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description: Page 13 - Discover the best Financial Reporting Software for your organisation. Compare top Financial Reporting Software tools with customer reviews, pricing and free demos.
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title: Page 13 - Best Financial Reporting Software - 2026 Reviews, Pricing & Demos
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# Financial Reporting Software

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## Products

1. [Dr. ERP](https://www.softwareadvice.co.uk/software/440688/dr-erp) — 5.0/5 (1 reviews) — Dr. ERP is a manufacturing execution software that helps businesses manage and integrate core business processes such...
2. [IDL Konsis](https://www.softwareadvice.co.uk/software/425369/idl-konsis) — 5.0/5 (1 reviews) — IDL Konsis allows firms to connect data from major financial activities by automatically generating financial stateme...
3. [Raptech](https://www.softwareadvice.co.uk/software/362395/raptech) — 3.0/5 (1 reviews) — AI-Driven Business Process Automation Platform for SMBs Raptech is a cutting-edge, AI-powered business intelligence a...
4. [Bicxo](https://www.softwareadvice.co.uk/software/436238/bicxo) — 5.0/5 (1 reviews) — BiCXO is a cloud-based solution that provides business intelligence (BI) tools to help organizations retrieve, integr...
5. [SBS Regulatory Reporting](https://www.softwareadvice.co.uk/software/446339/sbp-regulatory-reporting) — 4.0/5 (1 reviews) — SBP Regulatory Reporting streamlines compliance with automation, advanced data validation, and powerful analytics, en...
6. [Masttro](https://www.softwareadvice.co.uk/software/254999/masttro) — 5.0/5 (1 reviews) — Masttro is an all-in-one wealth management platform that provides a comprehensive view of total net worth. Masttro ca...
7. [Nomentia](https://www.softwareadvice.co.uk/software/447634/nomentia) — 5.0/5 (1 reviews) — Unleash financial prowess with Nomentia: Empower, Grow, Thrive\! Our comprehensive platform offers a suite of cutting-...
8. [OS/](https://www.softwareadvice.co.uk/software/451440/OS) — 5.0/5 (1 reviews) — OS/ is a web-based project accounting solution that helps businesses of all sizes including agencies, productions and...
9. [Go Fig](https://www.softwareadvice.co.uk/software/523962/Go-Fig) — 4.0/5 (1 reviews) — AI-Powered Business Intelligence and Analytics for ambitious teams at growth-stage companies. Build KPI dashboards in...
10. [EPIC](https://www.softwareadvice.co.uk/software/453430/CCRM) — 4.0/5 (1 reviews) — EPIC is a modular technology platform designed for enterprise-wide use. It provides critical compliance management an...
11. [Datalog TMS](https://www.softwareadvice.co.uk/software/472116/Treasury-Line) — 4.0/5 (1 reviews) — Datalog TMS is a treasury management system that allows corporate treasury departments to automate and manage activit...
12. [Mitra](https://www.softwareadvice.co.uk/software/502182/Mitra) — 5.0/5 (1 reviews) — Mitra is a cloud-based visual development platform that integrates databases, interfaces, and logic into a single sol...
13. [DataNovata](https://www.softwareadvice.co.uk/software/433860/datanovata) — 5.0/5 (1 reviews) — DataNovata is an archiving software that helps businesses consolidate and organize all data sources into one centrali...
14. [Panax](https://www.softwareadvice.co.uk/software/516009/Panax) — 5.0/5 (1 reviews) — Panax is a cloud-based platform designed to assist mid-market and large businesses with achieving comprehensive overs...
15. [EXPENSIA](https://www.softwareadvice.co.uk/software/516237/Expensia) — 5.0/5 (1 reviews) — Expensia is an AI-enabled expense management platform built to help organizations manage employee expense requests wi...
16. [GoSimple Software](https://www.softwareadvice.co.uk/software/33318/gosimplebooks) (0 reviews) — GoSimpleBooks is a cloud-based bookkeeping and accounting software. It helps traders, small businesses and contractor...
