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Top Rated Financial Reporting Software with Microsoft 365

Last updated: June 2026

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31 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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Moss logo

Spend management and expense report software

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Moss is an expense management software that enables employees to spend in a decentralized way, giving finance managers complete visibility and control in real-time. By automating and digitizing spend, Moss frees finance teams from administrative tasks.

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Teampay logo

Request, approve, and track company spending in real-time.

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Teampay’s spend management platform gives finance teams control and automates the purchasing, reconciliation, and reporting process.

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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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Najar logo

Cloud-based SaaS management solution.

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Najar: Your Financial Control Center for SaaS. Gain deep visibility into your SaaS spending, identify cost-saving opportunities, and ensure compliance. Our platform streamlines contract management, tracks usage, and provides actionable insights to optimize your SaaS investments.

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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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BQE CORE Suite logo

Cloud-based firm management tool for A&E firms.

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BQE CORE is a cloud-based software designed specifically for architecture and engineering firms. The platform integrates accounting, invoicing, project management, and resource planning features that streamline operations across entire organizations. BQE CORE enables firms to track time and expenses, manage projects profitably, and access real-time financial data through a centralized system that eliminates the need for multiple software solutions.

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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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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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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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Vena logo

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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TimeSolv logo

Cloud-based legal billing and invoicing solution

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TimeSolv is a cloud and mobile-based solution for lawyers and other professional firms that assists with time tracking, billing management, and more. It offer multiple timers to concurrently manage time on several matters. It offers conflicts management to search for related parties.

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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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eTEK Online logo

Accounting & project management for construction contractors

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eTEK Online is a cloud-based construction accounting solution that includes features such as payroll, purchasing, inventory, job cost, & project management. It is designed for small to midsized businesses. eTEK Online tracks revenue and costs for all projects, including those with multiple phases.

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Kepion logo

Collaborative business planning software

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Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, modelling technology, and more in a single, centralized platform, enabling users to produce & plan applications around the way their organization works

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OS/ logo

Cloud-based project accounting software for businesses

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OS/ is a cloud-based project accounting software designed for agencies, productions, and studios that helps manage finances, generate quotes, control projects, and more.

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Tipalti logo

Finance automation and accounts payable solution

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Tipalti accelerates the financial close by reconciling supplier payments in real-time while providing AP and 1099 / 1042-S tax preparation reports. Includes real-time integrations with your ERP or accounting software, including NetSuite, Xero, Sage, Quickbooks and more.

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eye-share Workflow logo

Automate your AP and P2P processes with AI.

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Automate over 90% of your AP and P2P processes with eye-share. A flexible, AI-powered platform that saves time, improves financial control and reporting, and connects your ERP, purchasing, and financial systems.

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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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Xero logo

Cloud-based accounting software for small businesses

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Xero facilitates the viewing and sharing of over 40 interactive financial reports in real time, such as profit and loss, balance sheet, tax returns, and more.

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Zoho Books logo

Online accounting software for businesses of all sizes

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Zoho Books generates a comprehensive list of financial reports such as profit & loss reports, cash flow statements, tax statements, balance sheet, and more.

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Sage 200 logo

Business management solution for businesses of all sizes

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Sage 200 is a scalable management solution that lets you manage every part of your business effortlessly from sales to accounting. This all-in-one business management software offers seamless integration with Microsoft 365, real-time insights, and automated features to streamline your workflows and boost productivity.

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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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Itemize logo

Receipt data extraction & expense management application

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Itemize is an expense management solution which captures, itemizes and categorizes data from digital and paper receipts and invoices

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Briq logo

Data analytics solution for construction businesses

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Briq is a corporate performance management platform built to make the lives of construction financial professionals easier and to make

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