Company lists · Data refreshed September 2026

Top 25 Budget planning software companies based in the United States

RevenueBase identified 64 company matches for budget planning software companies associated with 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 company matches for budget planning software companies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built
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 company matches for budget planning software companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMenlo Park, CA, United StatesHQ recorded Sep 27, 202651-200249 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2Exact matchGreenville, SC, United StatesHQ recorded Sep 27, 202611-5041 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Sep 27, 20261,001-5,00038 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4Exact matchSnoqualmie, WA, United StatesHQ recorded Sep 27, 202611-5026 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5Exact matchDallas, TX, United StatesHQ recorded Sep 27, 202611-5022 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6Exact matchChicago, IL, United StatesHQ recorded Sep 27, 2026501-1,00021 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7Exact matchSouth Jordan, UT, United StatesHQ recorded Sep 27, 202611-5018 contacts →

Exact match

“Make better decisions with better insights.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202611-5016 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9Exact matchRaleigh, NC, United StatesHQ recorded Sep 27, 202611-5014 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10Exact matchAtlanta, NJ, United StatesHQ recorded Sep 27, 202611-5013 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11Exact matchAventura, FL, United StatesHQ recorded Sep 27, 202651-20010 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12Exact matchSan Francisco, United StatesHQ recorded Sep 27, 202611-509 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13Exact matchStamford, CT, United StatesHQ recorded Sep 27, 202651-2006 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14Exact matchAtlanta, GA, United StatesHQ recorded Sep 27, 202611-506 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15Exact matchChapel Hill, NC, United StatesHQ recorded Sep 27, 20261-105 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16Exact matchDenver, CO, United StatesHQ recorded Sep 27, 202651-2004 contacts →

Exact match

“Budgeting software and consulting services.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17Exact matchCharleston, SC, United StatesHQ recorded Sep 27, 20261-104 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18Exact matchSunnyvale, CA, United StatesHQ recorded Sep 27, 20261-103 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19Exact matchTucson, AZ, United StatesHQ recorded Sep 27, 20261-102 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20Exact matchPittsburgh, PA, United StatesHQ recorded Sep 27, 20261-102 contacts →

Exact match

“Studio Fifty Three brings you tools for society.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21Exact matchSan Fran, United StatesHQ recorded Sep 27, 20261-101 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22Exact matchBaltimore, MD, United StatesHQ recorded Sep 27, 20261-101 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23Exact matchSan Francisco, CA, United StatesHQ recorded Sep 27, 20261-101 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24Exact matchCharleston, SC, United StatesHQ recorded Sep 27, 20261-101 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25Exact matchCheltenham, United StatesHQ recorded Sep 27, 20261-101 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase

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

See the full list, filter by size, metro and specialty, and access 251 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United States whose business descriptions match “budget planning software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 251 professional contacts with verified work emails across the full matched dataset. 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.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “budget planning software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many budget planning software companies are there based in the United States?

RevenueBase identified 64 company matches for budget planning software companies associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Quicken tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most budget planning software companies?

Austin leads with 3 company records, followed by Chicago (3) and New York (3).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 251 professional contacts with verified work emails tracked across these 64 companies; direct dials are available where recorded.

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 SmartSearch, 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.