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.
The 25 largest budget planning software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 249 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 | |||||
| 2 | 41 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 | |||||
| 3 | 38 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 | |||||
| 4 | 26 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 | |||||
| 5 | 22 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 | |||||
| 6 | 21 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 | |||||
| 7 | 18 contacts → | ||||
Exact match “Make better decisions with better insights.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 16 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 | |||||
| 9 | 14 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 | |||||
| 10 | 13 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 | |||||
| 11 | 10 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 | |||||
| 12 | 9 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 | |||||
| 13 | 6 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 | |||||
| 14 | 6 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 | |||||
| 15 | 5 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 | |||||
| 16 | 4 contacts → | ||||
Exact match “Budgeting software and consulting services.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 4 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 | |||||
| 18 | 3 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 | |||||
| 19 | 2 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 | |||||
| 20 | 2 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 | |||||
| 21 | 1 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 | |||||
| 22 | 1 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 | |||||
| 23 | 1 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 | |||||
| 24 | 1 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 | |||||
| 25 | 1 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 | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “budget planning software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
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, 2026Companies by employee count
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.
Ready to reach these companies? Verified emails and direct dials for all 64 budget planning software companies based in the United States. Start with a free account, no credit card.
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Budget planning software companies by geography
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Budget planning software companies based in Brazil
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
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Company intelligence · public preview
Top 25 budget planning software companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 64 matching company records for budget planning software companies based in the United States, with 579 tracked contacts and 251 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 budget planning software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Menlo Park, CA, United StatesReported employees: 51-200 | Menlo Park, CA, United States | 51-200 | Exact match | 249 contacts → |
“Your financial life doesn't fit in a single category.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Greenville, SC, United StatesReported employees: 11-50 | Greenville, SC, United States | 11-50 | Exact match | 41 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 38 contacts → |
“Mosaic.tech is now Bob Finance by HiBob.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Snoqualmie, WA, United StatesReported employees: 11-50 | Snoqualmie, WA, United States | 11-50 | Exact match | 26 contacts → |
“Strategic Reforecasting & Budgeting for CRE Professionals Since 1996, Kardin has empowered commercial real estate (CRE) professionals to move beyond error-prone spreadsheets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 22 contacts → |
“We are helping all size of companies who is looking to out grow from excel/ spread sheet Planning and Budgeting to Cloud software.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 21 contacts → |
“Purpose-built, public sector budgeting software, now part of Euna Solutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: South Jordan, UT, United StatesReported employees: 11-50 | South Jordan, UT, United States | 11-50 | Exact match | 18 contacts → |
“Make better decisions with better insights.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“Budgyt is the most affordable business budgeting platform on the market.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Raleigh, NC, United StatesReported employees: 11-50 | Raleigh, NC, United States | 11-50 | Exact match | 14 contacts → |
“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Atlanta, NJ, United StatesReported employees: 11-50 | Atlanta, NJ, United States | 11-50 | Exact match | 13 contacts → |
“MSX Group® is your expert resource for financial reporting, budgeting and analysis software solutions (FP & A).” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Aventura, FL, United StatesReported employees: 51-200 | Aventura, FL, United States | 51-200 | Exact match | 10 contacts → |
“OnPlan is the leading budgeting and forecasting platform for all business functions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 9 contacts → |
“Stratify empowers finance teams and budget owners to drive business performance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 6 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 6 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Chapel Hill, NC, United StatesReported employees: 1-10 | Chapel Hill, NC, United States | 1-10 | Exact match | 5 contacts → |
“CloudBudget improves the way small and medium organizations manage the budgeting process.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Denver, CO, United StatesReported employees: 51-200 | Denver, CO, United States | 51-200 | Exact match | 4 contacts → |
“Budgeting software and consulting services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Charleston, SC, United StatesReported employees: 1-10 | Charleston, SC, United States | 1-10 | Exact match | 4 contacts → |
“For over 30 years, the products of Vision Software Solutions have helped our customers minimize risk and MAXIMIZE PROFITS.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Sunnyvale, CA, United StatesReported employees: 1-10 | Sunnyvale, CA, United States | 1-10 | Exact match | 3 contacts → |
“Ranger is simple to use, shows you your money in an organized way, and helps you categorize all your transactions easily.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Tucson, AZ, United StatesReported employees: 1-10 | Tucson, AZ, United States | 1-10 | Exact match | 2 contacts → |
“Plan, forecast, and operate your SaaS business with Hivemetric.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Studio Fifty Threestudiofiftythree.com HQ: Pittsburgh, PA, United StatesReported employees: 1-10 | Pittsburgh, PA, United States | 1-10 | Exact match | 2 contacts → |
“Studio Fifty Three brings you tools for society.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: San Fran, United StatesReported employees: 1-10 | San Fran, United States | 1-10 | Exact match | 1 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Baltimore, MD, United StatesReported employees: 1-10 | Baltimore, MD, United States | 1-10 | Exact match | 1 contacts → |
“Software product developer and retailer with regional offices in Ashburn, VA and Baltimore, MD.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Koody is an AI-powered finance app for people managing personal money, sole proprietorships, freelance work, and side hustles in one place.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Empowersempowers.pro HQ: Charleston, SC, United StatesReported employees: 1-10 | Charleston, SC, United States | 1-10 | Exact match | 1 contacts → |
“emPowers provides personalized budgeting, account organization, expense analysis, and forecasting to help individuals and families take control of their finances with clarity and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Cheltenham, United StatesReported employees: 1-10 | Cheltenham, United States | 1-10 | Exact match | 1 contacts → |
“Account-Ability provides a replacement for excel for all corporate budgeting, forecasting reporting processes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 64 company matches
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Budget planning software companies: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
64 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for budget planning software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many budget planning software companies did RevenueBase find based in the United States?
