Budgeting and Financial Reporting Software Directory

Find the best Budgeting & Financial Reporting software for your business using our wizard which analyzes your requirements & provides best-fit recommendations.


Vendor | Anaplan
Headquarters | San Francisco, California
Industry Focus
| Banking, Consumer Products, Insurance, Healthcare, Retail, Technology, Telecom
Excerpt | “Strategize and collaborate with agility amid constant change. Mobilize complex scenario planning to the smallest detail, intelligently forecast the biggest picture, and empower teams to make decisions faster.”
Accounting / ERP Focus | Agnostic
Website | https://www.anaplan.com/

Anaplan Budgeting Reporting Software Logo

Axiom Software

Vendor | Syntellis Performance Solutions
Headquarters | Chicago, Illinois
Industry Focus
| Healthcare, Financial Institutions, Higher Education
Excerpt | “Axiom Software is an enterprise performance management tool that arms finance teams and executives with the best tools for budgeting, forecasting, planning, reporting, scenario modeling, and more. Finance teams using Axiom Software are more agile and spend more time analyzing data to better understand the drivers that affect their organizations.”
Accounting / ERP Focus | Microsoft Dynamics GP, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, NetSuite, Oracle, SAP, Sage, Quickbooks, Workday
Website | https://www.syntellis.com/axiom-software

Syntellis Budgeting Reporting Software Logo


Vendor | Board International
Headquarters | Chiasso, Ticino
Industry Focus
| Financial Services, Insurance, Restaurant, Professional Services, Manufacturing, Legal, Oil & Gas, Healthcare, Energy, Utilities, Automotive, Non-Profit
Excerpt | “Board’s reporting and business intelligence solution combines an intuitive drag-and-drop interface, a comprehensive set of charts, and cutting-edge MS Office® integration with advanced alerting and broadcasting functions, making it easy to create and distribute any kind of reports across the organization.”
Accounting / ERP Focus | Agnostic
Website | https://www.board.com/en/reporting

Board Budgeting Reporting Software Logo


Vendor | XLerant, Inc.
Headquarters | Stamford, Connecticut
Industry Focus
| Higher Education, Non-Profit, Religious Organizations, Real Estate
Excerpt | “XLerant provides cloud-based budgeting, forecasting and reporting solutions designed with easy to use interfaces that make a complex process accessible for finance teams and budget managers alike.”
Accounting / ERP Focus | Microsoft Dynamics GP, Sage Intacct, Oracle, QuickBooks, SAP, Microsoft Dynamics SL, Workday, Zoho
Website | https://xlerant.com/

XLerant Budgeting Reporting Software Logo


Vendor | Budgyt
Headquarters | New York, New York
Industry Focus
| Non-Profit, Sports, Manufacturing, Medical, Retail, Restaurants, Wholesale, Higher Education, Government
Excerpt | “Budgyt is an easy to use, intuitive platform with a clean simple interface making budgeting multiple P&L’s easy to do without needing Excel.”
Accounting / ERP Focus | QuickBooks, Xero
Website | https://budgyt.com/

Budgyt Budgeting Reporting Software Logo


Vendor | Calumo, Inc.
Headquarters | Sydney, Australia
Industry Focus
| All
Excerpt | “CALUMO empowers your organisation with automated reporting and budgeting solutions that significantly enhance your corporate, financial and operational reporting. We’ve successfully delivered business intelligence solutions to organisations around the world, from not-for-profits and small to medium-sized enterprises, to listed companies and government organisations.”
Accounting / ERP Focus | Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics SL, Xero, QuickBooks, NetSuite
Website | https://www.calumo.com/

budgeting financial reporting software calumo logo
*Full Features Profile Available*


Vendor | Centage Corporation
Headquarters | Natick, Massachusetts
Industry Focus
| Accounting, Software, Construction, Gambling, Higher Education, Hospitality, Healthcare, Nonprofit, Transportation, Wholesale
Excerpt | “Planning Maestro empowers your organization to make faster, more informed decisions. React quicker to market changes and opportunities with flexible, driver-based, and integrated plans. Intelligently forecast financial performance and cash flow. Analyze performance and collaborate closer with your business to optimize financial results“
Accounting / ERP Focus | Acumatica, Microsoft Dynamics, Sage Intactt, SAP
Website | https://www.centage.com/

Centage Budgeting Reporting Software Logo

ClearPoint Strategy

Vendor | ClearPoint Strategy
Headquarters | Arlington, Virginia
Industry Focus
| Any
Excerpt | “Stay focused on strategy. Leave the reporting to us.
Gathering, analyzing, and formatting reports the old way takes too much time—over 40 hours per report. ClearPoint simplifies and automates 70% of your reporting process so you have time to execute your plan.”
Accounting / ERP Focus | Oracle, SAP, Microsoft Dynamics
Website | https://www.clearpointstrategy.com/management-reporting-software/

