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Top Rated Budgeting Software with Income balance sheet

Last updated: October 2026

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Why is income & balance sheet important for budgeting software?

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

Income and balance sheets are crucial for tracking financial performance, making informed decisions, and ensuring accuracy in reporting. They provide detailed insights into expenses, revenues, and overall financial health, enabling better planning and analysis. Our reviewers in budgeting software rated this feature as highly important.

What do verified reviews highlight about key features of budgeting software?

  • Reporting/Analytics: Users value the ability to create detailed and customizable reports, track financial performance, and analyze data efficiently. Excel integration and AI-driven summaries are appreciated. 98% of reviewers rated this feature as important or highly important.
  • Data Import/Export: Reviewers highlight the quick, flexible import/export processes from multiple sources, including Excel, ERP systems, and APIs. Automation and data validation features are also valued. 96% of reviewers rated this feature as important or highly important.
  • Profit/Loss Statement: Users find the P&L statements crucial for tracking financial performance, forecasting, and making informed decisions. Customization and real-time updates enhance usability. 95% of reviewers rated this feature as important or highly important.
  • Billing & Invoicing: Users find the customization, integration capabilities, and ease of generating and tracking invoices beneficial. Automated billing cycles and detailed tracking enhance efficiency. 92% of reviewers rated this feature as important or highly important.
  • General Ledger: Users value the comprehensive tracking of financial transactions, customizable chart of accounts, and integration with other systems for detailed financial reporting and analysis. 91% of reviewers rated this feature as important or highly important.
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150 software options

CCH Tagetik logo

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

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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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Budgyt logo

Budget with Confidence, Present without Fear

Budgeting software for finance teams who've outgrown Excel. No more broken formulas before board meetings. Click any number to see where it came from. Import actuals directly from your accounting system. Update forecasts monthly. Unlimited users included. Up and running in hours.

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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

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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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Intecplan logo

Business Plan Software with AI and Databases.

Inteplan is a Business Plan Software. Generate the financial forecast and the first written version of the project. 5 languages

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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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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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Scoreplan logo

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Prophix One logo

Automate & streamline corporate performance management

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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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Martus logo

Budgeting & accounting for churches

MartusTools is a cloud-based budgeting & accounting solution designed to help churches streamline their budgeting & accounting processes with online dashboards, scorecards, statistics, & financial reports like departmental account views, dimensional view summaries, forecast views, & more

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Fathom logo

Business intelligence and financial reporting solution

Fathom helps businesses streamline budgeting with driver-based forecasting, scenario planning, and real-time financial insights. Create accurate three-way budgets, compare actuals vs forecasts, and adjust plans dynamically to stay on track and make informed 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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Jirav logo

The leading FP&A software – built to help you win.

Elevate budgeting efficiency with Jirav's all-in-one platform, consolidating financial planning, forecasting, and goal alignment to streamline your financial management processes.

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Drivetrain logo

Platform for planning and managing financial analysis

Drivetrain is a strategic finance platform that helps finance teams shrink planning cycles, track actuals in real-time, accelerate reporting, and make better decisions. It provides real-time tracking and reporting, allowing users to create reports and discover hidden insights. Drivetrain also enables continuous planning and forecasting, with the ability to build flexible, accurate models and leverage AI-powered forecasting and what-if analysis.

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BudgetPak logo

Budgeting forecasting & reporting for midsize orgs 10+ users

Budgeting, forecasting & reporting solution for mid-sized organizations engaging multiple participants in the budgeting process. BudgetPak engages end users, improves ownership and accuracy, and increases alignment to the organization's strategy.

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