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Budgeting Software with Document Storage (2026)

Last updated: April 2026

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55 software options

Xero logo
Category Leaders

Cloud-based accounting software for small businesses

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Use Xero's Budget Manager to prepare budgets and compare against performance for selected periods. Create an overall budget as well as multiple sub-budgets.

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Procore logo

Cloud-based construction management platform

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Procore is a cloud-based construction management platform connecting field and office teams throughout the project lifecycle. It offers tools for project execution, cost, resource, and lifecycle management, including bid management, estimating, scheduling, quality tracking, budgeting, invoicing, and workforce management. With document management, analytics, and mobile access, it supports contractors, owners, specialty contractors, and public agencies across various construction projects.

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NetSuite logo

AI-powered cloud-based business management suite

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NetSuite Planning and Budgeting enables quick adoption of world-class financial planning and budgeting across lines of business with flexible and customizable deployment options. It facilitates organization-wide business budgeting and planning needs.

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TimeSolv Legal Billing logo

Time, expense & billing management software for legal firms

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TimeSolv Legal Billing helps legal firms manage payments, invoices, budgets, tasks, and more. The built-in trust accounting functionality lets users create trust accounts to automatically process payments, update replenishment amount in invoices, and transfer funds between different trust accounts.

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Precoro logo

Procurement software for centralized purchasing

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Precoro's all-in-one Spend Management software helps Small and Mid-size businesses to track spends against their budgets.

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Sage Intacct logo
Category Leaders

Best-in-class Cloud ERP for Finance

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Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

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Zoho Sprints logo

Agile project management for software development teams

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Zoho Sprints enables financial control with budget tracking, expense logging, cost insights, alerts, and flexible billing methods.

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MoneyMinder logo

Simple accounting software for volunteers.

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Simple nonprofit accounting software for volunteer-based groups (PTAs, PTOs, Booster Clubs, Sports Teams, Scouts, Service Clubs, etc.)

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Deltek Vision logo

Project management tool for professional services managers.

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Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

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Yooz logo

AI-powered accounts payable automation platform

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Yooz's budget function is an integrated value-added product offering within Yooz, which provides financial decision-makers with a solution to automate and secure their financial processes. Accessing real-time budget statuses allows management to enhance processes and make well-informed decisions.

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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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TimeSolv logo

Cloud-based legal billing and invoicing solution

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TimeSolv is a cloud and mobile-based solution for lawyers and other professional firms that assists with time tracking, billing management, and more. It offer multiple timers to concurrently manage time on several matters. It offers conflicts management to search for related parties.

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Macabacus logo

The fastest way to get more done in Microsoft 365

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Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations.

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Tradogram logo

Control Spend & Lower Costs

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TRADOGRAM is for businesses seeking a cost-effective procurement management solution to streamline their entire purchasing process and gain 100% visibility into their spending.

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Bonsai logo

One platform to streamline your entire business

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One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform

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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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Project Insight logo

Cloud-based software for managing projects and related tasks

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Manage your projects to their planned target budgets at the top level and compare it to actuals in real-time. Track labor, non labor costs, expenses and more.

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SAP Business ByDesign logo

Cloud ERP solution for small and medium sized businesses

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SAP Business ByDesign is an integrated business management solution delivered on a subscription basis through the cloud. SAP Business ByDesign can be localized for 130 different countries and for several specific industries, including manufacturing, wholesale distribution, PSA, non-profit, and more.

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ITM Platform logo

Project, Program and Portfolio Management Software

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ITM Platform is the budgeting software that can be deployed within two weeks, aligning your project portfolio to the business strategy. Teams will learn how to use the project and work management tools within a day, providing portfolio managers with access to the metrics that matter.

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Multiview ERP logo
Category Leaders

Enterprise resource planning (ERP) solution

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Multiview is a highly-scalable modular ERP software for scaling organizations which require more automation, control and insight into their operations. A fully-integrated suite of financials ranges from core accounting, budgeting and forecasting to materials management and workflow approvals.

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AccountsIQ logo

Cloud-based accounting software for medium-sized businesses

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AccountsIQ is cloud-based accounting software that assists businesses in construction, retail, hospitality, and other sectors with cash flow forecasting, budgeting, and financial reporting.

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Triskell PPM logo

Flexible SaaS Project Portfolio Management Software

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Budget management, offering the ability to create and compare versions, and the breakdown and automatic roll-up of actual

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Marmind logo

Marketing Resource Management for the enterprise

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Marmind is the foremost Marketing Budget Management software for enterprises, empowering global teams to monitor budgets and expenditures across regions, products, and more. Mercedes-Benz, Lufthansa Group, and Springer Nature rely on Marmind to streamline budgeting and maximize marketing impact.

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Northspyre logo

Good-bye spreadsheets. Hello higher returns.

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Northspyre helps project teams use data, automation, and artificial intelligence to get easier, more predictable outcomes on complex projects.

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