ClearPoint Strategy Budgeting Reporting Software Logo

deFacto Global

Vendor | deFacto Global, Inc.
Headquarters | Troy, New York
Industry Focus
| All
Excerpt | “deFacto 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 functional areas, including finance, tax, sales, supply chain, operations, and others”
Accounting / ERP Focus | Microsoft Dynamics FO, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, Microsoft Dynamics GP, Microsoft Dynamics BC, Oracle, NetSuite, SAO
Website | https://www.defactoglobal.com/

financial reporting software defacto global logo

Dynamic Budgets

Vendor | Dynamic Budgets
Headquarters | San Francisco, California
Industry Focus
| All
Excerpt | “Dynamic Budgets is a budgeting, forecasting, and reporting solution for Microsoft Dynamics GP and Microsoft Dynamics NAV, an alternative to spreadsheets and a replacement for Forecaster.”
Accounting / ERP Focus | Microsoft Dynamics GP, Microsoft Dynamics NAV, Acumatica
Website | https://dynamicbudgets.com/

dynamic budgets financial reporting software logo

Forecast Pro

Vendor | Business Forecast Systems, Inc.
Headquarters | Waltham, Massachusetts
Industry Focus
| Any
Excerpt | “Forecast Pro is an off the-shelf forecasting package designed for business forecasters. Forecast Pro is used across virtually all industries and puts sophisticated forecasting techniques into anyone’s hands. It is powerful & accurate, yet easy-to-use and quick to implement — you can be up and running in just days, or even hours.”
Accounting / ERP Focus | Agnostic
Website | https://www.forecastpro.com/

Forecast Pro Budgeting Reporting Software Logo

Futrli Advisor

Vendor | Futrli Ltd
Headquarters | Brighton, East Sussex
Industry Focus
| Accounting, Professional Services
Excerpt | “All in one reporting and forecasting for larger SMEs”
Accounting / ERP Focus | QuickBooks, Xero
Website | https://www.futrli.com/advisor

Futrli Budgeting Reporting Software Logo


Vendor | InsightSoftware, Inc.
Headquarters | Raleigh, North Carolina
Industry Focus
| Any
Excerpt | “Real-Time Reporting, Analytics, and Budgeting for JDE and Oracle EBS”
Accounting / ERP Focus | Oracle
Website | https://insightsoftware.com/hubble/

Insight Software Budgeting Reporting Logo

IBM Planning Analytics

Vendor | IBM
Headquarters | New York, New York
Industry Focus
| Any
Excerpt | “IBM Planning Analytics is an AI-infused integrated planning solution that allows you to transcend the limits of manual planning so you can quickly and easily create more accurate plans for financial operations, sales, supply chain and beyond.”
Accounting / ERP Focus | Agnostic
Website | https://www.ibm.com/products/planning-analytics

IBM Budgeting Reporting Software Logo


Vendor | idu
Headquarters | Cape Town, Western Cape
Industry Focus
| All
Excerpt | “idu-Concept’s reporting and analytics module offers high level, real-time access to critical business data so that your teams can make decisions based on accurate information and evidence. Our intuitive toolset provides a 360 degree view of the data, putting the most important metrics in one place.”
Accounting / ERP Focus | Acumatica, Microsoft Dynamics FO, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics BC, Microsoft Dynamics BC, Oracle, NetSuite, Sage Intacct, SAP
Website | https://www.idusoft.com/budgeting-forecasting-and-reporting

IDU Concept Budgeting Reporting Software Logo
*Full Features Profile Available*


Vendor | Jedox, Inc.
Headquarters | Freiburg im Breisgau
Industry Focus
| Any
Excerpt | “Jedox enterprise performance management software streamlines planning, budgeting and forecasting across finance, sales, human resources, procurement, and other departments. Integrate financial planning and analysis (FP&A) with operational plans and reporting to optimize processes, boost data quality, and slash planning cycles throughout the organization”
Accounting / ERP Focus | Agnostic
Website | https://www.jedox.com/en/

Jedox Budgeting Reporting Software Logo

Jet Global

Vendor | InsightSoftware, Inc.
Headquarters | Raleigh, North Carolina
Industry Focus
| Any
Excerpt | “All Your Financials Inside of Excel with the Click of a Button. Quickly and easily generate timely, accurate financial reports in the format that works for you, right inside of Excel. Always have the answers you need by drilling down to see the source data and enjoy the freedom to focus on other tasks while your reports run and distribute automatically.”
Accounting / ERP Focus | Microsoft Dynamics
Website | https://insightsoftware.com/jet/

