Alternatives to Redwood Reporting

Compare Redwood Reporting alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Redwood Reporting in 2026. Compare features, ratings, user reviews, pricing, and more from Redwood Reporting competitors and alternatives in order to make an informed decision for your business.

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    Martus

    Martus

    Martus Solutions

    Martus Solutions is a purpose-built budgeting, reporting, and forecasting platform for nonprofit organizations and small to mid-sized businesses (SMBs). Say goodbye to cumbersome spreadsheets and streamline your financial planning. Our easy-to-use solution offers collaborative budgeting and flexible reporting features that can help your team make informed, mission-driven decisions. Martus empowers your team to budget efficiently, report seamlessly, and forecast with precision with access to real-time data, cashflow forecasting, personnel budgeting, and automated workflows. Full implementation takes about three weeks, but most users can begin working within the first hour of the kickoff call. With seamless ERP integration and an intuitive interface, Martus delivers powerful financial insights to help your organization grow while staying mission-focused. Join the more than 1,200+ organizations already benefiting from smarter financial management with Martus!
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    IDL Publisher

    IDL Publisher

    insightsoftware

    Existing processes are slow and manual, or subject to long lead times if you work with an external agency. Time is wasted reinventing the wheel, period after period, by recreating the narrative from scratch. It’s hard to produce consistent internal and external reports that effectively tell the story behind your numbers, when the numbers or facts within your final reports can be out-of-date before the report is even published. A lack of compliance or control during the “close to disclose” period wastes hours as data are manually copied and pasted from source systems or disparate spreadsheets and files are passed back and forth over poorly controlled channels, such as email. Create clear annual, quarterly, and other external business reports as well as the corresponding management summaries for individual companies or your entire group.
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    Foresight Intelligence Financial Reporting System
    The Foresight Intelligence Financial Reporting System consolidates all your financial information into one system, eliminating potential errors caused by manual entry and saving time. Easily create specific reports for all the different audiences and securely distribute information to the right people at the right time. Automatically pull and refresh your financial information, regardless of business system, into one centralized portal. Report generation requires no manual spreadsheet manipulation and drill-down capabilities allow users to quickly find answers to their questions. No more manual entry or the potential errors associated with it. Different stakeholders require different reports and information but with Foresight Intelligence you can easily access all your aggregated data and create automatically generated reports for any of your needs. Pivot and drill down capabilities also make it easier to find and share the exact information you’re looking for.
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    Reach Reporting

    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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    CoreFiling

    CoreFiling

    CoreFiling

    Regulatory compliance is the greatest challenge facing organisations and public services today and XBRL is required for the financial reporting frameworks: COREP, FINREP and Solvency II. CoreFiling is the leading developer of international best practice in regulatory reporting and taxonomy development. CoreFiling is a trusted advisor to regulators, governments, financial institutions and filers worldwide.Build faster applications and get smarter answers using True North’s® financial data aggregation application, the leading repository of public company data including SEC and Companies House filings. The True North® data platform facilitates search, display and analysis of individual company financial accounts, or large complex datasets. Apply structure and meaning to complex, disparate and siloed data by defining, normalizing and categorizing it at source.
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    Accurri

    Accurri

    Accurri

    Accurri is a cloud-based statutory financial reporting solution designed to automate and simplify the production of annual and interim statutory accounts for private and public companies, helping teams complete even the most challenging reporting scenarios with greater ease and accuracy. It replaces manual templates with structured workflows and features such as audit trails, balance checks, and automated XBRL tagging for online filing, reducing risk and boosting confidence in outputs. Users can access ready-to-use content that remains easily editable or replaceable, drag and drop to reorder notes and sections, and import or export data seamlessly via Word and Excel, making customization and collaboration straightforward. It supports the full suite of financial statements, including cash flows, changes in equity, comprehensive income, and financial position, as well as detailed report components like directors’ reports, corporate directories, sustainability/ESG reports, etc.
    Starting Price: $7,000 per year
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    MediaRights Revolution
    MediaRights Revolution (MR2) is designed for broadcasting, production, and distribution firms in the film, music, publishing, and merchandising industries. Managing diverse intellectual properties - music, audiovisual content, texts, images, and brands - provides detailed metadata, including rightsholder shares, and securely stores digital content copies with shared access functionality. MR2 enhances licensing processes with real-time control, simplifying deal creation through contract templates. Manage financial reports, including licensee royalties, using intricate fund distribution calculations based on contracts and rights holders' shares. Ensure effective sales management through reports for counterparts and internal analytics. Automation in royalty and licensing payments accelerates workflows, reducing manual efforts and ensuring financial precision, enhancing efficiency, and lowering operational costs.
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    Tensoft Multi-National Consolidation
    Tensoft’s MNC product allows you to bring together financial data from disparate sources to create a global view of all financial information across your entire enterprise, no matter the currency or geographic location. The graphic to the right illustrates how Tensoft MNC works. At the bottom are subsidiary companies and their various currencies. Tensoft MNC takes the information from these subsidiary companies, translates it, and then moves it into a consolidated Dynamics GP Company. Local currencies are brought across, as well as your reporting currency. A good understanding of your multi-national requirements can help you design and achieve the best results from your financial architecture, for your month-end reporting, as well as for your day-to-day transactions. The pyramid to the left illustrates this, and show where Tensoft MNC provides the most benefit.
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    Jet Analytics

