Alternatives to CashWhiz
Compare CashWhiz alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CashWhiz in 2025. Compare features, ratings, user reviews, pricing, and more from CashWhiz competitors and alternatives in order to make an informed decision for your business.
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Sage Intacct
Sage Intacct
Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. -
2
Martus
Martus Solutions
Martus Solutions is the trusted budgeting, reporting, and forecasting platform for nonprofit organizations and small to mid-sized businesses (SMBs). Say goodbye to cumbersome spreadsheets and streamline your financial planning. Our robust, easy-to-use tools offer collaborative budgeting and flexible reporting to help you make informed, mission-driven decisions. With features like real-time data access, personnel budgeting, and automated workflows, Martus empowers your team to budget efficiently, report seamlessly, and forecast with precision. Martus offers quick implementation, seamless ERP integration, and an intuitive interface, providing powerful insights into your financial health and enabling your organization to grow while staying mission-focused. Join the hundreds of organizations already benefiting from smarter financial management with Martus. Achieve transparency, accountability, and efficiency- easily and affordably! -
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Budgyt
Budgyt
If you're looking for an affordable and intuitive budgeting software for your business, turn to Budgyt. Budgyt helps small to mid-sized businesses and non-profits eliminate the risks associated with using traditional spreadsheets by offering a highly adaptable cloud-based budgeting solution. Save 80% of the time and expense of building and managing multiple department or project budgets compared to spreadsheets. Top features include data sheet, formulas, user management, reports, versioning, dashboards, user permissions, and more. -
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Scoro
Scoro
Scoro is designed for agencies, consultancies, and other professional service businesses to help them optimize operations, manage resources, and run profitable projects with minimal effort. With Scoro, you cover the whole project lifecycle in a single system: - Estimating and budgeting - Timeline and resource planning - Profit and progress tracking - Billing and payment monitoring All this data feeds into powerful reports, providing you insights into project performance, capacity and utilization, financial metrics, and more. By consolidating data, Scoro empowers you to gain visibility into their business, standardize workflows, maximize efficiency, and ultimately boost profitability.Starting Price: $19.90/month/user -
5
Vena
Vena Solutions
Vena Solutions offers a comprehensive financial planning and analysis (FP&A) platform designed to integrate seamlessly with Microsoft Excel. The platform enables organizations to accelerate their budgeting, forecasting, reporting, and financial close processes through AI-powered automation. With real-time collaboration, customizable workflows, and easy-to-use dashboards, Vena helps businesses make informed decisions, improve efficiency, and maintain compliance. Vena’s integrations with Microsoft 365 apps and its strong data transparency features provide a single source of truth for financial operations, making it ideal for businesses of all sizes. -
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Visual Cash Focus
Cash Focus
Visual Cash Focus is a comprehensive budgeting and forecasting software developed by Cash Focus, designed to simulate business trading activities for accurate financial planning. Users input their starting balance sheet along with estimates for revenue, cost of sales, expenses, taxes, and dividends. The software then calculates expected cash flow, net income, bank balances, accounts receivable and payable, inventory levels, balance sheets, income statements, and financial ratios for each period. It supports detailed inputs such as fixed asset schedules, overdraft arrangements, lease and hire purchase payments, long-term loans, and inventory requirements. Budgets can be managed by profit centers, allowing for granular reporting. Visual Cash Focus employs double-entry accounting methods to prepare budgets and management reports, ensuring accuracy and accountability. -
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Questica Budget
Questica
Questica is the industry's leading provider of budget preparation and management software solutions. Designed for public sectors, including governments, universities, colleges, K-12 schools, hospitals, and healthcare facilities, as well as non-profit organizations, Questica Budget helps organizations of all types and sizes to run their operating, capital, and salary budgets with efficiency and accuracy. Key features include workflows and approvals; position, salary, and benefits planning; change control management; performance management; reporting and auditing; statistical ledger; staff planning and scheduling; and more. -
8
Account-Ability
Account-Ability
Integrated Financial Planning Ensuring company liquidity is vital. Whether you are a small-medium or large organization your business can no longer operate without cash. Why Invest In A Dedicated Budgeting and Reporting Solution? Whatever your business size or nature you will need to produce financial planning and analysis for. Preparing accurate consolidated financial statements across a group of companies can be difficult. For many groups the financial consolidation process is traditionally done at year. Every company's financial plan, budget or forecast usually starts with the key question. Predicting the pipeline of sales is vital for producing any business plan and financial forecast. Even in the not for profit sector understanding and managing the key sources of revenue is vital to forming the financial plan. -
