Best Financial Reporting Software in the USA - Page 4
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Compare the Top Financial Reporting Software in the USA as of July 2026 - Page 4
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1
Redwood Reporting
Redwood Software
Redwood Reporting automatically delivers critical report output, when, where and how it is needed most. This eliminates the frustration, wasted time, and errors associated with manually accessing, calculating, and mapping pieces of information from disparate systems and data sources. Intuitive, browser-based access to reports from virtually any application. Push and pull options so that users have instant access to new and historical report content when needed. Optional analysis, decollation, and conversion of report content before distribution to support business and security rules. Automatic assembly of sections from disparate reports sources into personalized, unified documents for distribution via email or publication. Robust APIs for easy integration with existing business applications and instant content access. Easy administration of report access through security tools already within the user enterprise. -
2
EPIC
HOC Inc.
EPIC by HOC is a highly configurable platform designed for the modern Office. It helps finance teams automate workflows, unify data across systems, and extract actionable insights using latest technology stack, coupled with AI capabilities. EPIC tackles challenges like manual reporting, multi-entity data consolidation, and delayed insights. Trusted by enterprises for over two decades, EPIC serve's as a central hub for streamlined financial operations, enabling cost savings, better forecasting, and audit-ready accuracy. Built for Finance Teams: - Automate GL's, reconciliations & compliance workflows - Integrate data from multiple systems/entities - Use NLQ to ask financial questions in plain English - Uncover trends, anomalies & savings with AI-like analysis Why EPIC? - Seamless Integration - Centralized Data Management - Flexible Reporting - Accuracy, speed & transparency - Eliminate spreadsheets and manual effort - Highly Adaptable to your processes Contact us -
3
Longview Plan
insightsoftware
Integrate planning and consolidation data in one platform to accelerate planning cycles and improve the quality of your budget and forecasts. Enterprise participation: Engage the edges of the organization in all planning processes and achieve greater visibility and accountability. In-context and advanced analytics: Analyze data throughout the application, at the speed of thought, without the need for external BI tools. Your business processes: Plan across revenue, expenses, operations, people, profit, etc., at a granular level, in the same platform as Longview Close, Longview Tax, and Longview Transfer Pricing. Flexible dynamic modeling: Configurable and flexible – a future-proof modeling engine to meet today’s and tomorrow’s requirements. Eliminate legacy planning apps, with their error-prone spreadsheets, complicated calc scripts and outdated UIs. Handle large data collection with real-time processing through scalable, born-in-the-cloud architecture. -
4
Mitchell Humphrey FMS
Mitchell Humphrey
This powerful Financial Management Software saves time and helps you protect your municipality’s long term financial health. FMS puts your entire financial picture at your fingertips. Perform complex computations with a keystroke. Never miss a step in your process again. FMS can stand alone or be integrated into a custom suite tailored to your needs. We are a specialized software developer focused on the public sector. Drive efficiency, boost resident satisfaction, and manage your finances with our easy-to-implement, secure software. Collect all of your property information and view it from anywhere with FastTrackGov’s property management software. Managing the permitting process can be difficult and time-consuming for even the most experienced staff members. With FastTrackGov’s Construction Permitting solution, you can manage every step efficiently with automated workflows. -
5
Lendio
Lendio
Simplify your bookkeeping and save money. Focus on growing your business and let us take care of the books. Answer a few questions about your business to get started. Automatically import expenses and income, making reporting accurate. In a few easy steps your branded invoice is created. Free bookkeeping software that fits your small business. Simply link your bank to start reconciling your accounts. Easy to read and accurate profit and loss statement and balance sheet. It’s as easy as handing over your up to date books to your accountant. Get your money faster with Lendio. Accept credit cards and bank transfers and get your funds faster. Add branding elements to your invoices and estimates for a professional look. Create recurring invoices and your customer can opt into automatic payments. Hand the entire process over to our expert bookkeepers. Have questions or concerns? You will be able to chat with a bookkeeper to get the answers you need. -
6
Farseer
Farseer