    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.
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    Longview Close

    Longview Close

    insightsoftware

    Longview Close automates your consolidation and data validation to accelerate the close cycle. By pulling data from all relevant sources, from Excel sheets to legacy EPM solutions, our tool empowers you to spend less time managing data and more time generating valuable data-driven insights. The report provides an overview of trends in the market and customer satisfaction data covering financial, operational, and strategic performance management. Say goodbye to manual batch jobs and say hello to better data visibility through detailed reporting and drill-down access to source data. Our cloud-based, automated data management coordinates consolidation activities so you have one centralized platform for all performance data. Longview Close offers the highest number of plug-and-play applications in the industry.
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    ArcReporting

    ArcReporting

    Donnelley Financial Solutions

    This powerful shareholder reporting software improves your internal controls and reduces the risk of errors. Our intuitive automated financial reporting tool helps you manage complex data and content to create and file high-quality, consistent regulatory documents for investment companies. Eliminate manual processes with embedded workflow technology that ensures process consistency. Shared data and content across multiple documents and filings. Streamline financial reporting with software built for the industry, by industry experts. Access and review data via a simplified and intuitive user experience. Boost productivity with a dashboard view of reports and filings. Maintain financial reports and data security with management oversight. Provide permission-based access to internal and external users. Schedule and track resources online. Collaborate across multiple geographic locations.
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    Jet Reports

    Jet Reports

    insightsoftware

    Jet Reports: Advanced financial and business reporting solution inside of Excel and on the web.  Build, analyze, and distribute reports, all within Excel, in minutes. Built for Microsoft Dynamics NAV, GP, and 365 Business Central. Create custom reports from your ERP and export to Excel with a simple drag-and-drop interface. No IT or consultants needed. Click on any number and instantly get all the underlying data so you always have the answers at your fingertips. Pull real-time data from your ERP into your spreadsheets without having to download a new CSV every time. Easily export data from your ERP into Excel with one 1-click. No more manual downloads or CSVs.
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    Relevant EquityWorks

    Relevant EquityWorks

    Relevant Equity Systems

    Fund Accounting Software. Investor Management Software. Track investors, contacts, third-party representatives, and interactions. Fund Administration Software. Model fund entities, closings, commitments, capital accounts, and transactions. Portfolio Management Software. Manage every aspect of your holdings, including portfolio companies or properties, securities, revaluations and shareholder tables. Give investors exactly what they crave: detailed notifications and transparent quarterly reports from a secure portal. Issue detailed ILPA call and distribution letters, along with industry-standard quarterly reports. Give your LPs secure, 24/7 access to fund documents from their phones, tablets or everyday browsers.
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    Subscript

    Subscript

    Subscript

    Access key metrics like LTV/CAC, magic number, payback period, and more to understand how efficiently your sales team is adding revenue. Cut your customer data based on any attribute to understand which segments to focus on acquiring, and which types of customers' accounts to invest in growing. Easily segment data to see how customers are doing based on what plan or product they've purchased, and focus on the areas of your business that drive the most value. When you connect your systems to Subscript, we only access the parts needed to make the product work for you. We will always be transparent about what data is accessed. We keep key pieces of information securely to be able to generate reports for you quickly and let you analyze them in many different ways. Subscript regularly monitors for updates in your data to give you a realtime view into your business.
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    IEX Cloud

    IEX Cloud

    IEX Cloud

    The easiest way to use financial data. Build and scale financial applications faster on IEX Cloud. The easiest way to build financial applications. Institutional grade data, including real-time and historical stock prices, fundamentals, forex, crypto and more - all in one API. Full U.S. market coverage, 95,000+ securities. Get open access to a range of datasets with one subscription. No need to lock into long-term contracts with a high upfront payment. Access datasets in minutes with one easy-to-use API, so you can focus on building. Essential financial data, all in one place. Get the data you need when and where you want it. No coding necessary. Access Premium Datasets sourced from a growing community of curated partners. Use your preferred implementation method to integrate seamlessly with other tools in your workflow. High-performance architecture built for rapid growth and enterprise scale. Our platform is reliable by nature so you can build more and worry less.
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    Record-to-Report Automation by Redwood
    The volume of repetitive, manual tasks across finance is overwhelming – every day or at the end of every month, quarter, or year. Redwood’s Finance Automation solutions are built on our industrial-scale automation technology to provide business users the power to design, deploy, and operate transformational financial processes. Redwood Finance Automation improves efficiency and governance. It also frees finance professionals to focus on gaining valuable insights from corporate reporting information—rather than simply chasing data. These solutions are built to support four pillars of finance processes: record to report, order to cash, procure to pay, and asset accounting. Within record to report, we offer automated solutions for the close checklist, reconciliation, journal entry and intercompany. Clients report automating as much as 85% of finance tasks that once relied on repetitive manual work with Redwood.
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    Helix Reports

    Helix Reports

    Helix Reports

    Whether you need to evaluate liquidity, simplify collections or consolidate balance sheets across diverse holdings, Helix combs through multiple financial data sources, QuickBooks files, and custom records to give you instant, up-to-date reports. Do you still spend weeks configuring data for intricate financial reports, only to do it all again the next time you need it? Instantly produce centralized financial reports from diverse investments, partnerships, and accounting platforms. Set rules to map or fix inconsistencies in names, accounts, or transactions, cross-checked for data integrity. Configure your rules for any data only once. Helix remembers them so you can produce accurate, up-to-date reports with a click. A helix links seamlessly with your existing accounting systems, no platform change is required. Easily consolidate and run your toughest financial reports.
    Starting Price: $240 per month
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    Spreadsheet Server

    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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    ReportWa

    ReportWa

    Hexaview

    Design unlimited professional reports yourself. Rule-based automation to publish and distribute reports. Archive reports for compliance needs. Sweating over last-minute changes in the report or planning months in advance to build a new performance report? Creating and editing of reports is such a big pain, takes days, uses complicated and costly report-writer tools. Are you in Stress of Handling Humungous sensitive data or struggling with data inconsistency? Sending reports isn’t tough but making sure data is set-up correctly takes a hell lot of time. Audit means all other work comes to a halt. SEC/FINRA Audit comes with extensive pressure. Also, important documents sent to clients can’t be found in email or in files when any audits take place. In the wealth management domain for financial advisors, client experience and communication is the second most important thing after advice. Our full-featured wealth management reporting software for advisors “Reportwa” aims to ease reporting.
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    CtrlPrint

    CtrlPrint

    CtrlPrint

    CtrlPrint is a cloud-based, collaborative corporate reporting platform that streamlines the end-to-end creation, review, version control, tagging, and publication of financial, sustainability, and regulatory reports, helping teams eliminate manual work, ensure accuracy, and meet compliance requirements. It centralizes work across drafting, editing, review, approval, and final publication while supporting major reporting formats such as ESEF, UKSEF, CSRD, DK-GAAP, Inline XBRL (XHTML), and print PDFs from a single source of truth, reducing duplication and errors. It offers secure, role-based access with audit-proof version control, supports integration of live data from Excel and Word into designed layouts with automated updates, and enhances collaboration with clear workflows, permissions, and real-time visibility across contributors. Built-in XBRL tagging, validation tools, and compliance features ensure regulatory standards are met.
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    DrillPoint Reports

    DrillPoint Reports

    Capital Business Solutions

    With an easy-to-use interface, DrillPoint Reports offers you the scalability to create simple or complex financial reports, all integrated with your MIP Fund Accounting™ software. DrillPoint Reports allows you to easily access your financial data within Microsoft Excel® and create presentation-quality financial statements using a familiar, user-friendly spreadsheet application. Creating any number of pre-formatted financial statement templates, DrillPoint Reports enables you to produce custom, high-quality financial statements for delivery to your board and external advisors. In addition, DrillPoint Reports allows you to manipulate your data, add formulas, graphs, and other more advanced Excel features to maximize the value of the information you’re presenting to others.
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    Vivid Reports

