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Top Rated Financial Reporting Software with Customizable templates

Last updated: June 2026

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179 software options

Sage Intacct logo

Sage Intacct

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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Accounting Seed logo

Accounting Seed

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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Trovata logo

Trovata

Liquidity Without Limits

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Trovata's bank APIs empowers your organization with global cash visibility across all your multi-bank accounts with a comprehensive suite of cash reporting and forecasting. Eliminate manually aggregating your cash and transaction data by automating your data management with Trovata.

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Jet Reports logo

Jet Reports

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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NetSuite logo

NetSuite

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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CCH Tagetik logo

CCH Tagetik

Cloud-based & on-premise CPM solution for financial planning

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CCH Tagetik is a unified Corporate Performance Management software platform for finance budgeting, planning, dashboard-based insight reporting & data visualization

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First Rate Vantage logo

First Rate Vantage

Investor portal and accounting platform

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Vantage is a private equity accounting solution that helps private equity and venture capital firms manage their funds and investments. The platform of integrated software solutions helps investors manage the entire private equity, real estate, and venture capital life-cycle.

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Macabacus logo

Macabacus

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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A2X logo

A2X

Accurate ecommerce accounting, without the fuss.

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Have your Amazon & Shopify sales reconciled accurately in QuickBooks & Xero with A2X.

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FreshBooks logo

FreshBooks

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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Ramp logo

Corporate card and expense management platform

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Ramp is a cloud-based expense and spend management solution that provides businesses with virtual corporate cards for employees and allows them to track and manage company spending. The platform helps businesses to track trends in spending and identify areas where costs could be cut.

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Syft Analytics logo

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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LiveFlow logo

Bring Financial reports into Google Sheets.

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LiveFlow is a way to organize and update your reports - all without hours wasted on tedious manual work.

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Primetric logo

Project management platform for software developers

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Primetric is a finance and project management platform for IT service and software providers. It can be used to keep a centralized record of all projects and developers, track individual progress, gauge margins, restrict access, designate roles, assign tasks, and forecast profits.

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BILL Spend & Expense logo

The all-in-one expense management solution.

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BILL Spend & Expense (formerly Divvy) is the all-in-one expense management solution.

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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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DataSnipper logo

Intelligent automation platform for audit and finance teams

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DataSnipper is an Excel-native platform for audit and finance, bringing AI and Excel Agents into your workpapers to automate testing, reconciliation, and documentation with full traceability.

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CasetrackerLaw logo

Web-based, 24/7 access, user-friendly, cost-effective,

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CaseTrackerLaw is a web-based software specifically designed to streamline and automate debt collection tasks. It is designed to automate each step of a collection agency or attorney, including debt placement, debt recovery, business management and administration, sales and marketing, 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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IRIS CARBON logo

AI-Powered Disclosure Management Platform

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Comprehensive AI-powered disclosure management platform for businesses to streamline disparate financial and ESG data into compliant, regulator-ready disclosures. Our goal is to empower global finance and sustainability teams to leverage high-quality structured data to drive regulatory compliance.

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Payhawk logo

Spend management platform that automates expense processing

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Payhawk empowers you with full visibility and control over your company's entire spend, enhancing cash flow management and facilitating month-end close across multiple entities.

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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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ZarMoney logo

Cloud-based accounting solution for businesses of all sizes

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ZarMoney is a cloud-based accounting solution designed to assist businesses of all sizes with the management of inventory and finances. Key features include team collaboration, quote generation, invoicing, transaction tracking, remote access, and approval workflows.

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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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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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