17. [bluQube](https://www.softwareadvice.co.uk/software/39791/bluqube) (0 reviews) — bluQube is a UK-developed true cloud accounting platform built for growing, multi-entity and complex finance environm...
18. [Orbit](https://www.softwareadvice.co.uk/software/335357/orbit) (0 reviews) — Orbit is a reporting and analytics solution that is suitable for businesses of any size in any industry. Key features...
19. [Infor Enterprise Performance Management (EPM)](https://www.softwareadvice.co.uk/software/415461/infor-dynamic-enterprise-performance-management) (0 reviews) — With the right EPM system, quality data sets can be united in one place, so organizations can budget, plan and foreca...
20. [Vivid Reports](https://www.softwareadvice.co.uk/software/58130/vivid-reports) (0 reviews) — Vivid Reports offers powerful, user-friendly software that integrates seamlessly with your ERP system, for: automatin...
21. [PlaceCPM](https://www.softwareadvice.co.uk/software/94250/place-cpm) (0 reviews) — PlaceCPM is a cloud-based corporate performance management solution that syncs with existing accounting systems to pr...
22. [ByAllAccounts](https://www.softwareadvice.co.uk/software/118921/morningstar-byallaccounts) (0 reviews) — Morningstar ByAllAccounts is a financial data aggregation and enrichment solution that specializes in the unique dema...
23. [Clearwater](https://www.softwareadvice.co.uk/software/122329/clearwater) (0 reviews) — Clearwater is an accounting solution designed to help treasury or accounting professionals and investment managers co...
24. [FlowCog](https://www.softwareadvice.co.uk/software/220459/flowcog) (0 reviews) — FlowCog offers pre-built cash flow projection models tailor-made for SaaS companies. Financial models are vital for u...
25. [Pulse](https://www.softwareadvice.co.uk/software/221983/assetbook) (0 reviews) — Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help ...

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## Related Categories

- [Business Performance Management Software](https://www.softwareadvice.co.uk/directory/4579/business-performance-management/software)
- [Accounting Software](https://www.softwareadvice.co.uk/directory/4220/accounting/software)
- [Reporting Tools](https://www.softwareadvice.co.uk/directory/4284/reporting-tools/software)
- [Business Intelligence Platform](https://www.softwareadvice.co.uk/directory/4336/bi/software)
- [Accounts Receivable Software](https://www.softwareadvice.co.uk/directory/1843/accounts-receivable/software)

## Links

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-----

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Our unified, cloud-based suite is designed to streamline every aspect of your business-from sales and procurement to inventory, warehouse, production, projects, and financial management-by digitizing processes, eliminating inefficiencies, and delivering actionable insights that drive growth.\n\nAt its core, Raptech is more than just an automation tool-it's an AI-driven business process automation platform that empowers business leaders to operate with agility, accuracy, and confidence. Whether you're dealing with fragmented systems, manual workflows, or data silos, Raptech brings everything together in a centralized platform, offering a single source of truth for your entire organization. Our platform integrates key business workflows such as Lead-to-Quote, Order-to-Cash, Purchase-to-Pay, and Record-to-Report, ensuring seamless collaboration between departments and accelerating operational performance across the board.\n\nBy leveraging AI-powered business intelligence, Raptech enables you to make informed decisions in real time. Our advanced analytics engine delivers predictive insights and contextual data tailored to your unique business operations. Monitor trends, identify bottlenecks, and uncover new opportunities-all through customizable dashboards and intuitive reporting tools.\n\nRaptech’s real-time analytics platform ensures that your data is always up to date, accurate, and accessible when you need it most. Whether you're optimizing sales processes, managing supplier relationships, tracking inventory levels, or reconciling financial records, Raptech automates and connects each function, eliminating manual errors, reducing administrative overhead, and freeing your team to focus on high-value activities. With process automation powered by AI, even the most complex workflows can be executed smoothly and efficiently, enhancing productivity and improving operational agility.\n\nOur platform supports your scalability goals by adapting to your business needs as you grow. Raptech is modular, allowing you to start with the essentials and add capabilities over time-whether you’re expanding into new markets, managing higher transaction volumes, or onboarding new teams. Each module is configurable to your specific processes, ensuring a tailored solution that fits your unique requirements. From automated procurement and inventory optimization to AI-driven production and project tracking, Raptech empowers your teams to stay aligned, proactive, and responsive in a dynamic business environment.