Alternatives to Orion
Compare Orion alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Orion in 2026. Compare features, ratings, user reviews, pricing, and more from Orion competitors and alternatives in order to make an informed decision for your business.
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1
Blackpurl
Blackpurl
Dealers can now manage their business from anywhere at any time with Blackpurl. It’s cloud-based and as easy to use as your favorite apps. Plus, we connect with one of the most popular eCommerce platforms, Shopify letting you bring your store inventory online. Unlike DMS, the Blackpurl Platform is built to integrate with world-class solutions in accounting (Quickbooks, Xero), e-commerce (Shopify), and CRM (DP360). This allows you to connect technology across the dealership and gives you the freedom to choose your preferred solution. With Blackpurl you can run all aspects of your dealership (sales, parts, service, and accounting) the way you want to and never settle for less.Starting Price: $408.00 -
2
Allvue
Allvue Systems
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth. -
3
PortfolioShop
PortfolioShop
PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data AggregationStarting Price: $1500/month -
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Addepar
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting. Addepar allows you to spend time on what matters most: investing in client relationships. Addepar aggregates all financial accounts to create a consolidated view of your clients’ portfolios. Industry-leading analytics and reporting software allow you to tailor insights and conversations for each client and build long-lasting, trusted relationships. Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere. Bridge back-office solutions with our custom reporting functionality. Rely on our in-house industry experts to understand your firm’s needs and get your firm up and running. Access our on-demand help center and online training portal to kickstart your experience. Addepar utilizes best practice safeguards, including role-based access control and data encryption at rest and in transit. -
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Zoe Financial
Zoe Financial
Zoe Financial is a modern digital wealth management platform that provides a unified experience for clients and financial advisors by enabling seamless onboarding, investment account opening, funding, and portfolio management with a focus on delivering smarter financial outcomes. It connects users with vetted independent fiduciary financial advisors and supports digital account setup in minutes, eliminating paper forms and simplifying cash and investment transfers. Once accounts are open, Zoe’s technology supports features such as automated portfolio rebalancing, intelligent tax-management strategies like tax-loss harvesting, direct indexing, and fractional share trading to help optimize after-tax returns and maintain target allocations. Zoe’s Model Marketplace gives access to portfolios and investment strategies from established global asset managers, and the system delivers tools for tracking performance and managing accounts collaboratively between clients and advisors.Starting Price: Free -
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Broadridge 15(c) Board Reporting
Broadridge
Give your board directors customized and accurate reporting so they can meet their fiduciary duty. Broadridge data provides deep insights into competitors for more representative peer groups and expertise on fund industry trends so you can better position your funds to support fee increases. Gain fund performance, portfolio and expense data for board reports that meet regulatory and compliance requirements. Custom peer groups help you see opportunities to boost margins and maximize growth. Combine customization with unrivaled expertise for better board reports. Our consulting teams apply Morningstar, Lipper and proprietary Broadridge data for deep fund expense, performance and portfolio coverage and for customized peer groups. We then apply those insights to identify fund industry trends to allow for more in-depth and professional-grade board reports. Broadridge has partnered with leading industry data sources to provide clients with data that is sourced directly from firms. -
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fi360 Toolkit
fi360
Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step. From fiduciary basics to thorough mastery, our learning and development programs are designed to empower finance professionals with the knowledge they need to effectively serve all clients and grow their businesses. Our software and technology solutions enable investment professionals to strengthen client relationships and win more business with a repeatable, prudent process that is easily managed and documented. We give our clients a look under the hood with our fiduciary-focused data and analytics solutions, including custom reports and analysis that can be used in marketing materials and presentations to demonstrate a prudent process. -
8
bluQube
bluQube by Symmetry
Meet bluQube, award-winning cloud accounting software. We've been in accouting software since 1996, so we do things differently and focus on usability, reporting, and smart integration to make the comprehensive functionality even more effective for our users. bluQube offers you true cloud-based software with fixed-rate implementations and full UK support! All from an Oracle Gold Partner making it functional and highly scalable. We believe in people and business values. We don’t hide behind automated phone systems, a real person will pick up the phone if you call us. We offer true interoperability. The real-time data sharing technology that connects bluQube with your existing business systems. All you'll need is a web browser to securely access your system and our clever tech-bods take care of the rest. Allowing you to choose the the system that's right for each department in your multi-entity organisation, rather than being tied into one suite of products. -