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Jirav
Jirav
Financial planning and analysis in the cloud. Know the state of your business finances in real-time to make better decisions fast. Jirav connects your financial and operational data to let you easily explore historical operations and accurately forecast your bookings, revenues, workforce, expenses and cash flows. Gain insight and have more time for decisions. Instantly see plan vs. actuals, rolling forecasts and downstream effects to spot opportunities across your teams, departments, and business. Visualize and share data to understand your business. Generate beautiful, interactive reports and send the right information to the right people straight from Jirav. See the future to make better decisions now. Best practice templates enable you to create accurate budgets and forecasts across all aspects of your business. Connect the data that impacts your business. See real-time accounting, headcount, and sales data for complete visibility.Starting Price: $99 per month -
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MYGIDE
GIDE International
MYGIDE allows the consolidation of different business entities and segments using general ledger coding (or its modifications) or user-defined connections. Data are then instantly pulled together and displayed in report structures and statements, allowing for quick drill down. Change on any sub-level instantly recalculates into superior levels. MYGIDE calculates horizontal and vertical run rates and produces indicative short-term and long-term plans based on historic and actual performance, and business trends. Users are then allowed to override the run-rate-based trends with their own assumptions. Different versions of what-if or exclude/include analysis can be then saved as scenarios for comparison and evaluation purposes. MYGIDE supports a collaborative process for managing all your budgeting and planning needs. Operational divisions managers get data and tools to populate their plans, whilst office of finance enjoys real-time consolidation of their inputs. -
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Decision Critical Enterprise Modeling
Decision Modeling Systems
Decision Critical zero-based budgeting software out-simplifies and out-performs unwieldy spreadsheets and rigid budgeting programs. Get a complete cross-section of the enterprise. Decision Critical's built-in reporting allows teams to leave rigid ratio-based guesstimates behind. Teams get accurate reports and rolling future views of key operational events and their consequences, anchored in the kind of granularity invariably absent in most budget reporting (for example, the real-world effects of seasonality, temporary cash flow shortfalls, price fluctuations, etc.). Choose from a variety of demand calculators to size the market quickly. Change demand rules quickly or create granular exceptions, there are no formulas to break. Automatic calculation of monthly, quarterly, and yearly income statements, balance sheets, and cash flow statements. Full drill down capabilities.Starting Price: $60 per month -
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PlanGuru
PlanGuru
Build intelligent, dynamic financial forecasts with PlanGuro. Designed for small to medium-sized organizations, PlanGuru helps accountants prepare budget analysis, build financial forecasts, and address financial constraints of their businesses. This on-premise business planning and budgeting solution also provides financial ratios, cash flow analysis, and other analytical tools to evaluate and improve business performance. Core features include payroll utility, budget/forecast for up to 10 years, archive budget, custom report builder for Excel, business valuation tool, and more.Starting Price: $99.00/month -
13
Bauwise
Bauwise
Bauwise construction cost management software is the place where project managers and management work together to understand the construction project financial performance and make sure that the project is operating within the agreed budget. Work with an up-to-date budget and monitor all changes to understand how they impact on the project’s profitability. Track the completion, compare projected and committed costs against actual expenses, and indicate budget lines that need attention. Avoid going over budget or running out of cash in the middle of a construction project. Get insights regarding the latest contracts, change orders, commitments and automatically updated budget lines with expenses form the accounting tool or get feedback from built-in daily reporting tool. Our construction job costing software eliminates the need to copy data between spreadsheets or request an updated statement from your accounting department.Starting Price: $297 per month -
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Neubrain Budgeting
Neubrain
Neubrain Budgeting is the most innovative all-in-one budgeting and performance management platform. Perfectly suitable for mid-size and large businesses and government organizations with unique and complex requirements, Neubrain Budgeting offers a fully integrated resource for forecast planning, budgeting, financial consolidations, and performance management. Fast to deploy and easy to maintain, Neubrain Budgeting delivers a powerful set of tools that help link budget decisions with strategic results. -
