Alternatives to Reportly
Compare Reportly alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Reportly in 2026. Compare features, ratings, user reviews, pricing, and more from Reportly competitors and alternatives in order to make an informed decision for your business.
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Epicor Financials
Epicor Software
Epicor Financials is a cloud-native financial management solution that helps organizations streamline accounting processes, automate workflows, improve compliance, and gain real-time visibility into financial performance. Built on a modern cloud architecture, the platform combines core accounting, financial reporting, planning, analytics, governance, and AI capabilities within a unified ecosystem. Organizations can extend the core accounting solution through Epicor's broad ecosystem of business applications and ISV solutions. Designed exclusively for the cloud, Epicor Financials benefits from continuous innovation through regular upgrades and a modern CI/CD deployment approach, helping customers stay current without disruptive upgrades. The solution scales globally with support for multiple books, companies, sites, currencies, languages, and legal entities while maintaining centralized financial control. -
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Quick Consols
Quick Consols
Quick Consols is a financial reporting tool for companies and groups that need monthly or annual consolidated accounts. Handles consolidation complexities for groups with multiple year ends, multiple currencies, different charts of accounts and ERP systems with a slice and dice approach to reporting. The app supports partial consolidations. Use our business unit function to create different views of your group, right down to cost centre or profit centre level. Our Analytics module creates visually rich graphs and charts with a slice and dice approach to seeing your consolidated numbers the way you want with a wide range of custom options. Use the financial statements module to prepare your statutory accounts, whether they're annual, half yearly or quarterly using our custom built templates no matter the underlying Accounting Standards you use. Quick Consols is high tech and high touch which means consultants available to assist with your implementation and support.Starting Price: $500/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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Datarails
Datarails
Datarails is an AI-powered financial planning and analysis (FP&A) platform designed for Excel users who want to keep their existing models while automating tedious tasks. With FinanceOS, finance teams can consolidate data from multiple sources, generate automated reports, and streamline month-end close without leaving the familiar Excel environment. The platform integrates with leading accounting software, ERPs, and CRMs to centralize all financial data in one place. Built-in visualization tools make it easy to present KPIs, drill into real-time data, and answer stakeholder questions instantly. Datarails’ FP&A Genius uses conversational AI to deliver quick, accurate insights from fully consolidated data. By reducing manual work, the platform frees finance teams to focus on strategic analysis and business growth. -
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FloQast
FloQast
FloQast is an AI-powered accounting platform designed to optimize and automate the financial close process for businesses. It helps accounting teams reduce the time spent on reconciliations, audits, and financial reporting by providing real-time tracking, collaboration tools, and AI-driven transaction matching. The platform is built to integrate seamlessly with existing systems, enabling accounting professionals to focus on higher-level strategic tasks rather than routine data preparation. FloQast's AI agents elevate accountants from preparers to reviewers, streamlining the workflow and ensuring more accurate, timely financial results. -
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Finrely
Finrely
Finrely is a SaaS financial reporting and FP&A platform for founders, finance teams, fractional CFOs, and accounting firms. It connects read-only to QuickBooks Online, Xero, Zoho Books, Odoo, and Stripe to produce P&L, balance sheet, cash flow, dashboards, and board packs. Users can drill into source accounts and analytic dimensions, review data-quality scores, build budgets and driver-based forecasts, compare actuals with plans, and assess prior forecast accuracy. Pro and Advisor plans support multi-entity management consolidation, eliminations, multi-currency translation, scenarios, and co-branded exports. AI features summarize changes, risks, and opportunities and answer questions using connected financial data. Reports can be exported to PDF, XLSX, and CSV.Starting Price: $79/month -
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Symfio
Symfio
Symfio is a cloud-based financial reporting, analysis, forecasting, and planning platform for companies and finance teams. It connects to accounting systems and other financial data sources, bringing the data into one place for reporting and financial management. Symfio can connect directly to accounting software through APIs or SQL, as well as import data from Excel and other sources. The platform provides interactive reports, dashboards, financial metrics, cash flow forecasting, and planning tools. Finance teams can compare actual results with plans and forecasts, work with data at different levels of detail, and share reports with management, colleagues, and investors.Starting Price: $200/month -
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FluxHire.AI
FluxHire.AI
