Best Web-Based Financial Reporting Software of 2024

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

Quick Consols is a financial reporting consolidation software application that is specifically designed for complex companies and groups. Our software automates the consolidation of complex groups with multiple years ends, multiple currencies, and multiple ERP systems using a slice-and-dice approach to reporting. Quick Consols calculates the required reports and numbers accurately and consistently. Single company reporting and group consolidations made easy. Quick Consols also assists with business unit, profit centre and cost centre reporting. This give your time to be analyse data and provide useful insights into the business finances and operations. Our platform is easy to use and set up. The software allows unlimited users and provides unlimited support.

Budgyt is a budgeting software that's affordable and intuitive for small businesses. Budgyt is a cloud-based budgeting software that helps small and medium-sized businesses as well as non-profits to eliminate the risks of traditional spreadsheets. You can save 80% on the time and expense involved in managing multiple budgets for different departments or projects. Data sheet, formulas and user management are some of the top features. Reports, versioning, dashboards and user permissions are also available.

Allvue Systems, a leader in investment management solutions, is available to fund managers, investors, and administrators within the alternative investments industry. We offer flexible, innovative investment software that removes barriers between people, information, systems, and people. This optimizes decision making and streamlines processes to meet investor requirements across private equity, private debt, and other alternative asset types.

PackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data.

Datapine's dashboard and business intelligence software allows users to quickly turn data into actionable insights, and make data-driven decisions. Managers and data scientists can visualize and analyze complex data using a drag-and-drop interface. They can also ask important business questions and receive answers right away. It provides a wealth of innovative analytics features, including predictive analytics and interactive dashboards that allow for the creation of KPI-driven business dashboards. There are dozens of data connectors that connect to any common data source (databases and flat files, social media marketing analytics, CRM, ERP etc.). A wealth of pre-built dashboard templates for different business functions (marketing and sales management, HR, etc.) ), industries (retail and logistics, healthcare, market study, etc. Platforms (Google Analytics, Facebook and Twitter, Zendesk, etc. assist new users to get started quickly.

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Features comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Enjoy better visibility, greater transparency and more effective benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable, and OnPlan gives you unparalleled flexibility. You can use Excel formulas to model within the OnPlan platform. Also, you can download your model to Excel at any time, so you’re not locked into OnPlan. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.

Sila is an end-to-end payment platform that provides Banking-as-a-Service through a developer-friendly payment API that is scalable and allows for fast and secure money transfers. Sila’s payment platform streamlines building and launching fintech apps and embedded payment products for financial products, fintech, crypto, and Web3. Sila’s offerings include Virtual Accounts, Digital Wallets, KYC/KYB, and ACH payments APIs for software teams. Additional functionality is available through a network of pre-approved and pre-integrated partners (to different degrees). Sila was recognized as the Best Payments as a Service Platform by the 2022 Embedded Banking Awards of Tearsheet. Sila is headquartered in Portland, Oregon.

Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic. Therefore, your forecasting and planning environment should reflect that. Workday Adaptive Planning's modeling and forecasting capabilities are world-class. You can harness world-class modeling to stay ahead of the curve in finance, sales, workforce planning, or any other area. With built-in collaboration, plan as a team. Be flexible and adapt quickly. Interactive dashboards, data visualizations and charts make it easy to improve business performance. All of your sales, financial, and management reporting software is available in the cloud. Microsoft Office Suite and OfficeConnect allow you to create stunning, immediately updated management reports. Connect to ERP, HCM and CRM for accurate and fast business planning.

Sheshi FR, a revolutionary SaaS app, is designed to optimize and streamline financial reporting processes. Sheshi FR, powered by artificial intelligence (AI), aims to empower finance professional by delivering a 'Print-Ready financials' at lightning speeds. The platform is designed to ensure accuracy and conformity, which will reduce the time and effort required for manual report preparation. Sheshi FR is the future of financial report generation, focusing on efficiency and precision while allowing professionals to focus their efforts on strategic decision making. Its ultimate goal is to redefine the role played by finance professionals such as Chartered Accountants (CAs), CFOs, Tax Professionals etc. By equipping them with cutting edge technological capabilities.

