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Top Rated Budgeting Software with Drag drop

Last updated: October 2026

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124 software options

Upmetrics logo

AI-Powered Business Plan Software

Upmetrics is an AI-powered business planning platform that helps entrepreneurs and small businesses create business plans, build financial forecasts, develop pitch decks, research industries, and make better planning decisions.

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Datarails logo

The operating system finance teams run on

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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Syft Analytics logo

The interactive & collaborative financial reporting tool.

Syft Analytics is the financial reporting and data analytics software that helps growing businesses understand their financial data.

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Primetric logo

Project management platform for software developers

Primetric is a finance and project management platform for IT service and software providers. It can be used to keep a centralized record of all projects and developers, track individual progress, gauge margins, restrict access, designate roles, assign tasks, and forecast profits.

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Phocas logo

Business intelligence, financial reporting & sales analytics

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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Reach Reporting logo

Make a Statement

Upgrade to Reach Reporting.

Supercharged AI automation for your financial and non-financial data. Reach Reporting makes reporting, forecasting, and budgeting easy with powerful dashboards and enhanced visuals. Automate repetitive tasks to make better data-driven decisions in minutes.

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OneStream logo

Corporate performance management solution for enterprises

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

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Macabacus logo

The fastest way to get more done in Microsoft 365

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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Productive logo

AI-powered project lifecycle management for service firms

Productive is an end-to-end agency management tool where AI understands your business — resources, projects, and finances, all in one place.

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Lucanet logo

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

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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Zoho Sprints logo

Agile project management for software development teams

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

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LivePlan logo

Business planning & performance management software

LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs. Confidently plan, fund, and grow your business with LivePlan.

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Triskell PPM logo

Flexible SaaS Project Portfolio Management Software

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

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Bob Finance logo

Strategic financial planning platform for decision making

Bob Finance is a strategic finance platform that powers planning, real-time reporting, analysis, and decision-making for startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

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UpMetrics logo

Discover a smarter approach to impact reporting.

UpMetrics supports the complete impact reporting lifecycle for foundations, impact investors, and nonprofits. Less time on manual workflows. Better data quality. More confident fundraising. All in one purpose-built platform.

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Scoreplan logo

Streamlining business and people management

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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Prophix One logo

Automate & streamline corporate performance management

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

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Bonsai logo

One platform to streamline your entire business

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

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ITM Platform logo

Project, Program and Portfolio Management Software

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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Pivot logo

Pivot is a S2P tool to keep your spend under control

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

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Board logo

Cloud or on-premises enterprise planning platform

Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions.

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Farseer logo

Cloud FP&A Platform for Planning, Forecasting & Reporting

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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Ganacos logo

Collaborative planning & simulation software

Ganacos is a planning and simulation software for businesses which is designed to aid users to in making better business decisions by simplifying data & spreadsheet models. It offers tools for data analysis, planning, & simulation inspired by a combination of spreadsheet, BI & simulation tools.

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Cube logo

Financial planning software for handling budgets & reports

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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Treasy logo

Budgeting & financial planning software

Treasy is a financial planning and analysis software designed for business budgeting and controllership. The platform integrates with ERP systems and multiple data sources to provide financial business intelligence and performance indicators. It offers scenario simulation, rolling forecasts, and zero-based budgeting methodologies. The software includes workflow management tools, financial dashboards, and customizable reports for profit and cash flow analysis.

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