Alternatives to Spotlight Reporting
Compare Spotlight Reporting alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Spotlight Reporting in 2026. Compare features, ratings, user reviews, pricing, and more from Spotlight Reporting competitors and alternatives in order to make an informed decision for your business.
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1
Sales Analysis & Forecasting Tool
SAFIO Solutions
SAFIO Solutions is a cloud based, forecasting software solution for inventory optimization, delivering a comprehensive platform that provides vision, efficiency and analytics to make strategic decisions for improved operational performance. Utilizing a proprietary Sales Analysis & Forecasting Tool, SAFIO Solutions integrates a client’s vital data into a single, convenient and user-friendly interface, one that is intuitive to the information a planner needs to make impactful and efficient decisions, because it was developed by a planner. Get the reporting & analytics needed to focus on emerging trends, opportunities and liabilities where action can then be taken to achieve desired results. Gain the confidence to forecast simply, efficiently and accurately. Available to use on multiple devices wherever you are: at home, in the office or traveling. -
2
Sage HR
Sage
Sage HR is a cloud HR and people management solution that streamlines and automates your HR processes across the end-to-end employment journey while creating really engaging and rewarding experiences for your employees. With a few clicks simply upload your employee database to your new online staff directory. Never worry about keeping track of random time-off and shift change requests. Use filters to create custom reports and data-rich company graphs. Sage HR is a complete HR solution. Enabling organisations to have a comprehensive view of their on site and remote workforce, whilst easily managing employee records, holiday and sickness absence. The features don’t stop there, with an easy to access mobile app and highly valuable functionality including reports and data small to medium size businesses can rest assured that the people management piece is taken care of when using Sage HR.Starting Price: $5.50 per month -
3
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 -
4
XLReporting
XLReporting
XLReporting is an online Reporting and Budgeting Platform to create reports, budgets, and forecasts the way you want. As a controller or accountant, you want to automate your budget process by connecting your data sources and consolidating budget submissions by users. You can control the workflow, manage user permissions, and see the process status and history of changes at all times. - Design your own budget models in a built-in spreadsheet editor that is compatible with Excel. A familiar environment with the power of a database. - Define your own business structure - Import your data with 30+ connectors (QuickBooks, Xero, Sage, Exact, Excel). - Analyze your numbers. Choose from over 30 different visualisations and create automated reports. Publish or share your reports in a dashboard. Connect to your source. Consolidate automatically. Make decisions with confidence.Starting Price: €500/month -
5
Decision Critical Enterprise Modeling
Decision Modeling Systems
Decision Critical zero-based budgeting software out-simplifies and out-performs unwieldy spreadsheets and rigid budgeting programs. Get a complete cross-section of the enterprise. Decision Critical's built-in reporting allows teams to leave rigid ratio-based guesstimates behind. Teams get accurate reports and rolling future views of key operational events and their consequences, anchored in the kind of granularity invariably absent in most budget reporting (for example, the real-world effects of seasonality, temporary cash flow shortfalls, price fluctuations, etc.). Choose from a variety of demand calculators to size the market quickly. Change demand rules quickly or create granular exceptions, there are no formulas to break. Automatic calculation of monthly, quarterly, and yearly income statements, balance sheets, and cash flow statements. Full drill down capabilities.Starting Price: $60 per month -
6
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 -
7
PathQuest BI
PathQuest Solutions
PathQuest® BI is a financial business intelligence software that assures smooth onboarding process and allows quick integration with QuickBooks, Xero, Sage Intacct, MyOb to instantly build compelling visual graphical stories to discover unique insights around financial efficiency, operational KPIs, sustainability and improvement opportunities with in-depth analytical capabilities. With our custom report builder and forecast you can build and automate financial reporting. Create class, location, group and industry wise custom reports for better decision making.Starting Price: $29.99 per company -
8
ProfitSee
ProfitSee
Create efficiency in your practice and grow your advisory services with automated and white-labeled financial reporting, cash flow forecasting, analytics, KPIs, budgeting, consolidations and more. Whether your clients’ data is on Xero, QuickBooks Online, or other cloud accounting platforms, ProfitSee can help you gain real-time insights that make a difference. Our tools have an automated nightly sync, which means the data you’re using will be real-time, all the time. Whenever you schedule reports, set KPI alerts, or provide access to the online client dashboard, the most recent and relevant data will be included, helping you manage clients’ cash flow, beat your clients to the phone, and proactively create future opportunities. Go beyond simple “percentage increase or decrease forecasts” that miss the mark. ProfitSee automatically generates forecasts based on historical performance and upcoming business strategies in the same ways as global accounting firms and Fortune 100s. -
