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Top Rated Financial Reporting Software with Dashboard - Page 12

Last updated: November 2026

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301 software options

Simetrik logo
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Automating high complexity and high volume reconciliation

Simetrik is a SaaS, no code platform, that offers the right balance between flexibility and robustness for the automation of the financial and operational reconciliation process.

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bluQube logo
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Accounting software to free your finance team.

UK based accounting software solution

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GaiaLens logo
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Experts in Secure, Cost-Efficient AI Solutions

GaiaLens builds secure, explainable AI for financial institutions and corporates. From ESG scoring to compliance, document intelligence, and risk monitoring, our modular platform transforms manual workflows into auditable intelligence.

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Plan.UseWise logo
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Cloud-based planning solution for Microsoft 365

Plan.UseWise is a cloud-based SaaS that helps businesses to efficiently plan, manage, and allocate costs across various cost centers within the organization. It is seamlessly integrated with Microsoft 365, providing a user-friendly interface and built-in collaboration features.

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Financial Data Extractor logo
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AI financial document data extraction platform

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

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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BureauRelay logo
(0)

Automated Metro 2 Credit Reporting

Financial reporting software for lenders and data furnishers that generates and validates Metro 2 files, tracks bureau submissions, and centralizes errors, audit history, and dispute workflows.

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

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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Cardinate logo
(0)

The credit-card tracker that watches your 0% deadlines

Cardinate is a credit-card-first tracker. See every card's balance, utilization, APR, and due date in one dashboard, and get warned before a 0% intro APR expires and jumps to 24%. Track unlimited cards free by hand, or connect securely via Plaid. Pro ($12.99/mo) adds automatic bank sync.

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etops Wealth Reporting logo
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Wealth reporting for portfolio managers

Provide your clients with comprehensive, professional reports and factsheets detailing their investments, wealth mandates, and portfolio performance. Customize reports to highlight the information that matters most and impress your clients with our award-winning, user-friendly interface.

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Reporting UniVerse logo
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Cloud financial statement prep platform

Reporting UniVerse is a cloud-based financial reporting platform that automates financial statement preparation from trial balance to print-ready output. It features automated currency conversion, integrated general ledger mapping across ERP systems, and system-assisted casting and rounding. The platform includes workflow-based adjustments with approval processes, validation dashboards to spot discrepancies, and automated note numbering that updates dynamically as disclosures change.

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Subskribe logo
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Quote-to-revenue platform for SaaS businesses

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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Zee360 logo
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Remote data consolidation for QuickBooks and Franchising

Automated data consolidation and reporting, Royalties, Peer Group comparisons of franchisees on a Unit Economic level using 1000's of QuickBooks and Operational data sources.

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PivotXL logo
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Excel-based financial planning and analysis solution

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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RealRev accounting software logo
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The financial data layer built for healthcare's CFOs.

The financial intelligence layer for the office of the CFO across outpatient and post-acute healthcare.

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Una logo
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Cloud-based financial planning software

Una is an intelligent platform that drives corporate performance through dynamic plans, revenue intelligence, and continuous improvement. Its flexible and future-ready templates automatically adapt to new business dimensions, eliminating manual rework. Users can access a growing library of forms, reports, and workflows to support changing needs.

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Redwood Finance Automation logo
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Software for automating financial operations

Redwood Finance Automation is a cloud-based software designed to help businesses manage cash flow, procure to pay, asset accounting, and other financial operations via a unified portal. The platform enables organizations to create and establish automated workflows to link and handle multiple tasks like review cycles, approvals, metadata management, and more.

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Serviceware Performance logo
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Corporate performance management solution

As a business performance management tool, Serviceware Performance helps you in planning and forecasting, analysis, reporting, and more.

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Reinsurance Financial and Data Exchange Platform logo
(0)

Data exchange platform for reinsurance operations

Reinsurance Financial and Data Exchange Platform by DICEUS is a modular solution that facilitates structured collaboration among cedents, brokers, and reinsurers. The platform supports financial bordereaux management, claims financial tracking, settlements and accounting views, and partner management with role-based access. It includes features such as multi-currency support, agreement-based validation, audit trails, and integration capabilities with existing systems through ACORD standards.

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DOKKA Close logo
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AI-powered financial close management software

DOKKA Close is financial close automation software that automates reconciliations, journal entries, and reporting through an AI-powered platform. The solution features automated task management, general ledger reconciliations, journal entry creation, flux analysis, and consolidated reporting capabilities. It integrates with ERP systems including NetSuite, SAP Business One, Acumatica, Priority, and QuickBooks Online to synchronize financial data throughout the close process.

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Equali logo
(0)

Auto reconciliations for digital finance control.

Equali provides automated reconciliations and end to end visibility over payments. Equali's no-code solution offers transaction-level insights, automated matching, and data pipelines to optimize financial operations and infrastructure.

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CFO Cash logo
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Automated bookkeeping & cash-basis reporting without bloat

CFO Cash turns raw bank statement CSVs into instant cash-basis P&Ls, tax summaries, and runway metrics. Built for operators who want 100% accurate financial visibility without the setup, broken bank feeds, or bloat of traditional double-entry accounting software.

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NetSuite Excel Add-in logo
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Combine NetSuite with Excel to own reporting

Solution 7 gives finance teams “home advantage” to create their own reports via a simple-to-use Excel plug-in which enables users to navigate and build out reports using standard Excel functionality, and simply refresh data to pull the latest NetSuite data directly into the reports.

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Subscript logo
(0)

B2B SaaS metrics available instantly

Subscript unlocks insights from B2B SaaS metrics so finance leaders can strategically guide companies. Finance leaders have instant access to ARR, LTV, CAC, NRR, GRR, and other SaaS metrics. All of which can be cut by any attribute.

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Silverfin logo
(0)

Cloud accounting for compliance automation

Bring your budgets and forecasts to life with branded templates, automated data updates and tailored charts ◉ Branded firm-level reports, customised by client ◉ Data and graphs update automatically ◉ Create compelling budgets and forecasts

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