Build models, orchestrate planning & compare with actuals in stunning dashboards. Powerful financial modeling, planning, and analytics software fit for any industry. Easier to use than any other specialized or spreadsheet solution. Replace tons of spreadsheets with a centralized financial model. Centralized model, inherent timeline, faster and cleaner natural language formulas specialized for financial modeling, built-in shortcuts. Easily create the most important financial statements, and see them automatically updated directly in your Dashboard. Have newly entered figures integrated with your model instantly after someone makes an entry. Automatically sync ERP data via Farseer API and instantly get the latest data in your model. Book a demo today, and we will show you how Farseer can level up your finance game. Every new input in Farseer instantly updates the model for every user.Starting Price: $20 per month -
7
ProForecast
ProForecast
ProForecast, strategic planning and forecasting designed for the Mid-Market. High-level forecasting or Drill Down for a greater level of granularity. Make informed decisions about the future of your company quickly and accurately. ProForecast turns months of work into weeks, weeks into days and days into hours. Reduce system implementation times, and monthly, quarterly and annual closing times using our Rapier AI Engine. Import Manager and training package to create an outstanding ROI. Produce informed and graphically enhanced reports with our Business Intelligence and Data Visualisation layer. Create Custom Dashboards with tailored reports for stakeholders, internal or external to the organization. As a SaaS-based cloud application ProForecast is accessible from any device anywhere. ProForecast allows you to drill down with as detailed a level of granularity as your data will allow.Starting Price: $81.43 per month -
8
Optimizer
Synertree CMS
Set up asset allocation rules and keep the portfolio running as you intended. Rebalance investment portfolios according to the total risk metrics or individual asset risk levels. Optimize asset allocations for the portfolio based on risk or risk-adjusted return metrics. Lower your infrastructure cost to Zero. Portfolio managers can simply initiate and quickly scale immediately. All while keeping their overhead costs low. Updates and maintenance are automatic. Run your portfolio management practice with less headaches and more power. Risks can happen without a warning. A systematic risk management approach is required to keep your portfolios in check. The risk engine automatically provides updates on the dollar amount that is at risk. Instead of approximating risks, portfolio managers can monitor portfolio volatility and asset price risks on the dashboard. Our capital management software are built with your clients in mind.Starting Price: $220 per month -
9
Carta
Carta
Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.Starting Price: $2,800 per year -
10
Frontier Reconciliation
Fiserv
Even with strict regulations for accurate and compliant financial reporting, many organizations still use manual or semi-automated processes for reconciliation and certification. Such processes can result in errors, operational inefficiency and lack of visibility into the numbers during certification. A comprehensive end-to-end reconciliation and certification solution, Frontier™ Reconciliation from Fiserv forms a complete account reconciliation picture across your enterprise that makes exceptions instantly visible and reduces manual interventions. Workflows fully automate labor-intensive processes and ensure compliance with corporate and regulatory controls. But reducing errors and write-offs is only part of the picture. By minimizing the need for manual research or interventions during the reconciliation process, organizations can achieve major efficiency improvements and lower operational costs while enabling staff to perform more value-added work. -
11
Hedgebook Pro
Hedgebook
Online treasury management software that simplifies the compliance burden of financial reporting. Hedgebook’s daily rate feeds allow users to generate independent, up-to-date evaluations for both management and audit purposes, meaning you no longer need to rely on banks. Hedgebook is designed to be simple and intuitive, and therefore not require extensive user training. Our experts can get you and your team up and running with a short training session. Hedgebook provides valuable analysis functionality that gives you an in-depth view of your positions. Put timely information in the hands of decision makers. Performance against treasury policy is always visible and detailed reports for management, Board or audit purposes are readily available. Hedgebook uses best-practice security standards, ensuring confidentiality & security of client data. All transactions are protected by SSL protocols, encrypting the information sent to and from Hedgebook. -
12
PivotXL
HealthPlotter
