# 2025 Capterra Shortlist for Budgeting | Capterra

> Discover the highest-rated & most popular Budgeting Software of 2025. Make Capterra Shortlist your first stop when searching for software.

Source: https://www.capterra.com/budgeting-software/shortlist

---

# 2025 Capterra Shortlist for Budgeting

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

[How it was made](#methodology)

## / Get to a better list with verified ratings & reviews

Capterra Shortlist charts the highest-rated and most popularsoftware products. Explore, save your progress, and share with colleagues. Want to learn more? [Read Full Scoring Methodology](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology)

[

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

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

[4.3 (8405)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)[View all reviews](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

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

QuickBooks simplifies budgeting with tools to track spending & adjust in real time. Trusted by 7M+ users.

Overall Score

96/100

Popularity: 50/50

Ratings: 46/50

Review Breakdown

Ease of Use

4.2

Customer Service

4.0

Features

4.3

Value for Money

4.2

Paid plans start at

$38.00Per Month

Free Trial

Free Version

Category Features

18/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

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

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

[4.4 (3279)](https://www.capterra.com/p/120109/Xero/reviews/)[View all reviews](https://www.capterra.com/p/120109/Xero/reviews/)

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

Xero is an online accounting software solution for small businesses, sole traders, and accountants in any industry.

Overall Score

90/100

Popularity: 42/50

Ratings: 48/50

Review Breakdown

Ease of Use

4.4

Customer Service

4.0

Features

4.3

Value for Money

4.2

Paid plans start at

$25.00Per Month

Free Trial

Free Version

Category Features

14/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

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

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

[4.2 (2004)](https://www.capterra.com/p/135757/NetSuite/reviews/)[View all reviews](https://www.capterra.com/p/135757/NetSuite/reviews/)

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

NetSuite Planning and Budgeting is used by companies worldwide to meet organization-wide business budgeting and planning needs.

Overall Score

88/100

Popularity: 43/50

Ratings: 45/50

Review Breakdown

Ease of Use

4.0

Customer Service

3.8

Features

4.2

Value for Money

3.9

Paid plans start at

Not provided by the vendor

Category Features

19/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

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

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

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

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

The #1 Cloud Budgeting & Planning Solution. Achieve real-time visibility, reduce reliance on spreadsheets, and scale with confidence.

Overall Score

83/100

Popularity: 36/50

Ratings: 47/50

Review Breakdown

Ease of Use

4.2

Customer Service

4.0

Features

4.2

Value for Money

4.0

Paid plans start at

Not provided by the vendor

Category Features

18/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

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

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

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

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

Rental property and personal finances management solution with tenant information tracking, income management, and expense tracking.

Overall Score

79/100

Popularity: 35/50

Ratings: 44/50

Review Breakdown

Ease of Use

3.9

Customer Service

3.5

Features

3.9

Value for Money

3.8

Paid plans start at

$47.88Per Year

Free Trial

Free Version

Category Features

2/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/219079/Mosaic/)

## [Bob Finance](https://www.capterra.com/p/219079/Mosaic/)

[4.8 (57)](https://www.capterra.com/p/219079/Mosaic/reviews/)[View all reviews](https://www.capterra.com/p/219079/Mosaic/reviews/)

[](https://www.capterra.com/p/219079/Mosaic/)

Bob Finance is a financial planning and analysis platform designed to small to midsize businesses streamline cashflow forecasting.

Overall Score

77/100

Popularity: 29/50

Ratings: 48/50

Review Breakdown

Ease of Use

4.6

Customer Service

4.9

Features

4.5

Value for Money

4.6

Paid plans start at

Not provided by the vendor

Category Features

16/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

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

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

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

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

Be a more confident business owner and strategically manage your business from day one and onward with LivePlan.

Overall Score

77/100

Popularity: 29/50

Ratings: 48/50

Review Breakdown

Ease of Use

4.5

Customer Service

4.4

Features

4.4

Value for Money

4.3

Paid plans start at

$20.00Per Month

Free Trial

Free Version

Category Features

13/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

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

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

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

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

Sage Accounting is financial management software that helps small and medium businesses streamline finances and gain insights.

