Company lists · Data refreshed September 2026

Top 25 Budget and financial management software providers based in the United States

RevenueBase identified 113 budget and financial management software providers headquartered in the United States as of September 2026 and tracks 5,023 professional contacts across them, including 2,962 with verified work emails. Austin is the largest hub.

This list covers budget and financial management software providers headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
113Companies
5,023Contacts tracked
2,962Verified emails
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The 25 largest budget and financial management software providers based in the United States

Ranked by team size
Top 25 of 113 budget and financial management software providers based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to budget and financial management software providers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 27, 20261,001-5,0001,964 contacts →

Indirect evidence

“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.”

Source: RevenueBase Database · checked Sep 27, 2026
2Partial evidenceChicago, IL, United StatesHQ checked Sep 27, 2026201-500654 contacts →

Partial evidence

“Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher…”

Source: RevenueBase Database · checked Sep 27, 2026
3Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 2026201-500591 contacts →

Strong evidence

“Planful is the pioneer of financial performance management cloud software.”

Source: RevenueBase Database · checked Sep 27, 2026
4Indirect evidenceNY, United StatesHQ checked Sep 27, 2026201-500388 contacts →

Indirect evidence

“Datarails is the AI finance operating system for finance teams.”

Source: RevenueBase Database · checked Sep 27, 2026
5Partial evidenceMenlo Park, CA, United StatesHQ checked Sep 27, 202651-200249 contacts →

Partial evidence

“Your financial life doesn't fit in a single category.”

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidencePleasanton, CA, United StatesHQ checked Sep 27, 202610001+147 contacts →

Indirect evidence

“Workday Adaptive Planning is powering a new generation of business planning.”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-20077 contacts →

Indirect evidence

“Aleph helps top finance teams work with their data in real time.”

Source: RevenueBase Database · checked Sep 27, 2026
8Indirect evidenceRoseville, CA, United StatesHQ checked Sep 27, 2026201-50068 contacts →

Indirect evidence

“As of April 30th we'll be moving to our new insightsoftware page.”

Source: RevenueBase Database · checked Sep 27, 2026
9Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 27, 202651-20060 contacts →

Partial evidence

“FP & A Software That Frees You From Spreadsheet Chaos.”

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202611-5051 contacts →

Indirect evidence

“A3 Solutions is the developer of A3 Modeling.”

Source: RevenueBase Database · checked Sep 27, 2026
11Strong evidenceAustin, TX, United StatesHQ checked Sep 27, 202651-20048 contacts →

Strong evidence

“The leader in financial performance management, Qvinci helps accounting professionals, franchises, dioceses, and multi-entity organizations of all types and sizes effectively…”

Source: RevenueBase Database · checked Sep 27, 2026
12Strong evidenceGreenville, SC, United StatesHQ checked Sep 27, 202611-5041 contacts →

Strong evidence

“Martus is a cloud-based budgeting, forecasting and reporting software tool that allows organizations and businesses to create, execute, and analyze budgets with ease.”

Source: RevenueBase Database · checked Sep 27, 2026
13Strong evidencePortland, ME, United StatesHQ checked Sep 27, 202611-5032 contacts →

Strong evidence

“Quantrix is the world’s leading provider of business and financial modeling software.”

Source: RevenueBase Database · checked Sep 27, 2026
14Strong evidenceSchaumburg, IL, United StatesHQ checked Sep 27, 202611-5029 contacts →

Strong evidence

“For 50 years, Plansmith has helped thousands of financial institutions eliminate the stress of Budgeting and ALM.”

Source: RevenueBase Database · checked Sep 27, 2026
15Partial evidenceSnoqualmie, WA, United StatesHQ checked Sep 27, 202611-5026 contacts →

Partial evidence

“Strategic Reforecasting & Budgeting for CRE Professionals Since 1996, Kardin has empowered commercial real estate (CRE) professionals to move beyond error-prone spreadsheets.”

Source: RevenueBase Database · checked Sep 27, 2026
16Strong evidenceSeattle, WA, United StatesHQ checked Sep 27, 202651-20026 contacts →

Strong evidence

“Kepion is a global leader in cloud financial planning and analysis (FP & A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance…”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidenceSpringville, UT, United StatesHQ checked Sep 27, 202611-5025 contacts →

Indirect evidence

“CPA firms are spending 15-20 hours a month building reports their clients barely look at.”

Source: RevenueBase Database · checked Sep 27, 2026
18Partial evidenceMountain View, CA, United StatesHQ checked Sep 27, 202651-20023 contacts →

Partial evidence

“Vareto is the most collaborative financial planning and reporting platform.”

Source: RevenueBase Database · checked Sep 27, 2026
19Strong evidenceDallas, TX, United StatesHQ checked Sep 27, 202611-5022 contacts →

Strong evidence

“We are helping all size of companies who is looking to out grow from excel/ spread sheet Planning and Budgeting to Cloud software.”

Source: RevenueBase Database · checked Sep 27, 2026
20Strong evidenceChicago, IL, United StatesHQ checked Sep 27, 2026501-1,00021 contacts →

Strong evidence

“Purpose-built, public sector budgeting software, now part of Euna Solutions.”

Source: RevenueBase Database · checked Sep 27, 2026
21Indirect evidenceNaples, FL, United StatesHQ checked Sep 27, 202611-5019 contacts →

Indirect evidence

“A simple integration with your ERP can bring the automation power needed to reduce your reporting time 50% or more.* FYIsoft solutions are designed for companies with complex…”

Source: RevenueBase Database · checked Sep 27, 2026
22Indirect evidenceNew York City, NY, United StatesHQ checked Sep 27, 202651-20018 contacts →

Indirect evidence

“Abacum is the FP & A platform that automates, analyzes, and forecasts for strategic impact.”

Source: RevenueBase Database · checked Sep 27, 2026
23Indirect evidenceSouth Jordan, UT, United StatesHQ checked Sep 27, 202611-5018 contacts →

Indirect evidence

“Make better decisions with better insights.”

Source: RevenueBase Database · checked Sep 27, 2026
24Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-5016 contacts →

Partial evidence

“Budgyt is the most affordable business budgeting platform on the market.”

Source: RevenueBase Database · checked Sep 27, 2026
25Strong evidenceRaleigh, NC, United StatesHQ checked Sep 27, 202611-5014 contacts →

Strong evidence

“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 113 budget and financial management software providers based in the United States

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Budget and financial management software providers based in the United States at a glance

As of Sep 27, 2026
59.0%Verified-email coverage
44.5Average contacts per company
11-50Median size (employees)
4.4%Largest-city concentration · Austin
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
51
11-50
40
51-200
12
201-500
5
501-1,000
2
1,001-5,000
2
10001+
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 113 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among budget and financial management software providers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “budget and financial management software providers”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names budget and financial management software providers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among budget and financial management software providers, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 2,962 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names budget and financial management software providers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many budget and financial management software providers are there based in the United States?

RevenueBase identified 113 budget and financial management software providers headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Insightsoftware, headquartered in Raleigh, tops this list with the largest team on record.

Which city has the most budget and financial management software providers?

Austin leads with 5 headquartered companies, followed by Chicago (5) and San Francisco (5).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,962 verified decision-maker contacts tracked across these 113 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.