---
title: "Best Budgeting Software 2026 | Capterra"
description: "Find the top Budgeting software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs."
source_url: "https://www.capterra.com/budgeting-software/"
page_type: "category"
language: "en"
---

# Best Budgeting Software

Last updated on September 10, 2026

How to find the right Budgeting Software?

Learn more from our team about Budgeting Software pricing features and benefits in our Budgeting Buyers Guide

Verified Insights

Provider data verified by our Software Research team and reviews moderated by our Reviews Verification team.  
[Learn more](https://www.capterra.com/our-story/)

## What is budgeting software?

Researched by: [Capterra](https://www.capterra.com/resources/author/capterra/)

Updated on September 10, 2026

[Budgeting software](https://www.capterra.com/budgeting-software/), also known as budget management software, helps businesses track and manage financial accounts for planning and controlling activities, including income expenses, savings, and investments. The tool creates detailed budgets, specifying income sources, expenses, categories, and amounts. These budget reports are further organized by time frames, such as monthly, quarterly, or annually.

Budget software offers financial reporting and analysis features, allowing users to view summaries, charts, and graphs that illustrate their financial performance, cash flow, and areas where optimization is required. This and the historical financial data help with the financial planning for future expenses and savings goals.

* * *

For more information consult our [Budgeting Buyers Guide](#buyers-guide-content)

## CCH Tagetik

[4.4 (108)](https://www.capterra.com/p/62308/CCH-Tagetik/reviews/)

87% recommend

What is this product about?

CCH Tagetik empowers enterprise-sized companies with AI-driven finance transformation — uniting close, planning, tax & reporting. [Learn more](https://www.capterra.com/p/62308/CCH-Tagetik/)

Starting price

$50000.00

Per Feature

Free demo

Highest and lowest rated features

-   Income & Balance Sheet5.0
-   Profit/Loss Statement5.0
-   Forecasting5.0
-   Consolidation/Roll-Up4.8

-   Multi-Company4.3
-   Strategic Planning4.3
-   Financial Analysis4.5
-   Multi-Department/Project4.7

Ease of use

4.1 (108)

#### Selected review snippet

elisa Z.

Financial Services, 501-1,000 employees

> "What I appreciated most about CCH Tagetik is its ability to automate complex consolidation and financial close processes, which greatly reduces manual effort and the risk of errors."

April 9, 2026

Most popular Integrations

Microsoft PowerPoint

4.7

Microsoft Excel

5.0

Microsoft 365

5.0

Microsoft Word

5.0

Microsoft Power BI

4.6

SAP S/4HANA Cloud

4.7

Qlik Sense

4.5

SAP BW/4HANA

3.7

SAP Datasphere

No rating

CCH Tagetik connects with 9+ software tools[See all integrations](https://www.capterra.com/p/62308/CCH-Tagetik/#integrations)

---

## Power ON

[4.3 (11)](https://www.capterra.com/p/240152/Power-ON/#reviews)

What is this product about?

Turn Power BI into a complete planning workspace. Edit data, build forecasts, collaborate in real-time. Excel feel. AI insights. [Learn more](https://www.capterra.com/p/240152/Power-ON/)

Starting price

Not available

Free demo

Highest and lowest rated features

-   Data Import/Export5.0
-   Data Visualization5.0
-   Profit/Loss Statement5.0
-   Dashboard Creation4.0

-   Income & Balance Sheet4.0
-   Reporting/Analytics4.0

Ease of use

4.2 (11)

---

## Pegasus Insights

[5.0 (3)](https://www.capterra.com/p/10028958/Pegasus-Insights/#reviews)

What is this product about?

Cash is King! So treat it like royalty with AI powered cash forecasting & liquidity management software [Learn more](https://www.capterra.com/p/10028958/Pegasus-Insights/)

Starting price

$450.00

Flat Rate, Per Month

Most popular features

-   Income & Balance Sheet
-   Profit/Loss Statement
-   Data Import/Export
-   General Ledger
-   Third-Party Integrations
-   Financial Management
-   Chart of Accounts
-   Real-Time Data
-   Customizable Reports
-   Cash Management
-   Strategic Planning
-   Consolidation/Roll-Up

Ease of use

5.0 (3)

Most popular Integrations

QuickBooks Enterprise

4.5

QuickBooks Online

4.3

Xero

4.4

NetSuite

4.2

Microsoft Authenticator

4.7

Plaid

4.4

SAP Ariba

3.8

IFS Cloud

3.9

RAMP

4.4

Pegasus Insights connects with 10+ software tools[See all integrations](https://www.capterra.com/p/10028958/Pegasus-Insights/#integrations)

---

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors.

## budget4cast

[4.4 (15)](https://www.capterra.com/p/211819/budget4cast/reviews/)

What is this product about?

Construction project management solution that helps businesses streamline planning, tracking, budgeting, and forecasting processes. [Learn more](https://www.capterra.com/p/211819/budget4cast/)

Starting price

$49.00

Flat Rate, Per Month

Free trial

Free demo

Most popular features

-   Income & Balance Sheet
-   Profit/Loss Statement
-   Data Import/Export
-   General Ledger
-   Third-Party Integrations
-   Financial Management
-   Chart of Accounts
-   Real-Time Data
-   Customizable Reports
-   Cash Management
-   Strategic Planning
-   Consolidation/Roll-Up

Ease of use

4.3 (15)

Most popular Integrations

QuickBooks Online

4.3

Xero

4.4

budget4cast connects with 2+ software tools[See all integrations](https://www.capterra.com/p/211819/budget4cast/#integrations)

---

[## QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

[4.3 (8521)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

[Capterra Shortlist](https://www.capterra.com/budgeting-software/shortlist/)

What is this product about?

