# Best Reporting Software - 2026 Reviews & Pricing

> Find the best Reporting Software for your organization. Compare top Reporting Software systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/reporting-tools

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# Best Reporting Software of 2026

Updated June 19, 2026

On this page

1.  FrontRunners
2.  Popular Comparisons
3.  Buyers Guide
4.  Related Software

Filter products

533 results

### Compare Products

Showing 1 - 25 of 533 products

#### Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

-   $$$$$
    
-   $$$$$
    
-   $$$$$
    
-   $$$$$
    
-   $$$$$
    

### Compare Products

Sort by

**Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.  
  
**Reviews**: Sorts listings by the number of user reviews we have published, greatest to least.  
  
**Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest.  
  
**Alphabetically (A-Z)**: Sorts listings by product name from A to Z.

[Grow](https://www.softwareadvice.com/bi/grow-profile/)

4.44

[(404)](https://www.softwareadvice.com/bi/grow-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Grow is a cloud-based, business analytics and reporting solution suitable for small to midsize organizations. The solution allows users to create customizable dashboards for monitoring business workflows and key activities. Organizations can easily track key metrics essential for accelerating growth and success. The platform's ability to transform data into visual representations allows for better data interpretation and decision-making across all levels of the organization. Grow pulls business data from a variety of sources and merges it into one single platform. It supports connection with Salesforce, Dropbox, Google Analytics, Twitter, MySQL, among hundreds of other sources, including databases and spreadsheets. It supports blending, mashing, cleaning, filtering and comparing of data sets from single or multiple sources. Grow brings real-time data into the dashboard, allowing users to view trends as they occur and share information with their team. The built-in data editor allows users to create customized metrics for their business needs. Users can also access the dashboard on their iOS or Android mobile devices and monitor performance metrics on-the-go. Reporting can be automated via emailed PDF reports or URLs to live dashboards. The software makes it easy to build metrics and explore data through various chart types, including column, bar, line, area, bubble, radar and gauge charts. Users can import data from digital analytics platforms like HubSpot, Google Analytics and Google Search Console to gain valuable insights into customer interactions. Grow offers flexibility in data imports by supporting file uploads from platforms like Google Sheets, Google Drive, Dropbox, Box, Excel, CSV, OneDrive, Airtable, Smartsheets, and Amazon S3. The platform stores all imported data in a centralized location, eliminating the need for third-party data warehouses. Users can establish connections, create custom datasets, and model data to generate actionable insights. With storage flexibility, Grow enables organizations to store historical snapshots of data and create simple or custom datasets for rapid analytics deployment. Grow allows users to establish connections, create custom datasets, and model data to generate actionable insights. With storage flexibility, Grow enables organizations to store historical snapshots of data and create simple or custom datasets for rapid analytics deployment. Users can manipulate time-series data, apply filters, slice, pivot, compare dates, sort, and summarize data to create interactive dashboards that cater to specific business needs.... [Read more](https://www.softwareadvice.com/bi/grow-profile/)

### Best rated features:

SSL Security

5.0

Real-Time Updates

5.0

Real-Time Data

5.0

API

5.0

### Worst rated features:

Activity Tracking

1.0

[See all features](https://www.softwareadvice.com/bi/grow-profile/#key-features)

### Plan

Custom

Pricing available upon request

Pricing not available

[See full pricing details](https://www.softwareadvice.com/bi/grow-profile/#pricing-and-plans)

[Vena](https://www.softwareadvice.com/bpm/vena-profile/)

4.54

[(139)](https://www.softwareadvice.com/bpm/vena-profile/reviews/)

Best for:Budgeting/Forecasting

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Vena is a financial planning and analysis (FP&A) platform. It is designed to work with Microsoft 365 apps, cloud technology, and AI. It helps organizations in various industries, such as SaaS, healthcare, professional services, and banking, to streamline their planning, budgeting, and reporting processes. Vena's modeling capabilities allow users to create what-if scenarios. They can make bottom-up or top-down adjustments directly within Excel. The platform also provides dashboards and ad-hoc reporting features. These enable finance teams to improve their analysis and decision-making. Vena's centralized templates, co-authoring, and live chat functionalities promote collaboration and data transparency throughout the planning process.... [Read more](https://www.softwareadvice.com/bpm/vena-profile/)

