Company lists · Data refreshed September 2026

Top 25 Budget optimization software vendors based in the United States

RevenueBase identified 59 budget optimization software vendors headquartered in the United States as of September 2026 and tracks 4,841 professional contacts across them, including 2,693 with verified work emails. New York is the largest hub.

This list covers budget optimization software vendors 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
59Companies
4,841Contacts tracked
2,693Verified emails
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The 25 largest budget optimization software vendors based in the United States

Ranked by team size
Top 25 of 59 budget optimization software vendors 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 optimization software vendors: 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 evidenceDallas, TX, United StatesHQ checked Sep 27, 20261,001-5,0003,345 contacts →

Indirect evidence

“Because decisions matter to your plan and the planet.”

Source: RevenueBase Database · checked Sep 27, 2026
2Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 2026201-500591 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
3Indirect 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
4Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-50130 contacts →

Partial evidence

“Headquartered in New York City and launched in 2019, Mosaic is the first resource management software that enables real-time collaboration for planning work.”

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect evidenceOakland, CA, United StatesHQ checked Sep 27, 202651-200103 contacts →

Indirect evidence

“LiftLab is the Full-funnel and Incrementality Testing platform that integrates daily intelligence, causal experimentation, and long-term brand forecasting into a unified…”

Source: RevenueBase Database · checked Sep 27, 2026
6Partial evidenceArlington, VA, United StatesHQ checked Sep 27, 202651-20066 contacts →

Partial evidence

“Decision Lens develops integrated planning software which modernizes how government prioritizes, plans, and funds.”

Source: RevenueBase Database · checked Sep 27, 2026
7Strong 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
8Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-20041 contacts →

Indirect evidence

“PayEm redefines spend management by prioritizing a user-centric approach for both finance professionals and non-finance employees.”

Source: RevenueBase Database · checked Sep 27, 2026
9Partial 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
10Strong 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
11Partial evidenceFort Worth, TX, United StatesHQ checked Sep 27, 202611-5023 contacts →

Partial evidence

“epaCUBE is pricing optimization built FOR distributors BY distributors.”

Source: RevenueBase Database · checked Sep 27, 2026
12Strong 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
13Strong 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
14Indirect 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
15Partial evidenceSouthfield, MI, United StatesHQ checked Sep 27, 202611-5016 contacts →

Partial evidence

“Founded in 2004, Saphran is recognized as a leader in forecasting and cost estimating cloud software, built on years of experience and a commitment to delivering dependable…”

Source: RevenueBase Database · checked Sep 27, 2026
16Partial 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
17Strong evidenceAtlanta, NJ, United StatesHQ checked Sep 27, 202611-5013 contacts →

Strong evidence

“MSX Group® is your expert resource for financial reporting, budgeting and analysis software solutions (FP & A).”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidenceWest Palm Beach, FL, United StatesHQ checked Sep 27, 202611-5011 contacts →

Indirect evidence

“Templeton Solutions was created by veteran entrepreneurs with over 30 years of experience in the professional services industry.”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidencePortland, OR, United StatesHQ checked Sep 27, 202611-5010 contacts →

Indirect evidence

“Cost Technology designs and implements solutions to support fact-based decision making.”

Source: RevenueBase Database · checked Sep 27, 2026
20Partial evidenceSan Francisco, United StatesHQ checked Sep 27, 202611-509 contacts →

Partial evidence

“Stratify empowers finance teams and budget owners to drive business performance.”

Source: RevenueBase Database · checked Sep 27, 2026
21Partial evidencePalo Alto, CA, United StatesHQ checked Sep 27, 202611-508 contacts →

Partial evidence

“Redwood Compliance delivers IT cost reduction and spend optimization consulting services across the spectrum of IT spend.”

Source: RevenueBase Database · checked Sep 27, 2026
22Indirect evidenceNew York, United StatesHQ checked Sep 27, 20261-106 contacts →

Indirect evidence

“Let us help you spend less time on low-value work and more time on generating insights.”

Source: RevenueBase Database · checked Sep 27, 2026
23Partial evidenceStamford, CT, United StatesHQ checked Sep 27, 202651-2006 contacts →

Partial evidence

“XLerant provides a cloud-based budgeting, forecasting and reporting solution for small to mid-sized organizations, designed for the needs of finance teams and budget managers.”

Source: RevenueBase Database · checked Sep 27, 2026
24Indirect evidenceChicago, United StatesHQ checked Sep 27, 20261-105 contacts →

Indirect evidence

“The best FP & A tool since Excel.”

Source: RevenueBase Database · checked Sep 27, 2026
25Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 20261-105 contacts →

Strong evidence

“Dynamic Budgets offers hybrid-cloud corporate budgeting, forecasting, and reporting software for midmarket organizations using Microsoft Dynamics GP as well as Business Central…”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 59 budget optimization software vendors based in the United States

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Budget optimization software vendors based in the United States at a glance

As of Sep 27, 2026
55.6%Verified-email coverage
82.1Average contacts per company
11-50Median size (employees)
11.9%Largest-city concentration · New York
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
25
51-200
9
201-500
1
501-1,000
1
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 59 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 optimization software vendors, 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 optimization software vendors”. 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 optimization software vendors), 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 optimization software vendors, 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, 2,693 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 optimization software vendors, 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 optimization software vendors are there based in the United States?

RevenueBase identified 59 budget optimization software vendors 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?

O9 Solutions, INC, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most budget optimization software vendors?

New York leads with 7 headquartered companies, followed by Chicago (6) and Dallas (3).

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 2,693 verified decision-maker contacts tracked across these 59 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.