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Top Rated Business Performance Management Software with Excel

Last updated: June 2026

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58 software options

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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SAS Viya logo

Cloud native AI and analytics platform

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SAS Viya is a cloud-native data and artificial intelligence platform designed to support analytics workflows across organizations. The platform features data management capabilities that provide access to multiple data sources with built-in governance and lineage tracking. It includes machine learning, statistical modeling, and data mining tools accessible through both visual and code-based interfaces, along with SAS Viya Copilot for AI-assisted tasks.

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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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Spider Impact logo

Where strategy gets done—faster.

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Spider Impact is strategic performance management software that improves your KPIs, aligns your team, and brings your balanced scorecard to life in order to achieve optimal business results. Don't just define your strategy—live it.

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Inspire logo

Cloud-based and AI-enabled performance management solution

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Inspire is a cloud-based and AI-enabled performance management solution designed to help organizations of all sizes manage objectives through OKR and goal setting methodologies. Key features include team collaboration, employee recognition, progress tracking, reporting, and analytics.

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HoneyBook logo

Client management for freelancers & SMBs

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Everything you need to manage contracts, clients, proposals, contracts, payments, and more.

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Profit.co logo

AI-enabled enterprise strategy management software

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Profit.co is a cloud-based and AI-enabled strategy execution that assists with managing individual, team,and organization-wide goals for businesses of all types. Businesses can utilize Profit.co to define custom metrics and roll out OKRs across the entire company in order to track goals and results.

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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.

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Klips logo

Custom dashboards for you and your team.

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Klipfolio Klips is a powerful business performance management platform for small and mid-sized businesses tracking their metrics and agencies automating client reporting. It consolidates, transforms, and visualizes data in real-time, enabling smarter decisions and customized, actionable insights.

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Phocas logo

Business intelligence, financial reporting & sales analytics

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Phocas Software simplifies business performance management through powerful analytics and visualization tools.

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ClearPoint Strategy logo

The world’s first integrated Strategic Plan reporting system

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ClearPoint is strategy reporting software that automates the collection and dissemination of Business Performance Management, OKR, and other metrics and overlays them clearly against goals. ClearPoint makes it easy to keep everyone in your organization focused on those things that matter most.

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Quantive StrategyAI logo

Quantive StrategyAI — Strategic agility for today’s world.

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Real-time people analytics. With Quantive Results, Managers, Executives and HR Leaders can get frequent and actionable real-time insights on team performance.

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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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Visio logo

Diagramming, process modeling & data visualization

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Microsoft Visio is a cloud-based flowchart and diagram creation tool, designed to aid collaboration and connect real-time data with business workflows. The platform enables communication of complex information through data-linked diagrams, flowcharts, org charts, floor plans, and more.

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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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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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Boost business performance with Jirav's comprehensive financial planning software, designed to enhance goal orientation, improve decision-making, and drive growth through data-driven insights.

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Looker logo

BI platform for data exploration & analytics

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Looker is an enterprise platform for business intelligence, data applications, and embedded analytics, enabling real-time exploration and sharing of insights. It features a universal semantic modeling layer for unified, governed data, conversational analytics with Gemini for natural language queries, and capabilities for embedding interactive dashboards into applications. Looker integrates with Google Cloud and BigQuery, offering an API-first architecture for custom data experiences.

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ESM+Strategy logo

Strategic Planning and Balanced Scorecard Software

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Track the progress of your strategic plan with Balanced Scorecards, Strategy Maps, dashboards, and instantly generated exports in PDF, PPT, and Excel.

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Sisense logo

BI & dashboard software for multiple, large data sets

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Monitor & query the performance of your entire business by using Sisense's dashboards and BI reports to make sense of large data sets from multiple sources.

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IBM SPSS Statistics logo

Business intelligence and statistical analysis software

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IBM SPSS Statistics is a business intelligence software that helps businesses of all sizes conduct statistical analysis utilizing big data, machine learning algorithms, open-source extensibility, and other methodologies from within a unified platform.

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Cube logo

Financial planning software for handling budgets & reports

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Cube - the business performance management software that prioritizes the user experience for non-finance teams. Cube enables counterparts to provide inputs and add commentary to reports. By removing friction, Cube streamlines collaboration and helps finance teams look approachable and effective.

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Fathom logo

Business intelligence and financial reporting solution

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Fathom helps businesses manage performance by transforming financial data into clear insights. It enables tracking of key metrics, customisable reporting, cash flow forecasting, and multi-entity consolidation. With visual dashboards and scenario planning, Fathom supports smarter financial decisions.

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Scientrix logo

Innovative & agile business architecture platform

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Scientrix seamlessly connect enterprise strategy with project execution and performance metrics.

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FinPro logo

Excel-based data consolidation for rich financial reporting

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FinPro empowers organizations to report, analyze, plan, and manage their data in real time

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