Business Budgeting Software

Easily navigate the crowded vendor landscape

Cash flow & budgeting tools help an individual track and manage finances, assist with budgeting and develop a financial plan.

"Shortlister saved us time and money, while helping us to identify a platform that fit our unique company culture."

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Rachel B

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88 Vendors
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4.5 (3 reviews)
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LearnLux ( Visit Website )

LearnLux is the trusted workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals for US and Global workforces. LearnLux's award-winning program equips ... View Full Profile

Employees
250
Lives Serviced
16,000,000
Funding
14.9M Series A
Minimum Group Size
50 eligible
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Coaching
Financial Education
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.5 (9 reviews)
Full Reviews Breakdown

ENRICH™ Financial Wellness

Our Certified Personal Finance Counselors have received extensive training on making sure the individuals they are speaking with obtains the support they need and are supplied with the proper tools to follow through with their goals. While any coach can give ... View Full Profile

Employees
50
Lives Serviced
15,777,888
Funding
1.8M Angel Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global Capabilities
Top Offerings
Financial Coaching
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.4 (11 reviews)
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SmartDollar

Our core financial wellness lessons cover our step-by-step plan, budgeting, and other key topics like saving, debt, investing, planning for large purchases, insurance, college and retirement planning. In addition to our core lessons, we’ve created additional... View Full Profile

Employees
70
Lives Serviced
3,600,000
Funding
None
Minimum Group Size
2 eligible
Features
3rd Party Integrations
Android Native Application
iOS Native Application
Top Offerings
Financial Education
Cash Flow & Budgeting
Financial Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Ernst & Young, LLP

Ernst & Young LLP (together with its affiliate, Ernst & Young U.S. LLP, the “Firm”) is a private limited liability partnership. The Firm is owned by approximately 3,400 US partners and principals and is a member of Ernst & Young Global Ltd., an ... View Full Profile

Employees
369364
Lives Serviced
2,000,000
Funding
Angel Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Coaching
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Goldman Sachs Ayco Personal Financial Management

Goldman Sachs Ayco Personal Financial Management provides company-sponsored financial planning to employees across Corporate America. Our advisors educate and guide implementation across a broad range of financial topics, including employee benefits. We ... View Full Profile

Employees
1628
Lives Serviced
Not Provided
Funding
Minimum Group Size
100 eligible
Features
3rd Party Integrations
Android Native Application
iOS Native Application
Top Offerings
Financial Coaching
Financial Education
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

FinFit

Financial Coaching is included free of charge for all FinFit members. Our team of certified financial counselors are on call to provide live, one-on-one coaching with unbiased, personal recommendations and professional guidance. Whether employees are looking ... View Full Profile

Employees
54
Lives Serviced
1,900,000
Funding
7M Series D
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
iOS Native Application
Top Offerings
Financial Education
Short-term Loans
Financial Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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Reviews pending
Full Reviews Breakdown

LifeCents

LifeCents is an award winning B2B financial wellness platform designed to help people live happier and healthier financial lives. We know that when consumers are financially secure, businesses and communities thrive. LifeCents’ unique approach engages ... View Full Profile

Employees
7
Lives Serviced
100,000
Funding
None
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global Capabilities
Top Offerings
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.0 (6 reviews)
Full Reviews Breakdown

My Secure Advantage

Empowering employees to take charge of their financial future, MSA (My Secure Advantage) is on a mission to transform financial stress in the workplace, one employee at a time. Our holistic financial well-being program blends 1:1 telephonic financial coaching ... View Full Profile

Employees
100
Lives Serviced
32,000,000
Funding
None
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global Capabilities
Top Offerings
Financial Coaching
Financial Education
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

SoFi

SoFi’s mission is to help people realize their dreams through financial independence. Financial independence doesn’t just mean being rich, it means your money’s working for the life you want to live. SoFi at Work equips employers with a single platform, ... View Full Profile

Employees
4100
Lives Serviced
700,000
Funding
369.8M None
Minimum Group Size
10 eligible
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Student Loans
Financial Education
529 College Savings Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.0 (1 reviews)
Full Reviews Breakdown

Financial Finesse

Financial Finesse was started to answer the question, “What if financial education could be provided free of any conflicts of interest, by an entirely independent firm with no financial products or services to sell? How much better off would employees be if... View Full Profile

Employees
100
Lives Serviced
660,000
Funding
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
iOS Native Application
Top Offerings
Financial Coaching
Financial Education
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.6 (5 reviews)
Full Reviews Breakdown