9
WiseBOS RiSC
EBOS Technologies
WiseBOS RiSC – Risk intelligence, Scoring & Compliance’ is an advanced, comprehensive, next-generation solution that provides more efficient and effective risk-based compliance capability to financial and non-financial institutions. It assists companies, such as audit, fiduciary, legal, investment, EMI, banks and insurance firms, to minimize exposure to financial fraud and terrorism financial activities, while maintaining and fulfilling regulatory compliance requirements. WiseBOS RiSC is our clients’ number one preferred choice when having to deal with anti-money laundering procedures, determining the risk levels and mitigating the risks associated with the onboarding and monitoring of customers. -
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From easy plan management and unbiased investment choices to fiduciary services, simple plan setup and time-saving efficiencies, you can leverage benefits that make a difference with our retirement plan solutions. ADP is helping participants get retirement ready by putting meaningful tools in your employees hands so they can plan for retirement at their convenience. With a mobile enrollment experience that allows participants to enroll anytime, anywhere and features like the MyADP Retirement Snapshot calculator that allows participants to obtain an estimate of their retirement savings through a series of personalized questions, and targeted messaging that pushes important information to participants, we are always designing for you and your employees. Making the best possible investment choices for your plan is critical to its success.
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ForUsAll
ForUsAll
Our technology, automation, and deep ERISA plan experience add up to a 401(k) that removes work and liability from your plate. Now, that’s a benefit. We automate manual tasks such as contributions, 401(k) loans, eligibility tracking, hardships, and notifications – so your team can focus on your business. Payroll problems are the worst. We run every payroll, for each employee, through 44 unique diagnostic checks to find and resolve issues – before they become issues. Keep track of your plan’s overall health, including audit-readiness, with a comprehensive dashboard that includes all critical plan documents. To keep your plate free of compliance risk, we provide full administrative and investment fiduciary protection (aka 3(16) and 3(38) fiduciary services). Our plan administrator reviews, signs, and submits your form 5500. We carry a $5M professional liability insurance policy for our ERISA fiduciary services. -
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XLReporting
XLReporting
XLReporting is an online Reporting and Budgeting Platform to create reports, budgets, and forecasts the way you want. As a controller or accountant, you want to automate your budget process by connecting your data sources and consolidating budget submissions by users. You can control the workflow, manage user permissions, and see the process status and history of changes at all times. - Design your own budget models in a built-in spreadsheet editor that is compatible with Excel. A familiar environment with the power of a database. - Define your own business structure - Import your data with 30+ connectors (QuickBooks, Xero, Sage, Exact, Excel). - Analyze your numbers. Choose from over 30 different visualisations and create automated reports. Publish or share your reports in a dashboard. Connect to your source. Consolidate automatically. Make decisions with confidence.Starting Price: €500/month -
13
T-Advisor
TechRules
The ‘ robo advisor ’ for freelance and smart investors has developed new tools based on artificial intelligence and machine learning to provide quality data for its users. The new T-Advisor lite interface focuses its design on usability. We know that T-Advisor is a great solution, but sometimes complex. Therefore, we have listened carefully to the demands of users and have created a two-level interface: lite and full. T-Advisor lite shows the main information of its portfolios with a clear graph of its evolution in different periods. We know from our users that this is the most useful part. They like all T-Advisor tools, But they were asking us for an interface to better focus on their performance. But the lite interface have another remarkable evolution: below the interface of each portfolio and its graphics, you can find several modules with information about other assets that other people invest in who also invest in the same shares and funds as you. -
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Kepion
Kepion
Plan your way with Kepion's CPM software. We are a cloud planning & analytics software company that caters to businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. We help connect organizations' teams under a single view of their business performance, so they can make intelligent financial and operational decisions. Kepion's global offices and partners deliver rapid solutions for mid-size and enterprise customers. We empower them with real-time analytics, what-if scenario modeling, and the ability to model complex scenarios and forecast continuously with built-in smart intelligence. Check out our website if you are looking for business budgeting software, demand planning software, supply chain planning software, or workforce planning software. -
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AccountAbly
AccountAbly