FluxHire.AI is an AI-assisted recruitment workflow platform in early access for recruitment agencies in Australia. It connects with JobAdder records and describes workflows for candidate and contact research, company research, email campaigns, follow-up sequences, social and blog content, and reporting. AI agents prepare research, drafts, reports and proposed record changes for recruiter review; recruiters choose which records to save, approve communications, and remain responsible for candidate assessment and hiring decisions. The JobAdder connection can sync candidates, contacts, companies, jobs, applications, placements and notes; enabled record types and write-back settings are confirmed during onboarding. FluxHire.AI is designed to work alongside an agency's ATS rather than replace it. Early-access applications are reviewed individually, and available capabilities are confirmed for each account. -
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FYIsoft
FYIsoft
Intelligent Reporting and Analysis Software Built for Finance and Accounting. FYIsoft® caters to finance and accounting professionals ready to drive new levels of productivity in multi-entity and fast-growing environments. Proven to cut reporting time 50% or more, our powerful financial reporting and analysis software is relied on by finance and accounting professionals around the world. Available in the cloud or on-premises, ReportFYI integrates with your general ledger so you can gain modern reporting capabilities without the high cost of replacing your ERP. AnalyticsFYI is ready with robust features right out of the box, including industry benchmarking and AI, with the ability to further customize to meet your company's unique FP&A needs. BudgetFYI greatly simplifies the planning process with powerful automation and extreme ease of use for faster, better decisions. -
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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 -
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SuiteReport
SuiteReport
SuiteReport is an AI-powered financial reporting and FP&A platform built for NetSuite. It helps finance teams create management reports, financial statements, budgets, forecasts and board packs using live NetSuite data, without repeatedly exporting and rebuilding reports. Teams can work across SuiteReport's web platform and Excel add-in, with drill-down reporting, budget vs actual analysis, multi-entity reporting, dashboards and AI-assisted variance commentary. SuiteReport is designed for CFOs, finance directors, controllers and FP&A teams that want faster, more flexible reporting from NetSuite. -
12
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 -
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Mach
MachGTM
Mach is an AI-assisted prospect research and outbound workflow for B2B software sales teams. It uses a team’s website, product materials, and approved knowledge sources to learn the company’s offering, then researches target accounts and contacts with dated source links. Users can create account lists, build prospect profiles, and draft personalized first-touch messages using company context and recent business signals. Research trails and a review queue let users inspect supporting evidence and edit drafts before outreach. The product connects sales workflows with CRM, email, calendar, LinkedIn, and WhatsApp, depending on enabled account connections. Mach is a browser-based service with an early-access per-seat plan that includes a monthly allowance for company research. It supports prospecting and message preparation while leaving sales decisions to users.Starting Price: $1,000/seat/month -
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Campfire
Campfire
Streamline your accounting and financial reporting with the only modern general ledger that accelerates your close process, surfaces additional financial insights and supports multi-entity and currency consolidations. Automate your revenue accounting, reporting and invoicing with Campfire. It seamlessly unifies revenue and customer data across sources, and supports a variety of business models from enterprise software to consumer fintech. Automate and streamline accounting tasks to shorten your close process, elevating accounting teams from data entry to data manager. Unlock actionable and timely KPIs and financial insights with advanced financial reporting for increased visibility. The first accounting platform that effortlessly scales with your company with support for muti-entity and multi-currency financial consolidation, advanced revenue automation, and multi-dimensional reporting. -
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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 -
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Swift Finance
Swift Finance
Swift Finance is a business solution designed for accountants and financial analysts working in the finance department of medium-sized businesses. We make it possible to optimize key financial and accounting processes, such as month-end, year-end, planning, and forecasting activities. Swift Finance is made possible by the technological framework of Virtual Cube Solutions. We have been helping Finance departments in mid-sized and large businesses for more than 20 years, increasing the efficiency of their month-end, year-end, planning, and forecasting processes. Work in a standard Excel sheet, not a pivot table. Drag and drop data elements directly in the Excel sheet. Display your numbers where you want them in just one click. Apply to format, add Excel formulas, and hide rows/columns, it’s easy! Use a standard Excel worksheet for data entry and validation. Create and manage your budget scenarios directly in Microsoft Excel. Quickly produce iterative versions of your budgets. -
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Oracle Fusion Cloud Financials is a comprehensive global financial management platform designed to automate and streamline business finance operations. It integrates core financial processes like payables, receivables, fixed assets, expenses, and financial reporting into a unified system, enabling real-time insights into the financial health of the business. By leveraging AI and machine learning, it enhances forecasting accuracy, automates accounting tasks, and accelerates financial close processes. Oracle Fusion Cloud Financials supports multiple currencies, languages, and accounting standards, making it an ideal solution for businesses with global operations.