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Markitsoft Budget Controller
Markitsoft
Budget Controller is a financial planning tool for Microsoft Excel designed to help managers forecast the future profitability of their businesses. It uses business modeling techniques to quickly simulate future profit, cash flow, and other key financial ratios. This budgeting software package enables managers, with or without financial knowledge to create business plans and do “what-if” simulations and sensitivity analyses to help them understand the impact of their decisions on their businesses. Our budgeting software speeds up the budgeting and financial planning process and is an ideal tool for managers of organizations of all sizes in both the manufacturing and service sectors. It can be used as a flexible front end to more complex database budgeting software and group consolidation programs, allowing managers to get a comprehensive overview of their financial performance at a strategic level.Starting Price: $58 one-time payment -
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pcFinancials
DSPanel
Performance Canvas Financials brings you a deep, sophisticated, and easy-to-use FP&A solution that promises to streamline and intelligently automate your entire FP&A process from end to end. Performance Canvas Financials is a unified and easy-to-use software for financial reporting & analysis, consolidation, dashboarding, budgeting & planning. It is an add-on software to your existing ERP system that will allow you to take full control of your financial planning & analysis process. Cloud Performance Canvas Financials is a solution that delivers the latest best practices in Financial Planning & Analysis through its off-the-shelf finance modules. These are prepackaged finance logic such as Cash flow, CAPEX, Consolidation among others. These best practices include Driver-based budgeting, Drag & Drop Financial Reporting, Live Financial Forecasting, Unlimited What-if Analysis, Assumptions testing, Allocations, Activity-based costing, Multiple Entities and Currency Support, etc. -
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PROFITstar Budget
ProfitStars
Comprehensive budgeting, financial forecasting, and financial reporting software. PROFITstar Budget is an ideal solution for institutions in need of a comprehensive - yet flexible - budgeting, forecasting, and financial reporting system that integrates with any core operating system. It offers top-down and bottom-up budgeting. Whether your budgeting is done on consolidated financials or at the branch/cost center level and rolled up, PROFITstar Budget provides the tools to get the budget done quickly and accurately. The budgeting process is simplified with PROFITstar Budget by the institution’s ability to generate user-defined scenarios and projections. Custom variance reports and graphs can be generated with just a few mouse clicks. Grows with an institution to meet the budgeting needs of both smaller institutions and larger, multibillion dollar holding companies. -
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Moolamore
Moolamore
Never waste time waiting to see your cash flow position again, one-touch updates allow you to have clear visibility and control of your finances, whenever you need them. View your real-time financial results direct to your mobile or desktop, on Moolamore's simple, easy-to-navigate dashboards. Forecast for the growth of your business. Create 'what-if' plans and compare business opportunities and entities. Consolidate multiple entities in multi-currency in exportable, shareable reporting.Starting Price: $76.49/month -
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Invest for Excel
DataPartner Software
Focus on your business numbers, rather than layout and formulas with Invest for Excel. The software solution for capital budgeting, financial modeling and valuation, Invest for Excel is trusted by over 1,600 international customers across a wide range of industries. It enables managers, investment analysts, controllers, investors, as well as production, marketing, and engineering teams to prepare complete cash flow models, introduce transparency in analytical calculations, and standardize investments analysis process in the whole organization.Starting Price: $384.00/year/user -
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Planacy
Planacy
Planacy is the leading challenger for data-driven Financial Planning - an innovative, powerful and fully customizable platform that simplifies more efficient and value-creating budget, forecast and planning processes. Planacy enables higher engagement and accountability in the business over the financial forecasts and targets. The platform - with 100% focus on driver-based planning - makes it easier to work more proactively and to always have access to an updated financial forecast that can function as a more well-functioning strategic management instrument. Our unwavering objective is to provide the leading FP&A-platform on the market, revolutionizing the way businesses operate and contribute to better performing businesses. Planacy provide: - Driver-based financial planning - Automated financial planning - Rolling forecasts - Scenario planning - Automated Cash Flow Forecasting - Unbeatable Time-To-ValueStarting Price: 925€ /month for up to 10 users -
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Dryrun
Dryrun
