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Business Intelligence Software with Income & Balance Sheet (2026) - Page 2

Last updated: April 2026

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52 software options

CoPlanner logo

Business performance management solution

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CoPlanner is a web-based and on-premise performance management solution designed to assist organizations with sales, investments, projects, and resource planning using business intelligence technology. Features include role-based permissions, trend monitoring, compliance management, and reporting.

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XLReporting logo

Lean CPM software for budgeting, reporting & forecasting

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Built by finance professionals, XLReporting offers Lean CPM software that scales with you. Start small, grow fast, and stay in control throughout.  

Manage budgeting, forecasting, reporting and data consolidation all in one platform. Built for control, transparency & real-time performance insights.

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Unit4 Financial Planning & Analysis logo

Business intelligence and corporate performance management

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Unit4 Financial Planning & Analysis (FP&A) - formerly Unit 4 Prevero - provides integrated business reporting and financial planning effective for all areas of business management within various market segments

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Spotlight Reporting logo

Advanced Reporting, Consolidation, Forecasting and Budgeting

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Built for accountants, Spotlight Reporting has been designed by accountants with decades of experience in advisory and consultancy. For accountants and businesses wanting reporting that delivers deeper insight and clarity for better decision making, there's no better reporting solutions available.

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Longview Tax logo

Corporate tax management and reporting solution

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Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

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JAMIS Prime ERP logo

Cloud-based government contract accounting ERP

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Built from the ground up to be DCAA-compliant, JAMIS Prime ERP is designed to meet the critical accounting, back-office, and operational needs and challenges of the most demanding government contractors while offering real-time insight into key contract and project management performance metrics.

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Power ON logo

Power BI + planning. Edit data live. Excel feel.

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Add planning to Power BI. Edit data, build forecasts, collaborate. Excel interface. Build apps in hours. AI analysis included. Secure.

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Pyplan logo

The most flexible and powerful planning platform

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Experience the utmost flexibility and potency of a business planning platform that surpasses all others. Address every planning and analytical requirement within a unified and cohesive environment.

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SurePoint logo

Modern legal management system for mid-sized law firms

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SurePoint® empowers law firms to maximize financial performance and profitability with streamlined workflows and market-leading accounting capabilities.

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Spruce logo

Integrated ERP software for home and building suppliers.

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Spruce is a cloud-based business management and point of sale (POS) solution for home and building supply businesses. It offers end-to-end process management for sales, accounting, purchasing, rentals, manufacturing, delivery, and more from desktop and mobile devices.

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MODLR logo

CPM Software to fuel accurate and collaborative planning

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MODLR is a cloud-based financial planning and analysis solution that offers organisations, from enterprises to SMEs across all industries, one unified platform for modelling, budgeting & forecasting.

Sign-up for a free MODLR account.

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Epicor BisTrack logo

Custom ERP solutions for building materials companies

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Epicor for Building Supply provides ERP solutions, including Epicor BisTrack and Epicor LumberTrack, that are specifically designed for building materials companies. These tools can help accelerate growth and maximize profitability opportunities for businesses in the building supply industry. Software features include detailed reporting, workflow management, and forecasting capabilities.

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ExecuReports logo

Integrated financial reporting and consolidation platform

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Report on different dimensions (eg region, products, customers etc), measurements and costing types etc.

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Decision Critical Enterprise Modeling logo

Cloud-based Business Intelligence Solution

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Decision Critical is a dynamic, cloud-based business modeling tool that is unique in its comprehensiveness. It is scalable, customizable and fast to implement.

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Validis logo

Lending software for loan origination & risk management

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Validis is a lending software for loan origination & risk management which enables SMBs to extract, standardize & analyze financial data simply & effectively

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Qotid logo

Automate your finances with Qotid

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Qotid is a financial data analysis tool. It allows, thanks to its functionalities, to follow and analyze the performance of its company.

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EMAsphere logo

Performance management made easy for you

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EMAsphere is a SaaS performance management platform that automates reporting thanks to its range of connectors and its catalog of pre-configured KPIs. It is the perfect tool for SMEs that want to focus on decision-making rather than data management in spreadsheets.

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Allvue logo

Investment management software for private equity firms

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Allvue’s Business Intelligence solution gives key decision makers access to advanced, easy-to-use data visualization tools and reports. Identify red flags across the firm with easy-to-set-up, easy-to-use reports and easily spot trends across your portfolio companies, deal pipeline and entire firm.

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Pigment logo

Prepare for anything

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Pigment is a business planning platform. Pigment brings together people, data and processes through its intuitive, adaptable, integrated platform, so teams can quickly build trusted strategic and operational business plans to drive growth, adapt to change and future-proof their business.

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PivotXL logo

Excel-based financial planning and analysis solution

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PivotXL is a financial planning and analysis (FPA) solution, which helps small organizations manage processes related to budgeting, forecasting, and reporting. The workflow manager enables users to automate task completion and approval by creating jobs and attaching them to custom checklists.

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Qokoon logo

Financial insights and reports management software

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Qokoon helps you get more out of your accounting data, by making it easy to analyze and report on business performance, trends, and opportunities, so that you can make informed decisions.

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Infor Enterprise Performance Management (EPM) logo

Business performance management tool for supervisors.

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Infor Dynamic Enterprise Performance Management (Infor d/EPM) is a business intelligence solution that provides comprehensive financial planning and analytics capabilities. It provides managers with the tools they need to make informed decisions, measure success over time, and predict future outcomes. It offers various features such as expense planning, balance sheets, reporting, and more.

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BankBI logo

Cloud-based business performance management software

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BankBI is a cloud-based business intelligence solution that helps banks, credit unions, and other sectors, manage performances, automate financial reporting, track profitability, and more from a centralized platform. It lets staff members utilize the built-in financial dashboard that delivers daily insights to stakeholders.

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Alplanir logo

Business planning, forecasting and data analytics solution

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Alplanir streamlines various operations including financial planning, sales, warehouse logistics, and forecasting, to bridge departmental plans and facilitate real-time decision making. By automating processes and providing access to real-time data, Alplanir aims to improve forecasting accuracy, enhance budget tracking, streamline expense forecasting, and reduce costs.

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CasaComplete logo

Cloud-based data analysis tool for business management.

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CasaComplete is a data analysis solution for business planning and management, designed to help companies coordinate plans across various departments such as sales, production, HR, procurement, and finance. This software offers a digital twin feature that allows businesses to simulate and forecast different scenarios using historical data for more accurate projections.

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