Best Financial Reporting Software - Page 2
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Compare the Top Financial Reporting Software as of November 2026 - Page 2
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1
Smart Clerk
Smart Clerk
Smart Clerk is an AI-powered tool designed to transform financial documents into bookkeeper-ready reports, streamlining financial management for small and medium-sized businesses. By processing bank and credit card statements, Smart Clerk automates data extraction, categorizes transactions, and generates comprehensive financial reports, eliminating the need for manual data entry. Users can upload statements directly to the platform, where the AI swiftly handles various formats from any financial institution. The tool offers customizable transaction categorization tailored to specific business needs, and for those uncertain about category selection, the AI provides recommendations based on business descriptions. Additionally, Smart Clerk enhances vendor management by automatically matching vendor names, even when abbreviated, allowing users to view balances, invoices, and transactions in a centralized location.Starting Price: $29 per month -
2
Board
Board International
Board is a top-rated decision-making platform for organizations of any size. It unifies business intelligence, corporate performance management (CPM), and business analytics capabilities in one powerful solution, making it easy to build and maintain any apps in a matter of seconds--no coding required. Available in multiple deployment models, Board gives users access to the right information easier and faster. -
3
Hubdoc
Hubdoc
With Hubdoc, you can import all your financial documents & export them into data you can use. With Hubdoc, capturing your financial documents is easy. You can take photos on your mobile, use email, scan or upload documents into Hubdoc. Your key documents are stored online, in one place. Hubdoc does the data entry by reading key information from bills and receipts and turning it into usable data. Supplier names, amounts, invoice numbers and due dates are extracted for you to create transactions in Xero and QuickBooks Online with the source document attached.Now your accountant can gain access to all your bookkeeping, directly from Hubdoc. Simply grant your accountant access to your account and an email invite will be sent. Now your accountant can stay in the loop.Starting Price: $12 per month -
4
Zebra BI
Zebra BI
Zebra BI is the most powerful and intuitive way to create jaw-dropping reports and dashboards with powerful visualization tools in Power BI or Office. Our out-of-the-box tools for meaningful, actionable, and user-friendly reports make it easy to deliver real insights from their data in record time. Have your reports set up in minutes by importing Zebra BI into Power BI, Excel, or PowerPoint. Create understandable and actionable business reports and dashboards. Zebra BI visuals will not just show whether something is good or bad but will also put your data into the right perspective. By using advanced functionalities like dynamic comments, focus mode, scaling groups, or drill-through you will better understand the context behind your company’s performance. Get immediate visualization of your data with out-of-the-box YoY growth rates and comparisons to PL, PY, or FC together with variances. Zebra BI will simplify your data models and shorten your report devStarting Price: $62/month -
5
Joiin
Joiin
Joiin is a software platform to automate consolidation of financial, sales and KPI data to create great-looking reports quickly and seamlessly. Works with Xero, QuickBooks, Sage & spreadsheets. With Joiin, you can manage multi-entity and multi-currency group consolidations with ease. Both off the shelf and custom reporting allows you to create bespoke consolidated reports and download for management reporting packs, at the touch of a button.Starting Price: $16 per month -
6
Centage
Centage
Collaborative budgeting software that aligns and engages your entire company. Centage helps you create a collaborative, top-down AND bottoms-up budgeting process—aligning teams and empowering them to own the plan. Build a budget with your team, not just for them. Centage enables secure, cross-department collaboration, transforming budgeting and forecasting into a transparent, shared process. By involving key stakeholders, every plan captures the insights and needs of the entire organization, driving alignment and accountability from day one. Create budgets that your entire team believes in. Our software allows you to collaborate seamlessly with department leaders, ensuring every number reflects input from the people who know the business best. Build multidimensional budgets together and turn a daunting task into a shared mission, aligning your company around a financial plan everyone supports. -
7
Workday Financial Management
Workday
With intelligently automated financial processes and deeper insights, you can focus less on transaction processing and more on analysis and action. Businesses ebb and flow over time. Workday helps you remain agile and stay ahead of change with our flexible foundation. Adapt business processes while continuously tracking change as you go. Machine learning reduces friction by continuously detecting anomalies and making recommendations. This helps finance interpret and review results, while focusing on the areas of business that matter most. We deliver data to all corners of your organization, surfacing insight right when you need it. Stakeholders can see what’s driving the business and take action. Workday provides undefeatable electronic evidence. We document every transaction and change continuously, to help you proactively manage risk and monitor compliance. -
