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Financial Reporting Software with CRM (2026) - Page 2

Last updated: April 2026

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83 software options

SAP Business ByDesign logo

Cloud ERP solution for small and medium sized businesses

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SAP Business ByDesign is an integrated business management solution delivered on a subscription basis through the cloud. SAP Business ByDesign can be localized for 130 different countries and for several specific industries, including manufacturing, wholesale distribution, PSA, non-profit, and more.

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Sage X3 logo

Cloud-based enterprise resource planning solution

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Sage X3 is a cloud-based solution designed to help businesses within manufacturing, distribution, chemical & food & beverage sectors manage business operations, including accounting, payroll, purchasing, budgeting, quality control, and more.

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Hubble logo

Reporting, analytics & planning for JD Edwards and Oracle

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Real-time plug-and-play inquiry and reporting for Oracle and JD Edwards, specifically design to help business users to get the answers they need.

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Multiview ERP logo

Enterprise resource planning (ERP) solution

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Multiview is a highly-scalable modular ERP software for scaling organizations which require more automation, control and insight into their operations. A fully-integrated suite of financials ranges from core accounting, budgeting and forecasting to materials management and workflow approvals.

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Plaid logo

Platform that enables apps to connect with bank accounts

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Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets

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CasetrackerLaw  logo

Web-based, 24/7 access, user-friendly, cost-effective,

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CaseTrackerLaw is a web-based software specifically designed to streamline and automate debt collection tasks. It is designed to automate each step of a collection agency or attorney, including debt placement, debt recovery, business management and administration, sales and marketing, and more.

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Workday Financial Management logo

A fresh approach to financial management.

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Workday Financial Management is a web-based accounting and planning software that helps with strategic financial decisions and predictable customer outcomes. It manages the sales and revenue portfolio and allows a completely transparent sales management experience both in the office and on the road.

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ShopXpert logo

A simple and powerful ERP Software for your Business

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A simple and powerful ERP Software for your Business, Job Shop, Fabrication, Service Shop and more.

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Priority Software logo

ERP Should Be Easier

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Process and report multi-company/multi-currency financial data; may be customized to comply with any tax jurisdiction or set of accounting rules

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Oracle Fusion Cloud ERP logo

Cloud-based ERP suite of business solutions

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Oracle Fusion Cloud ERP is a suite of solutions designed to help mid to enterprise-level businesses handle various administrative processes related to risk management, supply chain, procurement, project management, and more.

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myBillBook logo

Cloud-based billing & accounting management software

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myBillBook is a GST billing and accounting software designed for small businesses to simplify their billing & management. Offering customized invoicing, e-invoicing, and expense tracking, it supports inventory management, purchase recording, and payment reminders.

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Xentral Software logo

Enterprise resource planning and inventory management tool

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Xentral Software is a cloud-based ERP system available with German and English-language interfaces. It helps businesses scale operations by automating backend processes. Key features include an API, CRM, sales orders, stock management, expense tracking, order processing, and billing & invoicing.

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MYOB Acumatica logo

Australia & New Zealand's #1 all-in-one cloud ERP software.

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Designed specifically for mid-sized businesses (20-1,000+FTEs that have outgrown accounting software, the scalable platform connects finance, sales, inventory, production, and people workflows all in one place and is tailored to the specific needs of Aussie and Kiwi businesses.

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Financial Management Cloud logo

Certinia ERP Cloud

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Streamline, simplify, and automate your financial management on the Salesforece platform. Our customer centric ERP Cloud software gives you a flexible general ledger, automated billing processes, and brilliant intelligence all in one place.

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Sage 200 logo

Business management solution for businesses of all sizes

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Sage 200 is a scalable management solution that lets you manage every part of your business effortlessly from sales to accounting. This all-in-one business management software offers seamless integration with Microsoft 365, real-time insights, and automated features to streamline your workflows and boost productivity.

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M1 ERP logo

Manufacturing enterprise resource planning (ERP) software

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M1 is a modular web-based manufacturing enterprise resource planning (ERP) software for job shops, make-to-order manufacturers and custom & mixed mode manufacturers. The system is designed to manage multiple business areas including production, engineering, scheduling, inventory, shipping, and more.

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ECOUNT logo

100% Cloud-based ERP for small & mid-sized businesses.

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Ecount ERP is a fully integrated, web-based accounting, inventory, sales, purchasing and production management software for small and mid-sized businesses. The enterprise resource planning (ERP) tool allows users to manage all aspects of their business, both front and back office, from one platform.

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Epicor Prophet 21 logo

Data-driven ERP software for distributors.

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Prophet 21 provides distributors with up-to-the-minute financial reports and dashboards to track sales, outstanding invoices, and receivables, empowering them to make informed decisions and create more value with AI-infused insights. With a focus on inventory management, warehouse operations, financials, order management, business intelligence, purchasing, and service and maintenance, Prophet 21 offers a comprehensive solution to drive growth and manage workflows for distributors across various

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WETHOD logo

Project management software

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wethod: the integrated platform merging CRM and PM to track budgets and margins while valuing people's autonomy and commitment.

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First Rate Vantage logo

Investor portal and accounting platform

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Vantage is a private equity accounting solution that helps private equity and venture capital firms manage their funds and investments. The platform of integrated software solutions helps investors manage the entire private equity, real estate, and venture capital life-cycle.

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Focus X logo

Enterprise software suite.

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Data-centric Fourth Era ERP with Embedded AI

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DualEntry logo

AI-native accounting

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DualEntry is an AI-native accounting software designed for high-growth enterprises, offering a general ledger, automated close management, tax compliance, and integrations. With security, real-time insights, and global compliance, it helps users streamline financial operations.

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Deltek Maconomy logo

Cloud-based tool for project, finance, and HR operations.

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Deltek Maconomy is a cloud-based enterprise resource planning (ERP) solution, which helps businesses in the professional services industry manage projects, financial operations, employee databases, and more. The platform offers various features such as expense management, work order tracking, project budgeting, subcontractor databases, accounting processes, performance monitoring, mobile application, and more.

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Plus & Minus logo

Accounting and ERP accounting in real-time

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Real-time accounting and ERP accounting software in the cloud or on-premises offering automated processes and transaction recording, reporting, and analysis

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Buku logo

Business runs on it !!

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Buku is a powerful ERP solution designed for small businesses. Simplify invoicing, billing, and inventory management with an intuitive, all-in-one platform. Automate tasks, gain real-time financial insights, and manage your business efficiently from anywhere with Buku’s cloud-based accessibility.

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