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Top Rated Financial Reporting Software with Excel

Last updated: May 2026

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61 software options

Sage Intacct logo

Sage Intacct

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

Spreadsheet Server

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

Jet Reports

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

Longview Tax

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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CCH Tagetik logo

CCH Tagetik

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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LiveFlow logo

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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Syft Analytics logo

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

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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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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DataSnipper logo

Intelligent automation platform for audit and finance teams

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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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Macabacus logo

The fastest way to get more done in Microsoft 365

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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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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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QuickBooks Enterprise logo

Enterprise accounting, FSM and inventory management solution

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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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Board logo

The Enterprise Planning Platform

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Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions.

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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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Cube logo

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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Plus & Minus logo

Accounting and ERP accounting in real-time

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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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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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BudgetPak logo

Budgeting forecasting & reporting for midsize orgs 10+ users

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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

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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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Certent Disclosure Management logo

One Tool for Controlled Disclosure Report Creation.

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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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FinPro logo

Excel-based data consolidation for rich financial reporting

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

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Limelight logo

FP&A, Without the Wait

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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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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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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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