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description: Page 6 - 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 6 - Best Financial Reporting Software - 2026 Reviews, Pricing & Demos
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# Financial Reporting Software

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## Products

1. [Valutico](https://www.softwareadvice.co.uk/software/318230/valutico) — 4.4/5 (38 reviews) — Valutico helps users generate business valuations by powering a forecasting, peers selection, and comparable transact...
2. [Limelight](https://www.softwareadvice.co.uk/software/402471/limelight) — 4.5/5 (38 reviews) — Limelight is a modern FP\&A platform that automates budgeting, forecasting, and financial reporting for mid-market...
3. [Plika](https://www.softwareadvice.co.uk/software/254151/plika) — 4.4/5 (36 reviews) — Plika is a SaaS designed to streamline and simplify the work of finance teams, providing a focus on data analysis for...
4. [IRIS CARBON](https://www.softwareadvice.co.uk/software/338320/iris-carbon) — 4.9/5 (36 reviews) — IRIS CARBON is a robust, cloud-based disclosure management platform designed to simplify and automate the complex pro...
5. [Caseware](https://www.softwareadvice.co.uk/software/71779/caseware-idea) — 4.5/5 (35 reviews) — Caseware delivers a complete, secure audit and assurance platform trusted by accounting firms around the world. Our u...
6. [Redwood RunMyJobs](https://www.softwareadvice.co.uk/software/269188/runmyjobs) — 4.8/5 (35 reviews) — RunMyJobs by Redwood is the only clean core enterprise workload automation solution that is an SAP Endorsed App offer...
7. [PayTraQer](https://www.softwareadvice.co.uk/software/438126/paytraqer) — 4.7/5 (35 reviews) — PayTraQer is an integration solution that helps businesses manage fees, refunds, and expenses by connecting payment p...
8. [ShopXpert](https://www.softwareadvice.co.uk/software/345143/shopxpert) — 4.9/5 (35 reviews) — ShopXpert is a retail operations management platform. It helps retail businesses streamline their operations, optimiz...
9. [Aqilla](https://www.softwareadvice.co.uk/software/98336/aqilla) — 4.2/5 (33 reviews) — Aqilla is a cloud-based solution that helps small to midsize businesses streamline accounting operations and generate...
10. [Volopay](https://www.softwareadvice.co.uk/software/331237/volopay) — 4.5/5 (33 reviews) — Volopay provides complete control by combining approvals, corporate cards, bill payments, expense reimbursements, and...
11. [PBS Accounting](https://www.softwareadvice.co.uk/software/146209/passport-software-pbs-manufacturing) — 4.5/5 (32 reviews) — PBS Accounting is robust professional level accounting software that fits a wide range of businesses and grows with y...
12. [Axiom Software](https://www.softwareadvice.co.uk/software/111483/axiom-software) — 4.3/5 (31 reviews) — Syntellis Performance Solutions provides innovative enterprise performance management software, data and analytics so...
13. [Quick Consols](https://www.softwareadvice.co.uk/software/424960/quick-consols) — 4.5/5 (30 reviews) — Quick Consols is a financial reporting tool for companies and groups that need monthly or annual consolidated account...
14. [finway](https://www.softwareadvice.co.uk/software/255484/finway) — 4.2/5 (30 reviews) — finway is an accounts payable software that helps businesses manage invoice processing, accounting, payments, expense...
15. [Pilot](https://www.softwareadvice.co.uk/software/80712/pilot) — 4.9/5 (29 reviews) — Pilot: One team for all your accounting needs. Pilot is the largest startup and small business focused accounting fir...
16. [Reach Reporting](https://www.softwareadvice.co.uk/software/148141/reach-reporting) — 4.9/5 (29 reviews) — Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in ...
17. [Transcepta](https://www.softwareadvice.co.uk/software/89788/transcepta) — 4.1/5 (28 reviews) — Transcepta is the top AP automation solution to reduce AP costs, provide supply chain visibility, and control cash. T...
18. [Bookkeep](https://www.softwareadvice.co.uk/software/247239/bookkeep) — 4.9/5 (28 reviews) — If you use Shopify, Amazon, Square, PayPal, Treez, Clover, Toast, Mindbody and/or other popular ecommerce and POS sys...
19. [UniFi](https://www.softwareadvice.co.uk/software/426639/UniFi) — 4.5/5 (27 reviews) — UniFi is a revolutionary cloud-based platform with limitless use cases for finance and all connected departments. It ...
20. [Snap Projections](https://www.softwareadvice.co.uk/software/404784/snap-projections) — 4.9/5 (26 reviews) — Snap Projections is an easy-to-use yet comprehensive financial planning software for Canadian Financial Advisors, Pla...