QuickBooks simplifies budgeting with tools to track spending & adjust in real time. Trusted by 7M+ users. [Learn more](https://www.capterra.com/p/190778/QuickBooks-Online/)

Pros and cons based on reviews

-   Intuitive and accessible interface
-   Flexible multi-device remote access
-   High and rising subscription costs
-   Frequent glitches and unresolved errors

Starting price

$38.00

Flat Rate, Per Month

Free trial

Highest and lowest rated features

-   Billing & Invoicing4.7
-   Income & Balance Sheet4.7
-   Accounting4.9
-   General Ledger4.6

-   Third-Party Integrations4.3
-   Reporting/Analytics4.5
-   Expense Management4.1
-   API4.3

#### Selected review snippet

Deborah T.

Construction, 11-50 employees

> "The program is intuitive and offers as much guidance with helpful hints, as needed. "

March 4, 2026

Ease of use

4.2 (8,521)

#### Selected review snippet

J

Jillean B.

Retail, 1-10 employees

> "This feature allows me to provide prompt and effective support to my employees, ensuring they receive the assistance they need, regardless of their location or my own, which significantly enhances our overall efficiency and productivity."

May 21, 2026

Most popular Integrations

Constant Contact

4.3

Buddy Punch

4.8

Cin7 Core

4.3

Pipeline CRM

4.3

Cin7 Omni

4.3

BigCommerce

4.4

QuickBooks Online connects with 129+ software tools[See all integrations](https://www.capterra.com/p/190778/QuickBooks-Online/#integrations)

#### Selected review snippet

Eri D.

Accounting, 1-10 employees

> "My clients use different software unique to their industry, Quickbooks makes this seamless by offering an integration for most if not all."

May 13, 2026

---

[## Xero](https://www.capterra.com/p/120109/Xero/)

[4.4 (3324)](https://www.capterra.com/p/120109/Xero/reviews/)

[Capterra Shortlist](https://www.capterra.com/budgeting-software/shortlist/)

What is this product about?

Xero is an online accounting software solution for small businesses, sole traders, and accountants in any industry. [Learn more](https://www.capterra.com/p/120109/Xero/)

Pros and cons based on reviews

-   Accessible and intuitive platform
-   Comprehensive financial oversight tools
-   Recurring software glitches
-   Slow and inconvenient email support

Starting price

$25.00

Flat Rate, Per Month

Free trial

Highest and lowest rated features

-   Billing & Invoicing4.7
-   Income & Balance Sheet4.7
-   Third-Party Integrations4.8
-   Accounting4.6

-   General Ledger4.4
-   Multi-Company3.0
-   Data Import/Export4.4
-   Profit/Loss Statement4.6

#### Selected review snippet

B

Bradley W.

Management Consulting, Self-employed

> "The Xero interface is exceptionally easy to work with."

October 14, 2025

Ease of use

4.4 (3,324)

#### Selected review snippet

R

Rebecca R.

Construction, 11-50 employees

> "I also appreciate the cloud-based access, which allows me to manage accounting from anywhere, along with the seamless bank integrations that help save time and keep records accurate."

May 26, 2026

Most popular Integrations

Expensify

4.5

Epos Now

3.8

Harvest

4.6

ActiveCollab

4.5

Checkfront

4.5

Plooto

4.3

Xero connects with 136+ software tools[See all integrations](https://www.capterra.com/p/120109/Xero/#integrations)

#### Selected review snippet

B

Bill N.

Accounting, 501-1,000 employees

> "Its wide range of integrations also allowed us to build a connected, scalable finance system with minimal effort."

April 21, 2026

---

[## Procore](https://www.capterra.com/p/56250/Procore/)

[4.5 (2675)](https://www.capterra.com/p/56250/Procore/reviews/)

82% recommend

What is this product about?

Procore construction management software handles construction projects, resources, people, and financials from planning to closeout. [Learn more](https://www.capterra.com/p/56250/Procore/)

Pros and cons based on reviews

-   Centralized construction management platform
-   Comprehensive project tracking tools
-   Frequent bugs and glitches
-   Overwhelming and rigid email notifications

Starting price

Not available

Highest and lowest rated features

-   Collaboration Tools5.0
-   Forecasting5.0
-   Workflow Management5.0

#### Selected review snippet

J

Joseph C.

Construction, 51-200 employees

> "Procore will allow all of the projects managed within our company to be managed in a single, universal format which will significantly increase efficiency."

August 26, 2022

Ease of use

4.4 (2,675)

#### Selected review snippet

J

Joe W.

Construction, 51-200 employees

> "The best thing about Procore is the real time updating of drawings and progress pics so everybody on my team knows where we stand without having to reach out and start an email chain."

June 3, 2026

Most popular Integrations

Box

4.4

Microsoft SharePoint

4.4

Smartsheet

4.5

Okta

4.7

Domo

4.3

ClearPathGPS

4.9

Procore connects with 80+ software tools[See all integrations](https://www.capterra.com/p/56250/Procore/#integrations)

#### Selected review snippet

D

Dora Y.

Construction, 51-200 employees

> "The best benefit of Procore is core integration."

February 11, 2025

---

[## NetSuite](https://www.capterra.com/p/135757/NetSuite/)

[4.2 (2068)](https://www.capterra.com/p/135757/NetSuite/reviews/)

[Capterra Shortlist](https://www.capterra.com/budgeting-software/shortlist/)

What is this product about?

NetSuite Planning and Budgeting is used by companies worldwide to meet organization-wide business budgeting and planning needs. [Learn more](https://www.capterra.com/p/135757/NetSuite/)

Pros and cons based on reviews

-   Integrated financial process automation
-   Unified inventory and order control
-   High and unpredictable costs
-   Persistent bugs and unresolved errors

Starting price

Not available

Highest and lowest rated features

-   Billing & Invoicing4.4
-   General Ledger4.4
-   Income & Balance Sheet4.4
-   Accounting4.4

-   Customizable Reports3.2
-   Third-Party Integrations3.5
-   Multi-Currency3.7
-   Purchase Order Management4.1

#### Selected review snippet

T

Teresa Z.