\n\nSecurity, compliance, and data integrity are embedded into every layer of the Raptech platform. You can trust that your business-critical data is protected by enterprise-grade security protocols and best practices. Our commitment to business intelligence and automation extends beyond the software-we offer personalized onboarding, comprehensive training, and ongoing support to ensure your success from day one. Our customer success team works closely with you to map your business processes, configure the platform to match your workflows, and continuously optimize your operations for maximum ROI.\n\nTrusted by companies across industries and geographies, Raptech is more than a software provider-we’re your strategic partner in digital transformation. Our mission is to simplify technology adoption for SMBs that don’t have large IT teams or the resources to implement complex enterprise systems. We believe that every business deserves access to the power of AI, automation, and real-time analytics, and we’ve built our platform to deliver just that-with simplicity, affordability, and scalability at its core.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0f51eb3d-ff77-4924-971e-d5dea8ab4ab4.png","url":"https://www.softwareadvice.co.uk/software/362395/raptech","@type":"ListItem"},{"name":"Bicxo","position":4,"description":"BiCXO is a cloud-based solution that provides business intelligence (BI) tools to help organizations retrieve, integrate and analyze collected data on a centralized dashboard. Managers can gain a 360-degree view of all operational processes, track key performance indicators (KPIs) and visualize data in the form of graphs or charts.\n\n\nAdministrators can use BiCXO to configure employees' access permissions and secure confidential information to prevent unauthorized data exploitation. It provides mobile applications for iOS and Android devices, enabling businesses to generate and view financial, sales or purchase reports. Additionally, users can receive automated alerts about low inventory levels or upcoming due dates.\n\n\nBiCXO facilitates integration with various third-party enterprise resource planning (ERP) and customer relationship management (CRM) applications. Pricing is available on monthly subscriptions and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/96ba4da7-c6ef-42d4-a2cb-5aaba08070a9.jpeg","url":"https://www.softwareadvice.co.uk/software/436238/bicxo","@type":"ListItem"},{"name":"SBS Regulatory Reporting","position":5,"description":"SBP Regulatory Reporting streamlines compliance with automation, advanced data validation, and powerful analytics, ensuring timely, accurate submissions while reducing operational complexity and costs.\n\nSBP Regulatory Reporting is a SaaS compliance platform that automates regulatory reporting while reducing complexity. It provides real-time validation, multi-country support, and 10x faster data processing than legacy systems. With 100% on-time compliance, faster reporting, and cost reduction, financial institutions can streamline regulatory processes and enhance reporting accuracy. The platform is designed for scalability, ensuring seamless compliance with evolving frameworks like CRR3 and IReF. \n\nSBP Regulatory Reporting optimizes compliance by automating reporting processes, reducing errors, and ensuring full regulatory adherence.\n\nKey Business Benefits:\n• Unmatched Reliability: Safeguard your institution with a proven 100% on-time compliance track record, protecting against fines, reputational damage, and operational risks.\n• Cloud-Native Scalability: Adapt seamlessly to your institution’s size and needs with a scalable, modular platform that handles high data volumes efficiently.\n• Cost Optimization: Centralize compliance operations, reducing Total Cost of Ownership (TCO) by minimizing redundancies and infrastructure burdens.\n• Advanced Data Processing: Process granular data 10x faster than legacy systems to ensure timely submissions and flawless reporting.\n• Actionable Insights: Turn compliance data into strategic assets with real-time analytics and predictive modeling to support smarter decisions.\n• AI-Driven Innovation: Automate processes, enhance data accuracy, and anticipate regulatory trends with AI-integration capabilities.\n• Customer-Centric Support: Enjoy tailored updates, dedicated account management, and proactive assistance for seamless regulatory readiness.\n• Availability: SBP Regulatory Reporting is a fully cloud-based platform, ensuring uninterrupted service and high availability for 24/7 global accessibility and operational continuity.