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Financial Reporting Software with Customizable Dashboard (2026)

Last updated: April 2026

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52 software options

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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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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Datarails logo
Category Leaders

Financial planning and analysis (FP&A) software

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Datarails is a financial planning and analysis platform for Excel users. It automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models.
Automating these manual processes paves the way for finance teams to spe

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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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Workday Adaptive Planning logo

Enterprise planning software for agile budgeting & reporting

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With Workday Adaptive Planning, FP&A teams can create budgets and forecasts with more speed, flexibility, collaboration, and accuracy. And with unlimited scenario analysis backed by machine learning, you can deliver fast answers to complex questions and gain real-time insights.

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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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BOARD logo

The Enterprise Planning Platform

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Board helps you drive growth, manage risk, ensure profitability, and lead transformation with game-changing FP&A.

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Vena logo
Category Leaders

Microsoft Excel-based FP&A software

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Create financial reports 95% faster with Vena. Analyze variances, consolidate data and build board-ready presentations in minutes.

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Prophix One logo

Automate & streamline corporate performance management

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Prophix allows organizations to automate & integrate their budgeting, planning, forecasting, financial consolidation, & reporting activities on one platform

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Lucanet logo

Lucanet empowers the office of the CFO to lead with ease.

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LucaNet delivers data transparency across the entire organization and provides the perfect platform for consolidated financial statements, financial planning, and reporting that are trustworthy and error-free.

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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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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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ART logo

Gives executives key balance sheet insight.

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ART by SkyStem is an automated reconciliation and reporting tool that transforms the financial close process. By automating account reconciliations, management of close checklists, and balance sheet analysis, ART equips accounting teams with real-time insight into their balance sheet. The software integrates with any ERP to strengthen controls and accelerate period-end close.

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Spreadsheet Server logo
Category Leaders

ERP to Excel reporting. Simple formulas. Real-time data.

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Connect 140+ ERPs to Excel. Real-time financial reports using formulas you know. AI help built-in. Drill to details. Zero IT needed.

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Bob Finance logo
Category Leaders

Strategic financial planning platform for decision making

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Bob Finance is a strategic finance platform that powers planning, real-time reporting, analysis, and decision-making for startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

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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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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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IRIS CARBON logo
Category Leaders

End-to-End Disclosure Management Solution

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Iris Carbon is a comprehensive disclosure management platform that automates and streamlines reporting for esg, ferc, sec, acfr, cipc and more. With our platform, you can ensure compliance, enhance transparency, and optimize your operations.

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Planful logo

The FP&A Platform for Continuous Planning

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Drag-and-drop report writing and automated publishing

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ChartMogul logo

Reporting & analytics for subscription businesses

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ChartMogul is a revenue analytics platform built to help you run your subscription business. Get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn, and LTV in a beautiful, easy to use dashboard.

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Reach Reporting logo

Make a Statement

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Automation for your financial and non-financial data. Reach Reporting makes reporting, forecasting, and budgeting easy with powerful dashboards and enhanced visuals. Automate repetitive tasks to make better data-driven decisions in minutes.

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MicroStrategy Analytics logo

Intelligence Everywhere

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MicroStrategy ONE integrates the power of generative AI with the precision of BI and Analytics.

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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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Wdesk logo

Financial reporting, collaboration & compliance

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Wdesk helps control, monitor and understand business data, helping teams work smarter while improving productivity and accountability with better insights

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Jet Reports logo

Flexible Financial and Business Reporting Inside Excel

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Jet Reports is a flexible financial and business reporting solution running inside of Excel and on the Web. From advanced business reports to sophisticated financial statements, business users can create reports in Excel with no exporting, no copying and pasting, and no programming required.

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