Best Budgeting Software for Microsoft Dynamics 365
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Compare the Top Budgeting Software that integrates with Microsoft Dynamics 365 as of April 2026
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This a list of Budgeting software that integrates with Microsoft Dynamics 365. Use the filters on the left to add additional filters for products that have integrations with Microsoft Dynamics 365. View the products that work with Microsoft Dynamics 365 in the table below.
What is Budgeting Software for Microsoft Dynamics 365?
Budgeting software is software that helps individuals and organizations plan, track, and manage their income and expenses. It provides features for setting budget goals, monitoring spending habits, and generating detailed financial reports. With real-time insights and automated tracking, the software helps users make informed financial decisions and stay on top of their financial health. Budgeting software often includes tools for cash flow forecasting and alerts for budget variances, enabling proactive financial management. This software is invaluable for households, businesses, and non-profits seeking to optimize spending, allocate resources effectively, and achieve long-term financial goals. Compare and read user reviews of the best Budgeting software for Microsoft Dynamics 365 currently available using the table below. This list is updated regularly.
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1
Datarails
Datarails
Datarails is an AI-powered financial planning and analysis (FP&A) platform designed for Excel users who want to keep their existing models while automating tedious tasks. With FinanceOS, finance teams can consolidate data from multiple sources, generate automated reports, and streamline month-end close without leaving the familiar Excel environment. The platform integrates with leading accounting software, ERPs, and CRMs to centralize all financial data in one place. Built-in visualization tools make it easy to present KPIs, drill into real-time data, and answer stakeholder questions instantly. Datarails’ FP&A Genius uses conversational AI to deliver quick, accurate insights from fully consolidated data. By reducing manual work, the platform frees finance teams to focus on strategic analysis and business growth. -
2
Yooz
Yooz
Yooz provides the smartest, most powerful, and easiest-to-use cloud-based E-invoicing and Purchase-to-Pay automation solution. It delivers unmatched savings, speed, and security with affordable zero-risk subscriptions to more than 5,000 customers and 300,000 users worldwide. Yooz’s unique solution leverages Artificial Intelligence and RPA technologies to deliver an amazing level of automation with extreme simplicity, traceability, and end-to-end customizable features. It integrates E-invoicing and AP Automation into information systems or ERPs with more than 250 native connectors, exceeding any other solution on the market. Yooz is an award-winning, SaaS innovator that is the perfect fit for organizations across all sectors. It has been recognized as a Great Place to Work®, AP Automation Software Top Performer by Featured Customers, Top 100 Fastest Growing Products by G2, Top AP Solution Provider by CFO Tech Outlook, AP/Invoicing Product of the Year Winner by Document Manager. -
3
BILL
BILL
BILL (NYSE: BILL) is a leading financial operations platform for small and midsize businesses (SMBs). As a champion of SMBs, we are automating the future of finance so businesses can thrive. Our integrated platform helps businesses to more efficiently control their payables, receivables and spend and expense management. Hundreds of thousands of businesses rely on BILL’s proprietary member network of millions to pay or get paid faster. Headquartered in San Jose, California, BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. For more information, visit bill.com.Starting Price: $45 per user per month -
4
OnPlan
OnPlan
OnPlan's FAST and FLEXIBLE FP&A platform gives Finance powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets. The OnPlan Engine is FAST TO DEPLOY with predesign best-practice Apps and FAST TO LEARN with spreadsheet syntax. It's FLEXIBLE to handle your core FP&A tasks like juggling many scenarios, BvAs, and allocations. And it AUTOMATES away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries. Give your budgeting spreadsheets superpowers with OnPlan.Starting Price: $12,500/year -
5
Workday Adaptive Planning
Workday
Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning. -
6
Bauwise
Bauwise
Bauwise construction cost management software is the place where project managers and management work together to understand the construction project financial performance and make sure that the project is operating within the agreed budget. Work with an up-to-date budget and monitor all changes to understand how they impact on the project’s profitability. Track the completion, compare projected and committed costs against actual expenses, and indicate budget lines that need attention. Avoid going over budget or running out of cash in the middle of a construction project. Get insights regarding the latest contracts, change orders, commitments and automatically updated budget lines with expenses form the accounting tool or get feedback from built-in daily reporting tool. Our construction job costing software eliminates the need to copy data between spreadsheets or request an updated statement from your accounting department.Starting Price: $297 per month -