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Adyft
Adyft
Adyft is a web-based AI marketing platform for businesses and agencies that create and manage paid campaigns. Adyft Ads helps users build image and video creatives, write ad copy, select targeting and budgets, and launch and monitor campaigns in their own Google Ads and Meta accounts; it also tracks results and scores incoming leads. The service connects to the official Google Ads and Meta Marketing APIs and charges a flat subscription rather than a percentage of ad spend. Adyft offers a 14-day free trial. Its site also presents Adyft Reply, a WhatsApp-focused customer-response assistant, as a separate early-access product; Reply's advertised features should not be treated as generally available features of Adyft Ads. The platform is aimed at small businesses, marketers, and agencies seeking campaign creation and management without hiring an advertising agency.Starting Price: $49/month -
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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 -
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SoftLedger
SoftLedger
SoftLedger helps organizations operate more effectively. Our cloud-native business management platform and APIs enables organizations to directly connect their operations to financials. This includes a full-feature general ledger, accounts receivable, accounts payable, inventory management, crypto asset management, and more.Starting Price: $749.00/mo (annual plan) -
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Pry
Pry Financials
Stop paying for makeshift spreadsheet templates or financial analysts to manage the most important part of your business. Pry is a dedicated tool designed for founders to build an accurate, up-to-date financial plan. A visual of where you stand each month makes spotting discrepancies quick and easy. Use an intuitive interface to plan for your key hires. Pry will automatically forecast hires as a monthly cost for you. Use custom formulas to forecast anything. Build a revenue model that's easy to understand. Pry's Financial Report is a 3-way forecast that combines 3 key reports into one consolidated forecast. See all of your business finances on one page.Starting Price: $45 per month -
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Scopable
Scopable
Scopable is a cloud-based (SaaS) quoting and assessment platform for managed service providers (MSPs). It integrates with the systems MSPs already run (ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, IT Glue) and pulls live client data: endpoints, configurations, security posture, and 365 tenant details. From that data it runs automated assessments, scoring each client environment, flagging security and compliance gaps, and building a prioritized technology roadmap with cost projections. The roadmap feeds a quoting engine that generates margin-protected proposals using the MSP's own pricing, with automated labor and hardware estimates that update as scope changes. Proposals are delivered through a client portal with e-signature, syncing back to the PSA. The platform also includes natural-language client queries, CRM records, GRC tracking, and workflow automation. Currently in limited early-access release.Starting Price: $89/month -
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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 -
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Plus & Minus
Plus & Minus Software
Built around a single-file system, Plus & Minus is an integrated enterprise resource planning (ERP) financial platform. Plus & Minus has collaborative tools for accounting, purchasing, managing sales, and reporting operations. With Plus & Minus, users are able to manage core finance operations, track sales operations, generate custom business reports, and monitor business documents. Plus & Minus enables users to deploy on-premise or in the cloud.Starting Price: $1000.00/one-time/user -
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Ledgre
Ledgre
Designed specifically for rental properties, Ledgre is software simple enough for non-accountants to navigate but robust enough to handle all the complexity of financial reporting and tax prep. If you're a landlord or rental property investor who wants to manage your books without the expensive fees of a bookkeeper, consider using Ledgre to manage and grow your business. Ledgre offers a dynamic suite of tools and features, including the following: - Import Transactions - Properties - Income and Expense Tracking - Financial Reporting - Tax Preparation Eliminate the guesswork in accounting with simple solutions, real-time insights, and a stress-free tax season. Sign up today and see how automated financial reporting can transform your rental business!Starting Price: $20/month for 1-25 units -
26
PackHedge™
FinLab Solutions SA
PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.Starting Price: $5,000 per year -
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Qvinci
Qvinci
Qvinci is a global leader in financial reporting technology. Our patented software works with QuickBooks®, Xero®, MYOB® and Excel® to provide you with insightful reporting and game-changing analysis. Set-up is quick and easy. Impact is immediate. Qvinci was founded on a simple idea: Provide the accounting, franchising and multi-unit markets with cost-effective, ERP-like solutions that deliver financial data consolidation, automated reporting, workflow management and advanced business intelligence through the cloud. Today, Qvinci’s industry-leading solutions empower users with actionable data that leads to increased operational efficiencies, deeper financial insights and greater profits. The capabilities found in Qvinci integrate with QuickBooks, Xero, MYOB and Excel to ensure users have access to the most up-to-date and accurate financial data possible. -
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Helix Reports
Helix Reports