AccountAbly is a revolutionary business-to-customer SaaS application which automates the most arduous aspects of fiduciary accounting. It assists fiduciaries in limiting liability in relation to the conduct of their duties in the administration of an estate , guardianship, or trust. It dramatically reduces costs associated with compiling vouchers and assembling data for presentation to courts and beneficiaries. It will increase the efficiency of the Estate and Trust legal system by expediting the retrieval of vouchers in the event of a legal query. Most importantly, the application will increase transparency and improve beneficiary trust in the conduct of their fiduciary.Starting Price: $9.99 per month -
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Accounto
Accounto
Digitize document processing and optimize client management so that you can focus on consulting activities. Effortless accounting, cooperate with your advisor so that you can concentrate on your core business. Accounto drastically simplifies the cooperation between SMEs and trust companies. SMEs upload their receipts to Accounto. The sent documents are automatically classified and assigned. Both SMEs and advisors have access to the documents at any time and can work together intuitively and optimally via our platform, where everything is stored audit-proof. With our innovative software products, we reduce complexity and introduce the fiduciary industry into the digital age. We make existing processes more effective and efficient and simplify cooperation. This makes advisors fit for the future and allows SMEs to focus on their core business. Administration done instantly, with automatic recognition of all documents. -
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datapine
RIB Software GmbH
datapine’s business intelligence and dashboard software helps people to turn data into actionable insights and make data-driven decisions in real-time. A user-friendly drag & drop interface empowers managers to data scientists to visualize and analyze complex data by asking important business questions and receiving answers immediately. It offers a wealth of innovative analytics features like predictive analytics and dynamic, interactive business dashboards for modern, KPI driven businesses. Dozens of fast and easy data connectors to all common data sources (databases, flat files, social media, marketing analytics, CRM, ERP, helpdesk etc.) and a wealth of pre-build dashboard templates for different business functions (marketing, sales, management, HR etc.), industries (retail, logistics, healthcare, market research etc.) and platforms (Google Analytics, Facebook, Twitter, Zendesk etc.) help new users to get started quickly. datapine is a RIB Software GmbH solution.Starting Price: $249.00/month -
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TotalTrust
Exhibit One Software
TotalTrust is an accounting software system for attorneys, accountants, fiduciaries, and others who serve estate, trust, and guardianship clients. It produces fiduciary reports in a visual way with a logical and common sense approach. With its simple, intuitive design, and moderate price, TotalTrust is a great choice for any practitioner, big or small. Download now and use TotalTrust for 30 days without commitment. Start generating reports today, no obligations, no forms to complete. TotalTrust is an uncomplicated, comprehensive accounting system for Windows that allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships. Our standard system that provides reporting for National Fiduciary Accounting Standards, Charges and Credits, State of Florida, Capital Gains/Losses and more. TotalTrust offers greater flexibility in reporting. Define your report in the custom reports feature. Save report templates for continuing use.Starting Price: $349 one-time payment -
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CircleBlack
CircleBlack
The all-in-one platform for the relationship-focused financial advisor. Modern and intuitive UI that puts all your client information at your fingertips. Beautiful, easy-to-use client experience available as white label mobile app & portal. Includes performance reporting, trading & rebalancing, billing, and document vault. Connect with 25 of the leading wealth-tech vendors in CRM, planning, and risk. Direct connections to 14 custodians and thousands of financial institutions. Whether you’re a smaller firm that’s outgrown custodian tools, or a larger firm that’s dissatisfied with your current all-in-one vendor, CircleBlack can help you save time, delight clients, and win more business. CircleBlack is the one-stop destination for advisors leaving the wirehouse and IBD channels that are looking for a modern technology solution for their new RIA. We offer white glove support that simplifies the transition, minimizes client leakage, and projects professionalism.Starting Price: $500 per month -
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PivotXL
HealthPlotter
Get more out of your FP&A spreadsheets. Corporate Performance Management software built on top of Microsoft Excel. Give your data more structure and automate low level tasks for better operational and financial planning. Use our simple interface to create cubes. Each cube can have multiple dimensions, dimension members and measures. Connect the Excel cells to any cell in the cube. With our modern Microsoft add-in, upload and download data from the cloud to your spreadsheet templates. Use Pivot tables and other business intelligence tools to analyze data as you wish. Our workflow manager allows you to create complex tasks and attach templates to the task so completion and approval can be managed without any manual hassle. Alerts and notifications can be custom designed to keep users updated. If you are emailing Excel files back and forth or are using a Corporate Performance Management system only to bring it all down to Excel and re-do all your formatting, you should look into PivotXL. -
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Nauma
Smartine Inc.
