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Financial Reporting Software with Planning Tools (2026)

Last updated: April 2026

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83 software options

NetSuite logo

AI-powered cloud-based business management suite

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With NetSuite financial reports, gain a more complete picture of your business and generate accurate financial statements and reports that comply with US GAAP, IFRS and other accounting standards. Multi-entity and multi-book accounting capabilities make financial consolidation and reporting easy.

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JobBOSS² logo

Job shop system for manufacturing workflows

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JobBOSS² is a job shop management software designed specifically for custom metal manufacturing businesses. It streamlines operations through integrated scheduling, inventory tracking, and job costing features that help manufacturers optimize workflows. The system includes AI-based tools, such as BOM Builder, quality management capabilities, and real-time analytics that enable businesses to monitor production efficiency and profitability.

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Ramp logo
Category Leaders

Corporate card and expense management platform

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Ramp is a cloud-based expense and spend management solution that provides businesses with virtual corporate cards for employees and allows them to track and manage company spending. The platform helps businesses to track trends in spending and identify areas where costs could be cut.

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

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Save over 40+ hours per month on financial reporting and achieve real-time visibility into business performance.

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Datarails logo
Category Leaders

Financial planning and analysis (FP&A) software

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Datarails is a financial planning and analysis platform for Excel users. It automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models.
Automating these manual processes paves the way for finance teams to spe

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Workday Adaptive Planning logo

Enterprise planning software for agile budgeting & reporting

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With Workday Adaptive Planning, FP&A teams can create budgets and forecasts with more speed, flexibility, collaboration, and accuracy. And with unlimited scenario analysis backed by machine learning, you can deliver fast answers to complex questions and gain real-time insights.

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Acumatica Cloud ERP logo

Cloud-based enterprise resource planning software

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Acumatica Cloud ERP provides best-in-class integrated financial and business management, with full back-office functionality, designed to help you run your business more effectively. Acumatica is one system that integrates your company’s financial management, operations, CRM, and more.

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LivePlan logo

Business planning & performance management software

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LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs. Confidently plan, fund, and grow your business with LivePlan.

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Upmetrics logo

Business plan software with AI assistance.

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Upmetrics is modern, AI-powered business plan software that simplifies planning for entrepreneurs and small business owners. Equipped with industry-specific templates, a drag-and-drop builder, and an automatic forecasting tool, Upmetrics helps you create a business plan in less than an hour.

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LiveFlow logo
Category Leaders

Bring Financial reports into Google Sheets.

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LiveFlow is a way to organize and update your reports - all without hours wasted on tedious manual work.

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Mint logo

Your financial life, all in one place

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Mint pulls all your financial accounts into one place. Already more than 7 million users who know their information is always secure. All data is protected and validated by VeriSign and TRUSTe. Mint automatically pulls all your financial information into one place.

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BOARD logo

The Enterprise Planning Platform

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Board helps you drive growth, manage risk, ensure profitability, and lead transformation with game-changing FP&A.

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Productive logo

Project lifecycle management for agencies and consultancies

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Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

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OneStream logo

Corporate performance management solution for enterprises

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OneStream is a unified corporate performance management (CPM) solution which enables businesses to manage their financial reporting, budgeting & forecasting

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Primetric logo

Project management platform for software developers

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Primetric is a finance and project management platform for IT service and software providers. It can be used to keep a centralized record of all projects and developers, track individual progress, gauge margins, restrict access, designate roles, assign tasks, and forecast profits.

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Agicap logo

Manage your cashflow with ease

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Agicap is a software solution for running the cash flow side of your business, offering reliable forecasting and real-time analysis.

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Jedox logo

The world's most adaptable planning and performance platform

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Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Cross-functional teams can contribute through an Excel 365 Add-in, web application, and even view reports on mobile devices.

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Cube logo
Category Leaders

Financial planning software for handling budgets & reports

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Cube is the financial reporting software that ensures you don’t have to rebuild your financial models or reporting templates. Simply connect your existing spreadsheets to centralized data in Cube, ensuring accuracy and real-time updates—without disrupting the tools and workflows you rely on.

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IDU-Concept logo

Corporate performance management solution

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idu-Concept is a web-based corporate performance management solution for budgeting, forecasting, financial reporting & asset management

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SAP Business ByDesign logo

Cloud ERP solution for small and medium sized businesses

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SAP Business ByDesign is an integrated business management solution delivered on a subscription basis through the cloud. SAP Business ByDesign can be localized for 130 different countries and for several specific industries, including manufacturing, wholesale distribution, PSA, non-profit, and more.

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Bob Finance logo
Category Leaders

Strategic financial planning platform for decision making

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Bob Finance is a strategic finance platform that powers planning, real-time reporting, analysis, and decision-making for startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

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Hubble logo

Reporting, analytics & planning for JD Edwards and Oracle

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Real-time plug-and-play inquiry and reporting for Oracle and JD Edwards, specifically design to help business users to get the answers they need.

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Workday Financial Management logo

A fresh approach to financial management.

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Workday Financial Management is a web-based accounting and planning software that helps with strategic financial decisions and predictable customer outcomes. It manages the sales and revenue portfolio and allows a completely transparent sales management experience both in the office and on the road.

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Planful logo

The FP&A Platform for Continuous Planning

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Drag-and-drop report writing and automated publishing

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Priority Software logo

ERP Should Be Easier

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Process and report multi-company/multi-currency financial data; may be customized to comply with any tax jurisdiction or set of accounting rules

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