Company lists · Data refreshed September 2026

Top 25 Budgeting and forecasting software companies based in the United States

RevenueBase identified 165 budgeting and forecasting software companies headquartered in the United States as of September 2026 and tracks 10,465 professional contacts across them, including 5,647 with verified work emails. New York is the largest hub.

This list covers budgeting and forecasting 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 14, 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 14, 2026 86% judged on-target in blind review
165Companies
10,465Contacts tracked
5,647Verified emails
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The 25 largest budgeting and forecasting software companies based in the United States

Ranked by team size
Top 25 of 165 budgeting and forecasting software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to budgeting and forecasting 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 evidenceDallas, TX, United StatesHQ checked Sep 14, 20261,001-5,0003,345 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 14, 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 14, 2026
3Indirect evidenceBoston, MA, United StatesHQ checked Sep 14, 2026501-1,000790 contacts →

Indirect evidence

“Board’s Enterprise Planning Platform delivers solutions that help over organizations worldwide plan smarter, enabling actionable insights and better outcomes.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceChicago, IL, United StatesHQ checked Sep 14, 2026201-500654 contacts →

Indirect 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 14, 2026
5Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 2026201-500591 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidencePlano, TX, United StatesHQ checked Sep 14, 2026201-500392 contacts →

Indirect evidence

“Lumel is a leader in modern, end-to-end Enterprise Performance Management (EPM) products & solutions.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceNY, United StatesHQ checked Sep 14, 2026201-500388 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceMclean, VA, United StatesHQ checked Sep 14, 2026201-500231 contacts →

Indirect evidence

“Digital Harbor proudly calls itself an innovation-driven company that holds a strong vision of reimagining the future of the enterprise world.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceCalabasas, CA, United StatesHQ checked Sep 14, 202651-200162 contacts →

Indirect evidence

“Solver delivers an AI-first approach for its extended financial planning and analysis (xFP & A) solution that increases access to actionable insights beyond the finance department…”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidencePleasanton, CA, United StatesHQ checked Sep 14, 202610001+147 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 202651-20077 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceRoseville, CA, United StatesHQ checked Sep 14, 2026201-50068 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
13Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 14, 202651-20060 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 14, 202651-20058 contacts →

Indirect evidence

“EBM partners with private equity-backed, VC-backed, and performance-driven private companies, together with the investment banks and PE deal teams advising them, to provide a…”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceWashington, DC, United StatesHQ checked Sep 14, 202611-5055 contacts →

Indirect evidence

“FutureView Systems is focused on providing businesses finance solutions to rapidly transform their finance functions into strategic business partners.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceAustin, TX, United StatesHQ checked Sep 14, 202651-20054 contacts →

Indirect evidence

“Jirav is an all-in-one financial planning and analysis (FP & A) solution that delivers smarter financials and faster insights, helping you understand where your business has been…”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 202611-5051 contacts →

Indirect evidence

“A3 Solutions is the developer of A3 Modeling.”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 202611-5049 contacts →

Indirect evidence

“Runway helps finance teams become 10X more efficient by delivering accurate, real-time forecasts with zero manual work.”

Source: RevenueBase Database · checked Sep 14, 2026
19Strong evidenceGreenville, SC, United StatesHQ checked Sep 14, 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 14, 2026
20Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 202611-5037 contacts →

Indirect evidence

“Managing Performance is becoming a complicated task nowadays due to the different performance sources and the complexity of governing, reporting, validating, analyzing, and…”

Source: RevenueBase Database · checked Sep 14, 2026
21Partial evidencePortland, ME, United StatesHQ checked Sep 14, 202611-5032 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
22Partial evidenceSchaumburg, IL, United StatesHQ checked Sep 14, 202611-5029 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
23Partial evidenceSnoqualmie, WA, United StatesHQ checked Sep 14, 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 14, 2026
24Strong evidenceSeattle, WA, United StatesHQ checked Sep 14, 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 14, 2026
25Indirect evidenceSpringville, UT, United StatesHQ checked Sep 14, 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 14, 2026

Showing 25 of 165 budgeting and forecasting software companies based in the United States

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Budgeting and forecasting software companies based in the United States at a glance

As of Sep 14, 2026
54.0%Verified-email coverage
63.4Average contacts per company
11-50Median size (employees)
6.1%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
62
11-50
61
51-200
21
201-500
10
501-1,000
4
1,001-5,000
2
10001+
5

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 165 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 budgeting and forecasting 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 “budgeting and forecasting 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 budgeting and forecasting 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 budgeting and forecasting 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, 5,647 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 14, 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 budgeting and forecasting 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 budgeting and forecasting software companies are there based in the United States?

RevenueBase identified 165 budgeting and forecasting 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?

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

Which city has the most budgeting and forecasting software companies?

New York leads with 10 headquartered companies, followed by San Francisco (9) and Chicago (8).

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 5,647 verified decision-maker contacts tracked across these 165 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 14, 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.