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Top Rated Financial Reporting Software with Data Import/Export - Page 12

Last updated: April 2026

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335 software options

InvestorPortaLPro logo
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Investment management software for private and public firms

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InvestorPortaLPro is an investment management software designed to help private and public firms collaborate, share, and publish information from a secure and unified portal. It lets venture capital investors manage fund raising, deal marketing, investor relations, and reporting.

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ActivReporter logo
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Excel-based financial reporting for Dynamics GP

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ActivReporter is an Excel-based financial reporting tool that gives insight into your Dynamics GP data and is a replacement for Management Reporter or FRx. ActivReporter allows you to create financial reports in native Excel with complete drilldown to the underlying detail and drillback to Dynamics GP.

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bluQube logo
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Accounting software to free your finance team.

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UK based accounting software solution

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d-oneplan logo
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AI-based project planning system

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d-oneplan is an AI-based planning System for agile, collaborative, and transparent demand, capacity, and production planning. From short-term to long-term goals, it helps users streamline demand management, and capacity planning and gain actionable insights with business intelligence.

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brainX logo
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Revenue CRM for SaaS billing, forecasting & payments

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CRM-based SaaS platform for automated billing, real-time forecasting, and cashflow control. Includes 25 plug-and-play automations, REST API, Mollie, Jira & DATEV integrations, and secure role-based access.

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ModelTree logo
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Data-powered financial modeling for property investment

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ModelTree is a platform for cash flow modeling, valuation, and reporting tailored to real estate and private equity professionals. It offers customizable valuation models, seamless portfolio management, real-time market insights, and data integration for informed decision-making.

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Corporate Planner logo
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Financial planning and operations management software

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Corporate Planner is a financial planning and operations management suite designed to help businesses in real estate, healthcare, automotive, manufacturing, and other sectors handle budgeting, forecasting, risk mitigation, performance review, and more.

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GaiaLens logo
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Experts in Secure, Cost-Efficient AI Solutions

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GaiaLens builds secure, explainable AI for financial institutions and corporates. From ESG scoring to compliance, document intelligence, and risk monitoring, our modular platform transforms manual workflows into auditable intelligence.

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Plan.UseWise logo
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Cloud-based planning solution for Microsoft 365

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Plan.UseWise is a cloud-based SaaS that helps businesses to efficiently plan, manage, and allocate costs across various cost centers within the organization. It is seamlessly integrated with Microsoft 365, providing a user-friendly interface and built-in collaboration features.

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ChequeSystem logo
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Cheque printing and management software

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ChequeSystem is cheque printing and management software available for Windows and macOS platforms. The software features batch printing capabilities, recurring cheque templates, and Excel import functionality for bulk data processing. It supports multiple bank accounts and chequebooks simultaneously, maintains comprehensive transaction records with full audit trails, and offers over two hundred pre-defined bank layouts for global institutions.

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Exaccta logo
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Expense management system for businesses & freelancers

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With Exaccta Xpens you can manage your company's expenses automatically with real-time visibility. Integration available with all ERP's on the market.

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Financial Data Extractor logo
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AI financial document data extraction platform

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ParserData extracts data from bank statements & invoices into structured Excel, XML, or JSON in seconds. AI-powered 100% precision for financial reporting. Integrate with any ERP and stop manual data entry. Start making data-driven decisions today!

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Amsflow logo
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Cloud-based financial intelligence platform

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Amsflow is a cloud-based financial intelligence platform combining data visualization, market alerts, charting, reporting, intelligent AI analysis, and collaboration to help users make smarter, faster investment decisions.

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Exactera Tax Provision logo
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Turn Tax Data into Business Intelligence

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Exactera Tax Provision is a streamlined and user-friendly software solution that automates tax provision process. It offers flexible data imports, exposed formula exports for visibility into calculations, analytical insights, audit-ready reports, and robust dashboards. Exactera Tax Provision transforms the ASC 740 tax provision process, helping users save time, eliminate errors, and close early.

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Etops logo
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Cloud-based wealth and investment management platform

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Etops is a cloud-based wealth and investment management platform designed for family offices, wealth and asset managers, pension funds and private banking institutions that helps conduct analytics, consolidate assets, streamline operations, and more.

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FlowCog logo
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SaaS financial models pre-built in Google Sheets.

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FlowCog's pre-built financial models will help you understand your business better. Never get caught off-guard in a board meeting or investor call again.

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Vantage Insight logo
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Private Equity, Venture Capital and Real Estate Private Equi

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Investor and general partner portal for all reporting and performance analysis on investment activities.

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CasaComplete logo
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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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BankBI logo
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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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Finatical Software logo
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Tool that enables live QBO financial data directly in Excel

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Finatical Software is an Excel add-in that allows QuickBooks Online users to retrieve Live QBO data directly in Excel spreadsheets.

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SuiteReport logo
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AI financial planning & reporting for NetSuite

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SuiteReport is a financial planning and analysis platform that connects directly to NetSuite to automate reporting, budgeting, and forecasting processes. The software features budget management with real-time actuals, rolling forecasts, cash flow forecasting, scenario planning, and driver-based planning capabilities. SuiteReport includes pre-built financial reports, a custom report builder, and automated scheduled delivery with AI-generated variance commentary and executive summaries.

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FinX logo
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Turns financial data into actionable insights

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FinX delivers real-time financial reporting with automated data extraction from diverse document formats. Streamline workflows, consolidate multiple sources, and generate accurate reports in 24 hours. Achieve 99% data accuracy while reducing manual intervention and costs.

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Trail Blazer PAC Manager logo
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Cloud-based PAC Management & FEC Compliance Software.

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Trail Blazer offers a cloud-based PAC manager to help businesses manage the activities involved in federal and state compliance reporting

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etops Wealth Reporting logo
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Wealth reporting for portfolio managers

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Provide your clients with comprehensive, professional reports and factsheets detailing their investments, wealth mandates, and portfolio performance. Customize reports to highlight the information that matters most and impress your clients with our award-winning, user-friendly interface.

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Subskribe logo
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Quote-to-revenue platform for SaaS businesses

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Subskribe is a configure price quote (CPQ), billing, and revenue recognition solution that helps B2B SaaS companies. It lets businesses streamline approvals, track revenue, and handle early renewals, cancelations, and restructures. Key features include sales analytics, cross-sell management, order-based invoicing, and multiple payment methods.

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