Wholesale, 51-200 employees

> "What I like the most about NetSuite is its innovative AI technology, which could significantly reduce the amount of manual work involved within the business"

March 25, 2026

Ease of use

4.0 (2,068)

#### Selected review snippet

S

Sachin P.

Consumer Goods, 51-200 employees

> "Its real-time reporting and scalability were especially valuable for supporting business growth and decision-making. If you want, tell me your role (e.g., finance, ops, sales), and I can tailor it to sound more personal and specific."

April 8, 2026

Most popular Integrations

Docusign

4.7

Box

4.4

BambooHR

4.6

Microsoft Outlook

4.3

SAP Concur

3.9

Expensify

4.1

NetSuite connects with 18+ software tools[See all integrations](https://www.capterra.com/p/135757/NetSuite/#integrations)

#### Selected review snippet

K

Keson Y.

Transportation/Trucking/Railroad, 51-200 employees

> "What I liked most about NetSuite was how it brings multiple business functions into one integrated platform."

March 25, 2026

---

[## Workday HCM](https://www.capterra.com/p/66908/Workday-HCM/)

[4.5 (1769)](https://www.capterra.com/p/66908/Workday-HCM/reviews/)

What is this product about?

Workday HCM helps master the transition to a new era of work, with a comprehensive global HR suite, for core HR, talent, and benefits. [Learn more](https://www.capterra.com/p/66908/Workday-HCM/)

Pros and cons based on reviews

-   Integrated payroll management platform
-   Unified HR process automation
-   Delayed and complex support
-   Frequent slowdowns and lag

Starting price

Not available

Highest and lowest rated features

-   Activity Dashboard4.3
-   Third-Party Integrations4.3
-   Customizable Reports5.0
-   Data Import/Export4.5

-   Reporting/Analytics4.5

#### Selected review snippet

RAUL M.

Computer Software, 501-1,000 employees

> "Workday HCM is a powerful, all in one platform that excels at centralizing HR and Document Management into a single, intuitive interface."

May 12, 2026

Ease of use

4.3 (1,769)

#### Selected review snippet

Verified Reviewer

Retail, 1-10 employees

> "Its modern interface and self-service features help streamline everyday tasks and improve efficiency for both employees and managers. While there is a bit of a learning curve and some features can feel complex at times, the system’s reliability, real-time data access, and continuous updates make it a strong and effective tool for human capital management."

April 21, 2026

Most popular Integrations

Slack

5.0

Microsoft Teams

4.3

Docusign

4.5

Microsoft Azure

4.6

Okta

5.0

Boomi

4.6

Workday HCM connects with 18+ software tools[See all integrations](https://www.capterra.com/p/66908/Workday-HCM/#integrations)

#### Selected review snippet

R

R K.

Staffing and Recruiting, 51-200 employees

> "With strong security, integration capabilities, and robust support, Workday is a scalable and flexible solution for modern HR management."

November 21, 2024

---

[## QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)

[4.4 (1049)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/)

What is this product about?

Plan smarter with QuickBooks Online Advanced—track budgets, monitor spending, and make informed financial decisions with ease. [Learn more](https://www.capterra.com/p/189398/QuickBooks-Online/)

Pros and cons based on reviews

-   Intuitive and efficient workflow
-   Robust expense management tools
-   Frequent technical glitches
-   High and increasing costs

Starting price

$235.00

Flat Rate, Per Month

Free trial

Highest and lowest rated features

-   General Ledger4.6
-   Billing & Invoicing4.7
-   Income & Balance Sheet4.7
-   Receipt Management4.8

-   Purchase Order Management4.4
-   Profit/Loss Statement4.8
-   Multi-Department/Project4.0
-   Self-Service Reporting4.0

#### Selected review snippet

Eliza E.

Accounting, Self-employed

> "I like Quickbooks on line because it is user friendly."

May 22, 2026

Ease of use

4.4 (1,049)

#### Selected review snippet

J

Jeremy C.

Accounting, 1-10 employees

> "The ability to create custom reports, automate workflows, and handle large volumes of transactions efficiently is a big advantage for growing businesses."

May 7, 2026

Most popular Integrations

QuickBooks Online

4.8

ShippingEasy

4.8

ShipStation

4.6

Twilio

4.4

Stampli

4.8

Expensya

4.3

QuickBooks Online Advanced connects with 155+ software tools[See all integrations](https://www.capterra.com/p/189398/QuickBooks-Online/#integrations)

#### Selected review snippet

J

Joseph S.

Construction, 1-10 employees

> "I like the number of tools Quick books has as well as the many integrations that is had with other software"

June 23, 2025

---

[## Sage Intacct](https://www.capterra.com/p/76/Intacct/)

[4.3 (716)](https://www.capterra.com/p/76/Intacct/reviews/)

[Capterra Shortlist](https://www.capterra.com/budgeting-software/shortlist/)

What is this product about?

The #1 Cloud Budgeting & Planning Solution. Achieve real-time visibility, reduce reliance on spreadsheets, and scale with confidence. [Learn more](https://www.capterra.com/p/76/Intacct/)

Pros and cons based on reviews

-   Flexible cloud-based accounting platform
-   Highly customizable real-time dashboards
-   High and increasing pricing structure
-   Frequent bugs and error resolution delays

Starting price

Not available

Highest and lowest rated features

-   General Ledger4.8
-   Income & Balance Sheet4.9
-   Accounting4.8
-   Real-Time Data4.8

-   Profit/Loss Statement4.2
-   Customizable Reports4.3
-   Asset Lifecycle Management4.0
-   "What If" Scenarios3.0

#### Selected review snippet

A

Allie C.

Accounting, 51-200 employees

> "The console allows us to easily switch between clients and see each of their instances."

