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Dashboard Software with Financial Analysis (2026)

Last updated: April 2026

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30 software options

Dynamics 365 logo

ERP and CRM applications from Microsoft

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Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

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Wrike logo

AI powered workflow management platform

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We know that information is power. Wrike’s intuitive dashboards, real-time reports, and instant alerts offer quick insights and visibility to all stakeholders, fueling better, faster, and more proactive decisions.

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Workday Adaptive Planning logo

Enterprise planning software for agile budgeting & reporting

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Workday Adaptive Planning is the only solution that empowers finance to configure sophisticated, driver-based models, analyze unlimited scenarios, and use AI and machine learning to create predictive forecasts and gain enhanced insights. Partner with us today to drive fast, confident decisions.

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Phocas logo
Category Leaders

Business intelligence, financial reporting & sales analytics

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Phocas delivers a stunning visual summary of your data, enabling you to spot check for results to share with other users.

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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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Float Cash Flow logo

Real-time cash flow forecasting for Xero, FreeAgent and QBO

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Visualise your businesses future cash flow on a daily, weekly or monthly basis, change expected dates on bills and invoices and model 'what if' scenarios.

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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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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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Hubble logo

Reporting, analytics & planning for JD Edwards and Oracle

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Only for JD Edwards and Oracle E-Business Suite: Integrate all your financials together in real-time, with pre-built reports & dashboards.

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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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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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Fathom logo

Business intelligence and financial reporting solution

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Fathom’s report-style dashboards provide real-time insights into key financial metrics, including profitability, cash flow, and growth. Customisable charts, KPIs, and trend analysis help businesses track performance, identify opportunities, and make data-driven decisions with confidence.

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Spider Impact logo

Where strategy gets done—faster.

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It's your data and information, view it your way. With Spider Impact, you can easily create live, interactive dashboards, strategy maps, reports, briefings, and more to satisfy unique information needs.

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Axiom Software logo

Financial planning, decision support & analytics platform

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Axiom Healthcare Suite is a cloud-based platform, which assists hospitals and healthcare organizations with financial planning and decision support. Features include capital management, forecasting, budget allocation, role-based permissions, and goal tracking.

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Keto AI+ Platform logo

Connect your strategy with execution investments.

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Keto’s dynamic dashboards offer a real-time, comprehensive view of your strategic portfolio. Key metrics from overall portfolio health to individual project status are at your fingertips. This enables data-driven decisions and transparent progress tracking.

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Fincome logo

Centralize performance indicators from MRR to cash.

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Fincome is a subscription analytics platform that allows users to monitor the growth of SaaS in real-time. It helps users automatically calculate performance indicators in real-time, monitor activity, and make informed decisions at the right time.

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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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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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Visyond logo

Turn your Excel into an insights machine anybody can drive.

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In minutes, Visyond enables:
- modelers to protect sensitive data and business logic;
- your team/clients to securely contribute information;
- people to visualize sensitivities and risks;
- decision-makers to handle any questions on-the-fly and visually test scenarios.

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Spotlight Reporting logo

Advanced Reporting, Consolidation, Forecasting and Budgeting

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Easy to use drag and drop dashboards as an entry level advisory tool for clients.

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Inselligence logo

The last sales tool you will ever need for your tech stack!

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Revenue Intelligence Platform that allows teams take control of their entire sales process from lead generation to client retention. Start a 14-Day Free Trail today and take control of your sales process!

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Amplify Strategy Execution logo

Amplify equips teams to deliver their transformation goals!

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Leading organizations globally trust Amplify software to help deliver their most critical transformations - including cost reductions, merger integrations, digital transformations, and more. Amplify is flexible to meet your team's needs, but without the time and expense of custom development.

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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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Bicxo logo

Business intelligence (BI) tool for data visualization

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BiCXO is a cloud-based software that helps enterprises leverage self-service business intelligence (BI) tools to collect data from multiple sources and analyze them on an interactive dashboard. Managers can use the platform to track KPIs and visualize data in the form of bar graphs, charts, or maps.

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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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