9
Lendesk
Lendesk Technologies
Lendesk enables mortgage professionals with a complete end to end digital mortgage solution, the best of its kind in the Mortgage industry. Lender Spotlight is the most complete and accurate database of rates and policies for the productive mortgage broker. Lender Spotlight is most effective when used through Finmo, a digital mortgage platform. Sign up for Finmo to access Lender Spotlight Platinum. Finmo and Lender Spotlight's integration creates a faster end-to-end digital mortgage experience. Through the Lender Spotlight integration, when working your deal in Finmo, you can now be suggested specific lenders that meet your application criteria, and see specific lender's policies before submitting to them. From leading financial institutions and innovation hubs, to industry associations and technology providers, the common thread among all our relationships is the same high standards for security and excellence. -
10
Falcon Spotlight
CrowdStrike
Falcon Spotlight provides real-time visibility across your enterprise — giving you the relevant and timely information you need to reduce your exposure to attacks with zero impact on your endpoints. As part of an integrated platform that prevents exploits and post-exploit activity, Falcon Spotlight™ allows you to research common vulnerabilities and exposures (CVEs) to examine threat actor profiles and targets. Spotlight utilizes scanless technology, delivering an always-on, automated vulnerability management solution with prioritized data in real-time. It eliminates bulky, dated reports with its fast, intuitive dashboard. The cloud-native CrowdStrike Falcon® platform and single lightweight agent collect data once and reuse it many times. As a result, Spotlight requires no additional agents, hardware, scanners or credentials — simply turn on and go. -
11
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. -
12
4CastPro
4Cast Solutions
4CastPro excels in multi-level budgeting and consolidation. The six-digit cost centre coding enables users to create a sophisticated hierarchy of cost centres, from the group consolidated budget at the top down to individual departmental budgets. Choose from New Cloud or desktop versions or use both with same databases. Try Cloud version via link below or email an old TB and have a demo via Teamviewer or MS Teams. Ability to forecast your accruals, loans, capital expenditure and depreciation. Ability to forecast your staff costs by employee and sales prospects by key customer, key product group. Integrated P&L Account, balance sheet, fundsflow and cashflow. Advanced Excel Custom Forecasting and Reporting (Excel Add in on Desktop versions). Easy Import of Actuals from MS Excel Trial Balance. Direct Import from Sage Business Cloud Accounts, Xero and Quickbooks (in Cloud version); Sage 50 and Access Dimensions (in Desktop version). -
13
LoadMan
Creative Microsystems
Manage your fleet, routes, loads and so much more in real time with LoadManager, our flagship software for load management. With our on-board scales or without, LoadManager quickly and accurately delivers your company valuable data that can be accessed anywhere. Our tablet-based software offers both a useful interface for your drivers, and a powerful data collection tool for your company. We have designed our software with the driver in mind, allowing for as little interaction as possible while still delivering robust and accurate data. Spotlight is a powerful cloud-based web application for in-depth analysis of data from loadman on-board scale systems. Examine diversion rates, route density and generate custom reports with the click of a button. Spotlight will give your company a new level of insight into your data. Our public API can connect your software directly to data collected with Loadman on-board scale systems. -
14
Apple Spotlight
Apple
Spotlight is the default search tool for Mac, iPhone, and iPad. Quick access to content is key to an efficient workflow, and there are several ways you can make it easy for people to locate your app's content. Spotlight is a powerful search technology that makes it easy to locate files and content across the system. Using Spotlight, people can search for things using meaningful attributes like the intended audience for a document or the orientation of an image. Make your app’s content searchable. You can share content with Spotlight by making it indexable and specifying descriptive attributes—known as metadata. Spotlight extracts, stores, and organizes this information to allow for fast, comprehensive searches. For developer guidance, see Core Spotlight. Define metadata for your custom file types. Supply a Spotlight Importer plug-in that describes the types of metadata your file format contains. -
15
ZoneReporting
Zone & Company
Connect your data from NetSuite, Salesforce, and other pre-built data sources. Zone's advanced ETL processes bring all your data together with pre-built data models into a robust data warehouse solution. Analyze your data with Power BI’s advanced reporting and over 50+ pre-built Power BI reports and dashboards. Start with over 50 pre-built reports and dashboards designed by former CFO’s and COO’s. No matter what industry, department, or business challenge, we can help you deliver value on day 1 with ZoneReporting. Demand forecast, inventory stock and turns, product-level profitability, available to promise/sell, and more. SaaS metrics, churn prediction, sales, and support management, pre-built integration with Salesforce, and more. Utilization forecasting, Gantt charts, project and customer profitability, and more. Financial reporting, expense analysis, budget vs. actual, cash flow actionable insights, and more. -