### Best rated features:

Commission Management

5.0

Fixed Asset Management

5.0

Statistical Analysis

5.0

Dynamic Modeling

5.0

### Worst rated features:

Customizable Dashboard

3.0

Exception Reporting

3.0

Asset Lifecycle Management

3.0

Self-Service Reporting

3.5

[See all features](https://www.softwareadvice.com/bpm/vena-profile/#key-features)

[Better Reports](https://www.softwareadvice.com/bi/better-reports-profile/)

4.94

[(172)](https://www.softwareadvice.com/bi/better-reports-profile/reviews/)

Best for:Real-Time Data

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Better Reports is a web-based SaaS tool that provides powerful analytics for popular apps. Businesses can get instant access to multiple built-in reports by simply connecting their apps (Shopify, Stripe, QuickBooks Online, etc.). Teams can use the drag-and-drop report builder to build custom reports such as charts and pivot tables. One-click export to PDF or Excel, or schedule automatic delivery to your inbox.... [Read more](https://www.softwareadvice.com/bi/better-reports-profile/)

### Best rated features:

Reporting & Statistics

5.0

Data Management

5.0

Real-Time Reporting

5.0

Sales Reports

5.0

### Worst rated features:

Visual Analytics

3.5

[See all features](https://www.softwareadvice.com/bi/better-reports-profile/#key-features)

### Basic

$19.90/month

[See full pricing details](https://www.softwareadvice.com/bi/better-reports-profile/#pricing-and-plans)

[Google Analytics 360](https://www.softwareadvice.com/bi/google-analytics-profile/)

4.69

[(8095)](https://www.softwareadvice.com/bi/google-analytics-profile/reviews/)

Best for:Website Analytics

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

Google Analytics 360 is an enterprise-level analytics platform with in-depth performance indicators, such as ROI analysis reports. The app's primary function is to provide insights into customer behavior interactions with websites and apps to identify effective content. The platform centralized dashboard displays simplified overviews and reports. The system connects with other applications, such as CRMs and POS systems, to provide detailed overviews of customer behaviors. Google Analytics 360 uses machine learning to discover customer trends and patterns in the data. It identifies users with high revenue potential and identifies content converting the most customers. Shareable reports are generated from intelligent data analyses, with options to produce synoptic overviews and complete details. The platform integrates with other Google advertising and publishing products to extend market reach. Available connections include Display & Video 360, AdSense, AdMob, and AdWords.... [Read more](https://www.softwareadvice.com/bi/google-analytics-profile/)

### What users love

-   Granular and actionable analytics
-   Seamless integration with platforms
-   Comprehensive website activity tracking

### To take in mind

-   Complex and unintuitive interface
-   Steep learning curve for beginners
-   Limited and slow support options

### Best rated features:

Intelligent Search

5.0

Machine Learning

5.0

Marketing Reports

5.0

Monitoring

5.0

### Worst rated features:

Forecasting

4.0

[See all features](https://www.softwareadvice.com/bi/google-analytics-profile/#key-features)

[Precoro](https://www.softwareadvice.com/accounting/precoro-profile/)

4.78

[(255)](https://www.softwareadvice.com/accounting/precoro-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Precoro is an AI-powered procurement and AP automation platform that helps growing companies control spend from request to payment. Teams can centralize purchase requests, approvals, POs, budgets, supplier data, invoice capture, matching, and payment preparation in one connected workflow. Instead of managing procurement and accounts payable across emails, spreadsheets, ERP workarounds, and disconnected finance tools, Precoro gives every stakeholder clear visibility into what is requested, approved, received, invoiced, and ready to pay. Finance and AP teams can reduce manual data entry, prevent invoice errors, improve compliance, and keep a reliable audit trail before payments are made. Precoro integrates with PunchOut catalogs, NetSuite, QuickBooks, Xero, Sage, and other ERP and accounting systems to keep procurement, AP, and finance data accurate and synchronized.... [Read more](https://www.softwareadvice.com/accounting/precoro-profile/)

### Best rated features:

Purchase Order Reconciliation

5.0

Approval Workflow

5.0

Mobile Access

5.0

Transaction History

5.0

### Worst rated features:

Returns Management

2.5

Duplicate Payment Alert

3.0

[See all features](https://www.softwareadvice.com/accounting/precoro-profile/#key-features)