Insight Software Budgeting Reporting Logo


Vendor | Jirav
Headquarters | San Francisco, California
Industry Focus
| Any
Excerpt | “With driver-based financial modeling, you’ll be able to plan faster and more accurately. That’s because Jirav enables you to budget and forecast using the metrics that move your business forward today, not what happened last year.”
Accounting / ERP Focus | QuickBooks, Xero, NetSuite, Sage Intacct
Website | https://www.jirav.com/

Jirav Budgeting Reporting Software Logo


Vendor | Konsolidator A/S
Headquarters | Søborg, Capital Region
Industry Focus
| Any
Excerpt | “Generate accurate financial reports and accelerate strategic decision-making. With Konsolidator® and Konsolidator Konnect®, easily prepare and adjust financial reports without the risk of errors. Drill down into data for ad-hoc reporting at the click of a button.”
Accounting / ERP Focus | Agnostic
Website | https://konsolidator.com/solution/financial-reporting/

Konsolidator Budgeting Reporting Software Logo


Vendor | Limelight Software
Headquarters | Toronto, Ontario
Industry Focus
| Insurance, Financial Services, Healthcare, Manufacturing, Software, Energy, Utilities, Higher Education, Professional Services
Excerpt | “With Limelight, you can view and analyze reports in real-time, drill down to transactional details and provide information via narratives that managers can easily understand and use to make informed decisions.”
Accounting / ERP Focus | Sage Intacct, NetSuite, Microsoft Dynamics, Infor
Website | https://www.golimelight.com/

Limelight Budgeting Reporting Software Logo


Vendor | LucaNet AG
Headquarters | Philadelphia, Pennsylvania
Industry Focus
| Any
Excerpt | “LucaNet has been designed to meet all finance needs. Instead of being limited to just one aspect of accounting, the solution is designed to handle the entire process in one system without having to change formats – from data transfer right through to finished reports.”
Accounting / ERP Focus | Agnostic
Website | https://www.lucanet.us/solutions/report

LucaNet Budgeting Reporting Software Logo


Vendor | OneStream Software
Headquarters | Rochester, Michigan
Industry Focus
| All
Excerpt | “A Modern, Unified Platform for Corporate Performance Management. The proven alternative to fragmented legacy applications, designed to simplify processes for the most sophisticated, global enterprises.”
Accounting / ERP Focus | Agnostic
Website | https://www.onestreamsoftware.com/platform/financial-reporting-software

OneStream Budgeting Reporting Software Logo


Vendor | Planful, Inc.
Headquarters | Redwood City, California
Industry Focus
| Any
Excerpt | “Planful’s Continuous Planning platform marries finance’s need for structured planning with the business’ need for dynamic planning, enabling your organization to elevate the financial conversation, and make better decisions more quickly, confidently, and strategically.”
Accounting / ERP Focus | Agnostic
Website | https://planful.com/

Planful Budgeting Reporting Software Logo


Vendor | PlanGuru, LLC.
Headquarters | Wilkes Barre, Pennsylvania
Industry Focus
| Small Business, Accounting, Professional Services, Non-Profit
Excerpt | “Based on innovative core technologies, our tools dramatically reduce the complexity, inflexibility and expense associated with traditional business budgeting and forecasting systems.”
Accounting / ERP Focus | Agnostic
Website | https://www.planguru.com/

PlanGuru Budgeting Reporting Software Logo


Vendor | Prophix Software
Headquarters | Mississauga, Ontario
Industry Focus
| All
Excerpt | “Budget, plan, consolidate and report automatically. Whether in the cloud or on-premise, Prophix supports your future with a platform that flexes to suit your strategic realities, today and tomorrow.”
Accounting / ERP Focus | Microsoft Dynamics, NetSuite, Acumatica, Sage Intacct, SAP, Workday
Website | https://www.prophix.com/

corporate performance management software prophix logo red


Vendor | MSX Group, LLC.
Headquarters | Atlanta, Georgia
Industry Focus
| All
Excerpt | “Prospero® is a fully-integrated financial reporting, budgeting, forecasting and analysis solution. With Prospero, you can create boardroom-quality reports, charts and graphs and sophisticated budget and forecast plans – without IT assistance.”
Accounting / ERP Focus | Microsoft Dynamics GP, Microsoft Dynamics AX, Microsoft Dynamics FO, Microsoft Dynamics BC, Microsoft Dynamics NAV, Microsoft Dynamics SL
Website | https://msxgroup.com/products/prospero-overview/

reporting software microsoft dynamics prospero logo


Vendor | Questica
Headquarters | Oakville, Ontario
Industry Focus
| Government, Healthcare, Higher Education, Non-Profit
Excerpt | “Questica Budget is fully featured, multi-user, multi-year web-based operating, salary and capital budgeting and performance measures solution. Plus financial statements, integrates with financial and other systems. *NEW* Advanced Calculation Engine.”
Accounting / ERP Focus | Sage Intacct, Microsoft Dynamics
Website | https://www.questica.com/

