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Top Rated Financial Reporting Software with Data import export - Page 13

Last updated: May 2026

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337 software options

ByAllAccounts logo

Web-based account aggregation and financial reporting tool

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Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors.

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Alplanir logo

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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BrizoSystem logo

Month-end close in minutes, not days.

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BrizoSystem integrates with Xero, QuickBooks, and MYOB, providing
real-time reporting and customizable dashboards. Gain clear financial insights
and make informed decisions with seamless data consolidation
and powerful analysis tools.

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PlaceCPM logo

Finance platform

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Place is a strategic finance platform that combines financial forecasting with revenue management and workforce planning all in the operating system for high growth SaaS companies.
With Place leadership gets greater visibility and finance teams can be more strategic.

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xpna logo

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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TradeSave+ logo

Trading journal with backtesting and fundamentals

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TradeSave+ is a trading journal and backtesting platform allowing traders to log unlimited trades with customizable fields and analyze performance across metrics. Features include chart replay with historical data review, equity curve tracking, and support for forex, stocks, crypto, futures, and commodities. It offers tools like bias scores, COT data, currency strength indicators, and live news from multiple sources for fundamental analysis.

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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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Simetrik logo

Automating high complexity and high volume reconciliation

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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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ActivReporter logo

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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bluQube logo

Accounting software to free your finance team.

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UK based accounting software solution

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brainX logo

Revenue CRM for SaaS billing, forecasting & payments

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CRM-based SaaS platform for automated billing, real-time forecasting, and cashflow control. Includes 25 plug-and-play automations, REST API, Mollie, Jira & DATEV integrations, and secure role-based access.

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Plan.UseWise logo

Cloud-based planning solution for Microsoft 365

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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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Exaccta logo

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

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

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

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

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

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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etops Wealth Reporting logo

Wealth reporting for portfolio managers

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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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Subskribe logo

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

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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Sesame logo

Empowering the modern investor

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Sesame allows asset managers, family offices and trustees to streamline processes and make informed investment decisions through its investment management platform. Key features include data management, analytics, risk management, reporting, monitoring, collaboration and security tools to navigate complex and multi-asset portfolios.

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Zee360 logo

Remote data consolidation for QuickBooks and Franchising

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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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Moneytree logo

Financial planning platform for advisor-client engagement

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Moneytree's financial planning platform a solution for advisors who value their client relationships and want to grow their business. This comprehensive software offers a range of specialized tools, including business ownership planning, education planning, estate planning, and more, to help advisors engage clients, assess finances quickly, and develop comprehensive plans.

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Diamant/4 logo

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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