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Financial Reporting Software with Customizable Templates (2026) - Page 2

Last updated: April 2026

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179 software options

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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LiveFlow logo
Category Leaders

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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FreeAgent logo

FreeAgent has been voted the UK's #1 accounting software.

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Use FreeAgent to create a number of financial reports such as Profit & Loss, Balance Sheet, Trial Balance, Aged Debtor & Creditor Reports and Dividend Reports.

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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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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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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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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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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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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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TimeSolv logo

Cloud-based legal billing and invoicing solution

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TimeSolv is a cloud and mobile-based solution for lawyers and other professional firms that assists with time tracking, billing management, and more. It offer multiple timers to concurrently manage time on several matters. It offers conflicts management to search for related parties.

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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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Jedox logo

The world's most adaptable planning and performance platform

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Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Cross-functional teams can contribute through an Excel 365 Add-in, web application, and even view reports on mobile devices.

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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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CCH Tagetik logo

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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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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Plaid logo

Platform that enables apps to connect with bank accounts

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Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets

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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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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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Visual Lease logo

The standard for lease accounting software

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Visual Lease is a web-based FASB-IASB compliant lease management system with configurable contract clauses, suitable for use with real estate & equipment leases

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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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ShopXpert logo

A simple and powerful ERP Software for your Business

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A simple and powerful ERP Software for your Business, Job Shop, Fabrication, Service Shop and more.

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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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Yokoy logo

The intelligent spend management platform

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The proven, AI-powered spend management platform that delivers automation, transparency and control across all company spend, with purpose built modules for invoices, expenses, and payments.

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