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Financial Reporting Software with Customizable Branding (2026)

Last updated: April 2026

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89 software options

QuickBooks Online logo

Accounting and business management software

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Generate a series of 1-click reports through QuickBooks Online such as Profit & Loss, Balance Sheet and more. Share & collaborate on these with your accountant.

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FreshBooks logo

Invoice and accounting software tailored to small businesses

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FreshBooks makes it quick and easy to generate popular reports like: profit & loss, payments collected, tax summary, expense reports, and many 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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Wave logo

Accounting, invoicing, and payroll management platform

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Wave is true double-entry accounting, not just a "lite" expense/income tracker. Get Balance Sheet, Income Statement, Aged Receivables/Payables, and more.

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QuickBooks Online Advanced logo

Accounting & business management for small businesses

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Advanced financial reporting with customizable templates, real-time analytics, and automated data consolidation for informed oversight.

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Patriot Accounting logo

Cloud-based accounting and payroll software

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Patriot Accounting is an online accounting solution that allows businesses to track and manage transactions, import bank transactions, reconcile accounts, send estimates & invoices & more.

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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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Syft Analytics logo
Category Leaders

The interactive & collaborative financial reporting tool.

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Syft Analytics is the award-winning financial reporting and data analytics software that helps growing businesses understand their financial data.

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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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Lendio logo

Sunrise, formerly Billy, is a cloud-based accounting system

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Sunrise is a cloud-based accounting software which enables freelancers & creative professionals to manage billing, track expenses & generate financial reports

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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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LivePlan logo

Business planning & performance management software

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LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs. Confidently plan, fund, and grow your business with LivePlan.

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Phocas logo

Business intelligence, financial reporting & sales analytics

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Phocas delivers cloud-based BI and FP&A solutions for mid-market distribution, manufacturing and retail businesses. Seamlessly integrating with ERP systems, it simplifies data analysis, streamlines financial planning, and empowers teams to uncover insights, forecast accurately, and drive growth.

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Tipalti logo

Finance automation and accounts payable solution

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Tipalti accelerates the financial close by reconciling supplier payments in real-time while providing AP and 1099 / 1042-S tax preparation reports. Includes real-time integrations with your ERP or accounting software, including NetSuite, Xero, Sage, Quickbooks 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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Sage 50 Accounting logo

Cloud-based accounting tool for small and midsized business

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Sage 50 Accounting is an online accounting solution for SMBs with Office 365 integration that helps manage accounting, invoicing, cash flow, inventory, taxes, and more.

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Productive logo

Project lifecycle management for agencies and consultancies

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Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

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ZipBooks logo

Accounting and online invoicing software

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ZipBooks is a cloud-based accounting software that caters to the bookkeeping and accounting needs of small to medium-sized businesses and bookkeeping firms. The solution offers core accounting, financial reporting, online invoicing, expense tracking, credit card processing, and more.

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OneStream logo

Corporate performance management solution for enterprises

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OneStream is a unified corporate performance management (CPM) solution which enables businesses to manage their financial reporting, budgeting & forecasting

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Macabacus logo

The fastest way to get more done in Microsoft 365

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Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations.

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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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IBM Cognos Analytics logo

Business intelligence suite

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IBM Cognos is a suite of business intelligence and performance management software, that includes dashboards, reports, forecasting, visualization & automation.

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