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Financial Reporting Software with Trend Analysis (2026)

Last updated: April 2026

Key features of Financial Reporting Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Profit/Loss Statement: Reviewers value the ability to compare different periods, customize reports, and export to Excel for detailed analysis. 96% of reviewers rated this feature as important or highly important.
  • Income & Balance Sheet: Users appreciate the comprehensive financial snapshots, real-time updates, and customizable templates for accurate financial reporting. 96% of reviewers rated this feature as important or highly important.
  • Bank Reconciliation: Reviewers highlight the ease of matching transactions, reducing errors, and improving cash flow management through automated reconciliation. 93% of reviewers rated this feature as important or highly important.
  • Billing & Invoicing: Users emphasize the automation, customization options, and ease of handling repeat customers, enhancing billing accuracy and efficiency. 93% of reviewers rated this feature as important or highly important.
  • General Ledger: Reviewers note the importance of flexible categorization, real-time updates, and the ability to create detailed financial reports from centralized records. 91% of reviewers rated this feature as important or highly important.
  • Expense Tracking: Users appreciate the ability to categorize expenses, attach receipts, and generate detailed reports, simplifying financial management and budgeting. 90% of reviewers rated this feature as important or highly important.
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78 software options

Dynamics 365 logo

ERP and CRM applications from Microsoft

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Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

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Syft Analytics logo
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The interactive & collaborative financial reporting tool.

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Syft Analytics is the award-winning financial reporting and data analytics software that helps growing businesses understand their financial data.

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Datarails logo
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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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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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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
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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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Sage 50 Accounting logo

Cloud-based accounting tool for small and midsized business

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Sage 50 Accounting is an online accounting solution for SMBs with Office 365 integration that helps manage accounting, invoicing, cash flow, inventory, taxes, and more.

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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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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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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
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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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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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IRIS CARBON logo
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End-to-End Disclosure Management Solution

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Iris Carbon is a comprehensive disclosure management platform that automates and streamlines reporting for esg, ferc, sec, acfr, cipc and more. With our platform, you can ensure compliance, enhance transparency, and optimize your operations.

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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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MYOB Acumatica logo

Australia & New Zealand's #1 all-in-one cloud ERP software.

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Designed specifically for mid-sized businesses (20-1,000+FTEs that have outgrown accounting software, the scalable platform connects finance, sales, inventory, production, and people workflows all in one place and is tailored to the specific needs of Aussie and Kiwi businesses.

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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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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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Farseer logo

Cloud FP&A Platform for Planning, Forecasting & Reporting

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Farseer simplifies reporting with real-time dashboards and automated statements. Generate accurate P&L, Balance Sheet, and Cash Flow reports, drill into details, and share insights across the business - all without spreadsheets.

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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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