BrightDime

BrightDime is a top-to-bottom financial wellness solution for companies of all sizes and industries. We provide the best user experience in the market by focusing on personalized engagement and unlimited financial coaching. We take a long term approach to ... View Full Profile

Employees
10
Lives Serviced
1,000,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Responsive Design
SSAE 18 / SOC Audit(s) Performed
Top Offerings
Financial Coaching
Cash Flow & Budgeting
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.8 (2 reviews)
Full Reviews Breakdown

Your Money Line

Budgeting tools: We provide an ideal budget tool to see exactly what you spend monthly on all categories and clearly showing how your spending stacks up against the Ideal Budget percentages. Financial Account Integration: Connect all of your financial ... View Full Profile

Employees
27
Lives Serviced
200,000
Funding
2.8M Seed Round
Minimum Group Size
25 eligible
Features
3rd Party Integrations
Global Capabilities
Responsive Design
Top Offerings
Financial Coaching
Financial Education
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.6 (14 reviews)
Full Reviews Breakdown

Best Money Moves LLC

We offer a strong budgeting module that is easy-to-use and understand and fast the implement. In 2022, we will offer users a way to connect electronically with their own bank accounts and credit card accounts. In addition, we offer special tools to help ... View Full Profile

Employees
20
Lives Serviced
3,000,000
Funding
750K Seed Round
Minimum Group Size
50 eligible
Features
3rd Party Integrations
Employee Self-Service Tools
GDPR Compliant
Top Offerings
Financial Education
Cash Flow & Budgeting
Financial Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

FlexWage

FlexWage, the leading provider of financial wellness solutions, created and patented early wage access (OnDemand Pay) in 2010. Through its acquisition of Sum180 in 2019, it now combines early wage access with an engaging mobile financial well-being decision ... View Full Profile

Employees
Not Provided
Lives Serviced
100,000
Funding
Not Provided
Minimum Group Size
200 eligible
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Cash Flow & Budgeting
On-demand Pay
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
5.0 (1 reviews)
Full Reviews Breakdown

Questis

Financially stressed people need more than an article or two to read. They need a real person to guide them with financial expertise, strong personal connections and consistent, compassionate support for working through their concerns and frustrations. That’... View Full Profile

Employees
25
Lives Serviced
225,000
Funding
12M Venture Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
Dashboard analytics
Top Offerings
Financial Coaching
Financial Education
Benefits Decision Support
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
3.9 (22 reviews)
Full Reviews Breakdown

Bravo

Founded in 2008, Bravo is a national provider of employee well-being solutions that reduce preventable health risks and reduce the long-term claims trend. Built on the foundational research of Dr. Michael O’Donnell’s AMSO framework and empowered by a ... View Full Profile

Employees
104
Lives Serviced
1,600,000
Funding
22M Series A
Minimum Group Size
250 eligible
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Wellness Platform
Health Coaching
Health Risk Assessment
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

MoneyWellth

MoneyWellth provides personalized financial literacy, trackers, tools, lessons, and resources to help participants confidently navigate their household finances and gain control over their financial future. Participants can browse through recommendations, ... View Full Profile

Employees
32
Lives Serviced
300,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Education
Cash Flow & Budgeting
Financial Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Edukate

Edukate is a financial benefits platform that creates a confident, productive and engaged workforce by empowering employees with personalized financial benefits and guidance. We believe the best wellness benefits focus on employees as individuals, engaging ... View Full Profile

Employees
Not Provided
Lives Serviced
50,000
Funding
Not Provided
Minimum Group Size
1 eligible
Features
3rd Party Integrations
Android Native Application
iOS Native Application
Top Offerings
Financial Education
Cash Flow & Budgeting
Student Loans
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Pro Financial Health

Pro Financial Health works to educate and empower the corporate workforce by providing essential financial resources. Pro Financial Health is a leading provider of employee financial wellness services nationwide... View Full Profile

Employees
Not Provided
Lives Serviced
8,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Education
Financial Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.1 (39 reviews)
Full Reviews Breakdown

Wellworks For You

Wellworks For You provides wellness services to companies of all sizes, governments, resellers, and individuals throughout the world. Wellworks For You was created as a vehicle to assist employers in designing and implementing a comprehensive wellness program... View Full Profile

Employees
90
Lives Serviced
2,100,000
Funding
None
Minimum Group Size
50 eligible
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Wellness Platform
Corporate Wellness Consultants
Health Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -