Reporting Tools

Connect your ERP to Excel in real-time. insightserver works as an intuitive Microsoft Excel add-on, providing live data from 140+ Financial Systems into Excel for reporting and analysis, including drill-down. Empower users to... Learn more

Workday Adaptive Planning, founded in 2003, provides a web-based system for budgeting, forecasting and reporting. The solution is suitable for a wide variety of company sizes. Delivered over the Web in a software-as-a-service... Learn more

DataRails is a financial planning and analysis platform that automates financial reporting and planning, while enabling finance teams to continue benefiting from the familiar spreadsheets and financial models of Excel. Automatin... Learn more

SAP S/4HANA is a cloud-based and on-premise enterprise resource planning (ERP) solution. It is suitable for small, midsize and large businesses in industries such as automotive, engineering, construction, mining, research and... Learn more

Board is the #1 Decision-Making platform empowering people, from more than 2,000 companies worldwide, to have a transformative impact on their business by rapidly deploying Planning, Predictive Analytics and Business Intelligence... Learn more

Allvue helps investment professionals enable deeper relationships with their investors and prospects and improve access to information. The solutions are integrated across the full end-to-end fund lifecycle, ultimately empowering... Learn more

OneStream XF is a market-leading CPM 2.0 solution that unifies and simplifies financial consolidation, planning, reporting, analytics and financial data quality. Modernize financial processes, replace multiple legacy applications,... Learn more

FundCount is an integrated accounting and investment management solution that helps small to large businesses track, analyze and report investments across portfolios. It allows users to manage all operations related to partnership... Learn more

Jedox is a cloud-based Enterprise Performance Management software solution that delivers self-service budgeting, planning, and forecasting across finance, sales, HR, and other business functions. Companies of all sizes and... Learn more

Xero is an accounting system designed for small and growing businesses. Xero connects small businesses with their trusted advisors and provides business owners with instant visibility of their financial position. As a web-based... Learn more

Wrike is a cloud-based project management platform for teams of 20+ that is suitable for both large enterprises and SMBs. It supports remote work for various teams. This solution comes with Gantt charts, calendars, workload view... Learn more

Zoho Books comes with automatic bank feeds, collaborative client portal, accounting and taxing, online payments, invoice templates and analytical reports. The system allows users to manage multiple time sheets of different... Learn more

Sage Intacct is a provider of cloud-based financial management and accounting software. Sage Intacct's software solution is suitable for small to midsize accounting firms and can provide financial reporting and operational... Learn more

A2X is an ETL and financial management solution that helps businesses automate accounting for multiple eCommerce platforms, such as Walmart, Shopify, Etsy, Amazon, and eBay. A2X allows businesses to integrate the platform with... Learn more

idu-Concept is a budgeting, forecasting, and reporting system for midsize to large businesses in a wide variety of industries. In addition to these functions, the system also helps companies track spend, manage their assets and... Learn more

Windward Studios is a reporting and document generation solution that provides a data-powered document creation system for OEM, enterprises and system integrators. The solution offers the ability to edit, personalize and design... Learn more

Planful is a cloud-based performance management solution that helps in the automation of financial processes. Planful is suitable for midsize to large businesses. Key features include dashboards, financial reporting, and workflow... Learn more

Budgyt is a new and improved way to budget, built to deliver the speed, precision, and flexibility today’s finance teams need. Take control when building & managing budgets for multiple departments and/or projects, and save up to... Learn more

CloudBlue PSA is a hybrid professional services automation (PSA) solution that helps cloud-based managed service providers and software companies of all sizes to manage their business operations. The solution can be deployed... Learn more

ProfitWell is a churn management solution designed to help businesses improve conversion rates and automate churn reduction using a white-labeled platform. Supervisors can leverage multiple data points to gain an overview of... Learn more

Put your spend management on autopilot! Expenses, supplier invoices and corporate card processes are fully automated with Yokoy's Software-as-a-Service solution- using artificial intelligence from its in-house research lab. With... Learn more

OnPlan is a sales forecasting and budgeting solution that helps businesses create financial models using what-if scenarios and SaaS benchmarks. Features include rolling financial forecasts, template management, scenario planning,... Learn more

FIRST RATE VANTAGE is a comprehensive investor portal, portfolio, and partnership accounting solution for alternative investment firms. Strengths are in meeting the investment accounting and reporting needs of private equity,... Learn more

XLReporting is an online reporting and budgeting platform to create reports, budgets, and forecasts the way businesses want. Controllers or accountants can automate the budget process by connecting data sources and consolidating... Learn more

CostTracker is a cloud-based purchase order system designed to help enterprises streamline processes related to budget tracking, agreement generation, approval management and more. The platform allows managers to create personaliz... Learn more