Every business needs a cash flow forecast that they can trust. This is especially important when 82% of companies that go out-of-business do so because they have poor cash flow visibility. Float will provide you with a detailed picture of your cash flow, including past, present, and future cash flows. This will allow you to plan for the possible, make informed decisions, and unlock a brighter tomorrow for your business. It's the smarter, more proactive way to manage your cash.

Digital CFO is an automated accounting software ERP that allows financial management and reporting. It is not dependent on the size or sector of the business. IDOS allows for real-time, accurate transaction processing. It also ensures that data processed is available in real time for all upstream reporting and analytics activities. Businesses of all sizes, including small and medium-sized businesses, as well as multi-national organisations with multiple branches or business segments, can use IDOS. IDOS powers two of the Big 4 Global Accounting & Audit companies, which use IDOS for accounting, financial management, and reporting services. IDOS' unique ability to assist businesses in interacting with the eco-system within which they operate is one of its greatest strengths. IDOS has a digital portal that customers, vendors, and bankers can access to transact and interact with the business in real time. For more information, please contact us.

Are you tired of remapping financial data? Reach allows financial professionals to sync financial data directly from the source, creating beautiful reports for clients. You can choose from pre-built reports, dashboards, and metrics, or create your own. Access your financial reports and dashboards on any device. You can create universal reports and dashboards that will work for all your clients. They will also be automatically updated. You can save time and frustration by not having to remap data for financial reports. The data can be viewed live from 35,000 feet, or through a microscope. It's never been easier to share specific data. Reach Reporting was built on a spreadsheet platform and is designed to make the lives of CPAs easier.

Hubdoc allows you to import all of your financial documents and export them into data that you can use. Hubdoc makes it easy to capture your financial documents. You can snap photos from your mobile phone, email, scan, or upload documents to Hubdoc. All of your key documents are saved online in one place. Hubdoc reads key information from receipts and bills and turns it into usable data. Hubdoc extracts information from invoices and bills to allow you to create transactions in Xero or QuickBooks Online. The source document is attached. Now your accountant can access all your bookkeeping directly from Hubdoc. You will receive an email invitation from Hubdoc inviting your accountant to access your account. Your accountant will now be able to stay in touch.

Board is a highly-rated decision-making platform that can be used by organizations of all sizes. It unites business intelligence, corporate performance management, and business analytics capabilities into one powerful platform. This makes it simple to create and maintain any apps in seconds with no coding. Board is available in multiple deployment options, making it easier for users to access the right information faster.

Budget Maestro is a fast and accurate tool for planning and budgeting. Budget Maestro, a cloud-based, scalable budgeting and forecasting tool from Maestro, is designed for small and medium-sized businesses that want to automate tedious budgeting, planning and forecasting, as well as reporting and analysis. Budget Maestro is a tool that helps companies go beyond spreadsheets. It offers tools to build a complete budget in days, perform dynamic what-if scenarios and generate a forecasted balance sheet. It also allows for customizing financial dashboards.

Datarails is a financial analysis and planning platform that automates financial reporting. It also allows finance teams to continue using Excel's familiar spreadsheets and financial models. Finance teams can spend more time analysing data and less time collecting it by automating tedious manual processes. It also allows them to answer crucial strategic questions such as what they can do to increase revenue or reduce expenses.

Divvy's seamless expense management software is combined with business cards, so you don't have to process another expense report. Divvy allows you to leverage faster expense reporting, enforceable spending budgets, and a single platform that provides real-time visibility into all your spend. Are you ready to streamline and gain more control over your spend management? Get Divvy today and empower your team to save time (including your own). Divvy gives their customers a strong credit line that makes it virtually impossible to go over budget. Divvy makes it easy to avoid costly expense resorts and simplifies the AP process - all for no cost.