21. [Fathom](https://www.softwareadvice.co.uk/software/456607/Fathom) — 4.8/5 (26 reviews) — Fathom is a powerful financial analysis, reporting, and forecasting platform that helps businesses, accountants, and ...
22. [Trovata](https://www.softwareadvice.co.uk/software/325009/trovata) — 4.5/5 (25 reviews) — Trovata is an AI-native treasury management and liquidity platform that centralizes multibank connectivity, cash visi...
23. [Mobilexpense](https://www.softwareadvice.co.uk/software/85907/mobilexpense) — 4.6/5 (25 reviews) — Mobilexpense Declaree digitalises and streamlines the expense management process for mid-sized organisations. The Saa...
24. [BudgetPak](https://www.softwareadvice.co.uk/software/31789/budgetpak) — 4.8/5 (24 reviews) — BudgetPak by XLerant is a cloud-based Accounting solution that offers stand-alone Budgeting and Forecasting, as well ...
25. [AdvisorEngine](https://www.softwareadvice.co.uk/software/192613/advisorengine) — 4.4/5 (24 reviews) — AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solu...

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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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Designed for growing organizations, Limelight combines powerful financial planning capabilities with built-in AI and narrative reporting to help teams plan faster, analyze performance, and make smarter business decisions.\n\nFinance teams use Limelight to streamline budgeting and forecasting, eliminate manual spreadsheet work, and gain real-time visibility into financial performance. With seamless integration to leading accounting ERPs, Limelight centralizes financial data into a single source of truth, ensuring accuracy, consistency, and faster reporting cycles.\n\nLimelight’s AI-powered capabilities enhance financial planning by automatically generating insights, identifying trends, and supporting more accurate forecasts. Its narrative reporting features allow finance teams to turn data into clear, executive-ready commentary, making it easier to communicate results, explain variances, and align stakeholders across the organization.\n\nThe platform includes dynamic budgeting and forecasting tools, interactive dashboards, and real-time financial reporting, enabling finance teams to quickly answer critical questions such as what is driving profitability, where costs can be optimized, and how future scenarios will impact performance.\n\nWith an intuitive, user-friendly interface, Limelight is built for finance teams who want to move beyond spreadsheets without the complexity of legacy FP&A systems. Teams can collaborate more effectively, automate repetitive workflows, and focus on strategic planning instead of manual data consolidation.\n\nLimelight supports a wide range of financial planning use cases, including operating budgets, rolling forecasts, scenario planning, and variance analysis. By combining automation, AI, and narrative reporting in one platform, Limelight helps organizations improve planning accuracy, reduce cycle times, and drive better financial outcomes.\n\nWhether you are scaling your finance function or replacing disconnected tools, Limelight provides a modern FP&A solution that enables finance teams to plan with confidence, report with clarity, and operate at the next level..","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c8481a7c-4780-4ee4-a937-2eaab5779651.png","url":"https://www.softwareadvice.co.uk/software/402471/limelight","@type":"ListItem"},{"name":"Plika","position":3,"description":"Plika is a SaaS designed to streamline and simplify the work of finance teams, providing a focus on data analysis for decision making.\n\nAs software of the Financial Planning & Analysis segment, it allows to be the center of information between the real, the planned and the business analytics.\n\nPlika allows, through its modules, optimization of Cash Flow Management, Budget, Management Control, Forecasting, and Financial Analysis processes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5ee1c781-4e28-405f-b10c-379771493d3a.png","url":"https://www.softwareadvice.co.uk/software/254151/plika","@type":"ListItem"},{"name":"IRIS CARBON","position":4,"description":"IRIS CARBON is a robust, cloud-based disclosure management platform designed to simplify and automate the complex processes associated with regulatory and voluntary reporting. Tailored for organizations of all sizes across diverse industries, IRIS CARBON empowers finance, accounting, and compliance teams to efficiently manage, validate, and deliver accurate, timely, and compliant disclosures.\n\nCore Functionality:\nIRIS CARBON offers a comprehensive suite of features that streamline the entire disclosure lifecycle, from initial data collection to final report generation and filing. Its key functionalities include:\n\nCentralized Data Management: The platform acts as a single source of truth for all reporting data, eliminating data silos and ensuring consistency across all disclosures.\n\nWorkflow Automation: IRIS CARBON automates repetitive manual tasks, such as data gathering, validation, and report compilation, significantly reducing the risk of errors and freeing up valuable time.\n\nTaxonomy Management: The solution supports a wide range of reporting taxonomies, including XBRL, ESG frameworks (GRI, SASB, TCFD), and others, enabling organizations to adapt to evolving regulatory requirements.\n\nData Validation and Quality Control: Built-in validation rules and checks ensure data accuracy and integrity, minimizing the need for manual reviews and corrections.