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MYOB Acumatica
MYOB
MYOB Acumatica is a customizable cloud-based Enterprise Resource Planning (ERP) system tailored for medium to large businesses in Australia and New Zealand. It integrates financial management, customer relationship management (CRM), project accounting, inventory and distribution, and payroll management into a single platform, providing real-time visibility and control over operations. Designed with scalability in mind, MYOB Acumatica supports industries such as manufacturing, construction, wholesale distribution, professional services, retail, healthcare, and non-profit organizations. Its cloud-based architecture ensures accessibility from any device, facilitating remote work and collaboration. Additionally, MYOB Acumatica offers seamless integration with over 150 applications, allowing businesses to tailor the system to their specific needs and ensuring flexibility as they grow. -
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Oracle Fusion Cloud ERP
Oracle
Gain resilience and agility, and position yourself for growth. Oracle Fusion Cloud ERP gives you the power to adapt business models and processes quickly so you can reduce costs, sharpen forecasts, and innovate more. Easily see the complete picture of your company’s finances and operations. Oracle Cloud’s application suite offers the broadest and most seamless functionality across finance, HR, supply chain, and customer experience. From delivering real-time insights with Oracle Financials Cloud to realizing the power of bringing HR and ERP platforms together, view self-service demos to see how Oracle Cloud applications work in real-world business scenarios. Unlock your business potential and harness the power of the cloud platform to better react to internal goals and external pressures. Need to streamline accounting, comply with new revenue recognition guidelines, or report on new KPIs? We can help. -
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Unified transactions, analytics, and planning to enhance the entire lifecycle. Streamlined, intelligent automated processes for greater throughput. Subscription- and usage-based billing models to fit your business’ individual needs. Actionable insights and recommendations at the point of decision for real-time evaluation. Improve profitably and cost with comprehensive analytics. Assess profit and margin contribution with real-time reporting, predictive analytics, and integrated business planning. Manage profitability and analyze customer experience strategies. Enable subscription-based revenue models. Identify the product and service mix that best satisfies your customers. Deliver consolidated invoices, manage credit scoring, and resolve disputes with a complete view of the customer. Simplify accounting and financial close processes. Combine financial and management accounting and profitability data into a single universal journal.
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11
Uplinq
Uplinq
Uplinq’s machine learning technology and experienced professionals keep your bookkeeping up-to-date and transform your data into actionable financial intelligence - all at the touch of a button. Time and money are wasted on bookkeeping, taxes, and financial management solutions that just don’t work. Enter Uplinq. Go beyond bookkeeping with financial intelligence optimized for your business. Updated weekly and focused on your needs. Our data-focused technology allows you to seamlessly connect to the institutions and tools you work with to manage your business. Shouldn’t everything be this easy? Our technology tracks your business activity and automatically categorizes your transactions. This allows us to provide you with financial analytics on a weekly basis without the constant stream of questions. Many business owners struggle to make use of their financial data. Uplinq tackles this problem head-on. You’ll receive a global view of your business, updated in near real-time. -
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IEX Cloud
IEX Cloud
The easiest way to use financial data. Build and scale financial applications faster on IEX Cloud. The easiest way to build financial applications. Institutional grade data, including real-time and historical stock prices, fundamentals, forex, crypto and more - all in one API. Full U.S. market coverage, 95,000+ securities. Get open access to a range of datasets with one subscription. No need to lock into long-term contracts with a high upfront payment. Access datasets in minutes with one easy-to-use API, so you can focus on building. Essential financial data, all in one place. Get the data you need when and where you want it. No coding necessary. Access Premium Datasets sourced from a growing community of curated partners. Use your preferred implementation method to integrate seamlessly with other tools in your workflow. High-performance architecture built for rapid growth and enterprise scale. Our platform is reliable by nature so you can build more and worry less.Starting Price: $9 per month -