    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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    Wrepit

    Wrepit

    Wrepit

    At Wrepit, we’re transforming how CFO teams do financial and sustainability reporting - making it faster, simpler, and fully compliant. Used by 60+ companies in Norway (including around 10% of those listed on the Oslo Stock Exchange), Wrepit delivers real efficiency gains of over 70-90% in time saved. Our approach is engineered for impact, with features like: ◾ Rapid onboarding - many teams are up and running in under 2 hours. ◾ Use of familiar tools - seamless integration from Excel into Word so your data flows directly where you write. ◾ Automatic, high-quality design - get polished, branded reports without needing in-house designers or expensive third parties. ◾ Full regulatory compliance - from ESEF & CSRD, to machine-readable XBRL tagging built in as you write (not after the fact). We believe reporting should enable, not burden. Wrepit makes your reports engaging, interactive, accessible - with secure sharing, version control, and brand consistency built in.
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    Planwhiz

    Planwhiz

    Planwhiz

    Planwhiz empowers finance to unite other departments around common goals and easily perform variances analysis to identify opportunities for growth. Planwhiz provides a single source of truth by connecting to accounting, HR, and spreadsheets and provides detailed information on the source of each budgeting item. Planwhiz brings everyone on the same page. Streamline your planning process to drive results with Planwhiz. Rapidly adapt to changing conditions with flexible financial planning that is easy to use, accurate, and collaborative. With pre-built reports such as P&L, Cashflow statements, SaaS metrics, headcount insights, and more, Planwhiz provides real-time insights and analysis for every scenario. Eliminate tedium and liberate your productivity by automating clerical report-making tasks. Get your reports as and when you need them, with performance being able to be shared both internally and externally.
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    ProfitSee

    ProfitSee

    ProfitSee

    Create efficiency in your practice and grow your advisory services with automated and white-labeled financial reporting, cash flow forecasting, analytics, KPIs, budgeting, consolidations and more. Whether your clients’ data is on Xero, QuickBooks Online, or other cloud accounting platforms, ProfitSee can help you gain real-time insights that make a difference. Our tools have an automated nightly sync, which means the data you’re using will be real-time, all the time. Whenever you schedule reports, set KPI alerts, or provide access to the online client dashboard, the most recent and relevant data will be included, helping you manage clients’ cash flow, beat your clients to the phone, and proactively create future opportunities. Go beyond simple “percentage increase or decrease forecasts” that miss the mark. ProfitSee automatically generates forecasts based on historical performance and upcoming business strategies in the same ways as global accounting firms and Fortune 100s.
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    XLReporting

    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
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    Viareport

    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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    Wands

    Wands

    insightsoftware

    Build refreshable reports, with real-time, drillable data, without having to understand Oracle’s row and column sets in FSG. Support and accelerate your daily reporting activities with easy access to your EBS data in Excel. Deep integration that leverages the Oracle data dictionary and does the heavy lifting for table joins, queries, and calculations means fast, accurate reporting with no technical knowledge required.
    Starting Price: $2000.00/one-time/user
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    Inscope

    Inscope

    Inscope

    Inscope is an AI-native financial reporting platform designed to automate the preparation, review, and issuance of GAAP-compliant financial statements for accounting teams and finance organizations. It replaces manual, error-prone workflows by automatically generating financials, disclosures, and supporting schedules, allowing teams to move from closed books to issued reports in a streamlined, structured process. At its core, Inscope applies AI assistants to handle time-consuming tasks such as formatting, cross-footing, internal consistency checks, and roll-forwards, significantly reducing the manual effort traditionally required in financial reporting. It maintains a live, linked source of truth so updates flow automatically across statements and footnotes, eliminating version-control chaos and improving traceability.
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    Workday Adaptive Planning
    Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning.
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    FIN Reporter