The saved snapshot records 64 matching company records, 579 tracked contacts and 251 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Budget planning software companies by geography
Cite this list
RevenueBase Data Team. Top 25 budget planning software companies based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/budget-planning-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Budget planning software companies based in Brazil
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
Company intelligence · public preview
Top 25 budget planning software companies based in the United States
RevenueBase records 64 matching company records for budget planning software companies based in the United States, with 579 tracked contacts and 251 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 budget planning software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Menlo Park, CA, United StatesReported employees: 51-200 | Menlo Park, CA, United States | 51-200 | Exact match | 249 contacts → |
“Your financial life doesn't fit in a single category.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Greenville, SC, United StatesReported employees: 11-50 | Greenville, SC, United States | 11-50 | Exact match | 41 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 38 contacts → |
“Mosaic.tech is now Bob Finance by HiBob.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Snoqualmie, WA, United StatesReported employees: 11-50 | Snoqualmie, WA, United States | 11-50 | Exact match | 26 contacts → |
“Strategic Reforecasting & Budgeting for CRE Professionals Since 1996, Kardin has empowered commercial real estate (CRE) professionals to move beyond error-prone spreadsheets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 22 contacts → |
“We are helping all size of companies who is looking to out grow from excel/ spread sheet Planning and Budgeting to Cloud software.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 21 contacts → |
“Purpose-built, public sector budgeting software, now part of Euna Solutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: South Jordan, UT, United StatesReported employees: 11-50 | South Jordan, UT, United States | 11-50 | Exact match | 18 contacts → |
“Make better decisions with better insights.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“Budgyt is the most affordable business budgeting platform on the market.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Raleigh, NC, United StatesReported employees: 11-50 | Raleigh, NC, United States | 11-50 | Exact match | 14 contacts → |
“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Atlanta, NJ, United StatesReported employees: 11-50 | Atlanta, NJ, United States | 11-50 | Exact match | 13 contacts → |
“MSX Group® is your expert resource for financial reporting, budgeting and analysis software solutions (FP & A).” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Aventura, FL, United StatesReported employees: 51-200 | Aventura, FL, United States | 51-200 | Exact match | 10 contacts → |
“OnPlan is the leading budgeting and forecasting platform for all business functions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 9 contacts → |
“Stratify empowers finance teams and budget owners to drive business performance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 6 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 6 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Chapel Hill, NC, United StatesReported employees: 1-10 | Chapel Hill, NC, United States | 1-10 | Exact match | 5 contacts → |
“CloudBudget improves the way small and medium organizations manage the budgeting process.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Denver, CO, United StatesReported employees: 51-200 | Denver, CO, United States | 51-200 | Exact match | 4 contacts → |
“Budgeting software and consulting services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Charleston, SC, United StatesReported employees: 1-10 | Charleston, SC, United States | 1-10 | Exact match | 4 contacts → |
“For over 30 years, the products of Vision Software Solutions have helped our customers minimize risk and MAXIMIZE PROFITS.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Sunnyvale, CA, United StatesReported employees: 1-10 | Sunnyvale, CA, United States | 1-10 | Exact match | 3 contacts → |
“Ranger is simple to use, shows you your money in an organized way, and helps you categorize all your transactions easily.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Tucson, AZ, United StatesReported employees: 1-10 | Tucson, AZ, United States | 1-10 | Exact match | 2 contacts → |
“Plan, forecast, and operate your SaaS business with Hivemetric.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Studio Fifty Threestudiofiftythree.com HQ: Pittsburgh, PA, United StatesReported employees: 1-10 | Pittsburgh, PA, United States | 1-10 | Exact match | 2 contacts → |
“Studio Fifty Three brings you tools for society.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: San Fran, United StatesReported employees: 1-10 | San Fran, United States | 1-10 | Exact match | 1 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Baltimore, MD, United StatesReported employees: 1-10 | Baltimore, MD, United States | 1-10 | Exact match | 1 contacts → |
“Software product developer and retailer with regional offices in Ashburn, VA and Baltimore, MD.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Koody is an AI-powered finance app for people managing personal money, sole proprietorships, freelance work, and side hustles in one place.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Empowersempowers.pro HQ: Charleston, SC, United StatesReported employees: 1-10 | Charleston, SC, United States | 1-10 | Exact match | 1 contacts → |
“emPowers provides personalized budgeting, account organization, expense analysis, and forecasting to help individuals and families take control of their finances with clarity and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Cheltenham, United StatesReported employees: 1-10 | Cheltenham, United States | 1-10 | Exact match | 1 contacts → |
“Account-Ability provides a replacement for excel for all corporate budgeting, forecasting reporting processes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 64 company matches
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Budget planning software companies: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
64 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for budget planning software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many budget planning software companies did RevenueBase find based in the United States?
The saved snapshot records 64 matching company records, 579 tracked contacts and 251 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Budget planning software companies by geography
Cite this list
RevenueBase Data Team. Top 25 budget planning software companies based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/budget-planning-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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