to changing business conditions through continuous scenario analysis.

Modern budgeting and forecasting solutions support a variety of planning approaches, including annual budgeting, rolling forecasts, cash flow forecasting, workforce planning, project-based budgeting, and financial modeling. Many solutions also incorporate automation, AI-assisted forecasting, and collaborative workflows to streamline planning cycles and improve forecast accuracy.

To qualify for inclusion in the Budgeting and Forecasting category, a product must:

- Create and manage organizational, project-based, or operational budgets
- Allow users to create and manage multiple budget and forecast versions
- Generate financial forecasts using historical, operational, or user-defined planning data
- Compare budgeted or forecasted results against actual financial health
- Consolidate budgets and forecasts across multiple departments, business units, projects, or entities
- Support what-if analysis, scenario modeling, or driver-based planning to evaluate potential financial outcomes
- Monitor and report on budgeting and forecasting performance through analytics, variance analysis, or planning dashboards

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