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Top Rated Financial Reporting Software with Microsoft word

Last updated: May 2026

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15 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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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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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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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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SAP Business ByDesign logo

Cloud ERP solution for small and medium sized businesses

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SAP Business ByDesign is an integrated business management solution delivered on a subscription basis through the cloud. SAP Business ByDesign can be localized for 130 different countries and for several specific industries, including manufacturing, wholesale distribution, PSA, non-profit, and more.

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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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CoPlanner logo

Business performance management solution

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CoPlanner is a web-based and on-premise performance management solution designed to assist organizations with sales, investments, projects, and resource planning using business intelligence technology. Features include role-based permissions, trend monitoring, compliance management, and reporting.

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Sigma Conso Consolidation & Reporting logo

Unified financial consolidation & reporting software

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Sigma Conso Consolidation & Reporting is a unified financial consolidation & reporting solution that provides complete data traceability and internal & external reporting functionality with tools for management reporting, intra-group reconciliation, planning, budgeting, modeling and 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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Mercur Business Control logo

Budgeting and business performance management

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Have confidence in your data reporting from a consolidated data solution with the functionality to drill to transnational data and answer burning questions and clear anomalies immediately. Save time within both finance and operational functions and base your plans on single version of the truth

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Axiom Software logo

Financial planning, decision support & analytics platform

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Axiom Healthcare Suite is a cloud-based platform, which assists hospitals and healthcare organizations with financial planning and decision support. Features include capital management, forecasting, budget allocation, role-based permissions, and goal tracking.

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QuickBooks Desktop logo

Comprehensive business management solution

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QuickBooks Desktop provides a comprehensive business management solution that integrates accounting, payroll, inventory, and multiple company management functionalities. The software offers industry-specific editions tailored for manufacturing, wholesale, contractors, and accountants, with features like advanced reporting, job costing, and automated pricing rules. Users can enhance their experience with cloud hosting capabilities that enable remote access and team collaboration.

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Dynamics 365 Business Central logo

Enterprise resource planning for SMBs, formerly Dynamics NAV

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Microsoft Dynamics 365 Business Central, formerly Dynamics NAV, is an enterprise resource planning (ERP) solution for small and medium sized businesses. The platform enables businesses to manage finances, projects, sales, customer relationships, manufacturing, supply chains, analytics, and more.

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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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