May 5, 2026

Ease of use

4.2 (716)

#### Selected review snippet

N

Nicole H.

Non-Profit Organization Management, 201-500 employees

> "The dashboards and custom reports provide clear, real-time insights, and the automation of processes like journals and approvals saves significant time compared to manual systems."

May 6, 2026

Most popular Integrations

PayPal

4.6

Microsoft Excel

4.8

Salesforce Sales Cloud

4.3

Expensify

4.4

Adobe Commerce

4.3

authorize.net

4.5

Sage Intacct connects with 124+ software tools[See all integrations](https://www.capterra.com/p/76/Intacct/#integrations)

#### Selected review snippet

A

Alina G.

Health, Wellness and Fitness, 201-500 employees

> "Being able to use enter company allocations, and the open API allows integrations with ADP and ramp and any other software"

April 29, 2026

---

[## Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/)

[4.1 (651)](https://www.capterra.com/p/168740/Sage-One-UK/reviews/)

[Capterra Shortlist](https://www.capterra.com/budgeting-software/shortlist/)

What is this product about?

Sage Accounting is financial management software that helps small and medium businesses streamline finances and gain insights. [Learn more](https://www.capterra.com/p/168740/Sage-One-UK/)

Pros and cons based on reviews

-   Tailored for small business needs
-   Accessible learning and support resources
-   Persistent technical problems
-   Challenging billing and payment processes

Starting price

$20.00

Flat Rate, Per Month

Free trial

Highest and lowest rated features

-   General Ledger4.5
-   Billing & Invoicing4.3
-   Accounting5.0
-   Income & Balance Sheet4.8

-   Reporting/Analytics4.0
-   Forecasting4.0
-   Cash Management4.5
-   Profit/Loss Statement4.5

Ease of use

4.1 (651)

#### Selected review snippet

Andre C.

Accounting, 1-10 employees

> "Inventory management is fairly easy to understand and implement, thanks to the inventory module and its integration with accounts payable and accounts receivable, making the inventory management feature within Sage a very favourable one when we notify our clients about which accounting packages they should use."

July 4, 2026

Most popular Integrations

Stripe

4.4

Zapier

4.7

Lightspeed Retail

4.0

AutoEntry

4.9

Syft Analytics

4.7

Soldo

4.7

Sage Accounting connects with 44+ software tools[See all integrations](https://www.capterra.com/p/168740/Sage-One-UK/#integrations)

#### Selected review snippet

J

JP B.

Retail, 1-10 employees

> "I like the fact that there are APIs we can use to integrate with our app."

January 22, 2026

---

[## Sage 50 Accounting](https://www.capterra.com/p/174753/Sage-50cloud/)

[4.0 (625)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/)

[Capterra Shortlist](https://www.capterra.com/budgeting-software/shortlist/)

What is this product about?

Cloud and mobile-based accounting software that helps small & medium sized businesses manage finances, invoicing, inventory, and more. [Learn more](https://www.capterra.com/p/174753/Sage-50cloud/)

Pros and cons based on reviews

-   Comprehensive financial management tools
-   Accessible learning and training
-   Performance issues with large data
-   Slow and unhelpful phone support

Starting price

$124.42

Flat Rate, Per Month

Free trial

Highest and lowest rated features

-   General Ledger4.7
-   Accounting4.8
-   Billing & Invoicing4.8
-   Income & Balance Sheet4.9

-   Activity Dashboard2.0
-   Data Import/Export4.0
-   Access Controls/Permissions4.3
-   Profit/Loss Statement4.7

#### Selected review snippet

V

Vijay K.

Biotechnology, 51-200 employees

> "It may not have the most modern-looking interface but it gets the job done and rarely gives us any issues."

June 11, 2026

Ease of use

4.0 (625)

#### Selected review snippet

Darsh A.

Computer & Network Security, 11-50 employees

> "I liked its comprehensive accounting features, detailed financial reporting, reliable inventory management, and the ease of managing day-to-day bookkeeping from a single application."

July 3, 2026

Most popular Integrations

Microsoft PowerPoint

5.0

Microsoft Excel

4.6

Microsoft 365

4.3

Stripe

4.6

Microsoft Word

4.7

Microsoft Outlook

4.5

Sage 50 Accounting connects with 15+ software tools[See all integrations](https://www.capterra.com/p/174753/Sage-50cloud/#integrations)

#### Selected review snippet

D

Dan H.

Environmental Services, 51-200 employees

> "We now moved to a hosted solution but still used Sage50 as it's the only tool that can get the job done for us with our unique setup."

January 16, 2023

---

[## Quicken](https://www.capterra.com/p/151854/Quicken/)

[3.9 (468)](https://www.capterra.com/p/151854/Quicken/reviews/)

[Capterra Shortlist](https://www.capterra.com/budgeting-software/shortlist/)

What is this product about?

Rental property and personal finances management solution with tenant information tracking, income management, and expense tracking. [Learn more](https://www.capterra.com/p/151854/Quicken/)

Pros and cons based on reviews

-   Robust budgeting tools
-   Comprehensive accounting features
-   Costly and unreliable bill payment
-   Frequent technical difficulties

Starting price

$47.88

Flat Rate, Per Year

Highest and lowest rated features

-   General Ledger4.3
-   Receipt Management4.1
-   Forecasting3.8
-   Billing & Invoicing4.1

-   "What If" Scenarios3.7
-   Financial Management4.6
-   Accounting5.0

#### Selected review snippet

Verified Reviewer

Health, Wellness and Fitness, 10,001+ employees

> "I like the ease of inputting numbers and some of the interface"

December 18, 2020

Ease of use

3.9 (468)

#### Selected review snippet

L

LaDonna L.

Consumer Services, 1-10 employees

> "I like using Quicken instead of a check register, because it makes recording checks easier (autofill, recurring payments) and balancing the checking account faster."