\n\nReporting and Analytics: IRIS CARBON facilitates the creation of customizable reports, interactive dashboards, and data visualizations, enabling users to gain valuable insights and communicate information effectively to stakeholders.\n\nCollaboration and Audit Trail: The platform supports secure collaboration among team members, with a complete audit trail of all changes made to data and reports, enhancing transparency and accountability.\n\nBenefits:\nIRIS CARBON offers numerous benefits to organizations, including:\nIncreased Efficiency: Automating manual tasks and streamlining workflows significantly reduces the time and effort required for disclosure management.\n\nImproved Accuracy: Built-in validation rules and checks minimize the risk of errors, ensuring data accuracy and integrity.\n\nReduced Risk: By ensuring compliance with regulatory requirements, IRIS CARBON helps organizations avoid penalties and reputational damage.\n\nEnhanced Transparency: The platform's collaboration and audit trail features enhance transparency and accountability, building trust with stakeholders.\n\nBetter Decision-Making: By providing access to accurate and timely data, IRIS CARBON enables organizations to make more informed decisions.\n\nCost Savings: Automating processes and reducing errors can lead to significant cost savings.\n\nScalability: IRIS CARBON can scale to meet the needs of growing organizations.\n\nImproved Collaboration: The platform facilitates seamless collaboration among finance, legal, and other teams involved in the reporting process.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b87f3fc5-78d1-476c-83f4-400340aa9bec.png","url":"https://www.softwareadvice.co.uk/software/338320/iris-carbon","@type":"ListItem"},{"name":"Caseware","position":5,"description":"Caseware delivers a complete, secure audit and assurance platform trusted by accounting firms around the world. Our unified platform connects every stage of the engagement—from planning and risk assessment to review and completion—so teams can collaborate seamlessly and deliver work with confidence. With 30+ years of industry partnership and a deep commitment to audit quality, Caseware helps firms achieve faster turnaround, stronger client relationships, and greater peace of mind knowing their data is protected.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4223121b-1c31-404b-ba19-4ff8f748cb84.jpeg","url":"https://www.softwareadvice.co.uk/software/71779/caseware-idea","@type":"ListItem"},{"name":"Redwood RunMyJobs","position":6,"description":"RunMyJobs by Redwood is the only clean core enterprise workload automation solution that is an SAP Endorsed App offering less risk, faster time-to-value and long-term reliability. it's designed to help organizations monitor and manage multiple servers and applications. The platform offers a drag-and-drop graphical editor, which enables managers to build processes using built-in templates.\n\nAdministrators can monitor service-level agreements (SLAs) and receive real-time notifications regarding performance issues. RunMyJobs allows teams to coordinate extraction, transfer and loading (ETL) processes to automate data management. Additionally, supervisors can manage and transfer files across the enterprise and build consumable automation services on a unified interface.\n\nRunMyJobs lets stakeholders configure role-based access permissions for staff members and ensure compliance in accordance with governance and auditing policies. Pricing is available on request and support is extended via chat, phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f60e512e-0b79-4bd5-87ac-18210442357f.png","url":"https://www.softwareadvice.co.uk/software/269188/runmyjobs","@type":"ListItem"},{"name":"PayTraQer","position":7,"description":"PayTraQer is an integration solution that helps businesses manage fees, refunds, and expenses by connecting payment processing applications with Quickbooks. It allows staff members to handle multi-currency tax mapping and reconciliation processes from within a unified platform. \n\nPayTraQer enables team members to utilize the built-in analytics tools to monitor deposited payouts, new customers, successful payments, and average revenue per customer. It allows businesses to manage integration with third-party solutions, such as PayPal, Stripe, Clover, and Braintree.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b0b1e722-052f-4745-bedf-29807b21c24b.png","url":"https://www.softwareadvice.co.uk/software/438126/paytraqer","@type":"ListItem"},{"name":"ShopXpert","position":8,"description":"ShopXpert is a retail operations management platform. It helps retail businesses streamline their operations, optimize productivity, and scale their business. ShopXpert caters to small and midsize retailers in industries like fashion, jewelry, sporting goods, and electronics.\n\nShopXpert offers modules for managing tasks, sending in-app messages, creating forms, outsourcing work, accessing a supplier portal, writing training notes, using an online academy, and tracking employee time. Retailers can choose the modules they need to build custom workflows for their business.