Overall Score

76/100

Popularity: 31/50

Ratings: 45/50

Review Breakdown

Ease of Use

4.1

Customer Service

3.8

Features

4.0

Value for Money

3.9

Paid plans start at

$20.00Per Month

Free Trial

Free Version

Category Features

10/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/171456/Business-Plan-Software/)

## [Upmetrics](https://www.capterra.com/p/171456/Business-Plan-Software/)

[4.9 (115)](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/)[View all reviews](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/)

[](https://www.capterra.com/p/171456/Business-Plan-Software/)

Upmetrics is an AI-powered business planning tool—to create business plans, prepare financial projections, and long-term strategies.

Overall Score

76/100

Popularity: 26/50

Ratings: 50/50

Review Breakdown

Ease of Use

4.8

Customer Service

4.7

Features

4.7

Value for Money

4.7

Paid plans start at

$19.00Per Month

Free Trial

Free Version

Category Features

10/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

Need a Little Help?

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[

](https://www.capterra.com/p/206989/Cube/)

## [Cube](https://www.capterra.com/p/206989/Cube/)

[4.6 (78)](https://www.capterra.com/p/206989/Cube/reviews/)[View all reviews](https://www.capterra.com/p/206989/Cube/reviews/)

[](https://www.capterra.com/p/206989/Cube/)

Cube’s budgeting software that connects and automatically syncs data from your tech stack to your spreadsheets so you can work faster.

Overall Score

73/100

Popularity: 26/50

Ratings: 47/50

Review Breakdown

Ease of Use

4.8

Customer Service

4.8

Features

4.4

Value for Money

4.7

Paid plans start at

Not provided by the vendor

Category Features

17/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/139909/Budgeting-Solution/)

## [Prophix One](https://www.capterra.com/p/139909/Budgeting-Solution/)

[4.6 (124)](https://www.capterra.com/p/139909/Budgeting-Solution/reviews/)[View all reviews](https://www.capterra.com/p/139909/Budgeting-Solution/reviews/)

[](https://www.capterra.com/p/139909/Budgeting-Solution/)

Prophix financial performance platform simplifies complex processes such as planning, budgeting, forecasting, and consolidations.

Overall Score

73/100

Popularity: 26/50

Ratings: 47/50

Review Breakdown

Ease of Use

4.5

Customer Service

4.6

Features

4.5

Value for Money

4.5

Paid plans start at

$1.00

Free Trial

Free Version

Category Features

16/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/141678/Phocas-Software/)

## [Phocas](https://www.capterra.com/p/141678/Phocas-Software/)

[4.7 (132)](https://www.capterra.com/p/141678/Phocas-Software/reviews/)[View all reviews](https://www.capterra.com/p/141678/Phocas-Software/reviews/)

[](https://www.capterra.com/p/141678/Phocas-Software/)

Phocas delivers a flexible budgeting tool enabling connected planning; integrating ERP data for easy tracking and accurate forecasts

Overall Score

72/100

Popularity: 24/50

Ratings: 48/50

Review Breakdown

Ease of Use

4.6

Customer Service

4.6

Features

4.6

Value for Money

4.6

Paid plans start at

$150.00Per Month

Free Trial

Free Version

Category Features

17/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/125789/MartusTools/)

## [Martus](https://www.capterra.com/p/125789/MartusTools/)

[4.6 (84)](https://www.capterra.com/p/125789/MartusTools/reviews/)[View all reviews](https://www.capterra.com/p/125789/MartusTools/reviews/)

[](https://www.capterra.com/p/125789/MartusTools/)

Budgeting S/W that is easy to use, saves time and cost-effective. Pre-built financial reporting. Integrations with Intacct and others.