Whether you need to evaluate liquidity, simplify collections or consolidate balance sheets across diverse holdings, Helix combs through multiple financial data sources, QuickBooks files, and custom records to give you instant, up-to-date reports. Do you still spend weeks configuring data for intricate financial reports, only to do it all again the next time you need it? Instantly produce centralized financial reports from diverse investments, partnerships, and accounting platforms. Set rules to map or fix inconsistencies in names, accounts, or transactions, cross-checked for data integrity. Configure your rules for any data only once. Helix remembers them so you can produce accurate, up-to-date reports with a click. A helix links seamlessly with your existing accounting systems, no platform change is required. Easily consolidate and run your toughest financial reports.Starting Price: $240 per month -
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Sheshi FR
Sheshi AI
Sheshi FR is a revolutionary SaaS application designed to streamline and optimize financial reporting processes. Powered by artificial intelligence, Sheshi FR aims to empower finance professionals by delivering 'Print-Ready Financials' at lightning speed. The platform is built to ensure accuracy and compliance, thereby significantly reducing the time and effort spent on manual report preparation. Sheshi FR embodies the future of financial reporting, prioritizing efficiency and precision, and enabling professionals to focus on strategic decision-making. Its ultimate mission is to redefine the role of finance professionals like Chartered Accountants, CFO, Tax Professionals, etc. by equipping them with cutting-edge technological capabilities.Starting Price: Rs. 10,000 -
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OpenReporting
OpenReporting
Upload and publish your financial data easily to your people. You can upload Chart of accounts, budgets and ledgers yourself or just send it to us if you need help. Easily visualize your complex budgets and spending data using variety of charts. Go from a summary to details for getting the complete picture. See trends over time. Simple yet powerful analytics helps normal users and skilled analysts alike. One can drill-down on time and account dimensions. Results are sorted and paged by default. Export detailed data to excel or csv for local analysis or share a report view on social networks. You can also embed a report view in your web pages easily. Upload and publish your financial data easily to your people. You can upload Chart of accounts, budgets and ledgers yourself or just send it to us if you need help. Your published reports can be accessed by thousands of users. No need to worry about the scaling issues. We will take care of that for you. -
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Macswarm
Macswarm
Macswarm provides hosted macOS Pods on dedicated Apple silicon for Claude Code and Codex. Each Pod includes the latest Xcode, iOS runtimes, pre-booted Simulators, and XcodeBuildMCP, enabling coding agents to build iOS apps, run tests, and capture screenshots. Two to three active agents share a Pod in separate git worktrees, with a two-slot xcodebuild queue. Pods are cloned fresh and destroyed after use, with outbound-only networking and no inbound SSH. Usage is billed per Pod-hour and metered per second; idle Pods stop after ten minutes. EU (Netherlands) and US regions are available. The free plan includes 3 Pod-hours once. Pro is $99/month for 300 Pod-hours, and Team is $399/month for 1,500 Pod-hours. Early-access accounts are onboarded in signup order.Starting Price: $99/month -
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OneStream
OneStream Software
Our intelligent finance platform allows you to break away from the limitations of spreadsheets and legacy applications. Unify financial consolidation, planning, reporting and analysis through a single, extensible platform. Conquer the complexity of financial close, consolidation, planning, reporting and analysis. OneStream supports corporate standards while also satisfying more detailed line of business planning and reporting requirements, all in a single, unified application. Enables teams to apply trusted financial intelligence to large volumes of operational data to detect trends and financial signals that drive informed decision-making at the speed of business. Accelerate time to value with OneStream’s built-in understanding of accounts, currencies, ownership and intercompany activity. Replace multiple legacy systems or cloud point solutions with a unified application. -
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Valid Value
Valid Value
Valid Value offers valuation tools for business valuation professionals. Users comprise a wide spectrum of professionals, from valuators, accountants and consultants to investment managers and financial directors. The advanced Excel models offer a unique combination of standardized calculation with maximum flexibility to analyse, forecast and determine the value of a business. All relevant valuation methods, like DCF WACC, DCF APV and multiples, in one model. The models link to databasexs with support data that is relevant to a valuation, like beta’s and multiples. Easily create valuation reports in PowerPoint or Word based on the valuation models using an add-in. The standard report Valid Value supplies provides a solid basis for every valuation but it is also possible to link the model to your own report format. The link between Excel and PowerPoint/Word is dynamic and changes in the Excel model can be implemented in the reports in Word or PowerPoint with a push of a button.Starting Price: €150/€ 100/€ 50 p.m 1/2/other -
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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 -
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Zoho Books
Zoho