FinAlyzer®, an integrated digital platform for financial consolidation and financial close, analytics, as well as management reporting, acts to facilitate CFO reporting in multientity organizations. It covers integrated group reporting, legal reports, management consolidation, segment-wise profitability reporting, and segment-wise reporting. FinAlyzer converts financial data into actionable insights using decision analytics, KPIs, insights, predictive weathering, benchmarks and more. It is not a code that can be fully configured with the standard accounting taxonomy for IFRS and Ind AS, US GAAPs, IRDAI & MIS. FinAlyzer, a corporate performance management platform, brings together all your financial and operational data seamlessly. This frees up time for report preparation and allows teams to focus on analysis and better decision-making. FinAlyzer is a high-performance BI/CPM solution.

One integrated business management suite that includes ERP/Financials CRM and ecommerce. It can be used by more than 20,000 customers. It has never been more important to be flexible. You have the control and visibility to make the right decisions now. NetSuite's flexibility allows you to scale up, spin-off, and adopt new business models quickly and easily. Your configurations and customizations are seamlessly migrated with every NetSuite upgrade. Your core business system is now your customer-facing commerce platform. It can be customized to meet customer needs and provides a pixel-perfect experience. The NetSuite user interface offers real-time analytics. The NetSuite user interface lets users know what to do and how they can help the business. Vital business data is available right from the system.

CONSOLIDATION Centralize all your activities in one single solution while addressing your business issues – including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. AUTOMATION Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes with full-STP workflows and real-time data sharing between all your Front, Middle and Back office teams. PERFORMANCE OPTIMIZATION Steer your performance and mitigate risks thanks to decision making tools based on IBOR real-time calculation engines (simulation, ex post and ex ante market risk monitoring, performance analysis, stress tests) REGULATORY COMPLIANCE Benefit from an embedded library of pre-configured ratios to monitor your regulatory and statutory commitments in pre and post trade CUSTOMER REQUIREMENTS COMPLIANCE Take advantage of a flexible and scalable rules engine to ensure compliance with customer requirements – in terms of risk-taking, asset allocation, blacklists, etc. and automate customized reports generation for each customer

IBM Planning Analytics powered by IBM TM1® is an integrated planning tool that promotes collaboration within the organization and helps keep up with modern business. This enterprise performance management solution is equipped with a powerful calculation engine that allows you to go beyond spreadsheets and automate the planning process to get faster, more accurate results. Unify multiple data sources into one repository to simplify data and empower users to create complex, multidimensional models that can deliver more reliable forecasts. Automated, reliable planning is better for business than time-consuming and error-prone planning. Unify data, break down silos, and synchronize planning across organizations to get the whole picture and create integrated plans. You can see the impact of your decisions before you make them. You can also adjust your plans in real time to adapt to changes.

Sage Intacct, a cloud financial management software that is highly rated for growing businesses of medium size, is Sage Intacct. It offers powerful automation and innovative technology to help businesses scale. Sage Intacct includes all core accounting applications including general ledger and accounts payable, accounts receivable, order management, cash management, and order management. It also features built-in reporting and dashboards. These include time and expense management as well as project accounting and revenue management.

Zoho Books is the best web-based accounting software for small businesses. The platform was designed to help you manage your finances, get you tax ready, automate business workflows, and collaborate across departments. The platform includes many useful features, such as the ability to generate financial reports and knowing your Sales Tax liability. Zoho Books is an online accounting tool that makes it easy to manage your business' accounting. Zoho Books features include invoices and expense tracking, purchase orders, sales and purchase orders, contact management and project time tracking. Organizations can automate repetitive activities such as billing reminders, billing, auto-charge, and thank you notes. Zoho Books allows users to track inventory in real time.

You can increase your resilience and agility and position yourself for success. Oracle Fusion Cloud ERP allows you to quickly adapt business models and processes so you can cut costs, improve forecasts, and invent more. You can see the entire picture of your company's finances, operations, and more. Oracle Cloud's suite of applications offers the most comprehensive and seamless functionality across finance and HR, supply chain, customer experience, and supply chain. You can use Oracle Financials Cloud to provide real-time insight and to harness the power of bringing together ERP and HR platforms. View self-service demos to learn how Oracle Cloud applications work in real business situations. To unlock your business potential, harness the power and flexibility of the cloud platform to better respond to external pressures and internal goals. Do you need to streamline accounting, meet new revenue recognition guidelines, or report new KPIs in your accounting? We can help.