Instant intelligence with epic control. Let Dryrun forecast your cash flow & sales so you can model 'what ifs' in your business & make the right moves. Dryrun transforms your business direction with up-to-the-minute dynamic forecasts, automating cash flow and sales projections while giving you complete control over your data. Powerful, unlimited scenario modeling allows you to explore different strategies before acting. From cash flow management to multi-entity consolidation and currency conversion, Dryrun's clear, engaging visuals turn complicated financial data into easy-to-understand insights, fostering team collaboration and direction. Every minute in Dryrun saves you an hour in a spreadsheet and delivers real-time forecasting, complete control, and crystal-clear visuals to guide your business into the future.Starting Price: $99 per month -
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A3 Modeling
A3 Solutions
A3 Modeling by A3 Solutions is a comprehensive budgeting and corporate performance management solution for organizations of all sizes. Available as as SaaS and on-premise solution, A3 Modeling brings greater efficiency to every business. The platform unified the entire spectrum of corporate performance management, which includes Enterprise Budgeting, Rolling Forecasting, Management Reporting, Multi-entity Consolidations, Dashboards and Ad-hoc Analysis.Starting Price: $500.00/month/user -
23
Kardin Budget
Kardin Systems
Kardin Budget is a comprehensive strategic budgeting and reforecasting platform designed specifically for the commercial real estate (CRE) sector. It enables property managers, asset managers, and investment advisors to streamline financial management by simplifying the budgeting, forecasting, and reporting processes across multiple property types. The platform integrates seamlessly with existing accounting systems, ensuring data accuracy and reducing manual tasks. Kardin Portal provides secure, role-based access to real-time data, supporting collaboration between teams. Users can generate dynamic cash flow forecasts, update CAM recoveries, and manage leasing assumptions, all while having access to in-depth, real-time reporting tools, including year-over-year comparisons and portfolio-level insights. These features allow CRE professionals to focus on strategic decision-making while optimizing property and portfolio performance with ease and efficiency.Starting Price: $2300 -
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Poindexter
Poindexter
Poindexter is designed for users of all backgrounds. No expertise in finance or accounting required. Get instant feedback on the financial impact of your business decisions. Remove complicated, error-prone spreadsheets from your budgeting & forecasting process. Setting up your account, and making updates is a process that happens in minutes. We're here to answer questions and make sure you're getting the most out of Poindexter. Plan your activities, and Poindexter generates a financial model worth thousands of dollars in minutes. Automatically produce all of the financial information you need to make decisions that help you manage cash flow intelligently. Your customer dashboard updates each month with acquisition goals that convert your forecasts into daily tasks, which keeps you focused on the activities driving revenue.Starting Price: $9.99 per user per month -
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Forecast 5
Forecast 5
We know the hours you spend creating your budgets in spreadsheets, only to find its not adding up. This is why Forecast 5 is the modern solution for preparing financial statements, saving you time, and letting you focus on what's important. Discover how Forecast 5 gives you the confidence to trust your numbers by watching our quick pre-recorded demo. From stock to wages, to consolidations, to reports, we cover all aspects of budgeting, making the process so much easier than before. A purpose-built tool that will let you trust your numbers can't be beaten. The easy way to get your reports out! Create customized and professional report packs ready to be printed with a touch of a button. Profit and Loss, Balance Sheet, Cashflow, and Funds Flow are built into Forecast 5, meaning you can get these, and more, financial reports quickly and easily. Consolidate departmental budgets to produce a company budget, do intercompany eliminations and generate the full financial reports.Starting Price: $99 per month -
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Epicor FP&A
Epicor
Businesses face a myriad of challenges today: inflation, attrition, and low productivity. Epicor FP&A is a cloud solution that empowers you with a new structure of working—improving your financial reporting processes, enhancing your operations, and helping you adapt to a dynamic environment. With the CFO holding the reins, bolstered by cutting-edge machine learning technology, you can help ensure your business is ready to: Quickly generate reports and ensure you comply with internal and external reporting standards Accurately predict future revenues, profits, and cash flow Make goal-oriented and driver-based plans, while modeling complex financial and operational what-if scenarios Discover which products, customers, and segments of the business are more profitable Consolidate reports with ease across entities so you can compare performance -
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Planisware
Planisware