Get more out of your FP&A spreadsheets. Corporate Performance Management software built on top of Microsoft Excel. Give your data more structure and automate low level tasks for better operational and financial planning. Use our simple interface to create cubes. Each cube can have multiple dimensions, dimension members and measures. Connect the Excel cells to any cell in the cube. With our modern Microsoft add-in, upload and download data from the cloud to your spreadsheet templates. Use Pivot tables and other business intelligence tools to analyze data as you wish. Our workflow manager allows you to create complex tasks and attach templates to the task so completion and approval can be managed without any manual hassle. Alerts and notifications can be custom designed to keep users updated. If you are emailing Excel files back and forth or are using a Corporate Performance Management system only to bring it all down to Excel and re-do all your formatting, you should look into PivotXL. -
13
CubeWeaver
LPNR
Scales better than a spreadsheet. Multidimensional data model: Thousands of worksheets can be managed efficiently. Transform, aggregate or copy millions of cells with just several clicks. The data is always ready for BI and dashboards. Reliable formulas: No broken references or endless copy/pasting. Express complex logic with just formulas by using the relations inside the data model instead of error prone VLOOKUPs. Multi-user access: Hundreds of users can work with the model simultaneously. Security by design: You decide which parts of every worksheet are shared with others. Special permissions can be granted to add or remove rows. Only model designers can see or change the formulas. Easier to use than a multidimensional database. Easy to use, easy to learn: People familiar with spreadsheets can master the system in a matter of one or two days. You can use the same standard functions. Many spreadsheet models can be translated one to one to CubeWeaver.Starting Price: $30 per month -
14
HiBob Finance Suite
HiBob
HiBob’s Finance Suite is a modern financial planning platform that aligns people plans with financial goals. It combines financial insights and collaborative planning to give businesses a complete view of performance. Teams can analyze key metrics, track burn rate, and monitor runway using real-time dashboards. The platform integrates live headcount data to ensure accurate forecasting and budgeting. Finance and HR teams can collaborate on workforce planning and cost management with shared data. Built-in models and metrics help organizations plan confidently and adapt quickly. HiBob’s Finance Suite enables growing businesses to make smarter, faster financial decisions. -
15
CostTracker
T&T Innovationsv
Easy to use, 100% cloud based, all-in-one purchasing and cost control software. Create, approve and track purchase requisition, purchase orders and invoices. Automate your supplier invoice process and get a waterproof system for cost control. Works perfect as stand-alone or integrated with your accounting system. Get started in less than five minutes! CostTracker is a cloud-based purchase order system for small and medium sized companies that want full control! How much cost is committed? How much remains on your budget? Tired of spending time searching Excel or accounting reports for answers? Or experiencing yet another budget overspend caused by an unexpected invoice? Let CostTracker give you real-time control so you can spend your time on more value adding activities. By using CostTracker you will get full control of your cost and budgets… and it’s easy! No more time consuming, outdated reporting. CostTracker will put you in position to make better decisions for you and the team.Starting Price: $139 per month -
16
Konsolidator
Konsolidator
Konsolidator® automates financial consolidation, so you can spend time generating insights that add value for your corporate group. Take control of your data and reporting with our cloud-based software that delivers accurate, audit-compliant consolidation every time. Financial professionals around the world are increasingly under pressure to deliver accurate data, compelling financial reports, and actionable insights for their groups. Ever-changing demands in the finance department require a modern approach to consolidation. But if you think financial consolidation solutions have to be expensive to be efficient and bring you high-quality data, you are wrong. And Konsolidator® is proof. With Konsolidator®, you get the impossible three in one, a software tool that automates consolidation, produces error-free consolidation, and fits your budget. Eliminate barriers to efficient consolidation. Konsolidator’s subscription-based software starts at just €200 a month and fits any size group.Starting Price: €200 per month -
17
Macabacus
Macabacus