\n• Security: The platform employs top-tier security protocols, including end-to-end encryption and data governance, aligning with global security standards to protect against data breaches and unauthorized access.\n\nDesigned for institutions of all sizes, SBP Regulatory Reporting enables seamless integration, scalable compliance, and future-proof reporting.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0a529520-b86f-48df-b77d-cd553803272f.png","url":"https://www.softwareadvice.co.uk/software/446339/sbp-regulatory-reporting","@type":"ListItem"},{"name":"Masttro","position":6,"description":"Masttro is an all-in-one wealth management platform that provides a comprehensive view of total net worth. Masttro caters to family offices, wealth managers and advisors, and professional service firms and the platform consolidates complex financial data into actionable WealthData to optimize workflows.\n\nKey features of Masttro include the ability to import all types of assets from liquid investments to alternatives using custodian feeds. It ingests data on concentrated stock positions, real estate holdings, passion assets, and more. The platform simplifies portfolio management with custom dashboards, task management, and automation tools. Users can create secure client views to share documents and set permissions. \n\nWith Masttro, all aspects of wealth are translated into digestible WealthData. The data aggregation and synthesis provides a full overview to easily view, manipulate, and manage total net worth. By centralizing global assets across all currencies into one intuitive platform, Masttro delivers actionable insights to improve client service, increase efficiency, and future-proof wealth management operations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1e236ba1-1d01-47ef-b29a-e645f9438d3e.png","url":"https://www.softwareadvice.co.uk/software/254999/masttro","@type":"ListItem"},{"name":"Nomentia","position":7,"description":"Unleash financial prowess with Nomentia: Empower, Grow, Thrive!\n\nOur comprehensive platform offers a suite of cutting-edge tools and solutions designed to streamline every aspect of financial management, from cash flow optimization to treasury operations.\n\nConsolidate your financial data, gain unparalleled insights, and optimize cash flow management with our intuitive platform. Seamlessly integrate with global banks, automate treasury tasks, and empower your finance teams to excel.\n\nTrust in Nomentia's scalable solution, enhanced security, and global reach to drive growth and compliance. Join the ranks of forward-thinking finance professionals and unlock the power of Nomentia to transform your organization's financial landscape.\n\nNomentia eliminates silos and inefficiencies, empowering finance teams to work collaboratively and make informed decisions with confidence. Gain access to in-depth financial analysis and reporting tools that provide unparalleled insights into your organization's financial health, allowing you to optimize cash flow, mitigate risks, and drive sustainable growth.\n\nNomentia offers advanced treasury management capabilities that streamline routine tasks and provide real-time visibility into cash positions and transactions. From cash pooling to cash concentration, our platform automates treasury operations, reduces manual errors, and improves overall treasury performance, allowing you to focus on strategic initiatives and drive organizational growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/162b0cfe-0de1-4d59-bb39-982bad6f9179.png","url":"https://www.softwareadvice.co.uk/software/447634/nomentia","@type":"ListItem"},{"name":"OS/","position":8,"description":"OS/ is a web-based project accounting solution that helps businesses of all sizes including agencies, productions and studios create and control budgets, manage finances, calculate costs, generate quotes, measure project performance and more.\n\nOS/ enables businesses to monitor labor costs and working hours, create reports and evaluate projects. Key features include drag-and-drop interface, corporate social dashboard, performance insights, project controlling, forecasts, cost control and more.\n\nOS/ integrates with various third-party platforms including Microsoft 365, asana, Google Workspace, monday.com, Personio, ClickUp, Pleo, awork, Google Drive, Microsoft Groups, Spendesk, OneDrive, moss and float. It extends support via email and phone and pricing is available on demand.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a751eebb-3a79-4be5-a368-6a7a13aeaad8.png","url":"https://www.softwareadvice.co.uk/software/451440/OS","@type":"ListItem"},{"name":"Go Fig","position":9,"description":"AI-Powered Business Intelligence and Analytics for ambitious teams at growth-stage companies. Build KPI dashboards instantly and equip leaders and frontline employees to do analytics like the pros. Use your own data to identify opportunities to drive new growth and be a leader in your industry.