7
EMAsphere
EMAsphere
EMAsphere is a SaaS performance management platform that automates your reporting and forecasting processes. Thanks to our catalog of 50+ connectors, your financial and operational data is automatically collected and transformed into pre-configured and customizable KPIs and dashboards. Beyond data-visualization, the platform offers expertise features: analytical views, management consolidation, cash flow monitoring, budgets and forecasts. No more handling errors, you can now focus on analysis. -
8
Vivid Reports
Vivid Reports
Vivid Reports offers powerful, user-friendly software that integrates seamlessly with your ERP system, for: automating financial reporting, budgeting, and analysis while ensuring secure collaboration and distribution. Ideal for organizations with complex reporting needs, frequent Excel usage, and a focus on performance and self-service analytics. Vivid Reports simplifies financial operations, enhances transparency, and saves time by automating manual processes - for both financial data (VIVID CPM) and operational data (VIVID FLEX) - all while keeping your reports in Excel. By reducing consolidation efforts and enabling more focused analysis, Vivid Reports empowers better decision-making and drives financial accuracy and efficiency. -
9
Finario
Finario
Finario is enterprise Capex software that connects your people, projects and systems to provide a unified view of all capital investment activity and options. It enables industrial companies globally to accelerate decision making, drive faster growth and generate higher profits. From the smallest request to the largest project, and for every Capex phase or use case, Finario delivers a transformative approach to capital expenditure planning and management by streamlining and automating the complete investment lifecycle from initial project requests to performance tracking. empowering planning agility and forecast accuracy, and maximizing investment potential. -
10
Drivetrain
Drivetrain
Plan collaboratively, identify bottlenecks and make confident decisions to achieve your targets. Connect your revenue, sales quota, marketing, finance, and hiring plans quickly and without errors. Use simple, business language formulas to compute shared metrics across geographies, market segments, channels, and more. Compare actuals against plans to identify which parts of your business are thriving or struggling. Get predictive alerts on potential deviations from the plan numbers and their impact. See the big picture by connecting and merging data across multiple sources. Customize financial reports and optimize costs, revenue & profits with best-in-class visualizations. Get complete visibility into business performance with multi-data source consolidation—from ERP, CRM and billing systems to databases, Excel & CSV. -
11
Exopen
Exopen
Plan and analyze revenue & finance for predictable impact. Connect your dots, form the equation, and achieve your goals. With Exopen, as a CFO and controller, you get everything you need to streamline your financial reporting, improve budgeting & forecasting processes, and create clear and insightful analyses for your stakeholders. With Exopen, you can work with modern and data-driven functionality that streamlines your budget and forecast process with integrated analysis in Power BI. You quickly get a total overview and higher precision in your budget, saving time. You always look at quality-assured data from your ERP, leading to faster insights for better strategic decisions about the business. Choose modules according to your needs to create a tailored budget and forecast process. With our planning tool, you can work with both account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis. -
12
Finnivo
Infinitus Reporting
We simplify and automate financial reporting by implementing enterprise wide consolidation, planning and reporting solutions for mid to large size organizations within weeks. Taking the Financial Manager’s specific reporting requirements and the organizations’ landscape into account we seamlessly deliver on a fixed-scope, fixed-time and fixed-cost basis. Infinitus Reporting's Client base is made up of top performing medium to large Organizations which span all industry segments and include private, listed and government. Infinitus Reporting is a leading niche player in the Corporate Performance Management (CPM) solutions space. Our organisation is well-known for delivering high-end services and solutions to the market. We pride ourselves on relationship, simplicity, world-class delivery and win-win outcomes. This proven philosophy underpins our first-time-on-time-every-time delivery model! -
13
Jet Budgets
insightsoftware
Significantly reduce the time and resources required to complete a budgeting exercise company-wide with an intuitive, Excel, and web-based interface that automates checks and balances and controls the budget workflow. Easily see actual-to-plan for accurate decision making through an Excel-based reporting platform that reduces redundant tasks and the risk of inaccuracy by eliminating error-prone copy, pasting, and exporting.
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