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Phocas Software
Phocas Software
Phocas offers a cloud-based BI and financial planning and analysis (FP&A) platform tailored for mid-market businesses who make, move and sell. Our intuitive platform makes data analysis and financial planning accessible and straightforward, empowering cross-functional teams to make confident, data-driven decisions. Seamlessly integrating with ERP systems like Epicor, Sage, and Infor, Phocas consolidates data into one centralized platform, unlocking ERP potential and improving workflows across the business. Phocas’ key features are: intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, the Phocas platform provides the clarity you need to stay ahead. -
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Upland PSA
Upland Software
Embrace efficient capacity planning and utilization strategies for optimal workload and profitability. Make informed, data-driven decisions to streamline your services operations and optimize the financial health of your organization, with PSA-native insights and analytics. Put the spotlight on your customer by bringing together traditional professional service automation with proposal automation, knowledge management, and customer sentiment. Upland PSA transforms the way services organizations deliver projects from the first interaction with their customers to ongoing customer success. With robust timesheet and expense capture, project and workforce management, customer billing and project financials, our PSA software goes further and gives you proposal automation, knowledge management, and customer surveys, helping you put the spotlight on the customer to deliver better customer outcomes, starting from Day One.Starting Price: $20 per user per month -
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Solver
Solver
Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patented QuickStart integration technology enables immediate access to a collection of ready-to-use reports and budget models for finance and management users. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage for data-driven success. The all-inclusive Solver Suite consolidates information from any data source to provide a single source of truth. Connected with Solver’s budgeting and forecasting, Solver’s comprehensive planning tool enables organizations to manage budgets, create detailed reports and automate forecasts all in one place. These insights are then presented in easily shareable graphs and dashboards. -
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Spotlight Retail Analytics
Nuqleous
Successful retailers and consumer product companies rely on accurate, accessible data. Our innovative software delivers faster results with a higher degree of accuracy, freeing your team to focus on strategic initiatives and value-added activities. Successful retail companies rely on the effective analysis of complex data. Spotlight helps you unlock the power of your retail data. While daily downloads and aggregation are essential, they can absorb valuable time and effort. With its rich, out-of-the-box content, ad hoc reporting, efficient workflows, and mobile capabilities, Spotlight delivers actionable insights and accurate store item day data in a fraction of the time it takes to perform a manual analysis. -
20
My TTM
My TTM
My TTM is a comprehensive cloud-based platform designed to streamline Temporary Traffic Management (TTM) operations in New Zealand. It offers a suite of tools including job planning and scheduling, crew and plant allocation, timesheet and leave management, and CoPTTM-compliant paperwork generation. The platform facilitates job revenue forecasting versus actuals, crew and plant availability dashboards with alerts, and contractor-to-subcontractor integration. It also supports plant and inventory management, staff certification and competency tracking, quoting, estimations, invoicing, hazard identification, customer management, custom reporting, incident and event reporting, and SMS and email alerting. My TTM integrates with accounting software like Xero, MYOB, and QuickBooks, enhancing financial management. My TTM addresses challenges such as manual paperwork, compliance reporting, and operational efficiency in the TTM industry. -
21
Spotlight.ai
Spotlight.ai
Spotlight.ai is an autonomous deal execution platform that transforms sales pipelines into self‑driving revenue engines by capturing, qualifying, reviewing, and advancing every opportunity without manual intervention. It listens to and extracts structured data from calls (Zoom, Teams, Gong), emails, and CRM entries; fact‑checks deal status and risk factors; and executes bottom‑up MEDDICC qualification to identify champions, economic buyers, and other stakeholders. Its AI agents generate evidence‑backed business cases, decks, and next‑step recommendations, inject clean, metric‑driven updates directly into Salesforce, and run zero‑touch deal reviews with predictive forecasts and leading indicators. By continuously mapping relationships between pipeline activities, deal data, and team inputs, Spotlight.ai maintains full data hygiene, automates opportunity progression (stages, activities, qualification), and highlights material gaps for reps to address. -
