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Financial Reporting Software with CRM (2026) - Page 4

Last updated: April 2026

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83 software options

Pepper logo
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Investment data management platform

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Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity with regulations and security. Pepper is the industry-leading cloud-native investment data platform.

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Zee360 logo
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Remote data consolidation for QuickBooks and Franchising

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Automated data consolidation and reporting, Royalties, Peer Group comparisons of franchisees on a Unit Economic level using 1000's of QuickBooks and Operational data sources.

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Cute Profit logo
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Cloud Accounting Software

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Cute Profit is a cloud accounting software that helps you keep track of your income, expenses and transactions.

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daappa logo
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Data management & administration platform for private assets

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The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

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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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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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Una logo
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Cloud-based financial planning software

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Una is an intelligent platform that drives corporate performance through dynamic plans, revenue intelligence, and continuous improvement. Its flexible and future-ready templates automatically adapt to new business dimensions, eliminating manual rework. Users can access a growing library of forms, reports, and workflows to support changing needs.

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One Goal ERP logo
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On-premise ERP system for business automation

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One Goal ERP is an on-premise enterprise resource planning system designed specifically for Mexican and Latin American businesses. The software integrates multiple business functions including accounting, finance, sales, human resources, and inventory management into a single platform. It adheres to Mexican fiscal regulations while allowing organizations to optimize processes, automate operations, and facilitate information sharing across departments.

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