Nauma is a financial planning platform built for tech professionals and their families—helping them navigate equity compensation, concentrated stock positions, high taxes, and complex portfolios spread across multiple accounts. Unlike traditional advisors who charge high fees based on Assets Under Management (AUM), Nauma delivers fiduciary-quality guidance through technology, at a fraction of the cost. The name itself, “Nauma” (“No AUM”), reflects the company’s mission to eliminate biased, asset-preserving models and empower people to plan on their own terms. With Nauma, users can model major life decisions—such as taking a sabbatical, buying a home, or retiring early—understand the tax implications of RSUs and capital gains, and see their entire financial picture in one place. Alongside advanced planning tools, Nauma offers live Q&A sessions and a supportive community of peers facing similar challenges.Starting Price: $200/year -
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CCH Tagetik
Wolters Kluwer
Companies trust CCH Tagetik Corporate Performance Management software to save time, lower costs and reduce risk. Get a faster close, more forward looking-planning and in-depth analytics by connecting data, processes and people with a single trusted source. CCH Tagetik Finance Transformation Platform, powered by the Analytic Information Hub, is the unified platform that connects finance and operations and streamlines your consolidation & close, planning, reporting & analytics, disclosures and compliance. -
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eRFP
InHub
Make your next request for proposal (RFP) fast, smooth, and efficient. As a trusted RFP concierge, InHub LLC’s leading Investment Consultant eRFP platform allows investment fiduciaries to complete the RFP process cost-efficiently. Using our robust eRFP technology, users can efficiently create a customized RFP questionnaire, submit the questionnaire to chosen candidates, evaluate proposals side-by-side, take notes online, and document the entire process for a fiduciary audit file. With InHub, you can speed up the RFP process while reducing risk and cutting costs.Starting Price: $1000.00/one-time -
24
CONTROL
KCI Computing
Stop collecting and consolidating financial information based on cumbersome processes that are riddled with inconsistencies in data, definitions, or methodology. CONTROL® delivers enhanced reactivity and timeliness of stakeholder information. Increasing logistical issues in collecting and consolidating financial data. Internal processes riddled with inconsistencies in data, definitions, and/or methodology. Stakeholder information taking too long to generate – and is reactive rather than proactive. Personnel are frustrated, overworked, and under-productive. Enhanced responsiveness and timeliness of information generation. Reduced maintenance and administration efforts – and costs. Integrates into existing systems – a single window into your financial world. New insights from expanding the frontiers of detail, scenario evaluation, and what were previously thought to be “impossible” applications. -
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eVAULT
NJ Technologies
NJ Technologies expertise lies in digital transformation, IT services and providing business solutions. Our aim is to provide quality technology solutions to a wide range of business domains. We enable clients to do business in a better way by leveraging our business knowledge & technological expertise in different areas like mobility, cloud computing, big data, and innovative automation tools. We are partners and co-innovator with our clients to achieve their business goals in a seamless way. At NJ Technologies, we are keen to adopt the latest and the best practices from the industry in delivering solutions that really work for businesses. Any Fiduciary company providing management services to Global1, Global2, Global Schemes, Private Equity Funds, Trust, Foundation, Limited Partnership & PCC. A web base solution that unable the administrator to provide their client access to all documents online. -
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Pigment
Pigment
Bring color to your company’s future. Business strategy in real-time. Pre-built toolbox to get started in a matter of days. Instantaneous native data connectors. What if scenarios on steroids to finally focus on strategic decision making. Easy modeling of any planning and forecasting application thanks to powerful capabilities. Real time and insightful reporting. Shared tailored dashboards and models. Discussion and decisions taken directly on the platform. Delightful interface for all team members, at all levels. Seamless tracking of data edits. Secure data connectors. Enterprise-grade data governance and access rights. By design end-to-end traceability and clearances. Scale your business the right way. Make numbers a common language that everyone understands. Anticipate the future with confidence. See, understand and execute in real time. -