Zoho Books is the ideal web-based accounting software of choice for small business. The platform was carefully created to help manage your finances, gets you tax ready, automates business workflows, and helps you work collectively across departments. On top of generating financial reports, knowing your Sales Tax liability and getting 1099s ready will no longer be a thing to dread, knowing you can scale with the software and securely collaborate with your team are also some of the neat features included. Get accounting right for growing businesses with Zoho Books, an easy-to-use online accounting solution. Zoho Books features include invoices, expenses, sales and purchase orders, contact management, project time tracking, and inventory management. With Zoho Books, organizations can automate recurring activities like payment reminders, billing, auto charge, and payment thank you note. Users can also track inventory in real-time with Zoho Books.Starting Price: $10.00/month -
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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 -
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Accountagility ORYX
Accountagility
We understand accountancy and the challenges of financial planning and analysis. We also know that success of your planning and analysis is down to the speed at which you can create and analyse the plan information, and adapt. In global businesses, planning and analysis is made even more difficult by the differences in regional requirements. It’s why you need a system that can adapt to local variations within a single global planning strategy. To do all of this manually is not only complicated but it also takes time. Our financial planning and analysis solution automates all of your planning activities, which frees up time and resources. ORYX Plan can be controlled from a single environment and activities and business logic can be managed and updated by regular team members. That means you and your finance function has complete version and plan cycle control.Starting Price: £20,000 -
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Flash Reports
Finatical Software
Flash Reports for QuickBooks Online turns your Excel spreadsheets into live, refreshable reports for faster financial analysis, budgeting, forecasting and multi-entity reporting. Instead of constantly exporting QuickBooks data to Excel, reformatting it and making manual updates, with Flash Reports from Finatical Software you can refresh QuickBooks Online finance data directly in your own Excel sheet, saving time and ensuring your reports are accurate and up to date. -
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Entrilia
Entrilia
Entrilia is a collaborative data creation platform for PE/VC fund managers. Converting transactional events into real-time business intelligence. Our fund accounting module streamlines event driven inputs while insights allows for automated reporting on fund financials, investment, investor and so much more! Tailored for the PE/VC industry, with automated ILPA reporting, with campaign module for automating the creation and distribution of standard reports. Fully integrable and extensible with modern, best in class APIs and standardized integrations. -
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Regate
Regate
Regate automates your financial and accounting management and saves you time on a daily basis. 100% integrated with your accounting software, you benefit from real-time accounting that is always up to date. Regate has been designed to reduce the number of tools and save time for accountants and finance managers. Regate provides an intelligent, collaborative platform that makes your day-to-day accounting easier, understands, automates, and gives you greater control over your business. Save 90% of your invoice and payment processing time. Generate the right accounting entries and automate the retrieval of your receipts. Pay by SEPA transfer or directly by card, without ever connecting to your bank. Reconcile cost management and accounting monitoring on the same platform. Benefit from a unified and real-time view of all your accounting. Equip your teams with virtual and physical cards adapted to each need and follow all their operations in Regate.Starting Price: Free -
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BrightAccountsProduction
Bright
BrightAccountsProduction is a cloud-based annual accounts production tool designed to help accounting professionals prepare fully compliant financial statements for sole traders, partnerships, LLPs, companies, schools, farms, charities, and more. It allows seamless trial-balance imports from systems like Sage, Xero, and QuickBooks, supports one-click iXBRL tagging and submission, and provides online access from any device so teams and clients can collaborate remotely. The software offers a variety of FRS formats (e.g., FRS 102, FRS Section 1A, FRS 105) via tailored templates, enables instant editing of final accounts directly within the document, and embeds a built-in workflow status tracker that records each stage from data collection to filing. With automated compliance updates, a comprehensive compliance database, Microsoft Azure-based security infrastructure, and secure e-signing for faster client approvals, BrightAccountsProduction streamlines year-end accounts preparation.Starting Price: $1,485.15 per year -
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CloudSuite Financials & Supply Management is an integrated finance and supply management software suite that couples modern financial functionality with tools to track supplies and streamline order processes. End-to-end, fully integrated capabilities are designed specifically for today’s users. Designed for today's users. Personalized home pages. Processes and information by role. Beautiful and intuitive user interface Fully integrated supply management offering full visibility of indirect spend. Strengthened supplier relationships Increased policy compliance. Reinvented global general ledger for financials. Unlimited financial calendars. Unlimited ledgers and basis reporting. Unlimited dimension strings. Robust analytics for both financials and supply management:. Uncover cost savings opportunities. Powered by data-science. Embeds analytics directly in users’ work streams.
