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Top Rated Financial Reporting Software with Excel

Last updated: October 2026

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63 software options

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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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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Spreadsheet Server logo

ERP to Excel reporting. Simple formulas. Real-time data.

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Connect 140+ ERPs to Excel. Real-time financial reports using formulas you know. AI help built-in. Drill to details. Zero IT needed.

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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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Longview Tax logo

Corporate tax management and reporting solution

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Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

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Datarails logo

The operating system finance teams run on

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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LiveFlow logo

Bring Financial reports into Google Sheets.

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

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Syft Analytics logo

The interactive & collaborative financial reporting tool.

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

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Phocas logo

Business intelligence, financial reporting & sales analytics

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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DataSnipper logo

Intelligent automation platform for audit and finance teams

DataSnipper is an Excel-native platform for audit and finance, bringing AI and Excel Agents into your workpapers to automate testing, reconciliation, and documentation with full traceability.

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Reach Reporting logo

Make a Statement

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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OneStream logo

Corporate performance management solution for enterprises

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

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Macabacus logo

The fastest way to get more done in Microsoft 365

Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations.

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QuickBooks Enterprise logo

Enterprise accounting, FSM and inventory management solution

QuickBooks Desktop Enterprise is an accounting software for small businesses which provides users with real-time access to customer, employee, and vendor information. The software includes tools for managing inventory, shipping, sales orders, pricing, tasks, invoicing, reporting, and more.

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Fathom logo

Business intelligence and financial reporting solution

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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Cube logo

Financial planning software for handling budgets & reports

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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Jirav logo

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

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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Plus & Minus logo

Accounting and ERP accounting in real-time

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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BudgetPak logo

Budgeting forecasting & reporting for midsize orgs 10+ users

We believe your time is better spent on analysis (not the process) and delivering strategic guidance instead of consolidating spreadsheets or fixing formulas. The budget needs to be a numerical expression of the strategic plan, requiring engagement, communication, and collaboration.

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Acumatica Cloud ERP logo

Cloud-based enterprise resource planning software

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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FinPro logo

Excel-based data consolidation for rich financial reporting

FinPro is a highly customizable software platform spanning Reporting, Planning, Analysis and Visualizer apps serving Excel-based reporting and dashboarding

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Joiin logo

Financial Consolidation Software

Joiin automates how you consolidate multi-entity financial, sales and KPI data to create great-looking reports quickly and seamlessly. Works with Xero (5 star rated), QuickBooks (5 star rated), Sage & spreadsheets. 14 day free trial, access to all features, no credit card required.

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Adaptive from Workday logo

Enterprise planning software for agile budgeting & reporting

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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Lineos Disclosure Management logo

One controlled workspace for every disclosure report.

Certent CDM is a secure, collaborative, enterprise report production platform for recurring, reports & presentations. Collect data from different sources to dynamically integrate numbers and narrative analysis in an auditable environment with high-volume tagging that complies with iXBRL mandates.

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UniFi logo

Financial process automation platform

UniFi is a financial process automation platform that turns business activities into accounting outcomes.

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