Planisware Enterprise captures your strategy and aligns your portfolios, projects, and teams to make an impact on the bottom line. Planisware Orchestra enables project decision-making across the entire portfolio and helps you reach the next maturity level. Planisware Enterprise is an integrated solution that brings together budgets, forecasts, schedules, resources, and actuals. Global organizations like Ford, Philips, Pfizer, and Société Générale, and dynamic mid-sized innovators such as Zebra, Beam Suntory, and MSA Safety alike trust Planisware to manage their project pipeline. Shape your strategy and assess results through roadmaps, budgets, and investment buckets. Define, prioritize, and manage your portfolio of projects through investment scenarios, and simulations. Gain visibility and manage your resources through capacity planning, resource scheduling, and time tracking. Control your projects through scheduling, costs, and deliverable management. -
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Isidore
Isidore
Isidore SME is Budgeting, Forecasting and Reporting software for business and Governments designed for real-time management of decentralized budgets at multiple hierarchical levels as a replacement to spreadsheets or cumbersome add-ins to Finance systems. Administer the structure of any number of Groups/Departments/Units/Sections/Branches/Divisions at any time. Administer the structure of financial statements and reports at any time. View a live consolidation of the entire Organization (or multiple Organizations) down through each level of hierarchy to a Cost Centre/Project/Activity/GL Code. Isidore offer a no risk technical solution to your business needs. If you spend a lot of time with difficult processes and systems we can help streamline them. From advice on how best to manage data to providing you with a complete solution. -
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Kepion
Kepion
Plan your way with Kepion's CPM software. We are a cloud planning & analytics software company that caters to businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. We help connect organizations' teams under a single view of their business performance, so they can make intelligent financial and operational decisions. Kepion's global offices and partners deliver rapid solutions for mid-size and enterprise customers. We empower them with real-time analytics, what-if scenario modeling, and the ability to model complex scenarios and forecast continuously with built-in smart intelligence. Check out our website if you are looking for business budgeting software, demand planning software, supply chain planning software, or workforce planning software. -
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Clausion
Clausion
With us you can trust your numbers and make better decisions for your business. Clausion business planning combines financial planning and reporting with multi-dimensional operative planning. It collects all business management data efficiently securely, reliably and in an easily interpretable format. Leverage budgeting, planning, and forecasting throughout the organization thanks to easy-to-use cloud. Financial consolidation can be easy and smooth when you are using a complete solution for it. Automate processes, use ready-made templates according to latest standards – make IFRS and FAS reporting easy. Take over the Clausion solution for corporate performance management save time and make financial consolidation easy. Thanks to Cloud – you can work anytime, anywhere as long as you have internet connection available. Do not waste your time collecting the data but focus on analyzing it and offer your business best chance to succeed. -
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deFacto Power Planning
deFacto Global
deFacto Power Planning is the newest generation of our product that organizations around the world use in every business function to make informed decisions and drive faster more effective planning processes. deFacto Power Planning empowers business managers throughout an organization to take full command of their company’s performance through real-time budgeting, forecasting, analysis, and reporting across all financial and operational areas, including finance, tax, sales, supply chain, operations, you name it. Using a single, unified platform, business users within each functional area can build and maintain models of their specific business, then use those models as the basis for integrating their planning activities with all other functional areas across their company. The result is a fully synchronized, cross-enterprise planning capability that allows any business manager to make the best decisions and plans for their business area and the entire company. -
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Calumo
insightsoftware
Enhance your enterprise performance management with fast integration, real-time reporting, and sophisticated planning and forecasting tools. Organizations are becoming increasingly complex, requiring management of ever-changing corporate structures, large volumes of data, and changing market conditions. Calumo provides automated reporting, planning, and budgeting solutions that support extended planning and analysis to enhance corporate performance management and is now a part of the insightsoftware family. insightsoftware’s strategy is to offer our customers the right financial and operational reporting and planning solution regardless of company size, ERP, EPM, or reporting environment preferences. Existing solutions are not scalable and can’t support the needs of a growing business. Qualified professionals waste their time in spreadsheets and refreshing routine reporting, rather than analyzing data to generate business value.Starting Price: $1000 per month -