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Zebra BI
Zebra BI
Zebra BI is the most powerful and intuitive way to create jaw-dropping reports and dashboards with powerful visualization tools in Power BI or Office. Our out-of-the-box tools for meaningful, actionable, and user-friendly reports make it easy to deliver real insights from their data in record time. Have your reports set up in minutes by importing Zebra BI into Power BI, Excel, or PowerPoint. Create understandable and actionable business reports and dashboards. Zebra BI visuals will not just show whether something is good or bad but will also put your data into the right perspective. By using advanced functionalities like dynamic comments, focus mode, scaling groups, or drill-through you will better understand the context behind your company’s performance. Get immediate visualization of your data with out-of-the-box YoY growth rates and comparisons to PL, PY, or FC together with variances. Zebra BI will simplify your data models and shorten your report devStarting Price: $62/month -
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Velixo
Velixo
Velixo is an Excel-based, API-powered tool that delivers real-time ERP reporting, budgeting, planning, automation, analysis, and data push capabilities, all without compromising governance or formatting. It enables self-service reporting directly in Excel, empowering finance and operations teams to take ownership of their work and reclaim time. Velixo connects bi-directionally to your cloud ERP and Microsoft 365, supporting live data extraction, dynamic report creation, and single-click writeback of budgets, journal entries, project forecasts, or any ERP records. Its Smart-Refresh engine optimizes performance with in-memory caching and incremental updates. Accelerator functions tailored for ERP make report creation intuitive, while multi-company, multi-currency, and multi-tenant consolidation is seamless. Users benefit from smart drill-down capabilities that allow in-Excel exploration of underlying transactions or direct navigation back to ERP documents. -
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Board
Board International
Board is a top-rated decision-making platform for organizations of any size. It unifies business intelligence, corporate performance management (CPM), and business analytics capabilities in one powerful solution, making it easy to build and maintain any apps in a matter of seconds--no coding required. Available in multiple deployment models, Board gives users access to the right information easier and faster. -
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UltimateTax
UltimateTax
UltimateTax is a professional tax preparation software platform used by tens of thousands of tax preparers annually that centralizes robust tools for preparing, reviewing, and electronically filing U.S. federal and state tax returns while helping practices manage client data, compliance, and office workflows with reliability and support for both cloud and desktop environments. It provides interview-style data entry that guides preparers through client interviews, smart diagnostics to catch potential errors before e-filing, automatic prior-year data carry-forward, form-linking for efficient navigation, and support for all 50 states and a wide range of return types, including individual 1040, corporate, fiduciary, partnership, and other miscellaneous forms. UltimateTax offers multiple product tiers, including Online 1040, Desktop 1040, Pay-Per-Return, and combined 1040 + Corporate packages, so firms of different sizes can choose the workflow that fits them.Starting Price: $388 per year -
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Planful
Planful
Planful (formerly Host Analytics) is a trusted, premier provider of scalable, cloud-based enterprise performance management (EPM) software solutions. Specifically created for enterprises, Planful enables users to integrate realistic modeling data to operational and financial business plans, compare projections to outcomes, and collaborate with key stakeholders using a single, easy to use interface. By leveraging Planful, finance teams can maximize their corporate performance by automating, accelerating, and aligning all their financial processes. -
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Coinbase Custody
Coinbase
Coinbase Custody operates as a standalone, independently-capitalized business to Coinbase, Inc. Coinbase Custody is a fiduciary under NY State Banking Law. All digital assets are segregated and held in trust for the benefit of our clients. Dedicated on-chain addresses secured by Coinbase’s battle-tested cold storage. The industry’s leading insurance policy. We undergo regular financial and security audits by external firms. As many funds act as a fiduciary to their investors, earning rewards through Delegated Proof of Stake (staking) activities has always been difficult due to risk. As the first custodian to offer staking from safe, offline storage of assets, Coinbase Custody changes this calculus. Much like Coinbase Custody is enabling safe staking for the first time, participating in governance activities like voting on protocol measures is now possible while assets are kept offline. We currently offer support for Maker Governance, with support for more networks coming soon. -