22
EMAsphere
EMAsphere
EMAsphere is a SaaS performance management platform that automates your reporting and forecasting processes. Thanks to our catalog of 50+ connectors, your financial and operational data is automatically collected and transformed into pre-configured and customizable KPIs and dashboards. Beyond data-visualization, the platform offers expertise features: analytical views, management consolidation, cash flow monitoring, budgets and forecasts. No more handling errors, you can now focus on analysis. -
23
Home Health Gold
The Manager
Easy-to-understand reports spotlight the clinicians who are lowering your 5-Star, PEPPER and VBP scores, and thus negatively impacting agency reimbursements and patient care practices. Hold clinicians accountable for their performances. Easy-to-understand reports spotlight the clinicians who are lowering your 5-Star, PEPPER and VBP scores, and thus negatively impacting agency reimbursements and patient care practices. Hold clinicians accountable for their performances. Subject each new assessment to the industry's most comprehensive set of audits and error checks as soon as it is entered, before locking. Reduce the likelihood of post-payment reviews and delays as mistakes and misconceptions are sorted out. Ensure timeliness and accuracy of assessment submissions. Safeguard, ensure operational excellence. -
24
Calldrip
Calldrip
What is Calldrip and why should my sales organization use it? For more than 10 years Calldrip has been dedicated to helping businesses respond immediately to new inquiries. We've leveraged this experience to develop our suite of sales automation tools and have now deployed this technology to thousands of customers worldwide. By triggering a phone call between your sales team and your prospect while they're still on your website, were able to increase conversations by as much as 900%. The privately held, fast-growing company is based in Salt Lake City, UT. In todays Google Micro Moments world, business must engage with the prospect FAST. Calldrip ensures instant engagement and spotlights potential problems in the sales processes.Starting Price: $99.00/month/user -
25
Calumo
insightsoftware
Enhance your enterprise performance management with fast integration, real-time reporting, and sophisticated planning and forecasting tools. Organizations are becoming increasingly complex, requiring management of ever-changing corporate structures, large volumes of data, and changing market conditions. Calumo provides automated reporting, planning, and budgeting solutions that support extended planning and analysis to enhance corporate performance management and is now a part of the insightsoftware family. insightsoftware’s strategy is to offer our customers the right financial and operational reporting and planning solution regardless of company size, ERP, EPM, or reporting environment preferences. Existing solutions are not scalable and can’t support the needs of a growing business. Qualified professionals waste their time in spreadsheets and refreshing routine reporting, rather than analyzing data to generate business value.Starting Price: $1000 per month -
26
Sifted
Sifted
Sifted is a digital publication covering Europe’s startup and tech landscape, offering well-researched stories, data-driven reports, and commentary on fast-growing companies and investment trends. With Financial Times backing, it serves up fresh perspectives on European innovation, spotlighting disruptive businesses and the people behind them, making it a go-to source for stakeholders in the continent’s entrepreneurial ecosystem. -
27
Aqilla
Aqilla
Aqilla is a mid-market, “designed for Cloud”, Accounting / Postmodern ERP solution that sits above the well-known entry level SME products such as Xero, Quickbooks and Sage. It has the capabilities of products like SunSystems (Infor FMS), SAP Business One, Netsuite, Microsoft Dynamics, Intacct and many others but at a fraction of the complexity and cost. A financial platform that integrates with the rest of the business thanks to the inclusion of API’s and plugins as standard. Quickly and easily access and analyze financial data. Beautifully crafted reports and dashboards are available to all. Full accrual-based accounting, extensive budgeting, forecast and commitment control features combined with an enterprise-class, robust general ledger system that includes full workflow approval and data audit features make it an attractive choice for commercial and governmental organizations wishing to deliver faster business benefits and reduce cost.Starting Price: $80 per user per month -
28
Arria NLG Studio
Arria NLG
Arria NLG Studio is an Artificial Intelligence (AI) solution developed by Arria NLG for use by companies both in the enterprise market as well as small and medium size businesses. The Arria NLG Studio platform empowers companies to replicate the human process of expertly analyzing and communicating data insights in language humans can quickly understand. Arria’s software is used to generate insights in language such as financial analysists, spotting trends, identifying problems, and forecasting what's likely to happen next. Using Arria's patented NLG technology, the Company has created mulitiple SaaS-based solutions which provide industry specific reports with relevant details, in seconds. This is the next-generation of business intelligence and data reporting platforms. Arria NLG Studio offers API access and can be easily integrated with any software platform. -
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Speedbooks