13
Syft Analytics
Syft
From simple reports through to integrated forecasts and consolidations, thousands of organizations use Syft to make better business decisions with their financial data. Try today, no credit card required. Bring insights to life with visualizations, beautiful reports and forecasts that actually work. Spend less time reviewing and reconciling data with always-on anomaly detection and health scores. Stay on the pulse of your performance with real-time oversight across every business and consolidation. Real-time integrations with your favorite accounting and e-commerce tools so you can focus on analysis and output. Secure-by-design infrastructure and built-in protection on a global network to protect your information. Ramp up quickly with hands-on learning with live instructors and migration assistance if you're using other tools.Starting Price: $19 per month -
14
Zumzum Financials
Zumzum
Zumzum Financials is a fully comprehensive Accounting application, designed specifically for small and medium businesses. It provides all the functionality you need in one package,for one price,with no hidden extras and a fast and efficient implementation Built entirely on the Salesforce platform, Zumzum Financials allows you to unify your front and back office and improve the way you serve your customers.Salesforce CRM and Zumzum Financials combine seamlessly from closing new business, to creating invoices, posting transactions and collecting cash. All without any manual rekeying, with all the information visible on the Account to those who need to see it across all departments, enabling any customer query to be answered quickly and efficiently. Foster collaboration, gain a 360 degree view of your customer and Simplify finance processes. Begin your journey of a unified CRM and Finance system by installing Zumzum Financials from the Salesforce AppExchange.Starting Price: $45.00/month/user -
15
flowpilot
flowpilot
flowpilot offers 100% transparency in all financial matters. With just a few clicks you can connect the bank and accounting department and plan your future cash flow. Based on meaningful scenarios, you make better business decisions, supported by smart tools and artificial intelligence. flowpilot connects your bank accounts on a daily basis and also processes them with your accounting. Thanks to consolidated data, you can work absolutely error-free. Much better than the competition: You test our software for free and get to know all the features in the product demo. After that, you remain flexible, because flowpilot can be canceled on a monthly basis. flowpilot is developed in Berlin by German financial experts. We have specialized in the needs of local medium-sized companies. All data remains in secure clouds "Hosted in Germany". No matter what question or concern you have - our support team is always there for you personally.Starting Price: $99.00/month -
16
ForwardAI
ForwardAI
ForwardAI provides aggregated accounting and business data and is trusted by companies in 48 countries worldwide. ForwardAI’s technology makes it easy to gain more insight and control over financial information with a full suite of accounting data solutions for large enterprises like banks, lenders, and fintechs, as well as accountants, financial advisors, and small businesses. The Precise API facilitates modern enterprise and developer tech solutions, including powerful add-ons that proactively engage and retain business clients long-term. - Streamlined API with seamless white-label solutions - Connect with all leading accounting platforms - Process small business loan applications in seconds - Retain SME clients with engaging cash flow tools - Offer personalised loan options To learn more, visit ForwardAI.com.Starting Price: First 25 Companies Free -
17
Modeliks
Modeliks
All-in-one forecasting, budgeting, reporting and business planning solution. It enables you to create accurate financial forecasts according your company's structure; management reports visualized with customizable dashboards; AI powered professional business plan in an hour and pitch deck to enable you get funding. Financial Planning: Build accurate, driver-based financial forecasts and scenarios to make confident decisions. Keep it simple or plan for every part of your business (total company, business unit, geography, store, project, etc.). Reporting: Automate actuals vs plan reporting and performance tracking to keep everyone informed, aligned and accountable to their targets. Ensure you make data-driven and informed decisions. Business Planning: Write detailed business plans in minutes with the power of AI to ensure your plan complies with loan approval requirements. Create investor ready pitch decks with professionally designed pitch deck templates.Starting Price: $19 per month -
18
INSYNCR
INSYNCR