The fastest way to get more done in Microsoft Office: From spinning up complex models to creating branded presentations, finance professionals work faster with Macabacus. Build better models and presentations faster with the most comprehensive productivity and brand compliance solutions available for Excel and PowerPoint — the must-have tools for power finance and consulting users. Tools for power users that address common pain points to facilitate construction of financial models. Visually identify errors and inconsistencies in your models that could result in costly mistakes. Create complex charts quickly, ensure their brand compliance, add components to existing charts, and much more. Declutter and reduce the file size of spreadsheets to improve stability and performance in Excel. Synchronize your table of contents and section slides/shapes with native sections so you can focus on content. -
18
Digits
Digits
AI-native accounting software — that does it for you! Trusted by thousands of startups, small businesses, and accounting firms. Digits is the first comprehensive end-to-end accounting platform designed for the AI era. Our cutting-edge Autonomous General Ledger (AGL) handles the tedious financial tasks, freeing you to concentrate on what truly matters: expanding your business. With training on over $825 billion in transactions, Digits delivers instant understanding and accurate categorization of your financial data. Financials provide real-time insights into your revenue, burn rate, cash flow, and other crucial trends, ensuring you stay informed and agile. Additionally, our integrated Invoicing and Bill Pay features keep all your financial operations seamlessly synchronized without the need for manual reconciliation or cumbersome integrations. Experience the future of accounting—try Digits for free today 👉Starting Price: $100/month -
19
Primetric
Primetric
Forecast the availability of your people and track the time they spend on projects to compare your plans with reality. Understand your operational and financial performance at a glance. Bring every part of your business under one roof to accelerate non-billed tasks and focus on what matters most: providing your clients with high-quality professional services. See who’s available, and schedule most suitable people to existing, planned or tentative projects with a single click, thanks to a smart algorithm based on tech & soft skills matrix. Estimate project’s phases, report vacancies, and manage project profitability. Deliver truly data-driven and profitable results. Help employees log their work faster with predictive timesheets and employee dashboard. And then use this data to improve your project. Estimate costs for an individual project and for your entire business. Track all the changes in real-time on dynamic reports.Starting Price: $34.20 per month -
20
Planwhiz
Planwhiz
Planwhiz empowers finance to unite other departments around common goals and easily perform variances analysis to identify opportunities for growth. Planwhiz provides a single source of truth by connecting to accounting, HR, and spreadsheets and provides detailed information on the source of each budgeting item. Planwhiz brings everyone on the same page. Streamline your planning process to drive results with Planwhiz. Rapidly adapt to changing conditions with flexible financial planning that is easy to use, accurate, and collaborative. With pre-built reports such as P&L, Cashflow statements, SaaS metrics, headcount insights, and more, Planwhiz provides real-time insights and analysis for every scenario. Eliminate tedium and liberate your productivity by automating clerical report-making tasks. Get your reports as and when you need them, with performance being able to be shared both internally and externally. -
21
Autymate
Autymate
Autymate is an AI-powered business intelligence, financial reporting, and automation platform built for franchises, multi-location businesses, and accounting teams. It connects data from QuickBooks, POS, payroll, banking, CRM, and other business systems into one real-time dashboard. Users can automate financial reports, consolidate P&L, balance sheet, AR/AP, GL, and KPI data across locations, track performance by store or franchisee, and drill down to transaction-level details. Autymate also helps identify profit leaks, benchmark locations, set goals, automate royalty reporting, and generate actionable recommendations through its AI Growth Advisor. With role-based access and no-code integrations, teams can reduce manual exports, improve reporting accuracy, and make faster business decisions.Starting Price: $75/month -
22
GATHER.nexus
GATHER.nexus
GATHER.nexus is a financial reporting and consolidation accounting software platform. The platform is for Finance teams in multi-entity businesses, which use Xero and Quickbooks as their core accounting software. The GATHER.nexus platform solves several pain points faced by these teams. Using the GATHER.nexus platform, teams can effortlessly consolidate multiple entities with speed, flexibility, and accuracy across various currencies. The GATHER.nexus platform incorporates an intercompany management tool that allows teams to post and manage intercompany transactions, recharges, transfer pricing, and loan arrangements centrally. The tool also enables the smooth matching of intercompany transactions between entities to ensure intercompany balances are reconciled.Starting Price: £150 -
23
Bench Accounting
Bench
