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Financial Reporting Software with Role-Based Permissions (2026)

Last updated: April 2026

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64 software options

BQE CORE Suite logo
Category Leaders

Cloud-based firm management tool for A&E firms.

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BQE CORE is a cloud-based software designed specifically for architecture and engineering firms. The platform integrates accounting, invoicing, project management, and resource planning features that streamline operations across entire organizations. BQE CORE enables firms to track time and expenses, manage projects profitably, and access real-time financial data through a centralized system that eliminates the need for multiple software solutions.

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Payhawk logo
Category Leaders

Spend management platform that automates expense processing

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Payhawk empowers you with full visibility and control over your company's entire spend, enhancing cash flow management and facilitating month-end close across multiple entities.

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Domo logo

The AI and Data Products Platform

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Domo is a comprehensive AI and data platform that connects and prepares data from any source, enabling users to transform it into insights. It helps users automate workflows, predict trends, and provide answers directly from the source for data-driven decisions.

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Phocas logo

Business intelligence, financial reporting & sales analytics

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Phocas delivers cloud-based BI and FP&A solutions for mid-market distribution, manufacturing and retail businesses. Seamlessly integrating with ERP systems, it simplifies data analysis, streamlines financial planning, and empowers teams to uncover insights, forecast accurately, and drive growth.

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Tipalti logo

Finance automation and accounts payable solution

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Tipalti accelerates the financial close by reconciling supplier payments in real-time while providing AP and 1099 / 1042-S tax preparation reports. Includes real-time integrations with your ERP or accounting software, including NetSuite, Xero, Sage, Quickbooks and more.

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Aplos logo

Aplos: where every dollar finds its purpose

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Clear reporting and financial statements are how you remain accountable to your donors, board, and of course, your organization. In Aplos, transform complex nonprofit financials into clear, actionable insights.

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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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Vena logo
Category Leaders

Microsoft Excel-based FP&A software

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Create financial reports 95% faster with Vena. Analyze variances, consolidate data and build board-ready presentations in minutes.

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Lucanet logo

Lucanet empowers the office of the CFO to lead with ease.

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LucaNet delivers data transparency across the entire organization and provides the perfect platform for consolidated financial statements, financial planning, and reporting that are trustworthy and error-free.

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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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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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CCH Tagetik logo

Cloud-based & on-premise CPM solution for financial planning

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CCH Tagetik is a unified Corporate Performance Management software platform for finance budgeting, planning, dashboard-based insight reporting & data visualization

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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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IBM Cognos Analytics logo

Business intelligence suite

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IBM Cognos is a suite of business intelligence and performance management software, that includes dashboards, reports, forecasting, visualization & automation.

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Push Operations logo

Payroll, HR, Scheduling, Time Tracking for small businesses

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Push is cloud-based employee management software that integrates your HR, payroll, time tracking, and scheduling tasks into one easy-to-use platform.

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Reach Reporting logo

Make a Statement

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Automation for your financial and non-financial data. Reach Reporting makes reporting, forecasting, and budgeting easy with powerful dashboards and enhanced visuals. Automate repetitive tasks to make better data-driven decisions in minutes.

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MicroStrategy Analytics logo

Intelligence Everywhere

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MicroStrategy ONE integrates the power of generative AI with the precision of BI and Analytics.

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Oracle Fusion Cloud ERP logo

Cloud-based ERP suite of business solutions

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Oracle Fusion Cloud ERP is a suite of solutions designed to help mid to enterprise-level businesses handle various administrative processes related to risk management, supply chain, procurement, project management, and more.

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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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Limelight logo

Cloud FP&A software for growth driven finance

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Limelight's self-service reporting lets users create their own reports & dashboards, leading to profitable decision-making based on key figures and trends.

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Jirav logo

The leading FP&A software – built to help you win.

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Optimize financial reporting with Jirav's unified platform, combining rapid implementation, seamless integrations, and intuitive data visualization for an unparalleled reporting experience.

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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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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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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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