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Up Your Cash Flow
Up Your Cash Flow
Up Your Cash Flow continues to provide professional business budgeting software to CPA's, CFOs, controllers, consultants and business owners to meet their budgeting and cash flow forecasting requirements. For well over 20 years, we have been enabling businesses to perform financial analysis and develop cash management strategies. With Up Your Cash Flow, you will be able generate cash flow forecasts without the use of convoluted worksheets or formulas. Our software for business budgeting has been designed for forward-looking, business savvy individuals who want to take look at and better understand their financial future.Starting Price: $249 one-time payment -
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Cash Flow Mojo
Money Management Solutions
This cash flow software for business owners known as Cash Flow Mojo® is a combination of tools to assist any small to medium sized business to get their finances in order and become more profitable. In this part of the software, the Budgeting module includes a cash flow budget template that will: Tell you exactly how much cash flow you need to bring in each week. Calculate how much weekly income you need to get out of debt and also achieve other financial goals. Highlight areas where expenses can be reduced without harming production and sales. Use a workable cash flow formula, if necessary, to get your company out of debt or expand your company without going into debt. Organize expenses efficiently so you can take actions to become more profitable. -
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Budget Cruncher
Debarel Systems
The process of developing annual budgets or project budgets for businesses or non-profit organizations can be complex and expensive. The Budget Cruncher provides a tool that can take the pain out of both building a budget and monitoring performance against it. Best of all, the basic Budget Cruncher service is free! The Budget Cruncher has many features specifically designed to address issues with project budgets. More detailed information and a comparison of Microsoft Project and the Budget Cruncher are available. A detailed discussion and resources on the topic of "earned value" are also provided. -
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BigHand Budgeting and Forecasting transforms law firm annual budgeting processes from a time-consuming chore to a highly productive mission. Its integration capabilities ensure timely management of budget-to-actual results. Budgeting and Forecasting enable firms to predict cash and accrual-based revenue and simplify all aspects of budgeting and variance tracking within a firm. This customizable feature provides secure access to transaction-level detail originating in the firm's underlying GL and AP systems. At a transaction level, views can be grouped any way you like, limited to one or more segments, and/or sorted by any column. You can then drill into transactions to see their parts, be it checks, vouchers, or general ledger entries.
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PerpetualBudget
Spicer-Baer Associates
A web budgeting and integrated spend management 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 spends management application. The heart of this solution is a tight coupling between the project budgets and purchase order tracking of all expenditures. In the tree example above the hierarchy illustrates how Purchase Order objects (PO records) are tracked. All the financial objects roll up from POs (green) to Projects (wheat) to Accounts (blue) to Budgets (grey). This financial structure is created by the Team wherein the Admin, Project Managers, and Vendor contacts work together to first create a budget shell and then collaborate in real-time to initiate new POs, approve estimates, place POs and track all invoices and life-cycle changes to the PO.Starting Price: $1495 one-time payment -
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Talentia CPM
Talentia Software
Talentia Corporate Performance Management (CPM) is a global platform for real time financial reporting, business analysis, budgeting process, forecasting, consolidation & close. Talentia CPM makes information more reliable, increases team productivity and improves decision-making processes. A comprehensive platform to clearly pilot corporate performance: Budgeting, forecasting & rolling forecasting, Management Reporting, Multi-standard Statutory Consolidation, Financial Reporting and Intra-Group Reconciliation. Beneficiate from a complete consolidation and close software allowing multi-standard statutory consolidation, portfolio management and Intragroup reconciliation. From a single repository, analyze performance, reduce delays, make financial communication more reliable and consolidate in compliance with regulatory requirements. -
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CloudBudget
CloudBudget
Check out the planning process of the Lightning version of CloudBudget. In just ten minutes you will understand the fundamentals of how it works! CloudBudget is a comprehensive budgeting application that allows you to plan budgets and measure the financial stability of your organization with line item budgetary tracking. Since 2010 CloudBudget experts have been assisting organizations of all sizes and types to better budget and plan. The problem we sought to solve and continue to confront is the spreadsheet-centric budgeting process too many organizations rely on despite the painful drawbacks. Our goal was to design a product that affordably leverages the strengths of Salesforce and the force.com platform to bring relief to organizations struggling with consolidation, workflow control, validation, permission control, reporting, integration and other basic budgeting needs that spreadsheet approaches make difficult.Starting Price: $60/user/month -