\n\nMain features include:\n- Automated dashboards\n- Data Management\n- Analytics with Natural Language\n- KPI dashboards\n- Public sharing\n- Alerts and Notifications","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e21f969f-cb36-4854-b570-2b016ca1ad3c.jpeg","url":"https://www.softwareadvice.co.uk/software/523962/Go-Fig","@type":"ListItem"},{"name":"EPIC","position":10,"description":"EPIC is a modular technology platform designed for enterprise-wide use. It provides critical compliance management and reporting capabilities for organizations across various industries.\n\nThe platform integrates seamlessly with disparate enterprise systems such as ERP, transaction systems, and third-party applications. It consolidates data from multiple sources to maintain a single source of truth. EPIC enables various types of user-driven reporting, including operational, financial, and compliance reporting. The platform's business rules and mapping capabilities can accommodate future changes in rules, validations, data structures, reporting, and processes.\n\nEPIC's flexible architecture and comprehensive functionality make it a valuable tool for enterprises seeking to streamline their compliance management, data consolidation, and reporting processes. The platform's modular design allows organizations to tailor it to their specific needs, ensuring efficient and effective compliance management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/01da50f7-0282-4f46-bbb2-ae1ac59561dd.png","url":"https://www.softwareadvice.co.uk/software/453430/CCRM","@type":"ListItem"},{"name":"Datalog TMS","position":11,"description":"Datalog TMS is a treasury management system that allows corporate treasury departments to automate and manage activities. It serves a range of industries such as financial services, retail, manufacturing, utilities, energy, and IT management.\n\nDatalog TMS provides a centralized system for automating, tracking, and controlling inbound and outbound payments. It offers continuous cash flow automation across global business accounts and a central platform for configuring and managing intra-group transfers, loans, and financial compensation. The system simplifies and automates bank reconciliations, internal invoice payments, and money transfers, helping treasury teams maintain control over cash operations and risk management. Datalog TMS also helps users optimize company liquidity, cash flow, banking communications, and other financial activities.\n\nKey features of Datalog TMS include compliance monitoring, built-in IFRS accounting, treasury forecasting, automated bank communications, and end-to-end data encryption. The system connects to any ERP, accounting, or IT system, and can exchange account data with any bank in any file format automatically. Datalog TMS also allows users to configure rules and workflows to accommodate unique corporate structures, uses machine-learning technology for advanced cash forecasts, and offers end-to-end encryption and security features certified by ON-X cybersecurity experts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2e2e44f8-7ccf-4205-9399-f66ff4f3db1c.png","url":"https://www.softwareadvice.co.uk/software/472116/Treasury-Line","@type":"ListItem"},{"name":"Mitra","position":12,"description":"Mitra is a cloud-based visual development platform that integrates databases, interfaces, and logic into a single solution. This platform caters to a range of users, including IT professionals, developers, and entrepreneurs, who are looking to accelerate their software development.\n\nThe platform's intuitive interface allows users to leverage SQL to enhance their components and interactions, streamlining the development process. Mitra's unified approach can accelerate development, enabling users to bring their ideas to life efficiently. The platform also offers robust and enterprise-grade security features, providing secure and reliable data management.\n\nMitra integrates advanced analytics and self-service BI capabilities directly into the development platform. Users can create powerful visualizations and leverage AI-powered insights to elevate their decision-making. This integration of analytics and development empowers users to build applications with data-driven intelligence.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d7a1205c-c003-4af2-8e60-5112c9c5506b.png","url":"https://www.softwareadvice.co.uk/software/502182/Mitra","@type":"ListItem"},{"name":"DataNovata","position":13,"description":"DataNovata is an archiving software that helps businesses  consolidate and organize all data sources into one centralized repository. The platform enables administrators to manage data classification, access controls, and audit trails.