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Top Rated Budgeting Software with Excel

Last updated: May 2026

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50 software options

CCH Tagetik logo

CCH Tagetik

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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Limelight logo

Limelight

FP&A, Without the Wait

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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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Syft Analytics logo

The interactive & collaborative financial reporting tool.

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

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Datarails logo

Financial planning and analysis (FP&A) software

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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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Phocas logo

Business intelligence, financial reporting & sales analytics

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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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Macabacus logo

The fastest way to get more done in Microsoft 365

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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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OneStream logo

Corporate performance management solution for enterprises

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

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Board logo

The Enterprise Planning Platform

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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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Inventory Planner logo

Cloud-based inventory planning and forecasting software

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Inventory Planner is a software that helps businesses automate inventory management and planning on a centralized platform. It is an essential tool for businesses with large inventories and multiple locations. Avoid overstock and out-of-stocks through accurate, data-driven forecasting.

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Triskell PPM logo

Flexible SaaS Project Portfolio Management Software

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

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Cube logo

Financial planning software for handling budgets & reports

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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.

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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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Project Insight logo

A complete picture of project work across teams and systems.

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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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Fathom logo

Business intelligence and financial reporting solution

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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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BudgetPak logo

Budgeting forecasting & reporting for midsize orgs 10+ users

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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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iplicit logo

Cloud-based accounting and financial management software

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iplicit is a cloud-based software designed for businesses of all sizes that helps streamline accounting processes, generate business reports, and analyze financial datasets on a unified platform. Key features include summary charts, multi-currency, and purchase orders.

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FinPro logo

Excel-based data consolidation for rich financial reporting

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FinPro empowers organizations of $30M to over $300M in revenue to report, analyze, plan, and manage their data in real time

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Workday Adaptive Planning logo

Enterprise planning software for agile budgeting & reporting

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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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RISKTURN logo

Risk-based cash flow planning platform

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Riskturn is a risk-based cash flow planning platform which enables SMBs & enterprises to accurately calculate financial & timing risks for project budgets

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UniFi logo

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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FinAlyzer logo

Multi-GAAP, Multi-Currency Consolidation Made Simple

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FinAlyzer streamlines multi-entity consolidation, intercompany eliminations, and financial close automation. Supports IFRS, US-GAAP, IndAS, with Excel integration and ERP connectivity for accurate, compliant reporting.

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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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Dataccuity logo

Financial reporting, budgeting & dashboard creation modules

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Dataccuity offers turnkey solutions that consolidate data from any source to create customizable reports from template, build dashboards and manage budgets

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ITM Platform logo

Project, Program and Portfolio Management Software

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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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CoPlanner logo

Business performance management solution

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CoPlanner is a web-based and on-premise performance management solution designed to assist organizations with sales, investments, projects, and resource planning using business intelligence technology. Features include role-based permissions, trend monitoring, compliance management, and reporting.

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