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Exopen
Exopen
Plan and analyze revenue & finance for predictable impact. Connect your dots, form the equation, and achieve your goals. With Exopen, as a CFO and controller, you get everything you need to streamline your financial reporting, improve budgeting & forecasting processes, and create clear and insightful analyses for your stakeholders. With Exopen, you can work with modern and data-driven functionality that streamlines your budget and forecast process with integrated analysis in Power BI. You quickly get a total overview and higher precision in your budget, saving time. You always look at quality-assured data from your ERP, leading to faster insights for better strategic decisions about the business. Choose modules according to your needs to create a tailored budget and forecast process. With our planning tool, you can work with both account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis. -
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Trace Spend
Trace
The multi-tasking procurement app for multi-tasking teams. Roll budget management, procurement workflows, and spend analytics into one solution. Streamline spending for budget owners and the teams that support them. No more taking requests by email, Slack or Jira. Make your purchase process easy with smart workflows. Take in all requests in one place, with one workflow. Ask just a few questions at a time, like a conversation. Allow vendors and contracts to be added now or later. Build and update bottom-up purchase plans as you go. Purchase approvals can involve procurement, IT, legal, finance, and more. Loop everyone in with dynamic workflows. -
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Centage
Centage
Collaborative budgeting software that aligns and engages your entire company. Centage helps you create a collaborative, top-down AND bottoms-up budgeting process—aligning teams and empowering them to own the plan. Build a budget with your team, not just for them. Centage enables secure, cross-department collaboration, transforming budgeting and forecasting into a transparent, shared process. By involving key stakeholders, every plan captures the insights and needs of the entire organization, driving alignment and accountability from day one. Create budgets that your entire team believes in. Our software allows you to collaborate seamlessly with department leaders, ensuring every number reflects input from the people who know the business best. Build multidimensional budgets together and turn a daunting task into a shared mission, aligning your company around a financial plan everyone supports. -
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Approvol
Approvol
Everything you need from budgeting and purchasing management in one place - budgeting, requests, approvals, procurements, receiving, invoicing, payments, and analytics - accessible at any time from anywhere. Stay on top with real-time budget reports, purchasing dashboards, and system notifications every step along the way. Decisions making supported by understandings and insights gained from analytical data. Flexible customisation of budget control rules and purchasing approval rules to cover every scenario. Scalable pricing plans suit businesses of all sizes. Flexible multi-dimensional budget control, monitoring, dashboards, and reports. Simple purchase request process with assistants & helpers along the way to support decision making. Receiving & returning driven directly from POs, with dedicated report to keep track of order line status. Auto generate invoices from POs with intelligent checks & reminders to avoid over & under invoicing.Starting Price: $60 per month -
44
Costlocker
Costlocker
A time, cost and profitability management application for the financially focused agency CEO and their team. Manage your company based on numbers, not feelings. Originally, we created Costlocker for ourselves. We watched our turnovers, costs and timesheets, but that wasn’t nearly enough, as we still didn’t know how much our work paid off. We needed a tool that would give us true financial insights and help us make decisions based on numbers, not feelings. See client and project profitability. Learn what types of projects are worth focusing on. Discover gold mines and plug spending leaks. Keep track of invoicing and predict cash flow. Manage external project costs comfortably. See if won tenders cover the costs of lost ones. Learn whether employees earn their salaries. Integrate easily with Basecamp, Toggl and more. Get a detailed insight into your agency’s financial status. Track budgets and time to see how people on your projects are doing.Starting Price: $12 per user -
45
Allfred
Allfred