    FIN Reporter

    FI Navigator

    Meetings focusing on your institution’s performance don’t usually get scheduled with a lot of lead time. FIN Reporter delivers complete control to users on reports, metrics, peers, time spans, and graphics to create custom content for any meeting scenario. How can you ensure that your meeting content precisely matches the meeting focus and objectives? Transform unprecedented data into presentations that create consensus and fit any meeting time frame. Compare and contrast your institution’s performance against peers or stand-alone trends, then zoom in on specific metrics that matter most during the conversation. Produce differentiating meeting content that resonates and creates an impetus for action. UBPR or FPR report formats, over 50 pre-built FIN reports, and quick click metric zoom. Peer group on/off toggle, and time span change toggle. Profit, growth, risk or offering reports, multi-metric report view, and single metric report view.
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    Quadient AR by YayPay
    Quadient AR by YayPay makes it easy for B2B finance teams to stay ahead of accounts receivable and get paid faster - from anywhere. Integrating with your existing ERP, CRM, accounting and billing systems, YayPay organizes and presents all your real-time data on meaningful, cloud-based dashboards to provide complete visibility into AR. Automated capabilities make your team 3X more productive, taking care of data entry tasks such as reporting to enable them to focus on value-added activities that drive further efficiency gains. With Quadient AR by YayPay, collections are managed automatically, improving your customers’ response rate and helping you get paid up to 34% faster. Predictive analytics enable you to anticipate payor behavior and improve cash flow management, powering 94% accuracy on when invoices will be paid. And your customers? A secure, online payment portal enables them to access their accounts and pay at any time, from anywhere in the world.
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    DFIN Arc Suite

    DFIN Arc Suite

    Donnelley Financial Solutions

    As the leading global risk and compliance solutions provider, DFIN is the only company to offer regulatory, reporting, legal, filing, and distribution solutions through one integrated financial compliance management software platform. We provide the financial industry with the experience and expertise of an established market leader. Arc Suite financial regulatory compliance software helps you meet the challenges and complexities of an ever-changing regulatory environment with a greater level of confidence and control. The platform supports the full spectrum of data, multilingual content, and compliance needs with a suite of innovative, award-winning products. Arc Suite has been developed by experts in mutual fund and product technology to meet reporting requirements around the world, including the SEC, OSC, and ESMA. Arc Suite’s regulatory compliance management software supports the full range of front, middle, and back office operations with cloud-based proprietary tools.
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    Mythos

    Mythos

    Mythos

    Collect more beneficiary thank you and impact stories and make them as engaging as possible. Automatically tag stories with relevant information to easily align them to donors—whether that’s by fund or interest. Organize stories in a central, searchable database so everyone can easily access and share. Simplify the process with custom, integrated workflow and content editing tools. Publish on demand—whether that’s one report or proposal at a time or hundreds. Share donor-specific beneficiary stories and reports in a secure digital experience. From disparate tools that don’t work well together and aren’t designed for the task to the amount of resources required to manage a cumbersome and time-consuming process, we know how frustrating and challenging donor reporting and communications can be. See who’s started to tell their story, who hasn’t, and who’s submitted so you can follow up and get the most stories before your deadline.
    Starting Price: $197 per month
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    ByAllAccounts

    ByAllAccounts

    Morningstar

    ByAllAccounts transforms financial data into insight through account aggregation. We aggregate raw data from over 15,000 sources. Because we are agnostic to formats, we choose the best quality and most complete data from a diverse wealth of sources to provide visibility into clients’ holdings, spending habits, and cash flows. We standardize aggregated data into a single, consistent model based on industry standards and Morningstar’s proprietary identifiers, transforming disparate data into its most usable form. ByAllAccounts uses an artificial-intelligence system to quickly deliver client account data to portfolio management, reconciliation, compliance, trust accounting and performance systems saving you time and operational costs. We use our patented process to make sense of insufficient data sources and to bridge gaps with Morningstar data, delivering enriched firm-level feeds to a network of over 1,400 advisory firms, 50 redistribution partners, and 40 platform integrators.
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    CXO-Cockpit

    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.
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    Aircraft Cost Calculator

    Aircraft Cost Calculator

    Aircraft Cost Calculator

    Aviation's most powerful operating cost application is here. Aircraft Cost Calculator frees you from your desktop to offer a mobile solution you can access anywhere in the world. Designed for owners, operators, flight departments, financial institutions and charter operators. Aircraft Cost Calculator enables users to determine the true operating costs of the hundreds of aircraft and helicopters in our database. Pre-loaded data (fully editable by the user) based upon owners, operators, and fleet managers' actual expenses accessible on any device. Aircraft Cost Calculator generates professional-looking reports custom-branded with your logo to share with clients and colleagues. You'll be able to produce the precise detailed reports you need in minutes, not hours, to make important, informed decisions about the true cost of aircraft operations.
    Starting Price: $175 per month
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    Entrilia

