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Top Rated Budgeting Software with Microsoft 365

Last updated: October 2026

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25 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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TimeSolv Legal Billing logo

Time, expense & billing management software for legal firms

TimeSolv Legal Billing helps legal firms manage payments, invoices, budgets, tasks, and more. The built-in trust accounting functionality lets users create trust accounts to automatically process payments, update replenishment amount in invoices, and transfer funds between different trust accounts.

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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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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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TimeSolv logo

Cloud-based legal billing and invoicing solution

TimeSolv is a cloud and mobile-based solution for lawyers and other professional firms that assists with time tracking, billing management, and more. It offer multiple timers to concurrently manage time on several matters. It offers conflicts management to search for related parties.

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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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Procore logo

Cloud-based construction management platform

Procore is a cloud-based construction management platform connecting field and office teams throughout the project lifecycle. It offers tools for project execution, cost, resource, and lifecycle management, including bid management, estimating, scheduling, quality tracking, budgeting, invoicing, and workforce management. With document management, analytics, and mobile access, it supports contractors, owners, specialty contractors, and public agencies across various construction projects.

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Tradogram logo

Control Spend & Lower Costs

TRADOGRAM is for businesses seeking a cost-effective procurement management solution to streamline their entire purchasing process and gain 100% visibility into their spending.

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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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iplicit logo

Cloud-based accounting and financial management software

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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Vena logo

Microsoft Excel-based FP&A software

Shorten budget cycles, streamline financial reporting and get the insights you need to plan with confidence, all in one flexible and easy-to-use platform.

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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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farmerswife logo

Schedule, manage and collaborate.

farmerswife exists to simplify your work. It enables you to organize and track project resources, plan and control the project lifecycle, manage day-to-day tasks, create customized budgets and analyze financial performance in a practical way that drives better decisions.

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Uptempo logo

Enterprise Marketing Operations software

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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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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OFFOLIO logo

Free Project planning from manual tasks

OFFOLIO is a cloud-based project planning software. It provides algorithmic automation to calculate in real-time the optimum between multiple constraints (from teams’ capacities to the industrial site’s occupation). Artificial Intelligence, to include best practices in your project plans.

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OS/ logo

Cloud-based project accounting software for businesses

OS/ is a cloud-based project accounting software designed for agencies, productions, and studios that helps manage finances, generate quotes, control projects, and more.

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Progressus logo

Project Accounting Software Built on Dynamics 365 ERP

Progressus, the first project accounting software built on Dynamics 365 Business Central, offers various features to streamline project management. Key functionalities include a Project Setup Wizard, adaptable task structures, efficient resource management, and the flexibility of customizations.

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Xero logo

Cloud-based accounting software for small businesses

Use Xero's Budget Manager to prepare budgets and compare against performance for selected periods. Create an overall budget as well as multiple sub-budgets.

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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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Sage 200 logo

Business management solution for businesses of all sizes

Sage 200 is a scalable management solution that lets you manage every part of your business effortlessly from sales to accounting. This all-in-one business management software offers seamless integration with Microsoft 365, real-time insights, and automated features to streamline your workflows and boost productivity.

Read more about Sage 200

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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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Sage 50 Accounting logo

Cloud-based accounting tool for small and midsized business

Sage 50 Accounting is an online accounting solution for SMBs with Office 365 integration that helps manage accounting, invoicing, cash flow, inventory, taxes, and more.

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Plan.UseWise logo
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Cloud-based planning solution for Microsoft 365

Plan.UseWise is a cloud-based SaaS that helps businesses to efficiently plan, manage, and allocate costs across various cost centers within the organization. It is seamlessly integrated with Microsoft 365, providing a user-friendly interface and built-in collaboration features.

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