June 14, 2026

Most popular Integrations

Zillow Rental Manager

4.6

Quicken connects with 1+ software tools[See all integrations](https://www.capterra.com/p/151854/Quicken/#integrations)

#### Selected review snippet

Verified Reviewer

Computer Software, Self-employed

> "Integration with all my online accounts is excellent."

January 10, 2022

---

[## Sage 100](https://www.capterra.com/p/227232/Sage-100cloud/)

[4.1 (410)](https://www.capterra.com/p/227232/Sage-100cloud/reviews/)

[Capterra Shortlist](https://www.capterra.com/budgeting-software/shortlist/)

What is this product about?

Enterprise resource planning solution that helps small and mid-sized businesses automate financial operations and payroll processes. [Learn more](https://www.capterra.com/p/227232/Sage-100cloud/)

Pros and cons based on reviews

-   Intuitive and accessible interface
-   Comprehensive business accounting platform
-   Frequent technical glitches and errors
-   High and increasing costs

Starting price

$7500.00

Per Feature

Highest and lowest rated features

-   General Ledger4.4
-   Billing & Invoicing4.5
-   Income & Balance Sheet3.9
-   Chart of Accounts4.7

-   Reporting/Analytics2.3
-   Accounting4.0
-   Data Import/Export4.0
-   Data Visualization4.0

Ease of use

3.9 (410)

#### Selected review snippet

C

Carlos O.

Financial Services, 51-200 employees

> "In addition to being a Sage Reseller, Infomedika also offers multiple modifications that adapt very effectively to the application and laws of Puerto Rico, among other support services, interfaces or customized reports."

November 17, 2025

Most popular Integrations

Avalara

4.7

BigCommerce

4.4

Fortis

4.6

Netstock

4.8

TimeLinx Software

4.7

Service Pro

4.0

Sage 100 connects with 16+ software tools[See all integrations](https://www.capterra.com/p/227232/Sage-100cloud/#integrations)

#### Selected review snippet

I

Isobel H.

Accounting, Self-employed

> "It's a good product that meets the basic needs required, although is not very good at integrating"

November 6, 2024

---

[## SAP S/4HANA Cloud](https://www.capterra.com/p/152293/SAP-S-4HANA/)

[4.3 (358)](https://www.capterra.com/p/152293/SAP-S-4HANA/reviews/)

[Capterra Shortlist](https://www.capterra.com/budgeting-software/shortlist/)

What is this product about?

Discover SAP S/4HANA Cloud, a complete ERP system with embedded AI and machine learning. [Learn more](https://www.capterra.com/p/152293/SAP-S-4HANA/)

Pros and cons based on reviews

-   Advanced integrated data processing
-   Comprehensive enterprise resource coordination
-   Steep learning and training demands
-   Occasional slow system response

Starting price

Not available

Free trial

Highest and lowest rated features

-   Forecasting4.8
-   Billing & Invoicing4.5
-   General Ledger5.0
-   Income & Balance Sheet5.0

-   Financial Analysis4.5
-   Purchase Order Management4.5
-   "What If" Scenarios4.5
-   Financial Management4.7

Ease of use

3.8 (358)

#### Selected review snippet

U

Umang R.

Packaging and Containers, 5,001-10,000 employees

> "It is a very comprehensive enterprise resource planning tool and can be applied across various functions - supply chain, finance, sales, accounting etc."

February 6, 2025

Most popular Integrations

SAP Concur

5.0

SAP Business Planning and Consolidation

4.4

SAP Marketing Cloud

4.5

SAP Document Center

4.5

Windchill

4.4

Autodesk Vault

4.8

SAP S/4HANA Cloud connects with 17+ software tools[See all integrations](https://www.capterra.com/p/152293/SAP-S-4HANA/#integrations)

#### Selected review snippet

A

Alesandra A.

Information Technology and Services, 11-50 employees

> "The product is able to revolutionalise ERP operations and ensures seamless service delivery."

June 6, 2025

---

[## Zoho Sprints](https://www.capterra.com/p/169569/Zoho-Sprints/)

[4.5 (300)](https://www.capterra.com/p/169569/Zoho-Sprints/reviews/)

85% recommend

What is this product about?

Zoho Sprints is a cloud-based agile project management platform that helps teams plan, track, and deliver work with clarity. [Learn more](https://www.capterra.com/p/169569/Zoho-Sprints/)

Starting price

$12.00

Per User, Per Year

Free trial

Most popular features

-   Income & Balance Sheet
-   Profit/Loss Statement
-   Data Import/Export
-   General Ledger
-   Third-Party Integrations
-   Financial Management
-   Chart of Accounts
-   Real-Time Data
-   Customizable Reports
-   Cash Management
-   Strategic Planning
-   Consolidation/Roll-Up

Ease of use

4.5 (300)

#### Selected review snippet

A

Aya K.

Alternative Dispute Resolution, Self-employed

> "Its comprehensive Scrum boards, drag-and-drop interface, and smooth connection with the larger Zoho ecosystem are often praised by users."

April 14, 2026

Most popular Integrations

Google Workspace

4.7

Jira

3.0

Microsoft 365

4.6

Microsoft Teams

4.5

GitHub

4.6

Google Calendar

4.8

Zoho Sprints connects with 28+ software tools[See all integrations](https://www.capterra.com/p/169569/Zoho-Sprints/#integrations)

#### Selected review snippet

A

Anil J.

Information Services, 1-10 employees

> "The integration with other Zoho products and third-party tools like Slack and GitHub makes it even more versatile."

January 13, 2025

---

[## Precoro](https://www.capterra.com/p/148522/Precoro/)

[4.8 (255)](https://www.capterra.com/p/148522/Precoro/reviews/)

95% recommend

What is this product about?