\n\nShopXpert is a cloud-based solution, so retailers can get started quickly without a complex deployment process. ShopXpert provides 24/7 support to help retailers learn the platform and address any issues. Retailers also get access to regular software updates to ensure they have the latest features and security enhancements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4212b6ca-ecbb-4e79-a0b7-d6a1b63e6622.jpeg","url":"https://www.softwareadvice.co.uk/software/345143/shopxpert","@type":"ListItem"},{"name":"Aqilla","position":9,"description":"Aqilla is a cloud-based solution that helps small to midsize businesses streamline accounting operations and generate financial reports. Key features of the application include inventory management, budgeting, general ledger, multi-currency transactions, invoice processing and forecasting. \n\n\nAqilla allows managers to store confidential documents in a centralized repository and approve financial entries before adding them to the ledger. Enterprises can view upcoming tax filing dates on an event calendar and automatically backup critical data in compliance with GDPR regulations. Additionally, users can utilize the timesheet to track billable/non-billable hours for projects and calculate value added tax (VAT) rates accordingly.\n\n\nAqilla comes with an application programming interface (API), which allows enterprises to modify the system and integrate it with various third-party systems. Pricing is available on monthly subscriptions and support is extended via phone and an inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d9281ca6-c347-4022-8703-1266a5389786.png","url":"https://www.softwareadvice.co.uk/software/98336/aqilla","@type":"ListItem"},{"name":"Volopay","position":10,"description":"Volopay provides complete control by combining approvals, corporate cards, bill payments, expense reimbursements, and accounting automation into one single platform. It is designed to redefine how businesses spend money. By enabling businesses to control payments and access funds, Volopay can help organizations grow. The platform combines all business payments into one single stack.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/278fc1fb-ac3f-4a49-9ca0-b91ba3b59298.png","url":"https://www.softwareadvice.co.uk/software/331237/volopay","@type":"ListItem"},{"name":"PBS Accounting","position":11,"description":"PBS Accounting is robust professional level accounting software that fits a wide range of businesses and grows with your company. The CashPoint version acts as back end accounting for NCR Counterpoint.\nFlexible, up to the minute reporting – business intelligence and decision support information at your fingertips.\nCompliance with regulatory requirements, including the Affordable Care Act and Sales and Use Tax management and reporting.\nEasy to use, excellent live, US-based support, affordable for small businesses. On-premise software.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9e102563-203b-40cd-8965-7afedf0d912b.png","url":"https://www.softwareadvice.co.uk/software/146209/passport-software-pbs-manufacturing","@type":"ListItem"},{"name":"Axiom Software","position":12,"description":"Syntellis Performance Solutions provides innovative enterprise performance management software, data and analytics solutions for healthcare, higher education and financial institutions. Syntellis’ solutions include Axiom and Connected Analytics software, which help finance professionals elevate performance by acquiring insights, accelerating decisions and advancing their business plans. With over 2,800 organizations and 450,000 users relying on our solutions, we have proven industry expertise in helping organizations transform their vision into reality.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ec513711-30a1-41b1-8f94-ec86810e394f.png","url":"https://www.softwareadvice.co.uk/software/111483/axiom-software","@type":"ListItem"},{"name":"Quick Consols","position":13,"description":"Quick Consols is a financial reporting tool for companies and groups that need monthly or annual consolidated accounts.\n\nQuick Consols automates consolidation complexities for groups with multiple year ends, multiple currencies, different charts of accounts and ERP systems with a slice and dice approach to reporting. The app supports partial consolidations.\n\nUse our business unit function to create different views of your group, right down to cost centre or profit centre level.\n\nOur Analytics module creates visually rich graphs and charts with a slice and dice approach to seeing your consolidated numbers the way you want with a wide range of custom options.\n\nUse the financial statements module to prepare your statutory accounts, whether they're annual, half yearly or quarterly using our custom built reporting templates no matter the underlying Accounting Standards you use.\n\nQuick Consols is high tech and high touch which means consultants available to assist with your implementation and support when you need it.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ed18a766-f2cb-43ee-b312-28dd391de6d7.png","url":"https://www.softwareadvice.co.uk/software/424960/quick-consols","@type":"ListItem"},{"name":"finway","position":14,"description":"finway is an accounts payable software that helps businesses manage invoice processing, accounting, payments, expenses, budget control and liquidity. The platform enables managers to track the status of all invoices, send reminders and manage overdue accounts.\n\nAdministrators can preallocate cost centers and use virtual or physical cards to process payments. Additionally, finway lets stakeholders integrate with several third-party applications including DATEV, allowing tax consultants to handle bookkeeping preparations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/28e8a524-7759-4815-9b6d-1fc7bebf06a8.png","url":"https://www.softwareadvice.co.uk/software/255484/finway","@type":"ListItem"},{"name":"Pilot","position":15,"description":"Pilot: One team for all your accounting needs.