Overall Score

71/100

Popularity: 24/50

Ratings: 47/50

Review Breakdown

Ease of Use

4.5

Customer Service

4.6

Features

4.5

Value for Money

4.6

Paid plans start at

$6000.00Per Year

Free Trial

Free Version

Category Features

17/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

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

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

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

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

Enterprise resource planning solution that helps small and mid-sized businesses automate financial operations and payroll processes.

Overall Score

71/100

Popularity: 27/50

Ratings: 44/50

Review Breakdown

Ease of Use

3.9

Customer Service

3.7

Features

3.9

Value for Money

3.8

Paid plans start at

$7500.00

Free Trial

Free Version

Category Features

16/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/152905/Budgyt/)

## [Budgyt](https://www.capterra.com/p/152905/Budgyt/)

[4.9 (68)](https://www.capterra.com/p/152905/Budgyt/reviews/)[View all reviews](https://www.capterra.com/p/152905/Budgyt/reviews/)

[](https://www.capterra.com/p/152905/Budgyt/)

Simplify & Streamline Business Budgeting On A Revolutionary No-Code Platform Built For Speed, Accuracy, & Ease-of-Use

Overall Score

70/100

Popularity: 21/50

Ratings: 49/50

Review Breakdown

Ease of Use

4.7

Customer Service

4.9

Features

4.8

Value for Money

4.9

Paid plans start at

$499.00Per Month

Free Trial

Free Version

Category Features

18/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/119237/Lucanet/)

## [Lucanet](https://www.capterra.com/p/119237/Lucanet/)

[4.6 (107)](https://www.capterra.com/p/119237/Lucanet/reviews/)[View all reviews](https://www.capterra.com/p/119237/Lucanet/reviews/)

[](https://www.capterra.com/p/119237/Lucanet/)

Simplify budgeting and forecasting with automated workflows, real-time insights, and seamless integration.

Overall Score

70/100

Popularity: 22/50

Ratings: 48/50

Review Breakdown

Ease of Use

4.5

Customer Service

4.6

Features

4.4

Value for Money

4.3

Paid plans start at

Not provided by the vendor

Category Features

15/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/820/Multiview/)

## [Multiview ERP](https://www.capterra.com/p/820/Multiview/)

[4.4 (97)](https://www.capterra.com/p/820/Multiview/reviews/)[View all reviews](https://www.capterra.com/p/820/Multiview/reviews/)

[](https://www.capterra.com/p/820/Multiview/)

Multiview ERP is a highly scalable fully-integrated suite of financials that is highly configurable to several industries.

Overall Score

70/100

Popularity: 24/50

Ratings: 46/50

Review Breakdown

Ease of Use

4.2

Customer Service

4.4

Features

4.3

Value for Money

4.2

Paid plans start at

Not provided by the vendor

Category Features

11/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

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

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

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

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

Discover SAP S/4HANA Cloud, a complete ERP system with embedded AI and machine learning.

Overall Score

70/100

Popularity: 23/50

Ratings: 47/50

Review Breakdown

Ease of Use

3.8

Customer Service

4.0

Features

4.3

Value for Money

4.0

Paid plans start at

Not provided by the vendor

Category Features

6/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

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

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

[3.9 (421)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/)[View all reviews](https://www.capterra.com/p/174753/Sage-50cloud/reviews/)

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

Cloud and mobile-based accounting software that helps small & medium sized businesses manage finances, invoicing, inventory, and more.

Overall Score

66/100

Popularity: 22/50

Ratings: 44/50

Review Breakdown

Ease of Use

3.9

Customer Service

3.5

Features

3.7

Value for Money

3.5

Paid plans start at

$124.42Per Month

Free Trial

Free Version

Category Features

9/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[View All Budgeting Software](https://www.capterra.com/budgeting-software/)

Most Popular

Popularity Score

Popular

Highly Rated

Ratings Score

Highest Rated

To ensure objectivity and avoid any bias, Capterra Shortlist mathematically combines two key dimensions: a ratings score and a popularity score. These two dimensions are combined to plot top products on the grid and create a total score for a stack-ranked list view—all independent of vendor influence.

Date published:February 28, 2025