If you’re looking for the best financial reporting software in 2025, you’re likely trying to streamline your month-end close, produce better insights, and move beyond manual Excel reporting. The challenge? There are dozens of tools on the market, ranging from Excel add-ons to full-blown FP&A platforms.
In this guide, we break down the 15 top financial reporting tools, categorized into:
- FP&A Platforms for end-to-end budgeting, forecasting, and analysis
- Reporting Tools for fast, flexible financial reporting inside Excel or Google Sheets
Financial Reporting Software vs FP&A Software
Financial reporting software helps generate key reports like P&L, balance sheets, and cash flow statements — often starting with the trial balance. FP&A software goes further by enabling budgeting, forecasting, KPI modeling, and collaborative planning.
👉 Want a deeper breakdown of the differences and when to upgrade? Read our full guide to financial reporting software →
FP&A Platforms (Advanced Forecasting, Budgeting, and Planning)
These tools go beyond reporting — they help you build budgets, collaborate on plans, and model scenarios. Ideal for mid-sized to large companies.
- PivotXL
Excel-based FP&A software with powerful scripting, consolidation, and analyst support. Built for teams who love Excel but need scalability.- For more details on its features check out product documentation
- For product demos check out our youtube playlist
- Cube
Integrates with Excel and Google Sheets; known for fast deployment and ease of use. Best for growing teams needing control and collaboration. - Datarails
Focused on finance teams. Offers consolidation, dashboards, and automations for fast monthly reporting. - Vena Solutions
Enterprise-grade platform built around Excel. Includes workflows, templates, and advanced planning modules. - Planful
Cloud-native FP&A platform offering continuous planning, forecasting, and dynamic dashboards. - Jedox
Strong on modeling and performance management. Suitable for enterprises with complex multi-dimensional planning needs. - Workday Adaptive Planning
Enterprise-focused platform, especially useful for organizations already using Workday ERP. - Prophix
Known for budgeting, what-if analysis, and driver-based modeling. Strong mid-market appeal.
Financial Reporting Tools (Excel & Sheets-Based Add-ons)
These tools focus on reporting, visualization, and automation using accounting data — great for teams that want to stick with Excel or Google Sheets.
- G-Accon
Syncs QuickBooks and Xero with Google Sheets. Good for accountants who prefer working in Sheets. - LiveFlow
Connects QuickBooks to Google Sheets in real-time. Useful for building dynamic reports and dashboards. - Reach Reporting
QuickBooks-compatible platform with prebuilt templates and dashboards. Easy to use for SMBs. - Fathom
Visualization tool that provides performance insights and benchmarks. Designed for accounting professionals. - Syft Analytics
Automates reporting and analytics across various accounting platforms. Provides audit trail and visual outputs. - Helu.io
FP&A-lite tool for agencies and startups. Visual reports and simplified budget control. - Spotlight Reporting
Great for accountants and advisors offering reporting as a service. Includes forecasting and KPI tools.
How to Choose the Right Software
Ask yourself:
- Do I need just reporting or also forecasting and planning?
- Am I working solo or across departments?
- Do I prefer Excel, Google Sheets, or a web interface?
- Is consolidation or multi-entity support a priority?
💡 If you’re unsure where to start, check out our Financial Reporting Software Guide — it explains the difference between reporting tools and FP&A platforms and helps you assess your needs.
Final Recommendation
If you need:
- Speed & simplicity → Try LiveFlow, G-Accon, or Reach Reporting
- FP&A power inside Excel → Choose PivotXL or Vena
- Excel replacement FP&A Software → Look into Planful, Jedox, or Adaptive Planning
To explore PivotXL — the platform that combines reporting, scripting, and forecasting in Excel — book a demo here.
This article is part of the PivotXL resource series: smarter FP&A inside Excel.