\n\nAdditionally, DataNovata lets stakeholders utilize built-in data cleansing and validation capabilities to ensure the accuracy and reliability of data.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2198a840-bf66-4f64-93b5-03667e1391b4.jpeg","url":"https://www.softwareadvice.co.uk/software/433860/datanovata","@type":"ListItem"},{"name":"Panax","position":14,"description":"Panax is a cloud-based platform designed to assist mid-market and large businesses with achieving comprehensive oversight and management of their cash operations as well as enhancing their liquidity through the utilization of AI-enabled automation and insights.\n\nPanax helps consolidate, automate and streamline treasury analysis and procedures, providing businesses with immediate access to cash positions, essential insights, and cash forecasting by integrating data directly from banks and enterprise resource planning (ERP) systems into a unified platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bb3b7e5d-5b6f-43c1-a07b-c93599ebd0c5.jpeg","url":"https://www.softwareadvice.co.uk/software/516009/Panax","@type":"ListItem"},{"name":"EXPENSIA","position":15,"description":"Expensia is an AI-enabled expense management platform built to help organizations manage employee expense requests with greater control, visibility, and compliance. The system centralizes submission, review, approval, and auditing processes into a structured digital workflow.\n\nEmployees can submit expense requests for travel, meals, supplies, and other authorized costs through an intuitive and accessible interface. The platform ensures that requests align with predefined policies and spending guidelines before entering the approval cycle.\n\nExpensia supports configurable approval workflows, including multi-level routing that reflects organizational hierarchies. Managers can quickly review expense details, approve or reject requests, or request additional clarification. Automated notifications and reminders help reduce delays and improve responsiveness.\n\nReal-time budget tracking allows organizations to monitor spending against allocated funds. The system automatically flags requests that exceed policy limits or budget thresholds, enabling proactive financial control and preventing overruns.\n\nThe platform maintains detailed audit trails for every expense transaction, providing full transparency and supporting compliance requirements. Comprehensive reporting tools help finance teams analyze spending patterns, monitor departmental budgets, and evaluate policy adherence.\n\nExpensia integrates with HR and financial systems to ensure centralized and consistent data management. By reducing manual processes and minimizing errors, the system enhances operational efficiency and financial accuracy.\n\nThrough automation and structured oversight, Expensia strengthens fiscal accountability, improves expense governance, and supports long-term financial sustainability for growing organizations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9db17e84-273a-4c9e-a9b5-53b401d1b848.png","url":"https://www.softwareadvice.co.uk/software/516237/Expensia","@type":"ListItem"},{"name":"GoSimple Software","position":16,"description":"GoSimpleBooks is a cloud-based bookkeeping and accounting software. It helps traders, small businesses and contractors in all industries manage their bookkeeping requirements. Primary features of the solution include invoicing, quote management, bank reconciliation, financial reporting and expense management.\n\n\nOther features of the solution include VAT reports, statement import from banks and income management. GoSimpleBooks enables users to create invoices that can be directly sent to customers. The bank reconciliation feature links customers' bank accounts to GoSimpleBooks, which records all transactions.\n\n\nGoSimpleBooks is able to calculate and report VAT using accounting and flat-rate schemes. It allows users to import bank and credit card statements in CSV and OFX formats. \n\n\nThe software is available in an annual subscription model and is only available in the United Kingdom.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/48848939-1c22-4e74-be30-5dbdff4443a6.png","url":"https://www.softwareadvice.co.uk/software/33318/gosimplebooks","@type":"ListItem"},{"name":"bluQube","position":17,"description":"bluQube is a UK-developed true cloud accounting platform built for growing, multi-entity and complex finance environments. Developed by Symmetry Ltd, a trusted financial technology provider since 1996, it helps CFOs and Finance Directors gain control, visibility and confidence across their operations.