Precoro's Spend Intelligence Crew ensures cash flow transparency: budget limits, real-time expense tracking, spending trend analysis. [Learn more](https://www.capterra.com/p/148522/Precoro/)

Starting price

$499.00

Flat Rate, Per Month

Highest and lowest rated features

-   Purchase Order Management4.7
-   Billing & Invoicing4.3
-   Receipt Management4.4
-   Access Controls/Permissions4.8

-   Forecasting4.0
-   Workflow Management4.0
-   Data Import/Export4.0
-   Multi-Currency4.5

#### Selected review snippet

K

Khyla J.

Education Management, 11-50 employees

> "I like the look in the usability of the system."

November 16, 2024

Ease of use

4.7 (255)

#### Selected review snippet

M

Michael A.

Furniture, 201-500 employees

> "It has significantly improved our expense management, process tracking, and order management by bringing everything into one centralized system."

April 28, 2026

Most popular Integrations

Slack

5.0

QuickBooks Online

4.6

Dynamics 365

5.0

Xero

4.3

NetSuite

4.8

Microsoft Power BI

4.6

Precoro connects with 9+ software tools[See all integrations](https://www.capterra.com/p/148522/Precoro/#integrations)

#### Selected review snippet

L

Lin J.

Computer Software, 51-200 employees

> "Very flexible, user friendly, integration with Netsuite works well"

October 29, 2024

---

[## Datarails](https://www.capterra.com/p/177451/DataRails/)

[4.7 (241)](https://www.capterra.com/p/177451/DataRails/reviews/)

92% recommend

What is this product about?

AI-powered, Excel-native system bringing FP&A, cash management, spend control, and month-end close into a flexible, scalable workspace. [Learn more](https://www.capterra.com/p/177451/DataRails/)

Starting price

Not available

Highest and lowest rated features

-   Reporting/Analytics4.7
-   Profit/Loss Statement4.8
-   Data Import/Export4.5
-   Income & Balance Sheet4.7

-   Access Controls/Permissions4.2
-   Multi-Currency4.0
-   Self-Service Reporting4.3
-   Third-Party Integrations4.6

#### Selected review snippet

R

Robert S.

Accounting, 51-200 employees

> "We went from having enormous, clunky Excel files to having a Datarails report package that could be refreshed instantly and didn't crash the computer."

May 26, 2026

Ease of use

4.5 (241)

#### Selected review snippet

Verified Reviewer

Hospital & Health Care, 501-1,000 employees

> "It has helped streamline budgeting, forecasting, financial reporting, and executive dashboarding while allowing our team to continue working within familiar Excel-based workflows."

June 1, 2026

Most popular Integrations

QuickBooks Enterprise

5.0

Microsoft Excel

4.9

OneDrive

4.5

HubSpot Marketing Hub

4.5

Microsoft SharePoint

4.4

HubSpot CRM

4.5

Datarails connects with 33+ software tools[See all integrations](https://www.capterra.com/p/177451/DataRails/#integrations)

#### Selected review snippet

Ethan S.

Entertainment, 51-200 employees

> "We consolidated our core platforms into a unified system, enabling cross-channel functionality and data integration that previously wasn’t possible."

March 25, 2026

---

[## Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/)

[4.5 (235)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/)

What is this product about?

Workday Adaptive Planning is a financial planning and analysis platform for businesses of all sizes. [Learn more](https://www.capterra.com/p/130072/Adaptive-Insights/)

Starting price

Not available

Free trial

Highest and lowest rated features

-   Reporting/Analytics4.9
-   Accounting4.7
-   General Ledger4.7
-   Profit/Loss Statement4.7

-   Collaboration Tools2.5
-   Workflow Management2.0
-   Access Controls/Permissions3.5
-   Strategic Planning3.0

#### Selected review snippet

A

Anna C.

Financial Services, 1,001-5,000 employees

> "I like working with the front and back end interface. "

February 5, 2026

Ease of use

4.2 (235)

#### Selected review snippet

N

Nancy N.

Information Technology and Services, 11-50 employees

> "Again, this tool offers powerful financial reporting and analytics features."

June 29, 2026

Most popular Integrations

Microsoft Excel

5.0

Salesforce Sales Cloud

4.4

Microsoft 365

4.6

Dynamics 365

4.4

Sage Intacct

5.0

Oracle Cloud Financials

5.0

Workday Adaptive Planning connects with 6+ software tools[See all integrations](https://www.capterra.com/p/130072/Adaptive-Insights/#integrations)

#### Selected review snippet

J

Joel S.

Pharmaceuticals, 10,001+ employees

> "The office connect add on for excel is really helpful and makes it very easy to switch between different dimensions of data and dissecting."

February 4, 2025

---

[## Moss](https://www.capterra.com/p/211744/getmoss/)

[4.9 (234)](https://www.capterra.com/p/211744/getmoss/reviews/)

96% recommend

What is this product about?

Moss streamlines spend management with customised workflows, employee cards, and automatic receipt capture. [Learn more](https://www.capterra.com/p/211744/getmoss/)

Starting price

Not available

Free trial

#### Selected review snippet

G

Gabriel S.

Computer Software, 51-200 employees

> "The value for the money is totally worth it."

October 1, 2025

Most popular features

-   Income & Balance Sheet
-   Profit/Loss Statement
-   Data Import/Export
-   General Ledger
-   Third-Party Integrations
-   Financial Management
-   Chart of Accounts
-   Real-Time Data
-   Customizable Reports
-   Cash Management
-   Strategic Planning
-   Consolidation/Roll-Up

Ease of use

4.9 (234)

#### Selected review snippet

Verified Reviewer

Renewables & Environment, 11-50 employees

> "It’s also a good tool for managing recurring software payments, making expense management and payment processing much easier. And it's super convenient to use the moss app to upload receipts right away and connect them to the transaction."

October 5, 2025

Most popular Integrations

Microsoft 365

4.6

Xero

5.0

NetSuite

4.2

Sage 50 Accounting

4.0

Personio

4.0

Workday Financial Management

4.4

Moss connects with 11+ software tools[See all integrations](https://www.capterra.com/p/211744/getmoss/#integrations)

#### Selected review snippet

O

Orietta M.

