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Top Rated Budgeting Software with Workflow management

Last updated: October 2026

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149 software options

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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Moss logo

Spend management and expense report software

Moss is an expense management software that enables employees to spend in a decentralized way, giving finance managers complete visibility and control in real-time. By automating and digitizing spend, Moss frees finance teams from administrative tasks.

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Precoro logo

Agentic Procurement & AP Centralization Platform

Precoro's Agentic Procurement & AP Centralization Platform helps Small and Mid-size businesses track spend against their budgets in real time.

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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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Spendesk logo

Smart, trackable spending at work. From Approvals to Zen.

Spendesk is the smart way to manage your business spending. Flexible payments, approvals, expenses, invoices and accounting — all together for the first time.

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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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Soldo logo

Expense Management and Soldo Company Cards

Stop the headache of expense management with Soldo company cards tied to a powerful expense management platform.

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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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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

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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Approveit logo

Automate approval workflows across your entire company!

Approveit automates approval workflows right in Slack or Email. Integrations with XERO, QuickBooks, Freshbooks, Jira, and over 3000 apps through Zapier help to avoid routine manual tasks. Submit and approve requests anytime, in one place!

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PayEm logo

Global spend & procurement platform

Cloud-based spend management platform with AI-powered invoice processing, corporate cards, and native ERP integrations. Features mobile apps, SOC 2 compliance, RESTful API, and real-time reconciliation. Built for growing SMBs requiring technical integration depth.

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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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Workday HCM logo

Human capital management system

Workday HCM is an HR solution that helps organizations manage the global workforce. The system supports companies of all sizes, enabling organizations to comply with local regulations. Workday HCM features embedded AI insights that give organizations an understanding of the workforce. Using machine learning, the software enables teams to analyze employee data to deliver personalized recommendations, helping HR teams make informed decisions about people.

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