    Entrilia

    Entrilia

    Entrilia is a collaborative data creation platform for PE/VC fund managers. Converting transactional events into real-time business intelligence. Our fund accounting module streamlines event driven inputs while insights allows for automated reporting on fund financials, investment, investor and so much more! Tailored for the PE/VC industry, with automated ILPA reporting, with campaign module for automating the creation and distribution of standard reports. Fully integrable and extensible with modern, best in class APIs and standardized integrations.
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    ReadyRatios

    ReadyRatios

    ReadyRatios

    IFRS reporting is comprised of hundreds of indexes. You will enter this data in an easy-to-use tabular form. This ensures consistency in the reporting and provides notes using the software. IFRS reporting is not only limited to figures, but also includes multiple text notes. We have collected everything that you need to include in the reporting. In order to adjust the finalized reporting, it is possible to make adjustment entries. Entries are made intuitively, just as with accounting programs (debit/credit). The software automatically records entries to all international reporting forms. As a result, you have complete international reporting that is 100% compliant with the IFRS requirements. If you fill out statements in the national currency and would like to have them in any other currency (e.g., U.S. dollars to Euros), you only need to enter the exchange rate; meanwhile, the IFRT will automatically compute exchange differences and accurately display them in the statements.
    Starting Price: $165.00/year
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    DXC RIM
    DXC RIM platform manages regulatory affairs content, data, and workflows in one central location, helping teams accelerate innovation and reduce time to market. The sensitive nature of regulatory affairs (RA) content demands a unified platform to handle regulatory data and workflows. Teams need simple, always-ready access to all relevant data. They also require an intuitive, customizable user interface that is easy to navigate. Collaborative tools and configurable reporting are crucial for success, but legacy technology can frustrate teams and slow processes. Achieving compliance is a struggle. Collecting data and documenting processes is time-consuming. Problems are compounded when life sciences organizations run fragmented legacy systems using disparate technologies. In some cases, they need to resort to spreadsheets to manage key operational processes. Bringing products to market and managing RA requires a centralized, enterprise-grade solution.
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    Carta

    Carta

    Carta

    Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.
    Starting Price: $2,800 per year
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    Financial Statement Analysis
    Financial Statement Analysis is a software application designed for companies who adopt the IFRS and GAAP accounting standards. This provides an in-depth performance evaluation of the business through a screening of the last available financial reports. Upon entering the company’s IFRS financial data (from Statement of Financial Position and Income Statement), the system assesses the business’ Profitability, Solvency, Capital Structure and Liquidity, generating a financial report complete with ratios, charts, graphs, and comments discussing the company’s performance and the related rating score. The system, through complex business intelligence algorithms, generates automatic comments discussing the company’s performance and rating. The report can be downloaded on your own device and edited according to your needs. The report can be downloaded in: Word file, Excel spreadsheet and PDF.
    Starting Price: $21 per user per month
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    eMerge

    eMerge

    Soft Corner

    eMerge is being used by several large groups. It is so easy to use that most of them have also started doing monthly consolidation. The implementation consists of proving to you that eMerge™ does the job accurately. The data of any past quarter or year-end is imported into eMerge™ and entirely processed through eMerge™ to show you that the reports generated tally with your published results – to the last penny. Financial reporting standards are under constant modification. eMerge™ produces a full range of financial statements, ad hoc reports, and dashboards using an intuitive Report Creator interface. Its Notes to Accounts feature takes the hassle out of publishing the final Financial disclosures with automation that combines multiple source documents into a single polished report. The biggest benefit eMerge™ can claim is that your consolidation team does not need any help from your IT department or our eMerge™ team – to run it successfully quarter after quarter.
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    SmartFusion

    SmartFusion

    Harris School Solutions

    SmartFusion is the comprehensive School Financial Management software system that brings together all the data you need, conveniently in one place. Work faster with the ability to view multiple reports and windows at the same time. Expand your capabilities easily with third-party software integration. Have confidence that all your sensitive financial information is secure at all times. Take control of your processes by removing data re-entry thanks to fully-integrated modules. Enjoy the freedom of working from anywhere directly from the cloud (with option to self-host). Stop worrying about compliance and inaccuracies, thanks to built-in state/federal reporting and data-entry flexibility.
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    Limelight

