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Top Rated Budgeting Software with Xero

Last updated: June 2026

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60 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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Pegasus Insights logo

Cash is King! So treat it like royalty with Pegasus

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Pegasus Insights is a cash flow management software designed for middle market businesses that helps optimize cash flow and liquidity with real-time insights and automated forecasting.

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budget4cast logo

Budget management software for construction projects

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budget4cast helps construction businesses manage projects, data, costs, and utilization of resources on a unified portal. The customizable budget structures let users create multiple items, assign codes, and define various sections and groups to handle regulatory activities, designs, and costs.

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Moss logo

Spend management and expense report software

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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

Centralized procurement and AP automation software

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Precoro's all-in-one Spend Management software helps Small and Mid-size businesses to track spends against their budgets.

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TimeSolv Legal Billing logo

Time, expense & billing management software for legal firms

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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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Upmetrics logo

Business plan software with AI assistance.

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Upmetrics is modern, AI-powered business plan software that simplifies planning for entrepreneurs and small business owners. Equipped with industry-specific templates, a drag-and-drop builder, and an automatic forecasting tool, Upmetrics helps you create a business plan in less than an hour.

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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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Budgyt logo

Budget with Confidence, Present without Fear

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Budgeting software for finance teams who've outgrown Excel. No more broken formulas before board meetings. Click any number to see where it came from. Import actuals directly from your accounting system. Update forecasts monthly. Unlimited users included. Up and running in hours.

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Teampay logo

Request, approve, and track company spending in real-time.

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Teampay’s spend management platform gives finance teams control and automates the purchasing, reconciliation, and reporting process.

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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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Soldo logo

Expense Management and Soldo Company Cards

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

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Float Cash Flow logo

Real-time cash flow forecasting for Xero, FreeAgent and QBO

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In Float you can set budgets for cash that's not yet in your accounting software and watch them 'fill up' with bills and invoices daily, you can also track your actuals against your budgets.

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LivePlan logo

Business planning & performance management software

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LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs. Confidently plan, fund, and grow your business with LivePlan.

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Productive logo

Project lifecycle management for agencies and consultancies

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Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

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Bob Finance logo

Strategic financial planning platform for decision making

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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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Bonsai logo

One platform to streamline your entire business

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One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform

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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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Approveit logo

Automate approval workflows across your entire company!

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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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Martus logo

Budgeting & accounting for churches

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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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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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Tradogram logo

Control Spend & Lower Costs

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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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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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