Speedbooks
Real-time dashboard for you and your customer, and a mobile app. What is Speedbooks reporting software? Speedbooks processes all figures from your accounting program into clear dashboards and clear reports that indicate exactly how each part of your organization is performing. Complex spreadsheets, manual reports, missed opportunities or expensive annual accounts are now a thing of the past! You have up-to-date insight into all your financial data on desktop and on your mobile anytime, anywhere! With Speedbooks you can quickly and easily create various financial reports yourself, giving you direct insight into your financial data. This makes it a perfect addition to your accounting package. No more messing around with complex spreadsheets. With Speedbooks you have a wide variety of ready-to-use Excel report models. So whether you need a management overview or a monthly analysis or annual account, it is all possible. Report models -
30
pcFinancials
DSPanel
Performance Canvas Financials brings you a deep, sophisticated, and easy-to-use FP&A solution that promises to streamline and intelligently automate your entire FP&A process from end to end. Performance Canvas Financials is a unified and easy-to-use software for financial reporting & analysis, consolidation, dashboarding, budgeting & planning. It is an add-on software to your existing ERP system that will allow you to take full control of your financial planning & analysis process. Cloud Performance Canvas Financials is a solution that delivers the latest best practices in Financial Planning & Analysis through its off-the-shelf finance modules. These are prepackaged finance logic such as Cash flow, CAPEX, Consolidation among others. These best practices include Driver-based budgeting, Drag & Drop Financial Reporting, Live Financial Forecasting, Unlimited What-if Analysis, Assumptions testing, Allocations, Activity-based costing, Multiple Entities and Currency Support, etc. -
31
ConnectCAD
Vectorworks
ConnectCAD is built on Vectorworks Spotlight, you can take advantage of the flexible and robust design and documentation capabilities that make Spotlight the industry standard. With an extensive manufacturer library and a customizable 2D/3D hybrid environment, rest assured you have everything you need to design with confidence. Use ConnectCAD to work seamlessly not only with the rest of your team, but with event planners and other project stakeholders as well. Collaboration has never been easier.Starting Price: $153 per month -
32
ProperSoft
ProperSoft Inc.
Need to import transactions, but the format is not supported by your accounting software? Try ProperSoft converters and make your transaction files importable. Import transactions from your bank into QuickBooks (PC/Mac/Online), Quicken, Xero, Excel/CSV, Sage (50/One), Wave Accounting, ZarMoney, MS Money, REACT, MYOB and others. Supported ( to and from ) CSV/Excel/TXT, PDF (text or scanned), QIF/QMTF, QFX, QBO, IIF, OFX, MT940/STA. Reconcile, track expenses using financial data you already have with minimal or no data entry. Desktop software for Windows or macOS. Used by many accountants, accounting professionals, CPAs, QuickBooks Pro Advisors, bookkeepers. Received from your clients (downloaded from their online banking or printed and scanned). Use advance renaming rules to adjust payee names, categories or assign categories based on payee names. Automatically determine your document setting for number and date formats.Starting Price: $19.99/month -
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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 -
34
Calxa
Calxa
Make your management reports easier and create better, more accurate and professional-looking insights. Accurate information in a readable, understandable format is the foundation of good decision-making. Calxa works with popular accounting systems such as MYOB AccountRight, MYOB Essentials, Xero and QuickBooks Online. Follow the simple steps to link once and then schedule updates monthly, weekly or daily, depending on your needs. Bring in existing budgets from your accounting system or import them from a spreadsheet. If you’re starting from scratch, use the Budget Factory Wizard to create a quick first draft and then the sophisticated Budget Builder to fine-tune and manage in detail. Start with a pre-built Report Bundle Kit to get the flavor of the most popular reports. Use a workflow to schedule delivery at a time and frequency of your choice. Now select your reports from the library, batch them and automate their delivery.Starting Price: $30 per month -
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Free up resources with automated bookkeeping for accurate spend data, in near real-time. Books are closed daily, weekly and monthly—automatically—so you can make informed decisions with confidence. Customizable, user-friendly charts and graphs can show vital KPIs like working capital, accounts payable and receivable, P&L, balance sheets, and trend reporting. Get a holistic picture with data updated every 15 minutes. An easy-to-use portal allows you to review and settle every open financial transaction. Connect third-party services like Sage Intaact, QuickBooks and Bill.com, and tackle your back office with ease. Need a hand? A dedicated PwC professional is here to help. Bookkeeping Connect, a PwC product, helps bring PwC’s 100+ years of excellence to not-for-profits, SMBs, family offices, private companies and service firms. Get personalized introductions to PwC subject matter experts who specialize in M&As, R&D tax credits, capital markets and more.
