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Top Rated Reporting Software with Excel

Last updated: September 2026

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75 software options

Spreadsheet Server logo

ERP to Excel reporting. Simple formulas. Real-time data.

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Connect 140+ ERPs to Excel. Real-time financial reports using formulas you know. AI help built-in. Drill to details. Zero IT needed.

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Jet Reports logo

Flexible Financial and Business Reporting Inside Excel

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Jet Reports is a flexible financial and business reporting solution running inside of Excel and on the Web. From advanced business reports to sophisticated financial statements, business users can create reports in Excel with no exporting, no copying and pasting, and no programming required.

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Looker logo

BI platform for data exploration & analytics

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Looker is an enterprise platform for business intelligence, data applications, and embedded analytics, enabling real-time exploration and sharing of insights. It features a universal semantic modeling layer for unified, governed data, conversational analytics with Gemini for natural language queries, and capabilities for embedding interactive dashboards into applications. Looker integrates with Google Cloud and BigQuery, offering an API-first architecture for custom data experiences.

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SAS Viya logo

Cloud native AI and analytics platform

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SAS Viya is a cloud-native data and artificial intelligence platform designed to support analytics workflows across organizations. The platform features data management capabilities that provide access to multiple data sources with built-in governance and lineage tracking. It includes machine learning, statistical modeling, and data mining tools accessible through both visual and code-based interfaces, along with SAS Viya Copilot for AI-assisted tasks.

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Coupler.io logo

Accelerate growth with data-driven decisions

Coupler.io is a no-code data analytics and reporting automation platform with AI-powered features. It allows you to collect data from various cloud sources, transform it, and load it into spreadsheets, BI tools, data warehouses, and AI agents.

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Datarails logo

The operating system finance teams run on

The AI financial operating system for the CFO's office. Excel-connected FP&A, cash, spend, and close in one governed workspace.

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Syft Analytics logo

The interactive & collaborative financial reporting tool.

Syft Analytics is the award-winning financial reporting and data analytics software that helps growing businesses understand their business data.

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Klips logo

Custom dashboards for you and your team.

Klipfolio Klips is a powerful dashboard and reporting platform for small and mid-sized businesses tracking their performance and agencies automating client reporting. It consolidates, transforms, and visualizes data in real-time, enabling smarter decisions and customized, actionable insights.

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Reach Reporting logo

Make a Statement

Automation for your financial and non-financial data. Reach Reporting makes reporting, forecasting, and budgeting easy with powerful dashboards and enhanced visuals. Automate repetitive tasks to make better data-driven decisions in minutes.

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ClearPoint Strategy logo

The world’s first integrated Strategic Plan reporting system

ClearPoint is strategy reporting software that automates the collection and dissemination of Business Performance Management, OKR, and other metrics and overlays them clearly against goals. ClearPoint makes it easy to keep everyone in your organization focused on those things that matter most.

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Phocas logo

Business intelligence, financial reporting & sales analytics

Phocas makes reporting easy and self service so accurate analysis can be effectively carried out, leading to more data-driven decisions

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OneStream logo

Corporate performance management solution for enterprises

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

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Microsoft Power BI logo

BI visualization and reporting for desktop, web or mobile

Microsoft Power BI converts data into rich interactive visualizations, utilizing business analytics tools to share dashboard-based insights across all devices

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Toucan logo

AI embedded analytics for ISVs. Ship in days, not quarters.

Toucan is an AI-powered embedded analytics platform for ISVs and SaaS companies. Embed customer-facing dashboards into your product in days, not quarters. Multi-tenant, white-label, no-code. Conversational AI analytics included.

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datapine logo

Business Intelligence & Dashboards for KPI-Driven Companies

datapine’s smart reporting software enables everyone, from managers to data analysts, to communicate KPIs in a secure and effective way. Thanks to professional, interactive business dashboards, actionable insights can be shared with colleagues, customers and other partners with just a few clicks.

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Tableau logo

Analytics platform for teams of all sizes

Cloud, on-premises, and desktop analytics platform offering data visualization, AI-assisted insights, and collaboration tools for.

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Tugger logo

Ask your business data anything. No code. No faff.

Tugger is the AI-powered data platform that connects Simpro, Xero, HubSpot, QuickBooks, and more to a secure managed warehouse. Ask your data anything in plain English using Claude, ChatGPT, or Gemini - or build Power BI and Tableau dashboards. No coding. No setup headaches. Just answers.

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ESM+Strategy logo

Strategic Planning and Balanced Scorecard Software

Track the progress of your strategic plan with Balanced Scorecard Software, Strategy Maps, dashboards, and instantly generated exports in PDF, PPT, and Excel.

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Fathom logo

Business intelligence and financial reporting solution

Fathom is a financial analysis and management reporting tool, designed to help users monitor trends, assess business performance, and identify opportunities for improvement. Integrations with QuickBooks, Xero, and MYOB, allowing users to import financial data directly from their accounting software.

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Easyflow logo

Automation and business intelligence platform

Easyflow.io is an advanced platform that combines process automation and business intelligence capabilities to empower users to streamline their operations and make data-driven decisions.

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PlanningPME logo

Employee scheduling solution

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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Sontai logo

Be Driven By Data

Sontai automates your reporting process with prebuilt templates that connect to your key systems—Sales, Finance, CRM, and Marketing.

Get professional, up-to-date reports without the hassle of manual data handling, enabling SMEs to streamline reporting and focus on insights.

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DynamicDocs Excel to PDF Add-in logo

Excel to PDF conversion with dynamic templates

DynamicDocs Excel to PDF Add-in enables users to create high-quality PDF documents directly from Excel spreadsheets with a single click. The add-in integrates with DynamicDocs API to transform Excel data into professional PDFs, offering features like template customization, simultaneous document creation, and support for complex charts and tables. Users can access a library of ready-to-use templates for various business documents.

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SplashBI logo

Faster and Better Insights at your fingertips!

An on-demand business intelligence and reporting tool providing users with over 200 prebuilt reports.

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Cube logo

Financial planning software for handling budgets & reports

Cube is a financial planning and analysis (FP&A) software designed to help businesses of all sizes handle forecasting, budgeting, and reporting of financial data via a unified platform. It enables managers to create financial plans, configure workflows, and provide role-based access to team members to view or edit financial data.

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