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Top Rated Financial Reporting Software with Customizable templates - Page 7

Last updated: June 2026

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179 software options

CostPerform logo
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Financial transparency is achievable!

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CostPerform is a cost management software, ensuring cost allocation and financial transparency. Leveraging superior analytics, it optimizes costs and boosts profitability. Its intuitive interface, robust security, and precise reports enhance financial clarity.

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Pepper logo
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Investment data management platform

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Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity with regulations and security. Pepper is the industry-leading cloud-native investment data platform.

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FinX logo
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Turns financial data into actionable insights

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FinX delivers real-time financial reporting with automated data extraction from diverse document formats. Streamline workflows, consolidate multiple sources, and generate accurate reports in 24 hours. Achieve 99% data accuracy while reducing manual intervention and costs.

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SuiteReport logo
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AI financial planning & reporting for NetSuite

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SuiteReport is a financial planning and analysis platform that connects directly to NetSuite to automate reporting, budgeting, and forecasting processes. The software features budget management with real-time actuals, rolling forecasts, cash flow forecasting, scenario planning, and driver-based planning capabilities. SuiteReport includes pre-built financial reports, a custom report builder, and automated scheduled delivery with AI-generated variance commentary and executive summaries.

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Vantage Insight logo
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Private Equity, Venture Capital and Real Estate Private Equi

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Investor and general partner portal for all reporting and performance analysis on investment activities.

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FlowCog logo
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SaaS financial models pre-built in Google Sheets.

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FlowCog's pre-built financial models will help you understand your business better. Never get caught off-guard in a board meeting or investor call again.

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Critical Streams logo
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Stop chasing data, chase the outcome.

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Revenue Performance Intelligence software that links operational execution to revenue, cost, margin, and risk, helping teams identify drivers of performance change and act before issues compound.

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Corporate Planner logo
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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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ModelTree logo
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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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daappa logo
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Data management & administration platform for private assets

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The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

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Alplanir logo
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Business planning, forecasting and data analytics solution

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Alplanir streamlines various operations including financial planning, sales, warehouse logistics, and forecasting, to bridge departmental plans and facilitate real-time decision making. By automating processes and providing access to real-time data, Alplanir aims to improve forecasting accuracy, enhance budget tracking, streamline expense forecasting, and reduce costs.

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xpna logo
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Financial planning and analysis tool

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xpna is a 3rd generation financial planning and analysis tool that provides consolidated reporting and planning for Microsoft Excel and Xero.

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CenterPoint Fund Accounting for Municipals logo
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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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ActivReporter logo
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Excel-based financial reporting for Dynamics GP

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ActivReporter is an Excel-based financial reporting tool that gives insight into your Dynamics GP data and is a replacement for Management Reporter or FRx. ActivReporter allows you to create financial reports in native Excel with complete drilldown to the underlying detail and drillback to Dynamics GP.

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Exaccta logo
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Expense management system for businesses & freelancers

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With Exaccta Xpens you can manage your company's expenses automatically with real-time visibility. Integration available with all ERP's on the market.

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Financial Data Extractor logo
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AI financial document data extraction platform

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ParserData extracts data from bank statements & invoices into structured Excel, XML, or JSON in seconds. AI-powered 100% precision for financial reporting. Integrate with any ERP and stop manual data entry. Start making data-driven decisions today!

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Etops logo
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Cloud-based wealth and investment management platform

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Etops is a cloud-based wealth and investment management platform designed for family offices, wealth and asset managers, pension funds and private banking institutions that helps conduct analytics, consolidate assets, streamline operations, and more.

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CasaComplete logo
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Cloud-based data analysis tool for business management.

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CasaComplete is a data analysis solution for business planning and management, designed to help companies coordinate plans across various departments such as sales, production, HR, procurement, and finance. This software offers a digital twin feature that allows businesses to simulate and forecast different scenarios using historical data for more accurate projections.

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Finatical Software logo
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Tool that enables live QBO financial data directly in Excel

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Finatical Software is an Excel add-in that allows QuickBooks Online users to retrieve Live QBO data directly in Excel spreadsheets.

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Trail Blazer PAC Manager logo
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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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Subskribe logo
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Quote-to-revenue platform for SaaS businesses

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Subskribe is a configure price quote (CPQ), billing, and revenue recognition solution that helps B2B SaaS companies. It lets businesses streamline approvals, track revenue, and handle early renewals, cancelations, and restructures. Key features include sales analytics, cross-sell management, order-based invoicing, and multiple payment methods.

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MsConta logo
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Windows accounting program, available in Spanish

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MsConta is a comprehensive accounting program that can be used on Windows devices and is available in Spanish. It is designed to help businesses and governmental organizations manage, track, and control financial information. The program offers automated invoice recording & accounting entry generation.

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PivotXL logo
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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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Diamant/4 logo
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Accounting & controlling automation system

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Diamant/4 is a comprehensive accounting and controlling software that manages finances and automates business processes for organizations with complex financial structures. The modular system builds upon a core financial accounting module with optional extensions for invoice management, asset accounting, reporting, and group accounting. Its flexible integration capabilities allow seamless connection with existing IT landscapes through standardized interfaces and APIs.

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Reg360 logo
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Software for regulatory and management reporting

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Reg360 delivers trust in regulatory and management reporting. The reporting hub enables team collaboration, data lifecycle management, integrated data lineage, process controls, and traceability for regulatory reporting and enterprise analytics.

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