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Top Rated Financial Reporting Software with Data visualization - Page 11

Last updated: July 2026

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289 software options

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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d-oneplan logo
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AI-based project planning system

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d-oneplan is an AI-based planning System for agile, collaborative, and transparent demand, capacity, and production planning. From short-term to long-term goals, it helps users streamline demand management, and capacity planning and gain actionable insights with business intelligence.

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Savant logo
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Cloud-based automation platform for business analytics

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Savant is a cloud-based and AI-enabled data analytics automation platform that helps businesses collect and analyze data and collaborate with teams.

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InvestorPortaLPro logo
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Investment management software for private and public firms

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InvestorPortaLPro is an investment management software designed to help private and public firms collaborate, share, and publish information from a secure and unified portal. It lets venture capital investors manage fund raising, deal marketing, investor relations, and reporting.

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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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ByAllAccounts logo
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Empower advisors with research, planning, and proposal tools

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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. ByAllAccounts provides end-to-end scalability to meet the entire spectrum of business needs for wealth management enterp

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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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BrizoSystem logo
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Month-end close in minutes, not days.

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BrizoConsol integrates with Xero, QuickBooks, MYOB and Zoho Books, 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
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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
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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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TradeSave+ logo
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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
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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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Simetrik logo
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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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GaiaLens logo
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Experts in Secure, Cost-Efficient AI Solutions

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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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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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etops Wealth Reporting logo
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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
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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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Sesame logo
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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
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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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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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Stackpack logo
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AI vendor, contract & spend management software for finance.

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Stackpack is vendor management, contract management, and AI spend management software for finance teams. It connects to your accounting software to surface every vendor and renewal date, flag cost spikes and duplicate spend, track AI token usage by team, and route vendor requests for approval.

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