\n\nPurpose-built for complexity, bluQube delivers real-time insight, process automation and powerful reporting to reduce manual effort and improve accuracy. Engineered from the ground up for the cloud, it offers performance, scalability and resilience beyond retrofitted legacy systems.\n\nCustomer data is hosted exclusively in the UK within The Bunker, supported by robust security, triple-layer backups and Cyber Essentials Plus certification. With fixed-cost implementation, dedicated account management and UK-based expert support, bluQube is a dependable long-term partner for finance transformation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b1e5504b-4b65-40fc-8542-5cf272c70496.png","url":"https://www.softwareadvice.co.uk/software/39791/bluqube","@type":"ListItem"},{"name":"Orbit","position":18,"description":"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.\n\n\nOrbit’s operational reports allow users to monitor business metrics and KPIs in real time. The platform is able to connect with both on-premise and cloud applications. Operational reports can be viewed in any output format including tables, pivots, spreadsheets, charts, maps, graphs and other visualizations. Users can drill down from the summary to the lowest level of detail in any report.\n\n\nUsers can build reports and dashboards using Orbit’s drag-and-drop interface and gain operational insights on-demand. Ad hoc reports can be run in real time or a scheduler can run reports based on a pre-defined frequency such as a specific day of the week, time of the day or the last day of the month. Team members can collaborate and share reports with each other.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/44cd049e-af06-4fdb-83ad-86278bfd34ff.png","url":"https://www.softwareadvice.co.uk/software/335357/orbit","@type":"ListItem"},{"name":"Infor Enterprise Performance Management (EPM)","position":19,"description":"With the right EPM system, quality data sets can be united in one place, so organizations can budget, plan and forecast with seamless ease and accuracy. Infor Dynamic Enterprise Performance Management (d/EPM) for Financial Services delivers intelligent business and financial performance management capabilities that will help drive overall business performance more effectively.\n\nWith Infor d/EPM for Financial Services, organizations can experience real-time insights with a centralized data repository to make more informed and perceptive decisions across their enterprise. The innovative software solution provides a holistic view of business performance, so present insights can offer more accurate and actionable future predictions, helping firms build a strong financial foundation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2bf102d4-2f34-4fc2-9514-f467a01c8104.png","url":"https://www.softwareadvice.co.uk/software/415461/infor-dynamic-enterprise-performance-management","@type":"ListItem"},{"name":"Vivid Reports","position":20,"description":"Vivid Reports offers powerful, user-friendly software that integrates seamlessly with your ERP system, for: automating financial reporting, budgeting, and analysis while ensuring secure collaboration and distribution. Ideal for organizations with complex reporting needs, frequent Excel usage, and a focus on performance and self-service analytics. Vivid Reports simplifies financial operations, enhances transparency, and saves time by automating manual processes - for both financial data (VIVID CPM) and operational data (VIVID FLEX) - all while keeping your reports in Excel. By reducing consolidation efforts and enabling more focused analysis, Vivid Reports empowers better decision-making and drives financial accuracy and efficiency.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6af4bd42-fdae-491b-9b46-6f129de20e78.png","url":"https://www.softwareadvice.co.uk/software/58130/vivid-reports","@type":"ListItem"},{"name":"PlaceCPM","position":21,"description":"PlaceCPM is a cloud-based corporate performance management solution that syncs with existing accounting systems to provide sales forecasts and cash projections for businesses. Key features include real-time reporting, activity dashboard, budgeting and sales predictions.\n\n\nPlaceCPM helps businesses manage profit and loss forecasting by assessing cash projections and forecast variance, tracking financial transactions and consolidating reports across all business entities. It provides a drag-and-drop interface and customizable dashboards, which let users generate reports on crucial key performance indicators (KPIs) and gain real-time insights into sales performance through variance analysis, pattern learning and more. Additionally, businesses can improve communication across teams by aligning entities with operational plans, create login portals for investors to collaborate and more.