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Top Rated Financial Reporting Software with Hubspot crm

Last updated: September 2026

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16 software options

Datarails logo

Financial planning and analysis (FP&A) software

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

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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Productive logo

AI-powered project lifecycle management for service firms

Productive is an end-to-end agency management tool where AI understands your business — resources, projects, and finances, all in one place.

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Farseer logo

Cloud FP&A Platform for Planning, Forecasting & Reporting

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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FreshBooks logo

Invoice and accounting software tailored to small businesses

FreshBooks makes it quick and easy to generate popular reports like: profit & loss, payments collected, tax summary, expense reports, and many more.

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Drivetrain logo

Platform for planning and managing financial analysis

Drivetrain is a strategic finance platform that helps finance teams shrink planning cycles, track actuals in real-time, accelerate reporting, and make better decisions. It provides real-time tracking and reporting, allowing users to create reports and discover hidden insights. Drivetrain also enables continuous planning and forecasting, with the ability to build flexible, accurate models and leverage AI-powered forecasting and what-if analysis.

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ScaleXP logo

Smart Finance Automation

ScaleXP automates revenue recognition, prepayments, KPIs, dashboards and presentations saving you days of work with spreadsheets and enabling you to have valuable, industry specific metrics and professional looking presentations, customised to your needs and colours, available in real time.

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FundCount logo

Integrated accounting and investment management solution

FundCount is a Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L

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Abacum logo

Automate, analyze and forecast for strategic impact

Abacum is the most scalable financial planning solution to automate, analyze, and forecast for strategic impact.

Automate your BvA reporting, forecast, approve budget changes and share reports with only 1-click.

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Supplied logo

Automated onboarding, reporting & compliance for platforms

Supplied is an all-in-one onboarding and compliance platform for digital platforms, marketplaces, and accounting firms. We automate complex regulatory processes to help businesses verify individuals and companies, manage tax reporting, and onboard suppliers effortlessly

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Xentral Software logo

Enterprise resource planning and inventory management tool

Xentral Software is a cloud-based ERP system available with German and English-language interfaces. It helps businesses scale operations by automating backend processes. Key features include an API, CRM, sales orders, stock management, expense tracking, order processing, and billing & invoicing.

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Pennylane logo

All-in-one platform for finances, accounting, and banking

Pennylane delivers powerful financial reporting with one-click generation of statements, customizable dashboards, and AI-powered analysis.

By incorporating data from integrated business tools, it gives leaders immediate visibility into company performance.

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Maxio logo

B2B subscription management, billing & financial reporting

Maxio is an automated subscription management, billing & financial reporting platform for B2B SaaS & AI companies. Turn your complex billing headaches into critical financial insights and pave the way for your next stage of revenue growth.

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InvestorPortaLPro logo

Investment management software for private and public firms

InvestorPortaLPro is an investment management software designed to help private and public firms collaborate, share, and publish information from a secure and unified portal. It lets venture capital investors manage fund raising, deal marketing, investor relations, and reporting.

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Subskribe logo

Quote-to-revenue platform for SaaS businesses

Subskribe is a configure price quote (CPQ), billing, and revenue recognition solution that helps B2B SaaS companies. It lets businesses streamline approvals, track revenue, and handle early renewals, cancelations, and restructures. Key features include sales analytics, cross-sell management, order-based invoicing, and multiple payment methods.

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Subscript logo

B2B SaaS metrics available instantly

Subscript unlocks insights from B2B SaaS metrics so finance leaders can strategically guide companies. Finance leaders have instant access to ARR, LTV, CAC, NRR, GRR, and other SaaS metrics. All of which can be cut by any attribute.

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