Questica Budgeting Reporting Software Logo


Vendor | Maxiplan Technology Pty Ltd
Headquarters | Lindfield, New South Wales
Industry Focus
| Any
Excerpt | “With Maxiplan Rapidstart, discover how fast and easy it is to automatically create a complete budgeting and forecasting solution to suit your specific business needs. Instantly replace your existing spreadsheet nightmare with a centralised, access anywhere, collaborative multidimensional planning solution with fast consolidation and flexible reporting.”
Accounting / ERP Focus | Agnostic
Website | https://rsforecast.com/

RapidStart Budgeting Reporting Software Logo


Vendor | Solver, Inc.
Headquarters | Los Angeles, California
Industry Focus
| All
Excerpt | “Solver combines financial and other key data into a single tool, powered by the most flexible report and planning form designer on the market.”
Accounting / ERP Focus | Microsoft Dynamics, Sage Intacct, SAP, Acumatica, NetSuite, QuickBooks
Website | https://www.solverglobal.com/products/

Solver Budgeting Reporting Software Logo

Spotlight Reporting

Vendor | Spotlight Reporting
Headquarters | Wellington, New Zealand
Industry Focus
| Accounting, Franchises, Non-Profits
Excerpt | “Designed to enable strategic and meaningful conversations with your clients, and stakeholders, the Spotlight suite of tools are the preferred choice of the Big 4 and ideal for accounting firms, business owners, CFOs, franchises, and not-for-profits seeking to deliver clarity and insights.”
Accounting / ERP Focus | Sage Intacct, QuickBooks, Xero
Website | https://www.spotlightreporting.com/

Spotlight Reporting Budgeting Software Logo

True Sky

Vendor | True Sky, Inc.
Headquarters | Markham, Ontario
Industry Focus
| All
Excerpt | “True Sky gives you control of your budgeting, planning and forecasting process. By providing powerful data tools and an easy-to-use Excel interface, the time you traditionally spend on template creation, data input, data merging, and review is drastically reduced so you have more time to focus on analysis and strategy.”
Accounting / ERP Focus | Acumatica, QuickBooks, Microsoft Dynamics, Sage Intacct
Website | https://www.truesky.com/

financial reporting software true sky logo
*Full Features Profile Available*


Vendor | Vena Solutions
Headquarters | Toronto, Ontario
Industry Focus
| Any
Excerpt | “Stay connected with Vena’s FP&A software. Integrate all your business’ data sources—financial, non-financial, internal and external—to provide a secure and collaborative work environment. Drive smarter, more data-driven business decisions with numbers you can trust.”
Accounting / ERP Focus | Agnostic
Website | https://www.venasolutions.com/

Vena Budgeting Reporting Software Logo

Vivid Reports

Vendor | Vivid Reports
Headquarters | Winnipeg, Manitoba
Industry Focus
| All
Excerpt | “Vivid Reports CPM (Corporate Performance Management) solution provides a sophisticated financial reporting and budgeting framework that delivers unprecedented processing speed, ease of use, and security. It transforms Microsoft Excel® into a secure presentation and analysis work space.”
Accounting / ERP Focus | Acumatica, QuickBooks, Epicor, SAP, Microsoft Dynamics GP, Microsoft Dynamics AX, Microsoft Dynamics FO, Microsoft Dynamics NAV, Microsoft Dynamics BC
Website | https://www.vividreports.com/

Vivid Reports Budgeting Reporting Software Logo
*Full Features Profile Available*

Workday Adaptive Planning

Vendor | Workday, Inc.
Headquarters | Pleasanton, California
Industry Focus
| All
Excerpt | “With Workday Adaptive Planning, you can collaboratively plan across the enterprise without manual spreadsheets or clunky legacy systems. Get business agility in a fast-moving world.”
Accounting / ERP Focus | Microsoft Dynamics, SAP, Oracle, NetSuite, Workday, Sage Intacct
Website | https://www.adaptiveplanning.com/

Workday Logo Color


Vendor | XLReporting
Headquarters | Utrecht, Utrecht
Industry Focus
| Any
Excerpt | “Connect your data sources, and create your own reporting and budgeting models. XLReporting gives you automation, overview, and reliability at every step. That gives you confidence in your numbers and in your decisions.”
Accounting / ERP Focus | Xero, QuickBooks, Sage, Freshbooks, Wave, Zoho, Microsoft Dynamics
Website | https://www.xlreporting.com/

XLReporting Budgeting Reporting Software Logo

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