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Financial Reporting Software with Document Management (2026) - Page 3

Last updated: April 2026

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139 software options

Carta logo

Equity management solution for public & private firms

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Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

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Wdesk logo

Financial reporting, collaboration & compliance

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Wdesk helps control, monitor and understand business data, helping teams work smarter while improving productivity and accountability with better insights

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Fathom logo

Business intelligence and financial reporting solution

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Fathom simplifies financial reporting by transforming accounting data into clear, insightful reports. Users can customise reports with charts, tables, and commentary, track key financial metrics, and automate report generation. It integrates with Xero, QuickBooks, and MYOB for seamless data syncing.

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Caseware logo

Data analysis and financial reporting software

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Caseware is a secure, end-to-end audit and assurance platform trusted by firms worldwide to deliver quality engagements.

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Sage 200 logo

Business management solution for businesses of all sizes

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Sage 200 is a scalable management solution that lets you manage every part of your business effortlessly from sales to accounting. This all-in-one business management software offers seamless integration with Microsoft 365, real-time insights, and automated features to streamline your workflows and boost productivity.

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M1 ERP logo

Manufacturing enterprise resource planning (ERP) software

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M1 is a modular web-based manufacturing enterprise resource planning (ERP) software for job shops, make-to-order manufacturers and custom & mixed mode manufacturers. The system is designed to manage multiple business areas including production, engineering, scheduling, inventory, shipping, and more.

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PBS Accounting logo

Ge more done with Passport Business Solutions

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Passport Business Solutions (PBS) Accounting software is designed for growing small to mid-sized US companies ranging from 6 to 100 million in annual sales. Fully integrated professional level accounting software that fits a wide range of businesses. On-premise.

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Epicor Prophet 21 logo

Data-driven ERP software for distributors.

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Prophet 21 provides distributors with up-to-the-minute financial reports and dashboards to track sales, outstanding invoices, and receivables, empowering them to make informed decisions and create more value with AI-infused insights. With a focus on inventory management, warehouse operations, financials, order management, business intelligence, purchasing, and service and maintenance, Prophet 21 offers a comprehensive solution to drive growth and manage workflows for distributors across various

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BUSY logo

Designed for businesses of all sizes, Small, Medium & Large

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Busy Accounting Software is easy-to-use yet powerful business software designed for businesses of various segments and sizes.

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Jet Reports logo

Flexible Financial and Business Reporting Inside Excel

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Jet Reports is a flexible financial and business reporting solution running inside of Excel and on the Web. From advanced business reports to sophisticated financial statements, business users can create reports in Excel with no exporting, no copying and pasting, and no programming required.

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Plika logo

A cloud-based software for analyzing your finances & budget

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A cloud platform to analyze your company data with a financial approach.

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WETHOD logo

Project management software

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wethod: the integrated platform merging CRM and PM to track budgets and margins while valuing people's autonomy and commitment.

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Accountfy logo

Smart Financial Platform

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Accountfy, an All-in-one platform, presents a comprehensive approach - a new perspective of platform, with integrated products for various stages of financial management, constituting solutions for Controllership, FP&A, Treasury, Workplace, Insights & Intelligence, and Connectivity & Data.

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First Rate Vantage logo

Investor portal and accounting platform

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Vantage is a private equity accounting solution that helps private equity and venture capital firms manage their funds and investments. The platform of integrated software solutions helps investors manage the entire private equity, real estate, and venture capital life-cycle.

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UniFi logo

UniFi — One system, limitless use cases.

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UniFi is one platform with limitless use cases across every department. With limitless use cases, innovative features, and the ability for end users to create bespoke apps without coding knowledge, UniFi is the one system that does it all.

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Najar logo

Cloud-based SaaS management solution.

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Najar: Your Financial Control Center for SaaS. Gain deep visibility into your SaaS spending, identify cost-saving opportunities, and ensure compliance. Our platform streamlines contract management, tracks usage, and provides actionable insights to optimize your SaaS investments.

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DebtBook logo

Cloud-based software for debt and lease management

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DebtBook enables governments, higher education, and healthcare to simplify and improve debt and lease management and implement and ensure ongoing compliance with GASB-87.

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Deltek Maconomy logo

Cloud-based tool for project, finance, and HR operations.

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Deltek Maconomy is a cloud-based enterprise resource planning (ERP) solution, which helps businesses in the professional services industry manage projects, financial operations, employee databases, and more. The platform offers various features such as expense management, work order tracking, project budgeting, subcontractor databases, accounting processes, performance monitoring, mobile application, and more.

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Plus & Minus logo

Accounting and ERP accounting in real-time

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Real-time accounting and ERP accounting software in the cloud or on-premises offering automated processes and transaction recording, reporting, and analysis

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Teamogy logo

All-in-one cloud platform for projects, finances & teams

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Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

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Axiom Software logo

Financial planning, decision support & analytics platform

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Axiom Healthcare Suite is a cloud-based platform, which assists hospitals and healthcare organizations with financial planning and decision support. Features include capital management, forecasting, budget allocation, role-based permissions, and goal tracking.

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Aqilla logo

Cloud Accounting Software for Business

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Reports may be viewed directly in a web browser (or output to Excel) and can contain both summary and detail views.

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AdvisorEngine logo

Wealth management platform for investment companies

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AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

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finway logo

Spend management and accounts payable software for SMEs

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finway is a spend management software designed to help SMEs streamline budgeting, accounting, and invoicing operations via a unified portal. The platform enables employees to process one-time or recurring payments, track expenses, generate custom reports, and automate workflows in real-time.

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Indy logo

All in one application for freelancers !

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Online application that helps self-employed automate accounting, from expense tracking to tax filling and bank reconciliation.

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