Best Budgeting Software for Microsoft Word
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Compare the Top Budgeting Software that integrates with Microsoft Word as of December 2025
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This a list of Budgeting software that integrates with Microsoft Word. Use the filters on the left to add additional filters for products that have integrations with Microsoft Word. View the products that work with Microsoft Word in the table below.
What is Budgeting Software for Microsoft Word?
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 Word currently available using the table below. This list is updated regularly.
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1
Microsoft Dynamics 365
Microsoft
Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.Starting Price: $190 per user per month -
2
Jedox
Jedox
Eliminate the use of spreadsheets and move to more advanced, best-in-class integrated enterprise planning solutions from Jedox. Jedox's integrated planning solutions combine enterprise planning, data analytics, and reporting that help organizations improve collaboration among teams, create accurate forecasts and analytics, and deliver greater process visibility and transparency. Jedox is accessible from any device and also comes with inbuilt integration. -
3
Uptempo
Uptempo
Markets change. Pivot your marketing plan faster. Uptempo helps you plan, spend and execute with agility. Uptempo’s enterprise marketing operations suite helps teams move with unprecedented speed and change direction when market conditions dictate. Uptempo is the leading SaaS provider of effective and scalable marketing ops management solutions. The company delivers the visibility, control, and agility that enterprise marketers require to optimize their marketing operations. Uptempo tames the complexity of multinational marketing campaigns, budgets, and team workflows, enabling companies to work across borders, cultures, and silos for efficiency and value. Independent research firms recognize Uptempo as a leader in marketing ops. Uptempo is the combination of BrandMaker, Allocadia, and Hive9—driven by a bold vision to help marketers lead with confidence and love their jobs. -
4
Mercur Business Control
Mercur Solutions
The market leading solution for Performance Management and Business Intelligence. Efficient planning and business analysis creates the prerequisite for stronger performance and growth. With Mercur Business Control you get a fast, simple, flexible, cost-efficient solution for budgeting , forecasting, reporting, analysis and strategic target management. Great business is all about making the right decision at the right time backed up by solid business information. Mercur Business Control helps you manage the performance management challenges in your business and allows you to focus on what's important. With Mercur Business Control it's easy to handle large data volumes and transform it into actionable insights. In our intuitive business intelligence dashboards you can monitor your business, understand trends and make more informed decisions with your new insight into the financial and operational numbers. -
5
Velixo
Velixo
Velixo is an Excel-based, API-powered tool that delivers real-time ERP reporting, budgeting, planning, automation, analysis, and data push capabilities, all without compromising governance or formatting. It enables self-service reporting directly in Excel, empowering finance and operations teams to take ownership of their work and reclaim time. Velixo connects bi-directionally to your cloud ERP and Microsoft 365, supporting live data extraction, dynamic report creation, and single-click writeback of budgets, journal entries, project forecasts, or any ERP records. Its Smart-Refresh engine optimizes performance with in-memory caching and incremental updates. Accelerator functions tailored for ERP make report creation intuitive, while multi-company, multi-currency, and multi-tenant consolidation is seamless. Users benefit from smart drill-down capabilities that allow in-Excel exploration of underlying transactions or direct navigation back to ERP documents.
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