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Arria NLG Studio
Arria NLG
Arria NLG Studio is an Artificial Intelligence (AI) solution developed by Arria NLG for use by companies both in the enterprise market as well as small and medium size businesses. The Arria NLG Studio platform empowers companies to replicate the human process of expertly analyzing and communicating data insights in language humans can quickly understand. Arria’s software is used to generate insights in language such as financial analysists, spotting trends, identifying problems, and forecasting what's likely to happen next. Using Arria's patented NLG technology, the Company has created mulitiple SaaS-based solutions which provide industry specific reports with relevant details, in seconds. This is the next-generation of business intelligence and data reporting platforms. Arria NLG Studio offers API access and can be easily integrated with any software platform. -
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Abacus Payroll
Abacus
Abacus Payroll has been the leading payroll software in Switzerland for over 35 years. Over 1.5 million payroll settlements are created with it every month. Companies from various industries and of different sizes, as well as renowned fiduciary firms, rely on the user-friendly and efficient Abacus Payroll. Within the monthly payroll processing, you can also process complex wages. As a Swiss product, Abacus Payroll covers all legal requirements in the areas of insurance, taxes, and statistics. Payroll is an integral part of the comprehensive Abacus ERP solution together with HR, time recording, and project management. Additional functionalities such as foreign currencies, recalculations, budget, and concurrent employment testify to the high scope of services. In addition, you can map the most diverse company organizations and create appropriate standard evaluations. The user-friendly and efficient software offers you comprehensive services in the area of payroll accounting. -
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Envestnet | Tamarac
Envestnet
Envestnet | Tamarac is an integrated portfolio management and reporting platform designed to help Registered Investment Advisors (RIAs) streamline operations, enhance client service, and scale efficiently. The platform combines powerful tools for trading, rebalancing, performance reporting, billing, and CRM integration in a single unified experience. Advisors can automate workflows, improve accuracy, and deliver data-driven insights through customizable dashboards and client portals. Tamarac’s flexible architecture connects seamlessly with industry-leading custodians and financial applications, ensuring smooth integration across the advisory tech stack. Trusted by thousands of firms, Tamarac helps advisors reduce administrative burdens while delivering exceptional, personalized client experiences. In essence, it empowers RIAs to spend less time managing systems and more time managing relationships. -
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Financial Advisor for Excel
Jabsoft
Financial Advisor for Excel is an add-in software for Microsoft® Excel®. It has 74 financial calculators that will simplify basic financial calculations, saving you time and effort. These calculators can work for all sorts of different evaluations for cash flows, loans, investments, future values, rates of return, financial analyses and personal finances. You only need to enter the data as required and the calculators automatically give you the results. Before pressing the button OPEN , the checklist must be uncheked, in this way we are telling Windows that this file is secure so that the window will not be displayed again for this action.Starting Price: $44.90 one-time payment -
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Spreadsheet Server
Global Software
Spreadsheet Server by Global Software is a powerful Excel-based reporting tool that helps businesses streamline accounting and reporting tasks by connecting their ERP data directly within Excel. This means, users no longer have to resort to rekeying data or downloading data back into Excel. Users can simply pull their live ERP data straight into Excel, build reports on the spot, and then share reports and other files automatically to their team. Spreadsheet is used by over 4500 customers worldwide and supports leading ERP systems, such as Oracle, Infor, Netsuite ERP, and Sap. -
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Reach Reporting