\n\nPilot is the largest startup and small business focused accounting firm in the US. Our team of 250+ US-based accountants, fractional CFOs, and tax specialists are dedicated to building a strong finance foundation for your business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5c91f99d-08ff-41ea-a24e-bd8c6a3fd361.png","url":"https://www.softwareadvice.co.uk/software/80712/pilot","@type":"ListItem"},{"name":"Reach Reporting","position":16,"description":"Upgrade to Reach Reporting.\n\nAI-Enhanced Financial Reporting\n\nAutomated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting.\n\n3-Way Budgeting & Forecasting\n\nOur familiar spreadsheet environment lets you easily create budgets & forecasts with minimal learning curve. Leverage automatic Balance Sheet & Cash Flow projections with our 3-Way FP&A feature.\n\nConsolidation & Currency Conversion\n\nSave time with automated multi-company & multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department.\n\nFinancial managers and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Your reports and dashboards are dynamically updated as data flows through each month. Visualize data in just a few clicks.\n\nGain valuable insights into your business trajectory with our 3-Way Forecasting feature. By connecting your P&L, Balance Sheet, and Cash Flow Statement, you can create a comprehensive view of your financials.\n\nIntegration & automation\n-QuickBooks Online & Desktop integration\n-Xero integration\n-CSV trial balance integration\n-Gusto integration\n-Datasheets integration & Google Sheets\n\nIntuitive customization\n-Spreadsheet environment\n-Excel-like formulas\n-Metric goals/ targets\n-Trend lines\n\nData storytelling features\n-Live text\n-Conditional formatting\n-Dynamic statements & interactive metrics\n-Custom themes for your own branding and colors\n\nTemplate library\n-Pre-built report & dashboard templates\n-Fully customizable\n-Best practice metrics\n-Actuals & variance analysis\n-Rolling forecast & budget analysis templates\n\nBudget & forecasting\n-Minimal learning curve\n-Forecasting algorithms & custom formulas\n-Datasheets for non-financial data\n-Planning trend visualizations\n\nIntegrated 3-Way Forecasting\n-A complete picture of a business trajectory\n-Connected P&L, Balance Sheet & Cash Flow Statement\n-Automated cash flow forecast\n-Makes complex planning simple\n\nConsolidations\n-Multi-currency consolidation\n-Easy eliminations\n-Filter by company\n\nClient Portal\n-Organize your reports and dashboards\n-Determine access levels using folders\n-Upload files such as .pdf, .xlsx, .xls, .xlsm, .docx, .doc, .csv\n-Unlimited users and clients\n\nAI Enhanced Reporting\n-Identify trends, variances, and relationships.\n-Deep insights without a financial analyst.\n-Gain business-specific, expert-level analysis.\n-Get tailored reports and dashboards.\n-Make data-driven decisions with confidence.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7e47be11-a66e-4866-a956-cce28ea9edaf.png","url":"https://www.softwareadvice.co.uk/software/148141/reach-reporting","@type":"ListItem"},{"name":"Transcepta","position":17,"description":"Transcepta is the top AP automation solution to reduce AP costs, provide supply chain visibility, and control cash. The AI-based platform establishes a digital supplier connection, automatically matches PO-based invoices without human intervention, and efficiently codes, routes, and approves non-PO invoices. Eliminate invoice exceptions and supplier payment inquiries. Easily manage supplier information such as W-9s, banking details, and contact information all from a single platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2f2c750e-cde0-4154-9ce4-2695fcdd2870.png","url":"https://www.softwareadvice.co.uk/software/89788/transcepta","@type":"ListItem"},{"name":"Bookkeep","position":18,"description":"If you use Shopify, Amazon, Square, PayPal, Treez, Clover, Toast, Mindbody and/or other popular ecommerce and POS systems, Bookkeep is your secret weapon. Our tool automatically posts accrual-based daily sales summary financials to QuickBooks Online, Zoho Books, or Xero and auto-reconciles the payment deposits.  Once mapped, it's \"set it and forget it!\"\n\nWe do this for 60+ ecommerce apps, POS systems, and payment platforms including Square, Shopify, Amazon Seller, Walmart, Clover, Treez, Mindbody, Stripe, PayPal, and many more.\n\nSales tax automation, powered by Avalara, means you never have to wrestle with complicated spreadsheets, or worry about late filing fees.\n\nWe’re accountants, business owners, and data nerds ourselves, so we know the importance of accurate accrual-based financial reporting. When we say smarter, we mean it.  Because we are experts in all the platforms, we can do things the other apps can't.  For example - if you need to recognize revenue in Shopify based on SHIP DATE, we've got you covered.\n\nOur customers range from independent coffee shops to restaurant chains, from e-commerce start-ups to $50M multi-store ecommerce businesses, to cannabis dispensaries, and virtually everything in-between. We make it easy to keep your books up to date every day while eliminating costly accounting errors so you have the right data and more time to grow your business.\n\nWe know the two things which CFOs, accountants, and bookkeepers value the most: accuracy and saving time. With Bookkeep, you can have both through daily bookkeeping automation for the platforms you or your clients use. Our goal is to make sure you have the confidence and peace of mind you deserve. Our automation saves accounting teams at least 20 hours per month per company and makes them smile.