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Top Rated Reporting Software with Excel

Last updated: July 2026

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76 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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Phocas logo

Business intelligence, financial reporting & sales analytics

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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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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

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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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Syft Analytics logo

The interactive & collaborative financial reporting tool.

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

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Datarails logo

Financial planning and analysis (FP&A) software

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Datarails is an FP&A solution that enables finance experts to conduct financial planning and analysis, budgeting, and forecasting. The platform automates data consolidation, reporting, and planning while enabling finance teams to continue using their own Microsoft Excel spreadsheets and financial models.

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Klips logo

Custom dashboards for you and your team.

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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

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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

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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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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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Toucan logo

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

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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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Microsoft Power BI logo

BI visualization and reporting for desktop, web or mobile

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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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datapine logo

Business Intelligence & Dashboards for KPI-Driven Companies

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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

Visual analytics platform for data exploration

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Tableau is a business intelligence and analytics platform that enables users to connect to databases, create data visualizations, and share insights. The platform offers deployment options including cloud-based, self-hosted, and desktop environments with drag-and-drop functionality for building interactive dashboards. It features AI-based analytics capabilities, integration with Salesforce CRM, and supports visual storytelling and collaboration across organizations.

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Tugger logo

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

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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

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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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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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Easyflow logo

Automation and business intelligence platform

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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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Fathom logo

Business intelligence and financial reporting solution

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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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Sontai logo

Be Driven By Data

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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

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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!

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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

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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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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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