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Financial Reporting Software with Customizable Templates (2026) - Page 6

Last updated: April 2026

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179 software options

RightCapital logo

Financial planning solution

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RightCapital is a financial planning solution designed to help individual financial advisors and advisor networks manage budgeting, track expenditures, and strategize finances. Key features include managing and orchestrating investment, retirement, insurance, and tax plans.

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Konsolidator logo

Cloud software that automates financial consolidation

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Automate the consolidation of Actual, Budget & Forecast numbers with simple cloud software and integrations to your EPR system, and get a fast month-end close.

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DaMap logo

Cloud-based financial reporting tool

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DaMap is a SaaS platform that performs automatic financial reconciliation in seconds using Artificial Intelligence, covering various sources of income such as banks, cards, payment gateways, e-invoices, and any data set that has a relationship concept and needs to be linked. This solution allows companies to access accurate financial information in real-time, avoiding errors that could translate into financial losses.

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TrueRev logo

GAAP revenue recognition and financial metrics for B2B SaaS

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TrueRev delivers real-time, accurate revenue recognition, recurring billing, contract management and financial SaaS metrics at a fraction of the cost of enterprise-level software.

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TrulySmall Accounting logo

Simple, time-saving accounting software for small businesses

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A time-saving accounting solution that automates bookkeeping tasks for small business owners.

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BluePlanner logo

Planning for CPG Sales. Accountability, control, accuracy.

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UpClear makes BluePlanner, software for CPG sales forecasting. Promotion planning, trade & deduction management, accruals, insights.

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Reiterate logo

Automated reconciliation for complex payment ecosystems.

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Reiterate is a reconciliation platform for complex payment ecosystems, handling billions of transactions in near real-time.

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eye-share Workflow logo

Automate your AP and P2P processes with AI.

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Automate over 90% of your AP and P2P processes with eye-share. A flexible, AI-powered platform that saves time, improves financial control and reporting, and connects your ERP, purchasing, and financial systems.

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EMAsphere logo

Performance management made easy for you

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EMAsphere is a SaaS performance management platform that automates reporting thanks to its range of connectors and its catalog of pre-configured KPIs. It is the perfect tool for SMEs that want to focus on decision-making rather than data management in spreadsheets.

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Retail Advantage logo

Performance-Enhancing Intelligent Retail Management Software

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Retail Advantage provides effective and informative KPI analysis using versatile tailored dashboards. Intelligent analytics assist you to achieve an in-depth understanding of how your business is performing in real-time and the best paths to improving performance levels.

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Allvue logo

Investment management software for private equity firms

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Allvue’s Business Intelligence solution gives key decision makers access to advanced, easy-to-use data visualization tools and reports. Identify red flags across the firm with easy-to-set-up, easy-to-use reports and easily spot trends across your portfolio companies, deal pipeline and entire firm.

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BrightAnalytics logo

Management reporting software

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BrightAnalytics is a cloud-based management reporting platform software.

The software provides a 360° overview of the entire organization and allows provides users with a user-friendly and clear dashboard.

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Mitra logo

Data analysis and business intelligence solution

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Mitra enables the systematization of processes with a high level of customization, complementing the ERP. The company offers various lines of applications are analytics, planning which includes budget tracking, cash flow management as well as production management, and process flows.

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DataNovata logo

Data management software

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DataNovata is a clooud and compliance management software that helps businesses extract and organize data from multiple sources into a centralized repository. The platform allows managers to control and govern data assets and ensure compliance with industry regulations.

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OS/ logo

Cloud-based project accounting software for businesses

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OS/ is a cloud-based project accounting software designed for agencies, productions, and studios that helps manage finances, generate quotes, control projects, and more.

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Pigment logo

Prepare for anything

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Pigment is a business planning platform. Pigment brings together people, data and processes through its intuitive, adaptable, integrated platform, so teams can quickly build trusted strategic and operational business plans to drive growth, adapt to change and future-proof their business.

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Dr. ERP logo

Manufacturing inventory management software

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Dr. ERP is a manufacturing inventory management software that helps businesses manage finance, inventory, sales, procurement, assets, and more. It offers advanced security measures to protect data and ensure compliance with industry standards.

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MYBREEX logo

Billing and invoicing software

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MYBREEX combines software, hardware, and service so businesses can digitize and automate incoming and outgoing invoicing, quotations, work orders, and more. Pair MYBREEX with other business apps, such as Mollie, Codabox Teamleader, and more.

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Raptech logo

Automate Manual Processes, Analyze Data, Accelerate Growth

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Raptech is an AI-powered business platform designed for small and medium-sized businesses (SMBs) to automate core processes, eliminate manual work, and gain real-time insights across operations. It helps SMBs scale faster without the cost and complexity of traditional ERP systems.

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Trail Blazer PAC Manager logo

Cloud-based PAC Management & FEC Compliance Software.

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Trail Blazer offers a cloud-based PAC manager to help businesses manage the activities involved in federal and state compliance reporting

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Corporate Planner logo

Financial planning and operations management software

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Corporate Planner is a financial planning and operations management suite designed to help businesses in real estate, healthcare, automotive, manufacturing, and other sectors handle budgeting, forecasting, risk mitigation, performance review, and more.

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PivotXL logo

Excel-based financial planning and analysis solution

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PivotXL is a financial planning and analysis (FPA) solution, which helps small organizations manage processes related to budgeting, forecasting, and reporting. The workflow manager enables users to automate task completion and approval by creating jobs and attaching them to custom checklists.

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CenterPoint Fund Accounting for Municipals logo

Fund accounting software for municipals.

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CenterPoint Fund Accounting for Municipals is fund accounting and payroll software for municipals. It works especially well for those outgrowing basic software or those needing fund accounting capabilities.

Small to medium municipal organizations can save significant money with CenterPoint Fund Accounting while still retaining the functionality needed to manage their municipal.

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ModelTree logo

Data-powered financial modeling for property investment

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ModelTree is a platform for cash flow modeling, valuation, and reporting tailored to real estate and private equity professionals. It offers customizable valuation models, seamless portfolio management, real-time market insights, and data integration for informed decision-making.

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Envoria logo

Simplify sustainability, financial, and risk management.

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As a platform for reporting, compliance, and impact, Envoria simplifies financial management for companies across industries and countries.

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