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36
AdvisoryAI
AdvisoryAI
Advisory AI is the world's first AI-Copilot for financial advisors and offers cutting-edge AI software, revolutionizing how they create and manage advisory documents. With our intuitive platform, financial professionals can automate any advisory document in just 5 minutes, saving time and increasing productivity. We specialize in automating critical reports, including Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Prep, and Follow-up Email Summaries. Our technology streamlines the advisory process, ensuring financial advisers can focus on delivering exceptional client service while reducing administrative workload. Let Advisory AI empower your practice with efficient, AI-driven solutions tailored to the needs of modern financial advisors.Starting Price: £49/user/mo -
37
Railz
Railz.ai
Railz is building the largest financial data network by bridging the connection between future-thinking financial institutions and real-time accounting data. Railz accomplishes this through an API that connects financial institutions to all major accounting software solutions, such as QuickBooks, Xero, and Sage. We offer financial institutions (FIs) the ability to connect with account service providers, collect data, normalize and sanitize that accounting data, and analyze it. Railz enables on-demand access to financial transactions, analytics, insights and reports on small and medium business (SMB) customers. Whether you’re a lender, financial institution, accounting firm, auditor, or startup developer that requires financial data, we can make this a reality for you - and fast. -
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Bookkeeper360
Bookkeeper360
Accounting, technology and advisory solutions tailored just for you. Eliminate the headaches and cash surprises caused by having messy books and inaccurate financials. We will provide you with accurate and timely financial insights on your business. You didn’t start your business to run an accounting department. Our team of CPAs, advisors, and technology experts have all the tools to help you succeed. Our 100% US-based team utilizes technology to manage your accounting with a personalized touch. Bookkeeper360 is trusted by thousands of small businesses nationwide, has been recognized as a two-time winner of Xero’s Top Partner of the Year award, and ranked as one of Inc. 5000’s Fastest-Growing Companies for the past three years. Bookkeeper360 is considered a trailblazer in the industry and has been published in Forbes, Accounting Today, Business Insider, CPA Practice Advisor, and other editorial outlets.Starting Price: $19 per month -
39
Pigment
Pigment
Bring color to your company’s future. Business strategy in real-time. Pre-built toolbox to get started in a matter of days. Instantaneous native data connectors. What if scenarios on steroids to finally focus on strategic decision making. Easy modeling of any planning and forecasting application thanks to powerful capabilities. Real time and insightful reporting. Shared tailored dashboards and models. Discussion and decisions taken directly on the platform. Delightful interface for all team members, at all levels. Seamless tracking of data edits. Secure data connectors. Enterprise-grade data governance and access rights. By design end-to-end traceability and clearances. Scale your business the right way. Make numbers a common language that everyone understands. Anticipate the future with confidence. See, understand and execute in real time. -
40
Reach Reporting
Reach Reporting
Tired of remapping your financial data? Reach allows financial professionals to sync their financial data directly from the source and create beautiful reports for their clients. Choose from pre-built reports, dashboards and metrics or customize your own. Access your key financial reports and dashboards from any device. Create universal reports and dashboards that work for all of your clients and stay automatically updated. Save yourself time and frustration with easily never having to remap your data for financial reports. Whether it's a view from 35,000 feet or viewed through a microscope, the data is live, and gorgeously displayed. Sharing specific data has never been easier. Built on a spreadsheet platform, Reach Reporting is created to make CPAs lives simpler.Starting Price: $149 per month -
41
Letmefix Browser
Letmefix
Spotlight search for browser - streamlined browser extension for power users Letmefix Browser is an all-in-one browser extension to boost productivity by quick search & switch to tab, managing tabs, search bookmarks, search history, and performing various actions through a spotlight search kind of interface. Key Features: - Quick and easy search with a single click or shortcut. - Indexed URLs for faster searching. - Access your most visited and recently closed pages easily. - Refresh individual or all tabs with one click. - Search, switch, and manage tabs effortlessly. - Duplicate tabs for better multitasking. - Quick calculator - Shortcuts for popular apps like Notion, Linear, Google Workspace, Figma, etcStarting Price: $0 -
