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Top Rated Financial Reporting Software with Self service reporting - Page 6

Last updated: May 2026

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153 software options

pcFinancials logo
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Your Subscription to FP&A Innovation, Quality, & Automation

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Performance Canvas Financials is a subscription-based Financial Reporting, Budgeting & Planning, Forecasting, Consolidation, and KPI management software.
It has a free 30-day trial with your own data so you can evaluate if this software addresses your needs. Walk away for free if you are unhappy.

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Latch logo
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Financial platform for contractors' bookkeeping

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Automated monthly reports, real-time dashboards, and CFO-level insights — delivered without you asking.

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Scaleup Finance logo
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Financial management solution

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Scaleup Finance is a financial management platform that simplifies the management and administration of financial operations for founders, CFOs, and finance teams. It combines technology and financial expertise in one subscription-based software solution, providing users with accurate financial data, strategic insight, and expert advice to help drive their businesses forward.

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FinanceOS logo
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Offline restaurant finance and expense tracker

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FinanceOS is a desktop finance management application designed for restaurants, cafes, and hotels. The software operates completely offline and allows users to track daily revenue, expenses, supplier transactions, and employee payroll. It includes features such as food cost percentage monitoring, customizable financial reports, period comparisons, and goal-setting alerts. The application supports six languages and exports data to PDF and Excel formats.

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CostPerform logo
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Financial transparency is achievable!

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CostPerform is a cost management software, ensuring cost allocation and financial transparency. Leveraging superior analytics, it optimizes costs and boosts profitability. Its intuitive interface, robust security, and precise reports enhance financial clarity.

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FinX logo
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Turns financial data into actionable insights

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FinX delivers real-time financial reporting with automated data extraction from diverse document formats. Streamline workflows, consolidate multiple sources, and generate accurate reports in 24 hours. Achieve 99% data accuracy while reducing manual intervention and costs.

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SuiteReport logo
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AI financial planning & reporting for NetSuite

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SuiteReport is a financial planning and analysis platform that connects directly to NetSuite to automate reporting, budgeting, and forecasting processes. The software features budget management with real-time actuals, rolling forecasts, cash flow forecasting, scenario planning, and driver-based planning capabilities. SuiteReport includes pre-built financial reports, a custom report builder, and automated scheduled delivery with AI-generated variance commentary and executive summaries.

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Tidemark logo
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Tidemark Re-imagines Cloud-based Performance Management

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Tidemark extends financial planning, forecasting, and reporting to the whole enterprise with a powerful platform built from the cloud up and intuitive enterprise apps designed for mobile first.

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Exactera Tax Provision logo
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Turn Tax Data into Business Intelligence

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Exactera Tax Provision is a streamlined and user-friendly software solution that automates tax provision process. It offers flexible data imports, exposed formula exports for visibility into calculations, analytical insights, audit-ready reports, and robust dashboards. Exactera Tax Provision transforms the ASC 740 tax provision process, helping users save time, eliminate errors, and close early.

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Amsflow logo
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Cloud-based financial intelligence platform

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Amsflow is a cloud-based financial intelligence platform combining data visualization, market alerts, charting, reporting, intelligent AI analysis, and collaboration to help users make smarter, faster investment decisions.

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ChequeSystem logo
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Cheque printing and management software

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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

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

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BrizoSystem integrates with Xero, QuickBooks, and MYOB, 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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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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bluQube logo
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Accounting software to free your finance team.

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UK based accounting software solution

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brainX logo
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Revenue CRM for SaaS billing, forecasting & payments

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CRM-based SaaS platform for automated billing, real-time forecasting, and cashflow control. Includes 25 plug-and-play automations, REST API, Mollie, Jira & DATEV integrations, and secure role-based access.

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Plan.UseWise logo
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Cloud-based planning solution for Microsoft 365

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Plan.UseWise is a cloud-based SaaS that helps businesses to efficiently plan, manage, and allocate costs across various cost centers within the organization. It is seamlessly integrated with Microsoft 365, providing a user-friendly interface and built-in collaboration features.

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Exaccta logo
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Expense management system for businesses & freelancers

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With Exaccta Xpens you can manage your company's expenses automatically with real-time visibility. Integration available with all ERP's on the market.

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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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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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Finatical Software logo
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Tool that enables live QBO financial data directly in Excel

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Finatical Software is an Excel add-in that allows QuickBooks Online users to retrieve Live QBO data directly in Excel spreadsheets.

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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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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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