\n\nReconciling hundreds or thousands of transactions is a constant, tedious chore and a thing of the past. Summaries are much simpler, faster, and more efficient. \n\nWith Bookkeep, you get clean books, you always know where you stand with your revenues properly recognized, sales taxes and fees clearly segregated. Everything matches the financial statements from each platform - without the headaches of managing each on its own.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/92ed4281-de56-4b04-9479-dc02764ddb99.png","url":"https://www.softwareadvice.co.uk/software/247239/bookkeep","@type":"ListItem"},{"name":"UniFi","position":19,"description":"UniFi is a revolutionary cloud-based platform with limitless use cases for finance and all connected departments.\n\nIt empowers organisations to streamline and automate business operations, connects finance to all departments in the organisation, and enables end users to create bespoke business applications (use cases), workflows, and integrations. \n\nIt can also enhance the depth and breadth of your existing systems (ERP, finance, CRM, HR, etc.). \n\nUniFi is designed to replace your 3rd party systems,  providing you with a single source of truth. \n\nUniFi is enterprise-grade software without the cost and can cater to all organisations, industries, and needs. From Finance to Operations and HR, UniFi can automate and streamline any department's processes.\n\nUniFi is intuitive, easy to use, and requires minimal training to get started. The software can be configured and customised for any requirement. It is end-user configurable, which means everyone in your organisation can easily utilise the system.\n\nUniFi offers one system to efficiently manage an ever-growing number of use cases—both the FinanSys team and customers continuously discover and create new use cases daily.\n\nUnlike other solutions, UniFi gives you access to all features (including existing and future releases) with nothing gated behind a paywall.\n\nFull users get access to:\n\nNo-code Application Builder \n\nBusiness Process Management \n\nAutomation \n\nAccounting Automation \n\nMiddleware & Integration \n\nExcel Add-in \n\nWork OS \n\nWorkflow Creator \n\nBusiness Intelligence \n\nDocument Management \n\nPre-installed Foundation Apps \n\nMachine Learning \n\nArtificial Intelligence \n\nMeticulously crafted by the finance and technology experts at FinanSys, UniFi is the culmination of over 25 years of FinanSys' operational experience, with a relentless focus on prioritising the end user. UniFi also embodies a long-term vision, ensuring its relevance for the next 25 years and beyond. \n\nWith a roadmap that includes continuous feature enhancements and the creation of new use cases, the system's longevity is guaranteed. \n\nThis innovative solution is built using modern technology that adapts seamlessly to the future office of the CFO and the increasing demand for closer collaboration between finance and other departments. It offers full configurability and customisation to meet diverse requirements, regardless of whether they are finance-related or not.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c46cc785-8183-4cf7-b2fa-b5a476cef6bc.jpeg","url":"https://www.softwareadvice.co.uk/software/426639/UniFi","@type":"ListItem"},{"name":"Snap Projections","position":20,"description":"Snap Projections is an easy-to-use yet comprehensive financial planning software for Canadian Financial Advisors, Planners, and Investment/Wealth Managers.\n\nWe help great Financial Advisors, Planners & Investment Managers grow their assets under management & receive more referrals through effective financial planning. \n\nFirst and foremost, Snap is transparent.\n\nWhen you need to explain something to your clients, you need to first be able to understand it yourself. I talk with Advisors all the time who tell me that if they cannot see how the numbers are being calculated, they feel uncomfortable presenting the plan to their clients. It doesn’t mean they need to run every calculation but they need to be able to understand how the numbers were generated so they can conduct an audit if they need to. This is in stark contrast with other solutions that almost seem to hide the calculations so Advisors have no way of verifying the numbers. There’s just no transparency. \n\n\nNext comes flexibility, customization and control. \n\nYour client’s lives can be very complex at times and it can become difficult to model - As the Advisor, you need to have a very high level of flexibility and control over the plan if you want to model those lives accurately and make the plan personal for your client. For example, you should not have to lump multiple TFSAs together because your software isn’t flexible enough to allow for multiple account types. Those types of restrictions can seem insignificant at first, but are often found in practice to make data entry cumbersome and create confusion for clients. \n\nLastly, Snap is an easy to use platform.\n\nLack of ease of use is one of the biggest barriers to software adoption. If it’s hard to learn, or hard to use, no one wants it. \n\nWe’ve interviewed over 3,000 Financial Advisors, Planners, and Investments managers and our research has indicated these are the top questions clients need answers to. \n\n1. How long will my money last? (Essentially - Am I going to be okay?)\n2. How much can I spend in retirement?\n3. When should I take my government benefits?\n4. Which of my assets should I spend first?\n5. Am I saving enough?