Still building your monthly reports by copying numbers from Excel into PowerPoint? INSYNCR does it for you. This PowerPoint plugin links the charts, tables and text on your slides to live data in Excel, SQL Server, SharePoint, Google Sheets, Salesforce and more. When the numbers change, refresh once and the whole deck updates. Automated reporting without leaving PowerPoint. Send a report to every client? Build one template and INSYNCR creates a separate PowerPoint, PDF or MP4 for each client, fund or region in one click. A hundred client reports take minutes, not days. Negative returns turn red on their own, slides show or hide by rule, and mail merge personalises each one. Made for finance teams, asset and wealth managers, private equity, consultants and research firms who live in monthly packs, board reports, fund factsheets and client reports. Installs in five minutes as a tab in PowerPoint on Windows. Free 7 day trial, no credit card.Starting Price: $ 113.53/user/month -
19
KashFlow
IRIS Software Group
Keep your accounts under control with KashFlow, an award-winning, cloud-based accounting software. Designed specifically for sole traders and growing businesses, KashFlow makes accounting painless and hassle-free by offering a jargon-free and feature-rich platform that is loved and used even by non-accountants. From quoting and invoicing, to payroll and reporting, KashFlow’s accounting software keeps it simple.Starting Price: $7.00/month/user -
20
FinPro
FinPro Solutions
FinPro's Enterprise Performance Management (EPM) software is a 100% Excel-based product suite that empowers finance professionals and teams to create customizable, meaningful financial reporting that improves profitability and increases the company's competitive advantage. FinPro is scalable, easy to use, and feature-rich. It is comprised of four powerful modules that cater to a business' specific needs. This includes reporting, planning, analysis, and visualization modules.Starting Price: $1000.00/month -
21
FINSYNC
FINSYNC
FINSYNC’s mission is to help small to midsize businesses grow and succeed with innovative software and unmatched service. Our payments platform helps businesses centralize control of payments, and our complete solution for payments, invoicing, bill pay, payroll, accounting, financing, cash flow management and services helps businesses grow in new and empowering ways. We deliver unmatched service through a virtual community of specialists who share our commitment to helping entrepreneurs succeed. Get matched with a financial professional that’s best positioned to help you grow for unrivaled support with bookkeeping, accounting, human capital management, financial analysis and corporate strategy. Businesses that use FINSYNC benefit from improved operational efficiency, lower operating costs, better analytics, better service and quicker access to lower-cost capital delivered through the FINSYNC Lending Network.Starting Price: $10.00/month -
22
AlphaSense
AlphaSense
AlphaSense is a market intelligence and AI-based search platform used by companies and financial institutions. Since 2011, the technology has helped professionals make smarter business decisions by delivering insights from a universe of public and private content—including company filings, event transcripts, expert calls, news, trade journals, and equity research. The platform boasts users among over 4,000 enterprise customers, including a majority of the S&P 500. Users can also upload their own internal reports reports and data, making it indexable for internal users in the AlphaSense platform. AlphaSense helps corporations track market forces and monitor competitors. For financial services firms, AlphaSense’s time-saving search capabilities help generate investment ideas and mitigate risk without the fear of missing critical information. -
23
Financial Statement Analysis
App4Finance
Financial Statement Analysis is a software application designed for companies who adopt the IFRS and GAAP accounting standards. This provides an in-depth performance evaluation of the business through a screening of the last available financial reports. Upon entering the company’s IFRS financial data (from Statement of Financial Position and Income Statement), the system assesses the business’ Profitability, Solvency, Capital Structure and Liquidity, generating a financial report complete with ratios, charts, graphs, and comments discussing the company’s performance and the related rating score. The system, through complex business intelligence algorithms, generates automatic comments discussing the company’s performance and rating. The report can be downloaded on your own device and edited according to your needs. The report can be downloaded in: Word file, Excel spreadsheet and PDF.Starting Price: $21 per user per month -
24
IDU
IDU
IDU is a financial planning and analysis (FP&A) platform that combines budgeting, forecasting, and reporting in a single, integrated system. Built to replace spreadsheet-driven processes, IDU connects directly to your ERP to synchronise financial data in real time, creating a centralised and governed source of truth. The platform supports multi-entity and multi-currency consolidation, continuous planning, and detailed reporting with drill-down to transaction level. With built-in analytics and AI-driven insights, IDU enables finance teams and operational users to work from the same live data, improving accuracy, reducing manual effort, and accelerating decision-making across the organisation.Starting Price: $50.00/month/user -
25
LivePlan
Palo Alto Software
LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs. With step-by-step instructions, expert guidance, tutorials, webinars, and over 500+ sample business plans - creating a professional business plan has never been easier. No need for complex spreadsheets or number crunching. LivePlan's automated financials with built-in formulas means your projections and financials are razor accurate. Share a quick one-page pitch of your business model with lenders, investors, and internal teams - keeping everyone on the same page, without having to share your full business plan document. Budgets and sales forecasts are a critical element to business success. Bring these numbers to life with LivePlan's performance dashboard. These dashboards simplify your performance and creates impressive charts and graphs automatically. Sync QuickBooks or Xero with LivePlan to pull in your actual accounting data.Starting Price: $20/month -
26
zeb.control
zeb
As diverse as zeb.control is, so are our customers. We offer banks and FinTechs as well as insurance companies individually tailored solutions in the area of control. The solutions can be operated in the cloud or on-site. The era of zero interest rate levels seems to be over, but banks are currently not dealing with an isolated and gradual rate increase. What is the total impact of these developments on European banks and how do capital markets assess the new, potential opportunities for the sector? With zeb.control, you create the basis for the efficient control of your house. From controlling income and risks from the top management's point of view to analysis and planning at customer and account level, you will be supported by the solution in an integrated form in order to fulfill a bank´s or fintech´s very own transformation functions. Our bank management system is individually adapted to your needs.Starting Price: $15000 one-time payment -
27
Fathom
Fathom Applications
All-in-one reporting, analysis & forecasting. Fathom combines insightful reporting, fast cash flow forecasting and actionable financial insights into one refreshingly easy business management solution. Get in-depth analysis of your numbers and a clearer picture of your business performance. Create custom management reports and share business results in a clear, compelling way. Craft management reports for print or web – in minutes, not hours. Bring together text, charts, tables and financial statements – in one simple-to-use editor. Put your reporting on autopilot. Schedule the delivery of timely reports. Pick from a range of ready-made management report templates to jump-start your workflow, then make changes using the report editor.Starting Price: $44 per month -
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AccountsIQ
AccountsIQ
AccountsIQ cloud accounting software simplifies the capture, process and reporting of financial data across multiple locations. Put simply we transform finance functions by enabling CFOs, Finance Directors and Financial Controllers to: - Get a holistic view of their organisation and subsidiaries - Access real-time, powerful reports and KPIs - Get superb analytics through our multi-level coding capability - Automate consolidation - Work more effectively and flexibly with our collaboration tools and apps - Gain efficiencies through integration of key business systems. Our financial management software was awarded Mid-Market and Enterprise Accounting Software of the Year 2019 and 2018 and we were a finalist in 2020.Starting Price: £199 -
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MediaRights Revolution
Rightscreen
MediaRights Revolution (MR2) is designed for broadcasting, production, and distribution firms in the film, music, publishing, and merchandising industries. Managing diverse intellectual properties - music, audiovisual content, texts, images, and brands - provides detailed metadata, including rightsholder shares, and securely stores digital content copies with shared access functionality. MR2 enhances licensing processes with real-time control, simplifying deal creation through contract templates. Manage financial reports, including licensee royalties, using intricate fund distribution calculations based on contracts and rights holders' shares. Ensure effective sales management through reports for counterparts and internal analytics. Automation in royalty and licensing payments accelerates workflows, reducing manual efforts and ensuring financial precision, enhancing efficiency, and lowering operational costs. -
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Soft4Lessee
Soft4Lessee
Transitioning from old accounting standards into the new IFRS 16, AASB 16 and ASC 842 provides numerous challenges for businesses. New regulations, more data that needs to be collected and processed as well as more complex duties for accountants that need to be carried out. However, instead of struggling with outdated lease calculators, opt for precise, professional and user-friendly lease accounting software for IFRS 16, AASB 16 and ASC 842 standards. Our lease accounting software is able to do many things and offers tremendous versatility and flexibility to your business. For both SaaS and other types of businesses, the Soft4Lessee accounting solution helps your business do lease management accounting quicker, cheaper and with much less struggle. With our software, you can automate a lot of processes, seamlessly import and export data from and into Microsoft Excel, integrate files of XML and other formats.Starting Price: $99 per month