42
Silverfin
Silverfin
Real-time data. Automated compliance reporting. Great collaboration. And the tools you need to create new revenue from advisory services. Silverfin connects with your clients’ bookkeeping and financial systems to bring you all the data you need – whatever the source. We automate your compliance accounting workflows, improving your speed, accuracy and profitability. Then our powerful analytics and reporting tools give you the data and insight you need to be your clients’ most trusted advisor. Connected accountants have four sights. As you achieve each sight your firm, team and clients are more connected. More productive. Can develop new services. Improve competitiveness and secure more revenue. Look back with confidence. Standardize and automate compliance and reporting for all your clients. Liberate your team from number-crunching and give them more time for advising clients. -
43
ConnectBooks
ConnectBooks
ConnectBooks is an innovative accounting solution tailored specifically for eCommerce sellers. By seamlessly integrating with popular marketplaces such as Amazon, eBay, Walmart, TikTok and Shopify, ConnectBooks automates the synchronization of transaction data into leading accounting platforms like QuickBooks Desktop, QuickBooks Online, and Xero. This automation streamlines bookkeeping processes, enables real-time inventory tracking, and creates comprehensive sales and profitability reports. Ultimately, ConnectBooks empowers eCommerce entrepreneurs and bookkeepers by saving valuable time on accounting duties while providing vital financial insights to make informed business decisions.Starting Price: $24/month -
44
Coreloops
GigBridge
Coreloops is an AI-powered construction financial management software that helps contractors take control of project costs and increase profitability. Designed to eliminate spreadsheet chaos, Coreloops automates cost tracking, budgeting, and reporting in real time. It centralizes quotes, invoices, approvals, and financial reports so every team member works from the same, accurate data. The platform highlights overspending early, enabling smarter financial decisions that protect margins. By integrating seamlessly with accounting tools like Xero, QuickBooks, Sage, and Outlook, Coreloops ensures a smooth two-way sync for financial workflows. Built for modern construction teams, it turns financial data into actionable commercial insights. -
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Investment Metrics
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. -
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InsightSquared
InsightSquared
Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more. -
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InfoSuite
InfoSuite
InfoSuite is a software tool for business intelligence and financial planning. We simplify your budgeting and forecasting processes enabling you to plan the future of your business on data insights. InfoSuite is a developer of software solutions for business intelligence, budgeting, and performance management. Our tools help you digitalize business processes and provide you with insight, overview, and factual backup when making important decisions. We link our proprietary software products to the specialized advisory services of our experienced consultants and entrusted partners. This creates solutions to real challenges as we can focus on the goals, culture, and business of the individual company. Technology, markets, and competition is constantly evolving. But a large number of companies have not kept pace. We help companies extract data to the core of the business, enabling them to optimize processes, improve services and gain market shares. -
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CloudPayroll
CloudPayroll
CloudPayroll is an intuitive, cloud-based payroll solution designed for businesses of all sizes, from small enterprises with a single employee to large organizations with several hundred staff members. The platform simplifies payroll processing by automating tasks such as leave management, tax calculations, and employee record maintenance. Employees can access their payslips, pay history, and tax summaries, and submit leave applications through the Employee Kiosk, available via mobile app for flexibility. CloudPayroll offers multiple levels of secure user access tailored to specific roles within the payroll process. The platform integrates seamlessly with various accounting software, including Xero, MYOB, and QuickBooks, creating a cohesive ecosystem suited to diverse business needs. A comprehensive reporting suite provides over 50 reports covering financial, HR, leave, and tax aspects, with options to view online or download in various formats.Starting Price: $9.95 per month -
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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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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.