Transform your ad agency into a well‑oiled machine. Increase agency profitability by up to 30% with all‑in‑one integrations. Allfred’s connected data and analytics capabilities enable agency owners to make data‑informed decisions, leading to better client satisfaction and successful campaigns. Integrate project management, resource planning, and budgeting for real‑time decision-making. Lead your agency toward optimal efficiency and profitability. Increase visibility into all parts of the project process, from up‑to‑date budgets, resource planning, task and project management, and time‑tracking. Keep on top of financial data, so you don’t run into risks of underbudgeting or overwork. Automate manual tasks that save 30% of work and improve reporting 3x. Seamless budget, finance, billing & reporting management. Simple CRM for employees, clients, and contractors. Increase project visibility for less overwork and overtime.Starting Price: €8 per month -
46
CalendarBudget
CalendarBudget
Financial planners recommend organizing and planning your money on a monthly calendar budget. CalendarBudget is a personal finance app designed to be easy to use and to allow you to both TRACK and PLAN your money management in the past and future. It’s easy to use, user-friendly money planner with no complicated system that takes weeks to get used to - just walk up and use our budget saver app. - Never miss a bill again with calendared reminders - Know when your income, expenses, and regular spending happen - See your account balance on any day in the future - Plan ahead for upcoming major expenses - Plan to save for your future! - Mobile and browser versions stay perfectly in sync Budgeting Software: The world needs this budget planner money manager expenses calendar app- you need it too Consumer debt is at an all-time high. Managing personal finances is challenging because easy credit, impulse buying, and poor financial planning are all too common.Starting Price: $7.99 per month -
47
4CastPro
4Cast Solutions
4CastPro excels in multi-level budgeting and consolidation. The six-digit cost centre coding enables users to create a sophisticated hierarchy of cost centres, from the group consolidated budget at the top down to individual departmental budgets. Choose from New Cloud or desktop versions or use both with same databases. Try Cloud version via link below or email an old TB and have a demo via Teamviewer or MS Teams. Ability to forecast your accruals, loans, capital expenditure and depreciation. Ability to forecast your staff costs by employee and sales prospects by key customer, key product group. Integrated P&L Account, balance sheet, fundsflow and cashflow. Advanced Excel Custom Forecasting and Reporting (Excel Add in on Desktop versions). Easy Import of Actuals from MS Excel Trial Balance. Direct Import from Sage Business Cloud Accounts, Xero and Quickbooks (in Cloud version); Sage 50 and Access Dimensions (in Desktop version). -
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Six Degrees Planning
Six Degrees Planning
Financial planning with spreadsheets is dire. Our fresh approach transforms it into something you’ll look forward to, not something you dread. Six Degrees Planning replaces spreadsheet workarounds, messy hacks, and uncertainty about data integrity with built-in workflows, effortless collaboration, and visual reports and dashboards. Delegate planning to departments, divisions, or subsidiaries whilst keeping 100% oversight. Tap into know-how in all corners of your business while keeping everyone on track using Six Degrees’ pre-built workflows to allocate and track planning tasks. The world has changed – and so has the frequency of budgeting and planning processes. But when you’re using spreadsheets, rolling forecasts are hugely time-consuming and tricky to reconcile. Six Degrees Planning relegates spreadsheet consolidation to the past and frees you up for other, more valuable tasks like creating what-if scenarios.Starting Price: $1000.00/one-time/user -
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IDU-Concept
IDU
IDU-Concept is a budgeting, forecasting, and reporting system for midsize to large businesses in a wide variety of industries. In addition to these functions, the system also helps companies track spend, manage their assets and equipment, and more. IDU-Concept can be deployed in the cloud and paid as a monthly subscription, or purchased outright and installed on a local server, based on the preference and needs of each business. The Financial Reporting module aims to enhance visibility and provide full access to constantly updated, accurate data. The Revenue Reporting module allows users to comment on and analyze revenue data in real-time. It also helps calculate anticipated outcomes, predict risk, and report on past numbers. Alerts are automated and customizable, notifying users whenever new information is uploaded into the database, or a particular data set needs attention.Starting Price: $50.00/month/user -
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Planwhiz
Planwhiz
Planwhiz empowers finance to unite other departments around common goals and easily perform variances analysis to identify opportunities for growth. Planwhiz provides a single source of truth by connecting to accounting, HR, and spreadsheets and provides detailed information on the source of each budgeting item. Planwhiz brings everyone on the same page. Streamline your planning process to drive results with Planwhiz. Rapidly adapt to changing conditions with flexible financial planning that is easy to use, accurate, and collaborative. With pre-built reports such as P&L, Cashflow statements, SaaS metrics, headcount insights, and more, Planwhiz provides real-time insights and analysis for every scenario. Eliminate tedium and liberate your productivity by automating clerical report-making tasks. Get your reports as and when you need them, with performance being able to be shared both internally and externally.