Annual Budgeting and Cash Flow Forecasting Software for Your Business
BudgetSmart helps small and medium-sized business owners plan for the year ahead. Enter projected revenue and expenses, account for seasonal patterns, and generate a monthly budget, a projected income statement, and a cash flow forecast — without building an Excel model from scratch.
Identify potential cash shortfalls before they arise, and explore how changes in sales and expenses could affect your profitability and cash flow.
The free trial lets you explore the tool. Full functionality and export options are available in BudgetSmart Pro.
Annual Budget with a Monthly Breakdown
Plan your business’s expected revenue and expenses for each month, and see projected profit by month and for the year as a whole. Adjust your forecast to reflect seasonal peaks and quieter periods.
Cash Flow Forecast and Key Financial Metrics
Review your cash flow forecast, projected income statement, and break-even point to identify months that require advance planning.
Reports to Review and Share
The full version lets you export reports to Excel and PDF for further review and sharing with your business adviser, accountant, or finance providers.