\n\n\nPlaceCPM integrates with Xero, NetSuite, and QuickBooks to provide key details for cash and financial forecasts. The solution is available on monthly subscriptions and support is provided via phone, email or online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4d05d8a-aa03-4ccd-a70f-cb7a196beabf.png","url":"https://www.softwareadvice.co.uk/software/94250/place-cpm","@type":"ListItem"},{"name":"ByAllAccounts","position":22,"description":"Morningstar ByAllAccounts is a financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. ByAllAccounts provides end-to-end scalability to meet the entire spectrum of business needs for wealth management enterprises, resellers/redistributors, and FinTechs.\n\nPowered by more than 20 years of dedicated investment use case experience, Morningstar ByAllAccounts unlocks highly enriched investment data that empowers holistic portfolio management, exceptional client experiences, and leading-edge product innovations, so advisors and investors can discover new opportunities to optimize wealth. Using artificial intelligence and other advanced, proprietary systems to quickly deliver client account data to portfolio management, reconciliation, compliance, trust accounting and performance systems, Morningstar ByAllAccounts can help save time and operational costs.\n\nMorningstar ByAllAccounts facilitates integration with third-party application providers such as Addepar, Black Diamond Reporting, Envestnet | Tamarac, Orion Advisor Services, and more. The pricing of the product is available on request and support is extended via email, phone, FAQs, and online documentation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0b2950f6-c446-429b-9280-30649b2d88eb.png","url":"https://www.softwareadvice.co.uk/software/118921/morningstar-byallaccounts","@type":"ListItem"},{"name":"Clearwater","position":23,"description":"Clearwater is an accounting solution designed to help treasury or accounting professionals and investment managers collect, validate, reconcile and analyze clients’ investment data. Administrators can automatically collect information from custodian banks, brokers and third-party security masters on a unified interface.\n\n\nIt offers customizable general ledgers, allowing managers to report investment-related data based on various accounting standards including generally accepted accounting principles (GAAP) and international financial reporting standards (IFRS). Clearwater provides integrated reporting tools that enable teams to monitor compliance, measure performance and analyze risks across investment policies. Additionally, the solution lets investment managers analyze historical trends to forecast cash flow and process period-end statements using the client portal.\n\n\nClearwater provides a composite management tool, enabling operators to centralize document storage and track account-related notes during audits. Pricing is available on request and support is extended via phone, email and online inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/795e83fa-4c38-4062-b2d4-c1c364703bdc.png","url":"https://www.softwareadvice.co.uk/software/122329/clearwater","@type":"ListItem"},{"name":"FlowCog","position":24,"description":"FlowCog offers pre-built cash flow projection models tailor-made for SaaS companies. Financial models are vital for understanding your company's financial performance and should support your strategic initiatives for growing your business. They're also crucial for board meetings and raising money from investors.\n\nFlowCog helps you craft your growth story by specifying how key business drivers will change in accordance with actions from your operating plan. It offers sensitivity analysis and revenue simulations to provide talking points for a range of financial outcomes. It also has a staffing module to properly project new hires required for your growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/49d494b1-eec8-4dc8-ac24-2c38408b37c6.png","url":"https://www.softwareadvice.co.uk/software/220459/flowcog","@type":"ListItem"},{"name":"Pulse","position":25,"description":"Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help investment advisors save time, deliver precise portfolio reporting, and demonstrate value to clients. From one centralized system, Pulse enables advisers to upload documents, transfer files, and deliver information to clients. \n\nPulse offers customizable and interactive performace reporting capabilities. Using a firm-level dashboard, advisors can access imrpotant metrics that break down AUM growth into key values. The dashboard also provides data related to asset allocation at the global level. The system can integrate with exisitng CRM, financial planning, and other types of software.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/38fd4890-7d44-4994-bf1c-9c34507dc86e.png","url":"https://www.softwareadvice.co.uk/software/221983/assetbook","@type":"ListItem"}],"numberOfItems":25}
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