\n6. How much will be left for my kids and other beneficiaries?\n\nWith Snap Projections, you can address these crucial client questions in mere minutes. \n\nBut with all the value that is generated from financial planning, for both the clients and the practice, why aren’t more Advisors doing MORE planning? \n\nHere’s what Advisors tell us. \n\nProblem Number 1: Data entry takes me too long. It can easily take me hours or even days to collect the information from my clients and enter it into a planning platform.\n\nProblem Number 2: It takes me hours to develop the projections. One plan alone can take 15 to 20 hours and that just isn’t scalable for the mass affluent market. \n\nProblem Number 3: My clients don’t want or understand complex 50-page reports. Their eyes glaze over.\n\nLastly, Problem Number 4: I can’t run quick what-if scenarios with a client in real-time. Often, the adjustments and discussions throughout the planning process turn into multiple back-and-forth meetings that take up everyone’s time.\n\nSnap is going to be the solution to these problems because:\n\nSnap is going to provide you with a questionnaire that simplifies the data collection process, ensuring you get the information you need, PLUS provide you with a streamlined process to quickly and effectively enter your data into the software. \n\nWith Snap, you can build a basic plan in less than 20 minutes.\n\nSnap provides you with clear, engaging reports that have been designed for your clients. You can also provide interactive, live presentations with colourful charts that will demonstrate how your plan helps your client meet their goals.\n\nWith Snap, you can build multiple what-if scenarios in real time. A few clicks, a few seconds, that’s it. Each scenario you create will produce its own report and complete plan.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/212c7a21-20bb-41bb-b463-619a80f5b300.png","url":"https://www.softwareadvice.co.uk/software/404784/snap-projections","@type":"ListItem"},{"name":"Fathom","position":21,"description":"Fathom is a powerful financial analysis, reporting, and forecasting platform that helps businesses, accountants, and advisors make better financial decisions. Designed with ease of use in mind, Fathom transforms complex financial data into insightful, visually engaging reports, empowering users to track performance, plan for the future, and deliver professional financial presentations.\n\nFinancial Analysis: Fathom makes it easy to understand financial performance by offering deep insights into profitability, cash flow, and growth. With pre-built financial KPIs, businesses can track key metrics and even customize their own to reflect unique performance goals. Users can also monitor non-financial data to gain a more complete picture of business health.\n\nManagement Reporting: Fathom’s reporting tools allow users to create professional, presentation-ready reports effortlessly. The flexible report editor makes it easy to add charts, tables, financial statements, and commentary, ensuring reports are clear and engaging. Users can also automate report generation and schedule deliveries to stakeholders.\n\nCash Flow Forecasting: Gain confidence in your financial future with Fathom’s three-way forecasting capabilities. Fathom enables users to generate precise forecasts across the Profit & Loss, Balance Sheet, and Cash Flow statements. Driver-based forecasting and scenario modelling allow businesses to assess the financial impact of different strategies, helping to plan for multiple outcomes.\n\nConsolidated Reporting: For businesses with multiple entities, Fathom simplifies financial consolidation. It handles multi-company reporting with features such as intercompany eliminations, multi-currency consolidation, and group financial statements. Customisable charts of accounts and consolidated budgets help businesses compare actuals vs forecasts across different divisions or locations.\n\nIntegrations: Fathom integrates seamlessly with popular cloud-based accounting platforms, including Xero, QuickBooks Online, MYOB, Excel, and Google Sheets. These integrations enable real-time data synchronisation, reducing manual data entry while improving accuracy and efficiency.\n\nCustom Alerts & Notifications: Stay informed and proactive with Fathom’s custom alert system. Users can set up automated notifications for key financial thresholds, ensuring they are alerted to significant changes or potential financial risks before they become major issues.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1240c153-78af-464d-94de-23fec317e3da.png","url":"https://www.softwareadvice.co.uk/software/456607/Fathom","@type":"ListItem"},{"name":"Trovata","position":22,"description":"Trovata is an AI-native treasury management and liquidity platform that centralizes multibank connectivity, cash visibility, treasury operations, and stablecoin within a single cloud-based system.\n\nTrovata connects to thousands of global banks through direct APIs, SWIFT, and secure file delivery, then normalizes balances and transactions into a real-time, AI-ready data foundation. This standardized dataset powers cash reporting, forecasting, payments, risk management, and accounting workflows across entities and geographies. In addition to traditional bank rails, Trovata supports programmable stablecoin liquidity, enabling faster, more flexible global money movement.\n\nTrovata AI is embedded directly into the treasury operating system. Operating within a controlled AWS environment, it acts on real treasury data and workflows to deliver conversational answers, proactive insights, and governed agentic automation, reducing manual work without compromising control or auditability.