Company lists · Data refreshed September 2026

Top 25 Budget planning software companies based in the United States

RevenueBase identified 64 budget planning software companies headquartered in the United States as of September 2026 and tracks 579 professional contacts across them, including 251 with verified work emails. Austin is the largest hub.

This list covers budget planning software companies 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
64Companies
579Contacts tracked
251Verified emails
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The 25 largest budget planning software companies based in the United States

Ranked by team size
Top 25 of 64 budget planning software companies 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 planning software companies: 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 evidenceMenlo Park, CA, United StatesHQ checked Sep 27, 202651-200249 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
2Strong 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
3Indirect evidenceNew York City, NY, United StatesHQ checked Sep 27, 20261,001-5,00038 contacts →

Indirect evidence

“Mosaic.tech is now Bob Finance by HiBob.”

Source: RevenueBase Database · checked Sep 27, 2026
4Partial 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
5Strong 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
6Strong 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
7Indirect 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
8Partial 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
9Strong 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
10Strong 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
11Partial evidenceAventura, FL, United StatesHQ checked Sep 27, 202651-20010 contacts →

Partial evidence

“OnPlan is the leading budgeting and forecasting platform for all business functions.”

Source: RevenueBase Database · checked Sep 27, 2026
12Partial 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
13Partial 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
14Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 202611-506 contacts →

Indirect evidence

“Providing timely financial analysis and insight that drives profitability, FinPro’s 100% Excel-based, real-time interface empowers business users with access to meaningful…”

Source: RevenueBase Database · checked Sep 27, 2026
15Partial evidenceChapel Hill, NC, United StatesHQ checked Sep 27, 20261-105 contacts →

Partial evidence

“CloudBudget improves the way small and medium organizations manage the budgeting process.”

Source: RevenueBase Database · checked Sep 27, 2026
16Strong evidenceDenver, CO, United StatesHQ checked Sep 27, 202651-2004 contacts →

Strong evidence

“Budgeting software and consulting services.”

Source: RevenueBase Database · checked Sep 27, 2026
17Partial evidenceCharleston, SC, United StatesHQ checked Sep 27, 20261-104 contacts →

Partial evidence

“For over 30 years, the products of Vision Software Solutions have helped our customers minimize risk and MAXIMIZE PROFITS.”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidenceSunnyvale, CA, United StatesHQ checked Sep 27, 20261-103 contacts →

Indirect evidence

“Ranger is simple to use, shows you your money in an organized way, and helps you categorize all your transactions easily.”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceTucson, AZ, United StatesHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

“Plan, forecast, and operate your SaaS business with Hivemetric.”

Source: RevenueBase Database · checked Sep 27, 2026
20Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

“Studio Fifty Three brings you tools for society.”

Source: RevenueBase Database · checked Sep 27, 2026
21Partial evidenceSan Fran, United StatesHQ checked Sep 27, 20261-101 contacts →

Partial evidence

“Lopery is a personal budgeting system that removes the tedium of budgeting and makes it easy to know if you're spending too much.”

Source: RevenueBase Database · checked Sep 27, 2026
22Partial evidenceBaltimore, MD, United StatesHQ checked Sep 27, 20261-101 contacts →

Partial evidence

“Software product developer and retailer with regional offices in Ashburn, VA and Baltimore, MD.”

Source: RevenueBase Database · checked Sep 27, 2026
23Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

“Koody is an AI-powered finance app for people managing personal money, sole proprietorships, freelance work, and side hustles in one place.”

Source: RevenueBase Database · checked Sep 27, 2026
24Partial evidenceCharleston, SC, United StatesHQ checked Sep 27, 20261-101 contacts →

Partial evidence

“emPowers provides personalized budgeting, account organization, expense analysis, and forecasting to help individuals and families take control of their finances with clarity and…”

Source: RevenueBase Database · checked Sep 27, 2026
25Partial evidenceCheltenham, United StatesHQ checked Sep 27, 20261-101 contacts →

Partial evidence

“Account-Ability provides a replacement for excel for all corporate budgeting, forecasting reporting processes.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 64 budget planning software companies based in the United States

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Budget planning software companies based in the United States at a glance

As of Sep 27, 2026
43.4%Verified-email coverage
9.0Average contacts per company
1-10Median size (employees)
4.7%Largest-city concentration · Austin
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
40
11-50
18
51-200
4
501-1,000
1
1,001-5,000
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 64 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 planning software companies, 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 planning software companies”. 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 planning software companies), 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 planning software companies, 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, 251 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 planning software companies, 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 planning software companies are there based in the United States?

RevenueBase identified 64 budget planning software companies 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?

Quicken, headquartered in Menlo Park, tops this list with the largest team on record.

Which city has the most budget planning software companies?

Austin leads with 3 headquartered companies, followed by Chicago (3) and Charleston (2).

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 251 verified decision-maker contacts tracked across these 64 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.