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Obsidian Suite
Obsidian Suite
From prospect to established client we have you covered. Track activities, notes, and manage your pipeline. Fully integrate your inbox to sync important emails with your CRM. Close deals faster with the only interactive prospect portal included with the CRM for finance suite. Designed for financial professionals. Obsidian’s Business Intelligence Suite offers a variety of plugins helping financial firms analyze portfolio and investor data, including subscription tracking by portfolio, sales person, or representative, performance & risk analytics, as well as account activity & PnL tracking. Obsidian’s interactive client portals cover any type of client including institutional, high net worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. -
44
IDOS
Digital CFO - IDOS
Digital CFO is an automated accounting, financial management & reporting software ERP, that is agnostic to sector and size of business. IDOS enables real-time and accurate transaction processing and ensures that the data processed is available in real-time for every upstream reporting & analytics activity. IDOS is used by businesses of all sizes including micro and small businesses as well as large multi national organisations with multiple branches and business segments. IDOS even powers the accounting & CFO services of two of the Big 4 Global Accounting & Audit firms, which use IDOS to provide accounting, financial management & reporting services to their end customers. One of the unique capability of IDOS is its ability to help the business to engage with the eco-system in which it functions. IDOS has in-built digital portal which can be accessed by customers, vendors, bankers of the business to transact and engage with the business in realtime. Contact us to know more.Starting Price: $5.00/month -
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Inscope
Inscope
Inscope is an AI-native financial reporting platform designed to automate the preparation, review, and issuance of GAAP-compliant financial statements for accounting teams and finance organizations. It replaces manual, error-prone workflows by automatically generating financials, disclosures, and supporting schedules, allowing teams to move from closed books to issued reports in a streamlined, structured process. At its core, Inscope applies AI assistants to handle time-consuming tasks such as formatting, cross-footing, internal consistency checks, and roll-forwards, significantly reducing the manual effort traditionally required in financial reporting. It maintains a live, linked source of truth so updates flow automatically across statements and footnotes, eliminating version-control chaos and improving traceability. -
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IDL Konsis
insightsoftware
As knowledge of these legacy consolidation products disappears from your business, they become harder to support, introducing unacceptable risks into your close process. Financial consolidation is managed separately from financial planning, so it’s hard to maintain a single point of truth. Static spreadsheets are not enough, especially for auditors. Creating consolidated financial statements should not be a time-consuming, manual, and error-prone process. As close cycles become ever shorter and regulatory requirements become more demanding, IDL Konsis helps eliminate time-consuming manual processes for finance and accounting so you can experience a short, optimized close by implementing fully compliant, standardized consolidations that cover all requirements for group reporting. For these reasons, IDL maintains a leading position in corporate consolidation functions. -
47
Pilot
Pilot
Pilot takes care of your business finances, so you can focus on growing your business. Over a thousand businesses rely on Pilot for bookkeeping, tax, budgeting, fundraising support, & more. With Pilot, get a dedicated team of US-based finance experts who deeply understand your business and software that integrates with your financial tech stack like QuickBooks, NetSuite, Stripe, & more. Run your business with a clear picture of your finances. With Pilot, you get accurate books delivered monthly, on the dot. Our expert team is assisted by powerful software that automatically eliminates common errors. Get fast, responsive service. Your dedicated finance expert knows your business and books from the ground up. Your monthly statements include custom statements for your industry, like burn reports for startups or inventory management for eCommerce. With accrual basis bookkeeping and advanced financial CFO support when you need it, we’re built to scale with you.Starting Price: $599 per month -
48
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 -
49
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 -
50
APIRecap
APIRecap
APIRecap helps freelance developers, agencies and small teams publish API documentation and keep clients informed when APIs change. Host OpenAPI 3.0/3.1 JSON or YAML and Markdown documentation, publish from CI or upload files, and retain version history. Review detected API changes and use AI to draft client-facing release notes for human approval. Confirmed subscribers can receive email alerts. Organize APIs by project and choose listed, unlisted or private documentation with access controls. APIRecap is currently accepting early-access sign-ups. The advertised plan is $6.99 USD per workspace per month, plus applicable taxes.Starting Price: $6.99/workspace/month