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Reporting Software with Document Storage (2026)

Last updated: April 2026

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73 software options

Asana logo

Project tracking and workflow management platform

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Asana Starter Plan provides growing teams with project management tools to track progress and meet deadlines. The plan includes workflow automation features, custom project templates, forms for standardized work requests, and rules for routine task management. It also offers visualization tools like Gantt and timeline views, plus AI-powered features for status updates and project organization.

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Smartsheet logo

Online work execution platform for businesses of all sizes

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Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

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Paycom logo

The only HR and payroll software built on a single database

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Provides a way to easily generate and review customizable or predefined reports across all workforce data in real time, as well as a big-picture, on-demand view of company data in real time.

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Zoho Projects logo

Project Management, Collaboration and Bug Tracking

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Zoho Projects is an online project management tool that is designed to help businesses of any size and industry create, organize and manage work items while amping up productivity and delivering projects of excellence.

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FieldPulse logo

Cloud-based field service management software

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FieldPulse is a cloud-based field service management software designed for service contractors that helps manage business operations and workflows, including customer management, scheduling, project management, estimates and invoices, timesheets, customer portals, and more.

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Precoro logo

Procurement software for centralized purchasing

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Precoro ESG streamlines CSRD compliance and reporting with comprehensive double materiality assessment, ESRS-aligned data collection templates, precise emissions measurement, and efficient data gap analysis. User-friendly tools enhance efficiency, drive savings, and unlock sustainability potential.

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

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Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

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Pointerpro logo

Assessments and surveys for generating personalized reports

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Pointerpro is an all-in-one assessment software platform that enables users to create online assessments and automatically generate personalized PDF reports for respondents. The platform features a drag-and-drop report builder, scoring capabilities, and multiple assessment types including personality tests, risk assessments, and surveys, while maintaining ISO 27001 certification for data security.

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Caspio logo

Build online database applications without coding.

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Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

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Ncontracts logo

Cloud-based risk management tool for finance teams.

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Nfairlending allows you to identify, mitigate, and communicate Fair Lending risk to your management team, board, regulators, and more.

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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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Scoreplan logo

Streamlining business and people management

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The most complete system in Brazil for Strategic and Financial Planning that makes planning executable using agile and traditional methodologies such as OKR and BSC.

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Benchmark Gensuite EHS logo

Unified, AI-Powered EHS Software for Safer Operations

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Enterprise EHS Management software built for leaders tackling complex safety, compliance, and sustainability challenges. Connects global operations with AI-driven automation and insights to prevent risk, ensure compliance, and drive a proactive safety culture.

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Fluent logo

Document generation tool for creating contracts & proposals

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Fluent (formerly Windward Core) is a powerful document generation platform combining an MS Office designer plugin, a centralized template manager, and a best-in-class engine to automate your business’s frequently created documents.

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PlanningPME logo

Employee scheduling solution

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PlanningPME is an employee scheduling solution that adapts to all types of companies, including construction, manufacturing, IT, public works, and services. PlanningPME allows businesses to efficiently manage employees and events and share information in real-time.

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Fieldguide logo

AI Platform for Advisory and Audit

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Fieldguide's AI Platform for Advisory and Audit is built for practitioners by practitioners. The AI-powered software helps clients and teams streamline any type of engagement, including SOC 2, PCI, HITRUST, and more.

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Sesame HR logo

An all-in-one HR software solution designed for businesses

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Sesame HR is an all-in-one, multi-device software that centralizes and optimizes people management for more agile and efficient HR.

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Falcon logo

Your lightweight PPM solution - ready within days.

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Falcon, a lightweight PPM software for PMOs, streamlines project oversight. Its adaptability, efficiency, and robust reporting empower long-term strategy implementation. It is extremely easy to setup and ready to use from the very first login.

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MYOB Acumatica logo

Australia & New Zealand's #1 all-in-one cloud ERP software.

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Designed specifically for mid-sized businesses (20-1,000+FTEs that have outgrown accounting software, the scalable platform connects finance, sales, inventory, production, and people workflows all in one place and is tailored to the specific needs of Aussie and Kiwi businesses.

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Wiplist logo

Simplify today, empower tomorrow. Run the day, your way.

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Wiplist makes reporting easy with customisable, real-time analytics. Generate reports, filter key data, and create charts in just a few clicks. Secure reports by user role, organise with categories, and export to CSV or Excel for deeper insights. Stay informed and make data-driven decisions.

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Opsyte logo

The hospitality tool

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Opsyte is an online portal dedictated to optimising back of house tasks in any hospitality setting.

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Northspyre logo

Good-bye spreadsheets. Hello higher returns.

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Northspyre helps project teams use data, automation, and artificial intelligence to get easier, more predictable outcomes on complex projects.

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ECOUNT logo

100% Cloud-based ERP for small & mid-sized businesses.

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Ecount ERP is a fully integrated, web-based accounting, inventory, sales, purchasing and production management software for small and mid-sized businesses. The enterprise resource planning (ERP) tool allows users to manage all aspects of their business, both front and back office, from one platform.

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OneDeck logo

Business management platform

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Smart, intelligent and automated platform for all your business management needs

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Certent Disclosure Management logo

One Tool for Controlled Disclosure Report Creation.

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Certent CDM is a secure, collaborative, enterprise report production platform for recurring, reports & presentations. Collect data from different sources to dynamically integrate numbers and narrative analysis in an auditable environment with high-volume tagging that complies with iXBRL mandates.

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