    Limelight

    Limelight Software

    Get real-time planning, forecasting and reporting out of your ERP. Limelight is the next generation of Excel offering data integration, collaboration and control. Plan, analyze, and report, all in one place. By connecting your data and people in one place, Limelight increases communication, makes work visible and accelerates time to insight. Get your budgeting and forecasting done faster, more accurately, and with collaboration from all departments. With Limelight, you can view and analyze reports in real-time, drill down to transactional details and provide information via narratives that managers can easily understand and use to make informed decisions. Access the whole story with reports that combine narrative with beautifully visualized charts. Quickly understand the state of your financials and discover insights that can lead to profitability.
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    Qvinci

    Qvinci

    Qvinci

    Qvinci is a global leader in financial reporting technology. Our patented software works with QuickBooks®, Xero®, MYOB® and Excel® to provide you with insightful reporting and game-changing analysis. Set-up is quick and easy. Impact is immediate. Qvinci was founded on a simple idea: Provide the accounting, franchising and multi-unit markets with cost-effective, ERP-like solutions that deliver financial data consolidation, automated reporting, workflow management and advanced business intelligence through the cloud. Today, Qvinci’s industry-leading solutions empower users with actionable data that leads to increased operational efficiencies, deeper financial insights and greater profits. The capabilities found in Qvinci integrate with QuickBooks, Xero, MYOB and Excel to ensure users have access to the most up-to-date and accurate financial data possible.
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    URSA infoSuite

    URSA infoSuite

    Decision Support

    Our Ursa and DQ Software Product Suites connect your applications to disparate data sources across your organization - whether it’s application integration, data mart development, or executive reporting, we can help you leverage the value of existing technology and achieve the return on your data assets that you are seeking. The combination of our URSA and DQ Software Product Suites provides a comprehensive, enterprise-wide data integration solution that enables an organization to seamlessly access virtually every data source in the enterprise. The market-leading solution for data access and reporting for Unisys MCP platforms. A powerful data integration solution that natively accesses a variety of data sources.
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    BrightAccountsProduction
    BrightAccountsProduction is a cloud-based annual accounts production tool designed to help accounting professionals prepare fully compliant financial statements for sole traders, partnerships, LLPs, companies, schools, farms, charities, and more. It allows seamless trial-balance imports from systems like Sage, Xero, and QuickBooks, supports one-click iXBRL tagging and submission, and provides online access from any device so teams and clients can collaborate remotely. The software offers a variety of FRS formats (e.g., FRS 102, FRS Section 1A, FRS 105) via tailored templates, enables instant editing of final accounts directly within the document, and embeds a built-in workflow status tracker that records each stage from data collection to filing. With automated compliance updates, a comprehensive compliance database, Microsoft Azure-based security infrastructure, and secure e-signing for faster client approvals, BrightAccountsProduction streamlines year-end accounts preparation.
    Starting Price: $1,485.15 per year
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    Polygon.io

    Polygon.io

    Polygon.io

    See each and every Trade & Quote happening in the US in real time, and access trillions of rows of historical tick data in an instant using our APIs. There is no limit to how much you can use our stock data APIs. No maximum queries per minute or daily call limits on all premium plans. Our market data platform provides low latency real-time data with a mean latency of 20ms, orders of magnitude faster than competitors. See the entire market at a glance with our powerful Snapshot APIs. You can also query the gainers and losers for the current day. 1min - 1yr aggregate intervals. Use our aggregates APIs to query any timespan, 1 min, 7 min, 16 day? Anything is possible. Get stocks data directly from the source, and know exactly what you're going to pay. Don't waste time and money on sales or middlemen.
    Starting Price: $99 per month
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    Vareto

    Vareto

    Vareto

    It only takes a few weeks with Vareto's financial planning and decision-making platform. Spend less time manipulating data and more time driving the business forward. Enable faster decision-making with finance software that is flexible, customizable, and scalable as your business needs evolve. Make smarter decisions with a 360° view of financial and operational performance. With dynamic dashboards and custom metrics, it's easy to identify opportunities and take immediate action to ensure the organization is moving in the right direction. Foster a culture of data-driven decision-making across your organization. Eliminate time-consuming data pulls and back-and-forth emails. Provide company leaders with instant, self-serve access to the data they need. Beautiful visualizations and up-to-date data make it easy to take decisive action with confidence and agility.