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Budgeting Software with Data Integration (2026)

Last updated: April 2026

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43 software options

Datarails logo

Financial planning and analysis (FP&A) software

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Datarails is a financial planning and analysis platform for Excel users. It automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models.

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Phocas logo
Category Leaders

Business intelligence, financial reporting & sales analytics

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Phocas delivers cloud-based BI and FP&A solutions for mid-market distribution, manufacturing and retail businesses. Seamlessly integrating with ERP systems, it simplifies data analysis, streamlines financial planning, and empowers teams to uncover insights, forecast accurately, and drive growth.

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BOARD logo

The Enterprise Planning Platform

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Integrate into one platform the management of processes such as: planning, budgeting, forecasting, monitoring, analysis and reporting.

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Vena logo

Microsoft Excel-based FP&A software

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Shorten budget cycles, streamline financial reporting and get the insights you need to plan with confidence, all in one flexible and easy-to-use platform.

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Prophix One logo
Category Leaders

Automate & streamline corporate performance management

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If your budgeting process is typically painful and resource intensive, maybe it is time to consider a new approach.

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Lucanet logo
Category Leaders

Lucanet empowers the office of the CFO to lead with ease.

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LucaNet delivers data transparency across the entire organization and provides the perfect platform for consolidated financial statements, financial planning, and reporting that are trustworthy and error-free.

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Productive logo

Project lifecycle management for agencies and consultancies

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Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

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OneStream logo

Corporate performance management solution for enterprises

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OneStream is a unified corporate performance management (CPM) solution which enables businesses to manage their financial reporting, budgeting & forecasting

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Jedox logo

The world's most adaptable planning and performance platform

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Simplify, accelerate & integrate budgeting across your business with Jedox Enterprise Performance Management & BI software.

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CCH Tagetik logo

Cloud-based & on-premise CPM solution for financial planning

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CCH Tagetik is a unified Corporate Performance Management software platform for finance budgeting, planning, dashboard-based insight reporting & data visualization

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Cube logo
Category Leaders

Financial planning software for handling budgets & reports

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Cube is the budgeting software that connects and automatically syncs data from your tech stack to your spreadsheets so you can focus on budgeting with transparency and driving strategic insights.

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Scoreplan logo

Streamlining business and people management

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The most complete system in Brazil for Strategic and Financial Planning that makes planning executable using agile and traditional methodologies such as OKR and BSC.

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IDU-Concept logo

Corporate performance management solution

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idu-Concept is a web-based corporate performance management solution for budgeting, forecasting, financial reporting & asset management

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IBM Cognos Analytics logo

Business intelligence suite

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IBM Cognos is a suite of business intelligence and performance management software, that includes dashboards, reports, forecasting, visualization & automation.

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Solver logo

Data warehouse and corporate performance management system

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Solver is a data warehouse and corporate performance management (CPM) system based on the Microsoft platform. It enables businesses to capture and store transactional data in a centralized repository, track and manage multiple data sources and generate ad-hoc reports.

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Planful logo

The FP&A Platform for Continuous Planning

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Cloud-based Financial Planning and Analysis (FP&A) software providing numerous tools to help with financial planning, modeling, and reporting.

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Limelight logo

Cloud FP&A software for growth driven finance

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Bring the best of Excel and Web together into a single workspace that directly integrates with your ERP and all data sources & consolidates it for analysis.

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Farseer logo

Cloud FP&A Platform for Planning, Forecasting & Reporting

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Farseer is a cloud-based budgeting platform for finance teams that want to automate manual work, eliminate spreadsheets, improve accuracy, and deliver real-time insights across all planning and analytics processes.

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Accountfy logo

Smart Financial Platform

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Accountfy, an All-in-one platform, presents a comprehensive approach - a new perspective of platform, with integrated products for various stages of financial management, constituting solutions for Controllership, FP&A, Treasury, Workplace, Insights & Intelligence, and Connectivity & Data.

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Causal logo

Business planning platform for finance

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Causal is built for number-crunching — financial modeling, business planning, but really anything involving calculations. It's like spreadsheets minus the arcane formulas, plus live data integrations (accounting systems, CRMs, etc), and interactive dashboards.

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Centage logo

Business budgeting, planning, forecasting & analytics

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Centage helps build comprehensive budgets across departments, locations, and entities with automated workflows and real-time collaboration. No more manually linking spreadsheets.

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Budgeto logo

Budgeting tool for manufacturers, distributors, and agencies

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Budgeto is designed to help manufacturers, product distributors, restaurant owners and consulting agencies build and maintain any type of budget. Professionals use the application to create products, forecast sales, hire employees, plan expenses, activate lines of credit, create debts, model grants, and plan investments of new shareholders.

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QVANTUM logo

Cloud platform for agile, collaborative & scalable planning

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QVANTUM is a cloud-based business planning solution helping companies create and manage agile, collaborative, integrated, and scalable planning processes. The plattform for transparent, integrated, easy-to-use, and scalable planning.

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CoPlanner logo

Business performance management solution

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CoPlanner is a web-based and on-premise performance management solution designed to assist organizations with sales, investments, projects, and resource planning using business intelligence technology. Features include role-based permissions, trend monitoring, compliance management, and reporting.

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XLReporting logo

Lean CPM software for budgeting, reporting & forecasting

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Built by finance professionals, XLReporting offers Lean CPM software that scales with you. Start small, grow fast, and stay in control throughout.  

Manage budgeting, forecasting, reporting and data consolidation all in one platform. Built for control, transparency & real-time performance insights.

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