\n\nTrovata is delivered through three connected products:\n\nTrovata Cash provides centralized bank data, real-time liquidity dashboards, AI Chat, and automated insights to explain cash movements, surface anomalies, and accelerate forecasting.\n\nTrovata TMS extends into full treasury management, where AI Agents automate recurring workflows such as variance analysis, daily cash reporting, reconciliation summaries, and executive updates.\n\nTrovata Data offers managed bank connectivity and normalized financial data through APIs, enabling teams to embed liquidity intelligence into internal systems and digital finance applications.\n\nCore capabilities include:\nDirect multibank connectivity with normalized, AI-ready financial data, agentic AI for monitoring activity, explaining variances, and automating treasury workflows, machine learning–supported forecasting and anomaly detection, payment initiation and policy-controlled approvals across bank and stablecoin rails, enterprise-grade security with encrypted data, role-based access, and fully auditable AI.\n\nBuilt on modern cloud infrastructure, Trovata supports high-volume global treasury operations for mid-market and enterprise organizations, as well as banks and fintechs embedding AI-driven liquidity capabilities into their products.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b7fbe935-e79f-4ff5-8090-ec59649a973b.png","url":"https://www.softwareadvice.co.uk/software/325009/trovata","@type":"ListItem"},{"name":"Mobilexpense","position":23,"description":"Mobilexpense Declaree digitalises and streamlines the expense management process for mid-sized organisations. The SaaS solution is built around usability, functionality and expense process simplification with an easy to use mobile app. Mobilexpense Declaree offers local regulatory compliance, flexible workflows, mileage tracking and integrations with credit cards as well as ERP and HR solutions, such as Twinfield, ADP, Microsoft Dynamics, Loket, Nmbrs, Exact Online and many more.\nGet a grip on costs: save time and money on your expenses. Improve efficiency and obtain valuable insights for better decision making. Our unique automated control feature highlights inaccuracies within claims using OCR, reducing manual control by up to 90%.\nOpen, adaptive solution: no need to change your ERP, payroll or travel company. We integrate with them as well as corporate card providers, invoicing tools, and more to create a streamlined workflow and synchronise your expense data.\n\nGlobal compliance: we make global compliance with local taxes and regulations carefree for you, always.\nHassle-free expensing: with our mobile app, users capture receipts and create an expense in one click by taking a photo with their mobile device.\nReal time tracking: manage costs and budgets like never before thanks to our advanced reporting and overview features.\n\nEmpowered workforce: automated spending limits and notification tools give you a clear overview while helping employees manage their expenses. Fast and accurate reimbursements make for happy employees and streamlined accounting.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3824ec8d-cd6e-4aaf-82e8-3c7a513a7ad3.png","url":"https://www.softwareadvice.co.uk/software/85907/mobilexpense","@type":"ListItem"},{"name":"BudgetPak","position":24,"description":"BudgetPak by XLerant is a cloud-based Accounting solution that offers stand-alone Budgeting and Forecasting, as well as integrated Financial Reporting. It’s suited for midsize to large organizations in a variety of industries including Property Management, Education, Insurance and more.\n\n\nXLerant’s Budgeting capabilities can be customized to an organization’s unique needs, and self-service reporting allows users to produce their own reports and send them to Excel, PDF, or directly to print. The Forecasting functionality allows finance teams to share high-level or detailed forecasts with their employees, and users can make adjustments based on constraints setup up by management. XLerant’s Financial Reporting tool offers real time, bi-directional linkage with Excel in order to exchange data. Dashboards can be customized using pre-defined charts and graphs, and guided what-if analysis gives users insight into the impact of variables on a completed budget.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c05d6c71-839e-4eb0-a8e2-a075657ff398.png","url":"https://www.softwareadvice.co.uk/software/31789/budgetpak","@type":"ListItem"},{"name":"AdvisorEngine","position":25,"description":"AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers digital client onboarding, portfolio management, contact management, compliance, reporting, billing, reporting, and more. \n\nAdvisorEngine includes customer relationship management (CRM) tools with powerful workflow automations and document storage. The client portal helps increase engagement and provides direct access to all financial accounts. The goal-based planning tools and interactive reporting allow clients to track performance, create scheduled reports, and manage financial portfolios.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/56abbf0e-fb8a-427d-bc2e-a51e9c2c5c41.png","url":"https://www.softwareadvice.co.uk/software/192613/advisorengine","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/directory/1904/financial-reporting/software?page=6#itemlist","numberOfItems":25}
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