Reach Reporting
Tired of remapping your financial data? Reach allows financial professionals to sync their financial data directly from the source and create beautiful reports for their clients. Choose from pre-built reports, dashboards and metrics or customize your own. Access your key financial reports and dashboards from any device. Create universal reports and dashboards that work for all of your clients and stay automatically updated. Save yourself time and frustration with easily never having to remap your data for financial reports. Whether it's a view from 35,000 feet or viewed through a microscope, the data is live, and gorgeously displayed. Sharing specific data has never been easier. Built on a spreadsheet platform, Reach Reporting is created to make CPAs lives simpler.Starting Price: $149 per month -
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Questis
Questis
Questis is a configurable financial wellness delivery platform that allows retirement advisors and financial service providers to easily deliver personalized wellness programs to their plan sponsors and participants. Founded by experienced financial professionals, Questis pairs the power of software with the customization required to fuel behavior change. With seamless integrations, scalable technology, and strategic industry insight, the Questis Platform makes financial wellness simple and profitable. Newfound data transparency fuels entirely new lines of business for financial service providers and tangibly improves financial health for plan sponsors and participants. Now, anyone looking to offer financial wellness as a service can do so simply, and customized to their requirements and branding. -
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Volopay
Volopay
Equip your teams with secure physical VISA cards with built-in controls that will enable them to make payments at any store. Generate instant virtual cards to pay for and manage your SaaS subscriptions, vendor payments and online spending. Send money to more than 130 countries worldwide with SWIFT & non-SWIFT payment options. Process your vendor payouts and employee reimbursements easier than ever before, at the lowest possible rates! Manage bulk vendor payouts, buy inventory, send money to vendors both domestically and internationally, all from a single dashboard. Seamlessly reimburse employees for expenses they personally incurred. Employees no longer need to wait till the end of the month. Every time a Volopay card is swiped, the transaction is visible to the spender, the budget owner, and the company admin—immediately. So you know where your company money is, at all times. -
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Radiant RFID
Radiant RFID
For more than 19 years, we have enabled our customers to make better decisions about their most valuable assets, so they can operate safely, sustainably, and profitably. Radiant allows businesses to find and protect their most valuable assets, ensuring loss prevention and fiduciary responsibility. Without an effective automated asset tracking system, it’s a scenario that frequently leads to redundancies, costs, and laborious manual processes. With the advent of BLE, RFID, GPS, and other tracking technologies, it’s possible to maintain an up-to-the-minute inventory of all your assets. Unlike other companies, Radiant’s infrastructure-free solutions allow customers to experience cost savings immediately by not needing to invest upfront in costly hardware. Radiant helps organizations efficiently enforce and test evacuation plans, and contact tracing, and assure human safety. -
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Jet Analytics
insightsoftware
Jet Analytics is designed for business users to easily build visually stunning reports and dashboards inside Excel or Microsoft Power BI. While accessing your dashboards on the web or from a mobile device, you can quickly identify trends, spot anomalies, and fix problems from anywhere. Make corporate business intelligence quick and easy with pre-built cubes and a data warehouse, along with an extensive library of dashboard and report templates, all designed specifically for Microsoft Dynamics. Using Jet Analytics, you will gain valuable insight from day one. Establishing a system of record that includes historical data and multiple data sources guarantees that everyone is using the same information and “truth” to run their reports. Governed data that everyone in the business can rely on to drive revenue up. -
43
OneStream
OneStream Software
