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Financial Reporting Software with Customer Database (2026)

Last updated: April 2026

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38 software options

QuickBooks Enterprise logo

Enterprise accounting, FSM and inventory management solution

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QuickBooks Desktop Enterprise is an accounting software for small businesses which provides users with real-time access to customer, employee, and vendor information. The software includes tools for managing inventory, shipping, sales orders, pricing, tasks, invoicing, reporting, and more.

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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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Xero logo

Cloud-based accounting software for small businesses

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Xero facilitates the viewing and sharing of over 40 interactive financial reports in real time, such as profit and loss, balance sheet, tax returns, and more.

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NetSuite logo

AI-powered cloud-based business management suite

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With NetSuite financial reports, gain a more complete picture of your business and generate accurate financial statements and reports that comply with US GAAP, IFRS and other accounting standards. Multi-entity and multi-book accounting capabilities make financial consolidation and reporting easy.

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JobBOSS² logo

Job shop system for manufacturing workflows

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JobBOSS² is a job shop management software designed specifically for custom metal manufacturing businesses. It streamlines operations through integrated scheduling, inventory tracking, and job costing features that help manufacturers optimize workflows. The system includes AI-based tools, such as BOM Builder, quality management capabilities, and real-time analytics that enable businesses to monitor production efficiency and profitability.

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

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Save over 40+ hours per month on financial reporting and achieve real-time visibility into business performance.

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Domo logo

The AI and Data Products Platform

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Domo is a comprehensive AI and data platform that connects and prepares data from any source, enabling users to transform it into insights. It helps users automate workflows, predict trends, and provide answers directly from the source for data-driven decisions.

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Acumatica Cloud ERP logo

Cloud-based enterprise resource planning software

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Acumatica Cloud ERP provides best-in-class integrated financial and business management, with full back-office functionality, designed to help you run your business more effectively. Acumatica is one system that integrates your company’s financial management, operations, CRM, and more.

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Maxio logo

Maxio is a financial operations platform for B2B SaaS compan

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Maxio is a financial operations platform for B2B SaaS companies.

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Aplos logo

Aplos: where every dollar finds its purpose

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Clear reporting and financial statements are how you remain accountable to your donors, board, and of course, your organization. In Aplos, transform complex nonprofit financials into clear, actionable insights.

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Accounting Seed logo

Accounting and analytics software built on Salesforce

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Stay on top of your business goals with dynamic dashboards and financial reporting features in Accounting Seed. Get better visibility of results with tailored, real-time data across sales, operations, and finance.
Visit: https://www.accountingseed.com/product/accounting-core/

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uLawPractice logo

Manage What Matters, ANYWhere (Practice Mgmt & Legal Acc)

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Do your Balance sheets, Trial balance, P&L, Law Society Financial reports like reconciliation statements for Trust and General, Ledgers, Journals, Fee book ....

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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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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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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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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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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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UniFi logo

UniFi — One system, limitless use cases.

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UniFi is one platform with limitless use cases across every department. With limitless use cases, innovative features, and the ability for end users to create bespoke apps without coding knowledge, UniFi is the one system that does it all.

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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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MemberCheck logo

Onboard with Confidence. Comply with Ease.

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AI-powered AML & KYC platform. MemberCheck automates PEP/Sanctions screening, ID verification, Ongoing Monitoring, and Transaction Monitoring to help you onboard customers faster and ensure compliance.

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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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