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Top Rated Budgeting Software with Salesforce

Last updated: June 2026

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14 software options

Limelight logo

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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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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Drivetrain logo

Platform for planning and managing financial analysis

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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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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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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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Allocadia logo

Marketing Performance Management Software

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Allocadia helps marketing teams manage their marketing budgets, gain visibility into their global marketing spend, and stay within 3% or less of spend targets.

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Kepion logo

Collaborative business planning software

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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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Jedox logo

The world's most adaptable planning and performance platform

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Simplify, accelerate & integrate budgeting across your business with Jedox Enterprise Performance Management & BI software.

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Aqilla logo

Cloud Accounting Software for Business

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Multi dimensional analysis capabilities provide the facility for maintaining Budgeting and Forecasting information in the core standard product.

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Financial Management Cloud logo

Certinia ERP Cloud

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Streamline, simplify, and automate your financial management on the Salesforece platform. Our customer centric ERP Cloud software gives you a flexible general ledger, automated billing processes, and brilliant intelligence all in one place.

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

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Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

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NetSuite logo

AI-powered cloud-based business management suite

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NetSuite Planning and Budgeting enables quick adoption of world-class financial planning and budgeting across lines of business with flexible and customizable deployment options. It facilitates organization-wide business budgeting and planning needs.

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MYOB Business logo

Online accounting & payroll for every business

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Small Business cloud based accounting software to streamline budgeting, automate payroll, tax and all your accounting needs.

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PlaceCPM logo

Finance platform

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Place is a strategic finance platform that combines financial forecasting with revenue management and workforce planning all in the operating system for high growth SaaS companies.
With Place leadership gets greater visibility and finance teams can be more strategic.

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