### Core

$499.00/month

Billed annually

### Automation

$999.00/month

Billed annually

### Enterprise

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/accounting/precoro-profile/#pricing-and-plans)

[Quire](https://www.softwareadvice.com/product/437278-Quire/)

4.85

[(136)](https://www.softwareadvice.com/product/437278-Quire/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Quire is a cloud-based technical report management software built to replace outdated methods for writing technical reports and report workflow management for project-driven companies. The platform, complemented by an integrated mobile application, decreases report production time. Quire's advanced data analytics and QuireSight offer insights and benchmarks for report editing time and productivity, enabling clients to improve their operational processes and financial outcomes.... [Read more](https://www.softwareadvice.com/product/437278-Quire/)

### Best rated features:

Multiple Data Sources

5.0

Business Process Automation

5.0

Dashboard

5.0

Collaboration Tools

5.0

[See all features](https://www.softwareadvice.com/product/437278-Quire/#key-features)

[Germain UX](https://www.softwareadvice.com/bi/germain-apm-profile/)

4.84

[(129)](https://www.softwareadvice.com/bi/germain-apm-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Custom Platform to increase Adoption, Conversion and Retention, at a fraction of the cost. Germain UX helps Monitor, Analyze, Improve and be Alerted on issues that affect User Experience, 24x7, real-time. Strong features (all customizable): Real User Session Video Recording/Replay, User Behavior Insights, Process Monitoring/Insights and Technology Monitoring/Insights, Proactive Issue Detection (via synthetic and prediction), Automatic Issue Resolution (via automation) and Alerting.... [Read more](https://www.softwareadvice.com/bi/germain-apm-profile/)

### Best rated features:

Resource Optimization

5.0

Uptime Reporting

5.0

Bandwidth Monitoring

5.0

Threshold Alerts

5.0

### Worst rated features:

User Interaction Tracking

1.0

[See all features](https://www.softwareadvice.com/bi/germain-apm-profile/#key-features)

### Starter

$460.00one time

Various Cloud and On-site deployment options are available in this plan.

### Silver

Custom

Pricing available upon request

Price has to be calculated

### Unlimited

$11,995.00/month

Various Cloud and On-site deployment options are available in this plan.

[See full pricing details](https://www.softwareadvice.com/bi/germain-apm-profile/#pricing-and-plans)

[Coupler.io](https://www.softwareadvice.com/ipaas/coupler-io-profile/)

4.90

[(110)](https://www.softwareadvice.com/ipaas/coupler-io-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Coupler.io is a no-code data automation and analytics platform designed to help users streamline data extraction, stitch data from multiple sources and accounts, as well as simplify cross-channel reporting. Automate data flows in a few simple steps and eliminate gathering your data in one place manually once and for all. Their users benefit from managing all flows on a flexible schedule from a single intuitive UI without any coding. Collect data in Google Sheets, Excel or BigQuery and create custom auto-updating reports in Looker Studio, Power BI, Tableau, and other BI tools. Its repository of pre-made dashboards is readily available for users to utilize immediately, while the experienced team of data analytics and engineering experts is always ready to help create bespoke turnkey solutions right for business growth. Getting started with the platform doesn’t require any technical skills but offers advanced parameters for tech-savvy users as well. Their extensive knowledge base and an A-rated support team are always there to help answer any questions and offer guidance on more advanced capabilities of the platform - be it via email or a video call. 50+ native integrations with popular business applications are readily available, while JSON and CSV options enable connecting with a wider range of apps out on the market.... [Read more](https://www.softwareadvice.com/ipaas/coupler-io-profile/)

### Best rated features:

Website Analytics

5.0

Integrations Management

5.0

KPI Monitoring

5.0

Data Visualization

5.0

### Worst rated features:

QuickBooks Integration

3.7

Ad hoc Query

4.0

[See all features](https://www.softwareadvice.com/ipaas/coupler-io-profile/#key-features)

