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Financial Reporting Software with CRM (2026) - Page 3

Last updated: April 2026

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75 software options

Teamogy logo

All-in-one cloud platform for projects, finances & teams

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Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

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AdvisorEngine logo

Wealth management platform for investment companies

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AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

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FACT ERP.NG logo

ERP solution for integrating business processes

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FACT ERP.NG is Enterprise Resource Planning (ERP) software that creates a unified system for the business processes of Small and Medium Enterprises (SMEs). Accounting, payroll, inventory, CRM, manufacturing, and more are combined to offer a flexible, configurable, mobile solution.

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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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ScaleXP logo

Smart Finance Automation

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ScaleXP automates revenue recognition, prepayments, KPIs, dashboards and presentations saving you days of work with spreadsheets and enabling you to have valuable, industry specific metrics and professional looking presentations, customised to your needs and colours, available in real time.

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Xledger logo

Empower ambition with Xledger.

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Xledger is a true-cloud financial software that serves over 18,000 customers worldwide. For over 20 years, Xledger has been a leader in automated accounting software and has been empowering ambitious companies around the globe.

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Standard ERP logo

Standard ERP is a powerful system

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Standard ERP is an intuitive business platform helping you reach your productivity goals and can be tailored to your business needs.

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Webgility logo

Eliminate busywork and sell more in more places.

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Webgility is flexible, powerful ecommerce automation software that connects your ecommerce apps to your accounting solution. Connect your QuickBooks account to ecommerce stores, marketplaces, and point-of-sale systems — no IT necessary. Automation syncs ecommerce and accounting data automatically.

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Kepion logo

Collaborative business planning software

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Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, modelling technology, and more in a single, centralized platform, enabling users to produce & plan applications around the way their organization works

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Synergee logo

Commercial networks management solution.

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Synergee is cloud-based commercial networks and animation management software.

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CenterPoint Accounting for Agriculture logo

Manage your farm's finances with software for agriculture.

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Uncover strengths and weaknesses and make adjustments to improve your position. Choose from a wide variety of standard reports, or customize and save them.

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TimeSuite logo

Premium Construction ERP Built on Relational Architecture

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TimeSuite is a cloud-based, fully relational construction management solution that streamlines operations through one centralized system. Features include automated audit trails, DCAA compliance, geo timecards, CRM, job costing, project management, payroll, and more.

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CData Drivers logo

Python connectors software

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CData Python Connectors is a set of Universal Python Connectors (uPyCs) that enable access to data from anywhere using this powerful language, standard SQL and open-source libraries.

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Unypax logo

Funeral home and cemetry software

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Unypax is a cemetery software designed to help businesses manage funeral plans, benefit cards, receiver and collector applications, equipment, and customer relationships on a unified interface. The platform offers various tools for managing finances, cash flows, portfolios, fleet, access controls and more.

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Deltek Vantagepoint logo

Power project success

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Deltek Vantagepoint is a powerful, intuitive solution that helps people manage projects from start to finish. With full visibility of client, project and financial details, your organization accelerates workflows, maximizes productivity and realize great business results.

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DDMSPLUS logo

Cloud ERP Software for Independent Office Products Dealers

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DDMSPLUS is a powerful, flexible, and scalable cloud-based ERP. It covers every aspect of your business including multiple business models and multiple verticals so you can fully automate your business processes. DDMSPLUS empowers you to grow your business.

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Growfin logo

Start Collecting Efficiently

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World’s first Finance CRM to help B2B enterprises streamline their accounts receivable. So finance, sales, and customer success teams can collect cash faster to accelerate their cash inflows.

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ORYX logo

Financial planning and forecasting solution

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ORYX Plan is a financial planning & forecasting system designed to capture business data, automate & streamline planning activities, and provide information on demand within a single planning environment. The software allows users to collaboratively generate & compare unlimited scenarios.

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RightCapital logo

Financial planning solution

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RightCapital is a financial planning solution designed to help individual financial advisors and advisor networks manage budgeting, track expenditures, and strategize finances. Key features include managing and orchestrating investment, retirement, insurance, and tax plans.

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FutureView Systems logo

Where Finance Software and Service Intersect

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FutureView offers transformative finance solutions and tools created by finance professionals for finance professionals. This FP&A software centralizes your financial and operational data through dynamic integrations for custom expedited reporting, budgeting and forecasting at a detailed level.

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Profiture logo

Management software that increases the profitability of the

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Profiture is the first software in the cloud for the management of consultancies and professional offices oriented to business growth.

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Unbox ERP logo

The lead solution in Training, Consulting and 24/7 Support.

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Unbox ERR & CRM Solutions is a cloud based service helping to streamline all aspects of your business including Invoicing, Inventory Management, Project Management, Third-party management with over 20 modules available. See customer trends and patterns within one centralized platform.

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Vestio logo

Integrated wealth management and financial control system

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VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

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Commerce Studio logo

Support, logistics & order management platform for retailers

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Commerce Studio is a support, logistics, and order management platform designed to help businesses handle returns, exchanges, damages, payments, clients’ issues, inventory, and more. Supervisors can customize their database with objects and integrations based on organizational requirements.

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Raptech logo

Automate Manual Processes, Analyze Data, Accelerate Growth

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Raptech is an AI-powered business platform designed for small and medium-sized businesses (SMBs) to automate core processes, eliminate manual work, and gain real-time insights across operations. It helps SMBs scale faster without the cost and complexity of traditional ERP systems.

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