Bench Accounting is a bookkeeping and accounting platform designed to help small business owners save time and focus on growing their business by offering expert bookkeeping services combined with powerful financial software. It provides users with dedicated bookkeeping teams, who handle monthly transaction reviews, prepare financial statements, and offer tax preparation and filing services. Bench simplifies financial management by automating tasks such as categorizing transactions and generating real-time reports, giving businesses quick insights into their finances. The platform integrates with tools like QuickBooks, Stripe, Square, and Shopify to streamline operations and ensure efficient bookkeeping. Bench offers seamless communication between clients and their bookkeeping team, and users can access financial data and reports anytime, providing them with accurate, actionable insights to make informed business decisions.Starting Price: $299 per month -
24
FinanceIQ
FinanceIQ
FinanceIQ is a financial analytics platform designed to transform NetSuite data into real-time dashboards, reports, and actionable insights. The platform connects directly to Oracle NetSuite to provide live financial data without the need for spreadsheets or manual exports. Users can monitor key metrics such as revenue, profitability, and cash flow through interactive dashboards. FinanceIQ also supports automated financial reporting, allowing teams to generate board-ready reports with charts, commentary, and insights in minutes. The system includes tools for rolling forecasts, variance analysis, and scenario planning to support strategic financial decision-making. Its AI-powered assistant, Finley, analyzes financial data and answers complex questions using natural language queries. By combining automation and AI insights, FinanceIQ helps finance teams make faster, data-driven decisions.Starting Price: $100/instance/month -
25
Spreadsheet Server
Global Software
Spreadsheet Server by Global Software is a powerful Excel-based reporting tool that helps businesses streamline accounting and reporting tasks by connecting their ERP data directly within Excel. This means, users no longer have to resort to rekeying data or downloading data back into Excel. Users can simply pull their live ERP data straight into Excel, build reports on the spot, and then share reports and other files automatically to their team. Spreadsheet is used by over 4500 customers worldwide and supports leading ERP systems, such as Oracle, Infor, Netsuite ERP, and Sap. -
26
CCH Tagetik
Wolters Kluwer
Companies trust CCH Tagetik Corporate Performance Management software to save time, lower costs and reduce risk. Get a faster close, more forward looking-planning and in-depth analytics by connecting data, processes and people with a single trusted source. CCH Tagetik Finance Transformation Platform, powered by the Analytic Information Hub, is the unified platform that connects finance and operations and streamlines your consolidation & close, planning, reporting & analytics, disclosures and compliance. -
27
CXO-Cockpit
CXO-Cockpit
Empower finance teams with CXO-Cockpit,a performance reporting platform created by CXO Solutions BV. CXO-Cockpit replaces the manual and error-prone Excel-based reporting process with a simplified, secure, controlled, and fast performance reporting. The platform boasts of out-of-the-box financial and performance reporting templates, financial and performance dashboards, financial insight and analytics, Point of View (POV) comments, sharing storyboards, and more. CXO-Cockpit also offers real-time insights into leading EPM source systems, including Oracle, SAP, and Tagetik. -
28
Prophix
Prophix Software
Prophix is a corporate performance management (CPM) software for companies of all sizes and in every industry. Prophix combines budgeting, planning, forecasting, and financial consolidation, and reporting capabilities in one platform to help businesses move beyond Excel and drive performance. Available on-premise or in the cloud, Prophix is trusted by thousands of companies worlwide to automate their core financial processes. -
29
Hubble
insightsoftware
Discover more about your business with Hubble, a dynamic performance platform that combines reporting, analytics, planning, data visualization, and data integration in a single real-time solution. Created by insightsoftware.com, Hubble is purpose-built for critical business systems including ERP, HCM, and CRM technology. From Finance, to HR, and Operations departments, Hubble can empower ever business to simplify processes and easily understand, manage and predict the business. -
30
Certent Equity Management
insightsoftware
Simplify the complexities of equity management with Certent's comprehensive equity compensation management platform. Certent caters to public and private organizations looking to streamline equity management, tighten compliance, manage risk, and improve productivity. The platform offers a powerful set of tools including stock administration and reporting, complete accounting features, comprehensive tax calculations and reports, and more.