Sage 200 is a cloud-connected Business Management Solution. The product helps small to medium businesses grow revenue, reduce costs and increase profitability. Sage 200 helps companies manage their sales funnel, cash flow,... Learn more

Orbit is a reporting and analytics solution that is suitable for businesses of any size in any industry. Key features include automated reporting, report exporting, and interactive dashboards. Orbit’s operational reports allow... Learn more

Longview is the leading provider of integrated enterprise performance solutions for predictive planning, tax, consolidation, and analytics. Longview’s intelligence-driven connected finance model brings together people processes,... Learn more

Timely, accurate, and accessible financial reporting is here. The traditional way of static and siloed spreadsheet-based reporting negatively impacts the agility and performance of mid-market businesses. Unshackle finance teams... Learn more

QuickBooks Enterprise is an accounting solution designed for SMBs across different industry verticals such as construction, nonprofit distribution, manufacturing, and retail. With QB Enterprise solution, any business owner can... Learn more

QuickBooks Online enables users to download and reconcile credit card transactions that allows businesses to organize weekly timesheets and track bank deposits. What is Quickbooks Online? Quickbooks Online is a... Learn more

Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365... Learn more

FreshBooks takes billing out of your hands and puts it on autopilot. Set up automated invoicing, online payment options (ACH and Credit Card), and late payment reminders to get paid 2x faster. Next, boost team productivity with... Learn more

QuickBooks Pro helps to automate the billing and invoicing process and work order management from a single reconciliation window. With 'Bank Account Reconciliation' feature, users can link their bank accounts and define workflows... Learn more

Online accounting software that provides features including invoicing, billing, payment tracking, payroll management, finance management, credit card processing, and receipt scanning. Wave Accounting is designed to help businesses... Learn more

Expensify works as a cloud-based business accounting system that is designed to manage expenses and transactions using real-time data processing. The platform allows businesses to maintain different summaries of various accounts... Learn more

ECI Shoptech brings together industry-leading solutions E2 SHOP and JobBOSS to create the next evolution in job shop business management: JobBOSS². Designed specifically for job shops and make-to-order manufacturers, JobBOSS² is... Learn more

With an integrated system that includes ERP, financials, commerce, inventory management, HR, PSA, supply chain management, CRM and more – NetSuite enables fast-growing businesses across all industries to work more effectively by... Learn more

QuickBooks Online Advanced is a cloud-based accounting solution that helps small to large enterprises manage expenses, projects, invoices and more. It comes with a centralized dashboard, which enables users to gain insights into... Learn more

Nexonia is a configurable expense management solution that eliminates manual reporting, ensures compliance, and helps control your T&E spend. Customers choose Nexonia for tight integrations with ERP's and accounting systems,... Learn more

Profits and performance are the core of your professional service firm. That’s why BQE Software created BQE CORE, an intuitive professional services automation solution that gives you complete visibility and control over... Learn more

Sage 300 Construction and Real Estate, formerly Sage Timberline Office, provides contractors, developers, and property managers with the most complete solution for managing the entire project or property lifecycle with confidence,... Learn more

ExpensePoint is a cloud-based solution designed to help small to large businesses automate employee expense reporting. It enables users to generate, submit, approve and process reports for multiple expenses on a unified platform. ... Learn more

Itemize is a cloud-based accounting solution specializing in expense management. This product is designed for use on mobile devices. Users take pictures of invoices and receipts with their smartphones or tablets and that data is... Learn more

Patriot Software offers accounting software for American businesses and accountants. Patriot's accounting software is affordable and easy to use for the non-accountant, but has powerful capabilities for accountants. Patriot... Learn more

ERPAG is a cloud-based enterprise resource planning (ERP) solution. It is suitable for small and midsize businesses in various industries, including automobile, retail, education, information technology and more. Primary features... Learn more

Bench is the online bookkeeping platform for small business owners. Each month, Bench automatically gathers transaction data from all connected business accounts. Then, a dedicated team of bookkeepers ensures books are tax-ready. ... Learn more

Sage 50cloud Accounting (formerly Peachtree Software) is a comprehensive accounting solution for small business. It provides core functionality, such as A/R and A/P, customer management and financial reporting. Premium features,... Learn more

Divvy is a free cloud-based accounting and expense management solution for businesses. Key features include managing payments and subscriptions, building strategic budgets, automated expense reports and virtual cards. Divvy... Learn more

Fetch Expense Reporting is a cloud-based expense tracking and reporting solution suitable for small and midsize businesses. It allows employees to upload expense receipts from their smartphones and claim reimbursement from their... Learn more