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Top Rated Financial Reporting Software with Data visualization - Page 11

Last updated: September 2026

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289 software options

Critical Streams logo
(0)

Stop chasing data, chase the outcome.

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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ChequeSystem logo
(0)

Cheque printing and management software

ChequeSystem is cheque printing and management software available for Windows and macOS platforms. The software features batch printing capabilities, recurring cheque templates, and Excel import functionality for bulk data processing. It supports multiple bank accounts and chequebooks simultaneously, maintains comprehensive transaction records with full audit trails, and offers over two hundred pre-defined bank layouts for global institutions.

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Corporate Planner logo
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Financial planning and operations management software

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

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

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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InvestorPortaLPro logo
(0)

Investment management software for private and public firms

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
(0)

Data management & administration platform for private assets

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

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ByAllAccounts logo
(0)

Empower advisors with research, planning, and proposal tools

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

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
(0)

Month-end close in minutes, not days.

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

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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Finstack logo
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Consolidation & reporting automation platform

Finstack is a financial consolidation platform that automates multi-entity processes and delivers real-time insights. It handles intercompany eliminations, multi-currency conversions, non-controlling interest calculations, and sub-consolidations. Features include two-way integration with Excel/Google Sheets, customizable dashboards with KPI tracking, and real-time financial statements like profit and loss, balance sheet, and cash flow reports.

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ICS Consolidations logo
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See The Bigger Picture

ICS Consolidations brings multi-entity financial reporting, consolidation, currency translation, eliminations and analysis into one platform. Finance teams can standardise accounts, compare performance, build reports and dashboards, and export reliable results for stakeholders.

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Planafolio logo
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Portfolio tracking and retirement planning in one place — tr

Planafolio brings together all your investment accounts across different brokers and shows you — with real metrics like XIRR, TTWROR, and drawdown — whether your wealth will be enough for retirement. Independent, with no product sales.

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xpna logo
(0)

Financial planning and analysis tool

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
(0)

Trading journal with backtesting and fundamentals

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
(0)

Fund accounting software for municipals.

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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Financial Data Extractor logo
(0)

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
(0)

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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CasaComplete logo
(0)

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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etops Wealth Reporting logo
(0)

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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Subskribe logo
(0)

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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MsConta logo
(0)

Windows accounting program, available in Spanish

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
(0)

Empowering the modern investor

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
(0)

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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