Marketing and Advertising, 51-200 employees

> "Integration with DATEV is also a strong advantage for German-based companies."

June 17, 2025

---

[## Yooz](https://www.capterra.com/p/188698/Yooz/)

[4.4 (222)](https://www.capterra.com/p/188698/Yooz/reviews/)

What is this product about?

Yooz's integrated budget function provides financial decision-makers with a solution to automate and secure their financial processes [Learn more](https://www.capterra.com/p/188698/Yooz/)

Starting price

$199.00

Other, Per Month

Free trial

Highest and lowest rated features

-   Workflow Management4.0
-   Multi-Currency5.0
-   Access Controls/Permissions4.0
-   Financial Management4.0

-   Customizable Reports2.5
-   Real-Time Reporting2.0
-   Activity Dashboard5.0
-   Multi-Department/Project5.0

#### Selected review snippet

L

Laura C.

Hospital & Health Care, 201-500 employees

> "Easy interface."

January 28, 2025

Ease of use

4.3 (222)

#### Selected review snippet

P

Paula C.

Information Technology and Services, 11-50 employees

> "Significant time savings by automating invoice capture, routing, and data entry"

October 9, 2025

Most popular Integrations

QuickBooks Online

4.3

Dynamics 365

4.4

Xero

4.4

SAP Concur

4.3

NetSuite

5.0

QuickBooks Online Advanced

4.4

Yooz connects with 40+ software tools[See all integrations](https://www.capterra.com/p/188698/Yooz/#integrations)

#### Selected review snippet

N

Natalie E.

Individual & Family Services, 51-200 employees

> "We chose Yooz because it had the simplest integration and the most flexibility in integrating with our needs."

April 14, 2021

---

[## LivePlan](https://www.capterra.com/p/142049/LivePlan/)

[4.5 (200)](https://www.capterra.com/p/142049/LivePlan/reviews/)

[Capterra Shortlist](https://www.capterra.com/budgeting-software/shortlist/)

What is this product about?

Be a more confident business owner and strategically manage your business from day one and onward with LivePlan. [Learn more](https://www.capterra.com/p/142049/LivePlan/)

Starting price

$20.00

Flat Rate, Per Month

Highest and lowest rated features

-   Forecasting4.8
-   Strategic Planning5.0
-   Income & Balance Sheet4.3
-   Customizable Reports5.0

-   API1.5
-   Data Import/Export3.6
-   Real-Time Reporting3.0
-   Third-Party Integrations3.0

#### Selected review snippet

E

Eduardo J.

Financial Services, 1-10 employees

> "LivePlan delivers strong value across security value for money customer support financial planning and user interface."

January 9, 2026

Ease of use

4.5 (200)

#### Selected review snippet

Tabitha E.

Financial Services, Self-employed

> "I am also the founder of the Financial Literacy Foundation, so I value tools that help make financial planning easier to explain and easier to understand."

May 6, 2026

Most popular Integrations

QuickBooks Online

4.6

Xero

4.5

QuickBooks Online Advanced

3.0

LivePlan connects with 3+ software tools[See all integrations](https://www.capterra.com/p/142049/LivePlan/#integrations)

#### Selected review snippet

A

Angela A.

Retail, 1-10 employees

> "This software not only integrates with our QBO, but also by utilizing the professional advisor helped us achieve the reports/business plan we needed to present to the bank. "

April 17, 2022

---

[## Syft Analytics](https://www.capterra.com/p/161231/Syft-Analytics/)

[4.7 (186)](https://www.capterra.com/p/161231/Syft-Analytics/reviews/)

86% recommend

What is this product about?

Reporting software | Forecast | Consolidate | Dashboards | Visualize | Data Analytics | Business Valuation | Excel | AI Insights [Learn more](https://www.capterra.com/p/161231/Syft-Analytics/)

Starting price

$23.00

Other, Per Month

Free trial

Highest and lowest rated features

-   Income & Balance Sheet4.6
-   Profit/Loss Statement4.8
-   General Ledger4.7
-   Data Import/Export4.7

-   Forecasting4.0
-   Data Visualization4.6
-   Reporting/Analytics4.7
-   Accounting5.0

#### Selected review snippet

Verified Reviewer

E-Learning, 1-10 employees

> "User-friendly and easy to get started with"

March 17, 2023

Ease of use

4.6 (186)

#### Selected review snippet

T

Tshegofatso R.

Accounting, 1,001-5,000 employees

> "You can easily visualize the information in order to identify trends which makes it a great analytical tool."

November 21, 2023

Most popular Integrations

Microsoft Excel

4.8

Google Sheets

4.7

QuickBooks Online

4.8

Shopify

4.5

FreshBooks

4.5

Stripe

4.6

Syft Analytics connects with 10+ software tools[See all integrations](https://www.capterra.com/p/161231/Syft-Analytics/#integrations)

#### Selected review snippet

s

sibusiso M.

E-Learning, 51-200 employees

> "the fact that it is an intergrated platform which allows users to share information and track progress."

September 5, 2023

---

[## Daxko Operations](https://www.capterra.com/p/268006/Daxko-Operations/)

[4.5 (182)](https://www.capterra.com/p/268006/Daxko-Operations/reviews/)

What is this product about?

Complete operations software for member-based nonprofits integrating programs, billing, and check-ins in one secure system. [Learn more](https://www.capterra.com/p/268006/Daxko-Operations/)

Starting price

Not available

Most popular features

-   Income & Balance Sheet
-   Profit/Loss Statement
-   Data Import/Export
-   General Ledger
-   Third-Party Integrations
-   Financial Management
-   Chart of Accounts
-   Real-Time Data
-   Customizable Reports
-   Cash Management
-   Strategic Planning
-   Consolidation/Roll-Up

Ease of use

4.5 (182)

#### Selected review snippet

D

Dylan P.