Our intelligent finance platform allows you to break away from the limitations of spreadsheets and legacy applications. Unify financial consolidation, planning, reporting and analysis through a single, extensible platform. Conquer the complexity of financial close, consolidation, planning, reporting and analysis. OneStream supports corporate standards while also satisfying more detailed line of business planning and reporting requirements, all in a single, unified application. Enables teams to apply trusted financial intelligence to large volumes of operational data to detect trends and financial signals that drive informed decision-making at the speed of business. Accelerate time to value with OneStream’s built-in understanding of accounts, currencies, ownership and intercompany activity. Replace multiple legacy systems or cloud point solutions with a unified application. -
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Synoptix
Compusoft Development LLC
Business Intelligence Software to make your complex reporting needs easy. Any ERP, any data point, any report. No IT. -
45
Viareport
insightsoftware
Consolidation and Lease Management Software for Finance Teams. Viareport Consolidation: When you need to consolidate data from multiple entities and ensure compliance with International Financial Reporting Standards (IFRS) or Autorité des Normes Comptables (ANC), Viareport Consolidation enables you to automate and simplify your processes for faster consolidation using a single source of truth. Viareport Lease: When you need to comply with IFRS and ANC 2020-01 requirements, Viareport Lease offers a lease management solution that is flexible, user-friendly, scalable, and purpose-built to meet your organizational needs. When you need to consolidate data from multiple entities and ensure compliance with International Financial Reporting Standards (IFRS) or Autorité des Normes Comptables (ANC), Viareport Consolidation enables you to automate and simplify your processes for faster consolidation using a single source of truth. -
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Vivid Reports
Vivid Reports
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. -
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pcFinancials
DSPanel
Performance Canvas Financials brings you a deep, sophisticated, and easy-to-use FP&A solution that promises to streamline and intelligently automate your entire FP&A process from end to end. Performance Canvas Financials is a unified and easy-to-use software for financial reporting & analysis, consolidation, dashboarding, budgeting & planning. It is an add-on software to your existing ERP system that will allow you to take full control of your financial planning & analysis process. Cloud Performance Canvas Financials is a solution that delivers the latest best practices in Financial Planning & Analysis through its off-the-shelf finance modules. These are prepackaged finance logic such as Cash flow, CAPEX, Consolidation among others. These best practices include Driver-based budgeting, Drag & Drop Financial Reporting, Live Financial Forecasting, Unlimited What-if Analysis, Assumptions testing, Allocations, Activity-based costing, Multiple Entities and Currency Support, etc. -
48
Calumo
insightsoftware
Enhance your enterprise performance management with fast integration, real-time reporting, and sophisticated planning and forecasting tools. Organizations are becoming increasingly complex, requiring management of ever-changing corporate structures, large volumes of data, and changing market conditions. Calumo provides automated reporting, planning, and budgeting solutions that support extended planning and analysis to enhance corporate performance management and is now a part of the insightsoftware family. insightsoftware’s strategy is to offer our customers the right financial and operational reporting and planning solution regardless of company size, ERP, EPM, or reporting environment preferences. Existing solutions are not scalable and can’t support the needs of a growing business. Qualified professionals waste their time in spreadsheets and refreshing routine reporting, rather than analyzing data to generate business value.Starting Price: $1000 per month -
49
CXO-Cockpit
CXO-Cockpit
Empower finance teams with CXO-Cockpit,a performance reporting platform created by CXO Solutions BV. CXO-Cockpit replaces the manual and error-prone Excel-based reporting process with a simplified, secure, controlled, and fast performance reporting. The platform boasts of out-of-the-box financial and performance reporting templates, financial and performance dashboards, financial insight and analytics, Point of View (POV) comments, sharing storyboards, and more. CXO-Cockpit also offers real-time insights into leading EPM source systems, including Oracle, SAP, and Tagetik. -
50
EMAsphere
EMAsphere
EMAsphere is a SaaS performance management platform that automates your reporting and forecasting processes. Thanks to our catalog of 50+ connectors, your financial and operational data is automatically collected and transformed into pre-configured and customizable KPIs and dashboards. Beyond data-visualization, the platform offers expertise features: analytical views, management consolidation, cash flow monitoring, budgets and forecasts. No more handling errors, you can now focus on analysis.