### Personal

$24.00/month

For individuals looking to automate multiple data flows for their small projects or personal ventures. 1 user 5 data connections Unlimited runs (importer executions) Unlimited data volume per run (1,000 rows per run for high-volume sources) Automatic data refresh: up to every day Dashboard templates: 100+ All data sources and destinations available... [Read more](https://www.softwareadvice.com/ipaas/coupler-io-profile/#pricing-and-plans)

### Professional

$99.00/month

For individuals and small teams that want to automate marketing, sales, and financial reporting. 2 users 25 data connections Unlimited runs (importer executions) Unlimited data volume per run (10,000 rows per run for high-volume sources) Automatic data refresh: up to every day Dashboard templates: 100+ All data sources and destinations available... [Read more](https://www.softwareadvice.com/ipaas/coupler-io-profile/#pricing-and-plans)

### Team

$199.00/month

For businesses, agencies, and large teams to automate multiple workflows for reporting and analytics. 5 users 100 data connections Unlimited runs (importer executions) Unlimited data volume per run (100,000 rows per run for high-volume sources) Automatic data refresh: up to every hour Dashboard templates: 100+ Personal onboarding call: 30 min All data sources and destinations available... [Read more](https://www.softwareadvice.com/ipaas/coupler-io-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/ipaas/coupler-io-profile/#pricing-and-plans)

[Emburse Expense Professional](https://www.softwareadvice.com/product/392187-Certify-Travel-Expense-Management/)

4.68

[(1284)](https://www.softwareadvice.com/product/392187-Certify-Travel-Expense-Management/reviews/)

Best for:Receipt Management

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Emburse Expense Professional is an expense management platform designed to simplify expense reporting while addressing organizational needs. It is suitable for businesses aiming to enhance visibility and control over spending. The platform is used by finance teams, accounting departments and employees in various industries. The system includes receipt capture through a mobile app with optical character recognition technology. Automated expense report creation is available through ReportExecutive, which generates reports based on customizable schedules. Approval processes are streamlined with configurable routing and delegation features. Spend control tools help enforce budgets using user allowances and per diem policies. InstantAudit identifies potential policy violations before approval, and the platform provides data insights to support decision-making and identify cost-saving opportunities.... [Read more](https://www.softwareadvice.com/product/392187-Certify-Travel-Expense-Management/)

### What users love

-   Flexible receipt capture options
-   Streamlined expense reporting process
-   User-friendly for most workflows

### To take in mind

-   Complex and unintuitive interface
-   Unexpected and high costs
-   Unreliable credit card syncing

### Best rated features:

API

5.0

Customizable Fields

5.0

Data Visualization

5.0

Ad hoc Reporting

5.0

### Worst rated features:

Invoice Management

1.0

Reporting/Analytics

3.0

[See all features](https://www.softwareadvice.com/product/392187-Certify-Travel-Expense-Management/#key-features)

[AgencyAnalytics](https://www.softwareadvice.com/web-analytics/agency-analytics-profile/)

4.83

[(115)](https://www.softwareadvice.com/web-analytics/agency-analytics-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

AgencyAnalytics is the only marketing platform built specifically for agencies. Save time, boost revenue and impress clients with a brandable cloud based reporting platform that lets you monitor and report on all of your clients' marketing campaigns in one place. View insights from all your client's marketing channels in one app. Stop wasting time switching from account to account. Streamline your campaign monitoring in a single, intuitive interface. AgencyAnalytics integrates with over 75 of the apps and services marketing freelancers and agencies use every day. Connect the top SEO tools, PPC platforms, social media, email marketing services, call tracking providers, review management and ecommerce platforms to give your clients In just minutes, users can easily schedule, create and personalize automated reports on all marketing campaigns and create live SEO, PPC, social, email, review and call tracking dashboards that clients love. AgencyAnalytics’ key features include automated reporting, white label dashboard management, client and staff access, data source connection, rank tracking, and SEO audits. It provides custom marketing dashboards to visually represent data through bar charts, line graphs, pie charts, tables and statistic widgets. Additionally, AgencyAnalytics offers SEO tools for tracking rank, backlinks, site audits and competition analysis. AgencyAnalytics is available on a month-by-month basis for freelancers, teams, agencies and enterprises.... [Read more](https://www.softwareadvice.com/web-analytics/agency-analytics-profile/)

### Best rated features:

Ad hoc Reporting

5.0

Data Connectors

5.0

Reporting/Analytics

5.0

Social Media Integration

5.0

### Worst rated features:

Conversion Tracking

3.0

Time on Site Tracking

3.0

Keyword Research Tools

3.0

[See all features](https://www.softwareadvice.com/web-analytics/agency-analytics-profile/#key-features)

### Freelancer

$79.00/month

For individuals looking for basic reporting to track client performance and share results.

