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Budgeting Software with Document Storage (2026) - Page 2

Last updated: April 2026

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55 software options

Total Synergy logo

Business and project management software for AEC businesses

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Synergy is unique cloud-based software for profitable management of architecture, engineering, and construction design businesses. Optimise operations and jobs for profitability. Analyse costs and achieve efficiency, control, and profitability.

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Pivot logo

Pivot is a S2P tool to keep your spend under control

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Stay in control: Pivot empowers budget owners to track budgets instantly, preventing overspending, and enhancing request lead-time.

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WETHOD logo

Project management software

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wethod: the integrated platform merging CRM and PM to track budgets and margins while valuing people's autonomy and commitment.

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UniFi logo
Category Leaders

UniFi — One system, limitless use cases.

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UniFi is one platform with limitless use cases across every department. With limitless use cases, innovative features, and the ability for end users to create bespoke apps without coding knowledge, UniFi is the one system that does it all.

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Quipu logo

The invoicing and treasury software for freelancers and SMEs

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Quipu is the all-in-one solution that allows you to control invoicing, treasury, taxes and customers in a simple and intuitive way.

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Aqilla logo

Cloud Accounting Software for Business

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Multi dimensional analysis capabilities provide the facility for maintaining Budgeting and Forecasting information in the core standard product.

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Planful for Marketing logo

Simply Smarter Marketing

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Build, execute, and measure your marketing plan and budget all in one cloud-based platform for better visibility, collaboration, and decision making. Plannuh is easy to use and quick to implement (live in a week).

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Uptempo logo

Enterprise Marketing Operations software

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Uptempo’s product suite consolidates real-time budgeting with always-on reconciliation, enabling marketing teams to plan, gain control, and rapidly shift budget to align with strategic objectives or respond to changes in the market. Our software supports multiple views and budget structures.

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MiNDCAN Profit+ logo

Cloud-based cost optimization platform for the C-Suite

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MiNDCAN Profit+ is a comprehensive software that provides the C-Suite with cost optimization tools, clarity on focus points, visibility on progress towards actions taken, and creates confidence in meeting targets. Allowing organizations to ingrain a culture of cost optimization across the org.

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Planergy logo

Purchasing Made Easy

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PLANERGY is a web based Purchase Order System which can be quickly set up for multiple sites and departments without any work from your IT department. It helps maintain all purchasing information in one place and manage major reductions in administration overheads.

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Pennylane logo

All-in-one platform for finances, accounting, and banking

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Pennylane's budgeting tools combine historical data with real-time tracking to create accurate forecasts.

With multi-dimensional analysis, cash flow projections, and automatic data import from integrated systems, it delivers comprehensive financial visibility for informed decisions.

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Nakisa Lease Accounting logo

Lease accounting & management for ASC 842 IFRS 16 compliance

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Nakisa Lease Accounting (NLA) is an AI-powered, cloud-native lease accounting software for ASC 842, IFRS 16, GAAP compliance. NLA helps businesses with 500+ contracts manage leases from abstraction to compliance, auditing, and reporting, while integrating with multiple ERPs (SAP, Oracle, Workday).

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JAMIS Prime ERP logo

Cloud-based government contract accounting ERP

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Built from the ground up to be DCAA-compliant, JAMIS Prime ERP is designed to meet the critical accounting, back-office, and operational needs and challenges of the most demanding government contractors while offering real-time insight into key contract and project management performance metrics.

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CenterPoint Accounting logo

Accounting Software for Growing Businesses

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Accounting Software for growing businesses. CenterPoint Accounting Software works especially well for those outgrowing basic accounting systems, those requiring flexible financial reporting, and the management of multiple companies.

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FinanEDI logo

Free cloud-based billing and accounting solution

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FinanEDI is the free cloud software for billing and accounting designed for SMEs and freelancers, allowing for easy and quick creation and sending of invoices, saving time and money. It simplifies tasks such as billing, accounting, treasury management, customer management, and document creation.

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Libeo logo

B2B platform for approving and paying supplier invoices

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Libeo enables SME businesses, CFOs and accountants to save time by centralizing, validating, and paying their supplier invoices in one click, without IBAN, and without using their banking interface. The platform allows users to manage the entire purchasing lifecycle via a unified portal.

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Hubmee logo

AI-powered productivity manager

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Hubmee is an AI-powered manager that helps users handle tasks, finances, documents, and communication.

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TeamSystem Enterprise logo

ERP platform for small to midsize businesses

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TeamSystem Enterprise is an enterprise resource planning (ERP) platform that optimizes and helps small to midsize businesses streamline workflows through guided configuration, centralized updates, and data security.

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SiS ERP Construccion logo

Spanish-language ERP for construction companies

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SiS ERP Construction - the true leader in comprehensive management ERP software specialized in the construction sector.

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BluePlanner logo

Planning for CPG Sales. Accountability, control, accuracy.

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UpClear makes BluePlanner, software for CPG sales forecasting. Promotion planning, trade & deduction management, accruals, insights.

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CloudBudget logo

Budgeting on Salesforce

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CloudBudget is a Salesforce solution that provides a secure, cloud-based budgeting alternative, eliminating spreadsheet limitations for organizations.

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Progressus logo

Project Accounting Software Built on Dynamics 365 ERP

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Progressus, the first project accounting software built on Dynamics 365 Business Central, offers various features to streamline project management. Key functionalities include a Project Setup Wizard, adaptable task structures, efficient resource management, and the flexibility of customizations.

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ClearGov logo

Budgeting and administration software for local government

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ClearGov is a budget management and performance platform designed for the needs of local government administration. It replaces Excel or paper forms for data collection, tracks communications, and produces budget analyses and visualizations for stakeholders. The system is entirely cloud-based.

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JMServices Job System Pro logo

Streamline jobs, inventory, and customers with ease.

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Try JMServices Job System Pro for free - the comprehensive, AI-powered, cloud-based solution to manage jobs, suppliers, inventory, customers, contractors, and building codes. Streamline your business operations with ease.

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MSIGHTS Platform logo

Data management software

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MSIGHTS Platform is a marketing data transformation and reporting tool that helps businesses centralize multi-channel marketing performance data. The platform enables managers to collect and centralize data from various sources, ensuring that all valuable marketing data is captured in one place.

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