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Financial Close Software with Customizable Dashboard (2026)

Last updated: April 2026

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12 software options

Workday Adaptive Planning logo

Enterprise planning software for agile budgeting & reporting

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Workday Adaptive Planning enables finance to eliminate batch processes, simplify complex close processes with automated consolidation tasks, and access real-time reports. Workday Adaptive Planning was recognized as a 2023 Gartner® Peer Insights™ Customers’ Choice for financial planning software.

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Sage 100 logo

Enterprise resource planning software

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Sage 100 is a customizable business management solution that helps businesses automate financials, operations, and payroll, providing complete visibility into the operations. Sage 100 grows with the business, allowing teams to scale and meet specific needs as a small or medium-sized enterprise.

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BOARD logo

The Enterprise Planning Platform

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Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions.

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Vena logo

Microsoft Excel-based FP&A software

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Reduce month-end close times by 50%, automate financial reporting processes and leverage AI-powered business planning insights.

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Prophix One logo

Automate & streamline corporate performance management

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Prophix allows organizations to automate & integrate their budgeting, planning, forecasting, financial consolidation, & reporting activities on one platform

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Lucanet logo

Lucanet empowers the office of the CFO to lead with ease.

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LucaNet delivers data transparency across the entire organization and provides the perfect platform for consolidated financial statements, financial planning, and reporting that are trustworthy and error-free.

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OneStream logo

Corporate performance management solution for enterprises

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OneStream is a unified corporate performance management (CPM) solution which enables businesses to manage their financial reporting, budgeting & forecasting

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Bob Finance logo

Strategic financial planning platform for decision making

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Bob Finance is a strategic finance platform that powers planning, real-time reporting, analysis, and decision-making for startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

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Solver logo

Data warehouse and corporate performance management system

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Solver is a data warehouse and corporate performance management (CPM) system based on the Microsoft platform. It enables businesses to capture and store transactional data in a centralized repository, track and manage multiple data sources and generate ad-hoc reports.

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Planful logo

The FP&A Platform for Continuous Planning

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Cloud-based Financial Planning and Analysis (FP&A) software providing numerous tools to help with financial planning, modeling, and reporting.

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Wdesk logo

Financial reporting, collaboration & compliance

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Wdesk helps control, monitor and understand business data, helping teams work smarter while improving productivity and accountability with better insights

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Longview Close logo

Maximize Insights with Longview Close

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Unlock the power of Longview Close, an advanced consolidation and data validation tool. Streamline your close cycle, effortlessly manage data, and discover valuable insights. Longview Close offers actionable intelligence for smarter decisions.

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