Consumer Services, 10,001+ employees

> "able to complete complex tasks, the wide variety of customizability allows the needs of each person to be met in specifics, and the security on Daxco gives peace of mind with all the authentication process."

April 21, 2026

Most popular Integrations

Funraise

4.5

Listen360

4.8

PEX

4.9

Perkville

4.7

Capacity

4.5

Welld

5.0

UpBup

No rating

Daxko Operations connects with 7+ software tools[See all integrations](https://www.capterra.com/p/268006/Daxko-Operations/#integrations)

---

Page 1 of 7

## Top-rated software of 2026

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Key Features

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We have selected the most important and critical features as defined by Capterra user reviews

Activity Dashboard

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[Budgeting/Forecasting](https://www.capterra.com/budgeting-software/features/budgeting-forecasting/)

Cash Management

[Chart of Accounts](https://www.capterra.com/budgeting-software/features/chart-of-accounts/)

Consolidation/Roll-Up

Customizable Reports

[Data Import/Export](https://www.capterra.com/budgeting-software/features/data-import-export/)

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Financial Management

[Financial Reporting](https://www.capterra.com/budgeting-software/features/financial-reporting/)

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[Income & Balance Sheet](https://www.capterra.com/budgeting-software/features/income-balance-sheet/)

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Multi-Department/Project

[Profit/Loss Statement](https://www.capterra.com/budgeting-software/features/profit-loss-statement/)

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[Reporting/Analytics](https://www.capterra.com/budgeting-software/features/reporting-analytics/)

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Related Software Category:

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Table of Contents

-   [What are the common features of budgeting software?](#what-are-the-common-features-of-budgeting-software)
-   [What are the benefits of budgeting software?](#what-are-the-benefits-of-budgeting-software)
-   [How much does budgeting software cost?](#how-much-does-budgeting-software-cost) 
-   [Key considerations when purchasing budgeting software](#key-considerations-when-purchasing-budgeting-software)

## What are the common features of budgeting software?

-   **‘What if’ scenarios:** Create and analyze hypothetical financial scenarios to assess the potential impact of various financial decisions or changes. Within each scenario, users can input different variables and parameters, such as changes in expenses, investments, savings, interest rates, and more. 
-   **Forecasting:** Use historical financial data, current financial trends, and planned income and expenses to predict future financial situations, and estimate your income and savings over a specific period, such as months or years. 
-   **Cash management:** Collect and track the business’s incoming and outgoing cash to create cash flow forecasts based on historical data. The feature helps anticipate cash surplus or shortage. 
-   **Reporting and analytics:** Generate concise financial reports that provide an overview of the business’s current financial condition. These reports typically include total income, expenses, and the difference between the two.
    

* * *

## What are the benefits of budgeting software?

-   **Enhances financial visibility:** Budgeting software serves as a centralized repository of financial information with real-time updates on a business's financial activities. This means that users can instantly see changes in the account balance, transactions, and other financial activities as they occur. The data assists with identifying spending patterns and areas of splurge. Users can also create and compare actual and forecasted budgets to analyze the financial performance. This helps prepare and optimize financial planning and identify the best possible ways to adhere to it.
    
-   **Enables goal setting:** Using business budgeting software provides a structured platform to define, track, and achieve the financial goals of the business. These goals can be short-term (for example, an upcoming project budget), intermediate (for example, paying off dues), or long-term (for example, expanding the team size). Users can categorize goals based on their purpose, such as savings, debt reduction, purchases, and more to assist with organization and prioritization. Business budgeting software allows allocating resources or funds to each goal and tracking the progress to avoid under or over-utilization. 
-   **Automates expense tracking:** The tool allows connecting the bank account, debit card, and credit card, through a secure, read-only API (Application Programming Interface). Once connected, the software retrieves transaction data, amount, description, and the associated account or category. Users can also set rules to automatically categorize and group similar transactions. For example, it may recognize a transaction from a specific vendor corresponding to a recurring expense category. All this leads to a speedy and error-free transaction recording.
    

* * *

## How much does budgeting software cost? 

Most budgeting software products on the market are priced “per month,” their entry-level pricing plan ranges from **$6 to $1250+\***. An enterprise product that’s priced higher may include additional features such as four-way forecasting, budget builder, report and budget templates, and industry benchmark data.

_\*The pricing included is for the entry-level/lowest-priced offerings found on vendor websites as of November 3, 2023._

* * *

## Key considerations when purchasing budgeting software

-   **Define the budgeting goals and objectives:** Every business has unique financial management goals and objectives. Defining them upfront assists with finding a budgeting tool that offers features and capabilities tailored to the unique business needs. For example, if a business’s primary goal is to save funds, the selected software should allow tracking savings progress and setting aside funds. 
-   **Assess integration with other finance and accounting tools:** Integration with other accounting and finance tools, including [accounting software](https://www.capterra.com/accounting-software/), [tax preparation software](https://www.capterra.com/tax-preparation-software/), or [bookkeeper software](https://www.capterra.com/bookkeeper-software/), reduces the need for manual data entry. A budgeting solution automatically imports and records transactions from different sources and connected bank accounts. Integration also helps provide a comprehensive view of the financial performance in one place, leading to improved reporting and forecasting.
    
-   **Consider automated data management and processing:** Look for automated record keeping, data export and import from integrated systems, and expense categorization to save time and avoid errors due to manual data entry. Also, look for the software capability to review and validate recorded transactions for missing or duplicate values to maintain accuracy in records and enhance decision making during audits.
    

* * *

**Sources**

Products evaluated for the pricing calculation were taken from Capterra’s [budgeting software](https://www.capterra.com/budgeting-software/) directory. The pricing ranges exclude freemium versions of the products. The features highlighted were identified based on their relevance and the percentage of products in Capterra’s directory that offer them.