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Top Rated Budgeting Software with Dynamics 365

Last updated: October 2026

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22 software options

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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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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XM for Employee Experience logo

Employee engagement and experience platform

Qualtrics Employee Experience Management Software equips organizations to measure and improve workforce engagement across the employee lifecycle. It offers engagement surveys with over 300 benchmarkable items, pulse surveys for real-time feedback, and retention analytics linking engagement data to attrition trends. Features include candidate experience tracking, onboarding and exit management, and 360-degree development feedback capabilities.

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Project Insight logo

Connect your org-wide project data to trust your reports.

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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Causal logo

Business planning platform for finance

Causal is built for number-crunching — financial modeling, business planning, but really anything involving calculations. It's like spreadsheets minus the arcane formulas, plus live data integrations (accounting systems, CRMs, etc), and interactive dashboards.

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Adaptive from Workday logo

Enterprise planning software for agile budgeting & reporting

Workday Adaptive Planning is an enterprise planning software that helps finance create budgets and forecasts with more speed, flexibility, collaboration, and accuracy. With unlimited scenario analysis backed by machine learning, you can quickly answer complex questions and gain real-time insights.

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Finario logo

Capital planning and budgeting platform

Finario is an enterprise Capex software that connects your people, projects and systems to provide a unified view of all capital investment activity and options to enable industrial companies to make better decisions and drive faster growth and higher profits.

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IDU logo

Finance in Flow

idu-Concept is a web-based corporate performance management solution for budgeting, forecasting, financial reporting & asset management

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Limelight logo

Meet Excel-free FP&A

Bring the best of Excel and Web together into a single workspace that directly integrates with your ERP and all data sources & consolidates it for analysis.

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Acterys logo

Accelerated xP&A Transformation

The leading platform for dynamic Financial Planning & Analytics (FP&A) transformation with Power BI and Excel.

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UniFi logo

Financial process automation platform

UniFi is a financial process automation platform that turns business activities into accounting outcomes.

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ProForecast logo

Financial forecasting & CPM software for SMEs

Cloud-based budgeting and advanced forecasting software that integrates with most accounting packages.

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FYIsoft logo

Financial Intelligence By Design®

FYIsoft’s integrated suite for financial reporting, budgeting and analytics is ideal for multi-entity and other complex environments. Easy to use and proven to boost productivity 50%+ with automation power for multi-entity/multi-GL consolidations, currency conversion, industry benchmarking, more.

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Kepion logo

Collaborative business planning software

Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, modelling technology, and more in a single, centralized platform, enabling users to produce & plan applications around the way their organization works

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EMASPHERE logo

Performance management made easy for you

EMAsphere is a SaaS performance management platform that automates reporting thanks to its range of connectors and its catalog of pre-configured KPIs. It is the perfect tool for SMEs that want to focus on decision-making rather than data management in spreadsheets.

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BluePlanner logo

Planning for CPG Sales. Accountability, control, accuracy.

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

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ExecuReports logo

Integrated financial reporting and consolidation platform

Budgeting and Forecasting for Full Income Statement and Balance Sheet

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Yooz logo

AI-powered accounts payable automation platform

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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Marmind logo

Marketing Resource Management for the enterprise

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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Planir logo
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FP and A platform for budgeting and consolidation

Planir is a financial planning and analysis platform designed for CFOs and FP&A teams. The software offers budgeting and planning capabilities, multi-entity consolidation, board reporting, and investor reporting features. Planir integrates with accounting systems including NetSuite, SAP, Dynamics 365, and Sage Intacct, and includes budget approval workflows and automated financial presentations.

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Bizview logo
(0)

Budgeting, reporting, and analytics management software

Bizview helps enterprises manage budgeting, reporting, and analytics operations. It offers an Excel- like interface, which enables organizations to improve forecasting capabilities and display business processes using custom forms and various budgeting models like zero-based, hybrid, and more.

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Rapidstart logo
(0)

Budgeting & forecasting software for SMBs

Rapidstart is a budgeting & forecasting software designed to help SMBs budget, analyze, monitor & plan their business’ finances anytime, anywhere, on or offline

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