### Agency

$229.00/month

For agency teams looking to scale reporting and improve client experience.

### Agency Pro

$439.00/month

For strategic agencies looking for data-driven insights to improve client results.

[See full pricing details](https://www.softwareadvice.com/web-analytics/agency-analytics-profile/#pricing-and-plans)

[Syft Analytics](https://www.softwareadvice.com/bi/syft-analytics-profile/)

4.74

[(186)](https://www.softwareadvice.com/bi/syft-analytics-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Syft Analytics is the award-winning interactive & collaborative financial reporting tool. From simple reports through to integrated forecasts, businesses use Syft to create, collaborate and explore beautiful financial reports. With Syft’s AI-powered insights across every graph and report, you can go from data to decisions in no time. Syft seamlessly integrates with Xero, QuickBooks Online, Sage Business, Excel and Google Sheets, as well as Stripe, Square and Shopify, to transform your accounting and e-commerce data into actionable graphs, reports, and insights. Get peace of mind with access to our Security Center and SOC 2 Type I and Type II accreditations. Upskill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus.... [Read more](https://www.softwareadvice.com/bi/syft-analytics-profile/)

### Best rated features:

Accounts Receivable

5.0

Client Management

5.0

Multi-Currency

5.0

Fixed Asset Management

5.0

### Worst rated features:

Ad hoc Reporting

1.0

Cash Flow Management

2.0

[See all features](https://www.softwareadvice.com/bi/syft-analytics-profile/#key-features)

### Standard

$23.00/month

The plan is applicable for all: accountants, businesses, non-profits, bookkeepers, franchise, universities and financial institutions. It costs $125/month for unlimited entities.... [Read more](https://www.softwareadvice.com/bi/syft-analytics-profile/#pricing-and-plans)

### Plus

$47.00/month

The plan is applicable for all: accountants, businesses, non-profits, bookkeepers, franchise, universities and financial institutions. It costs $249/month for unlimited entities.... [Read more](https://www.softwareadvice.com/bi/syft-analytics-profile/#pricing-and-plans)

### Advanced

$95.00/month

The plan is applicable for all: accountants, businesses, non-profits, bookkeepers, franchise, universities and financial institutions. It provides a custom quote for per entity plans.... [Read more](https://www.softwareadvice.com/bi/syft-analytics-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/bi/syft-analytics-profile/#pricing-and-plans)

[PayPal](https://www.softwareadvice.com/retail/paypal-profile/)

4.65

[(26465)](https://www.softwareadvice.com/retail/paypal-profile/reviews/)

Best for:Real-time Alerts

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

PayPal is a digital payment platform that enables businesses and individuals to pay and accept payments through an online portal. The solution is suitable for businesses of all sizes. It provides a one-touch login process, eliminating the need to re-enter information. For individuals, users can shop as well as process transactions overseas by linking their card details through PayPal’s portal. For business owners, users can accept international payments from banks or digital wallets through the portal. Users can bill clients, receive direct payments from suppliers or manufacturers and accept payments from multiple markets with a single account. PayPal charges a transaction fee, which is calculated based on businesses’ total sales volumes. The system is compatible with mobile devices.... [Read more](https://www.softwareadvice.com/retail/paypal-profile/)

### What users love

-   Trusted global payment platform
-   Convenient value for money
-   Intuitive and user-friendly design

### To take in mind

-   Transfer delays and account holds
-   Slow and hard-to-reach support
-   High and confusing transaction fees

### Best rated features:

Payment Tracking

5.0

Accounting

5.0

Marketing Reports

5.0

Projections

5.0

### Worst rated features:

Ad hoc Reporting

3.6

Search/Filter

3.6

Expense Tracking

3.9

Financial Reporting

3.9

[See all features](https://www.softwareadvice.com/retail/paypal-profile/#key-features)

[Datarails](https://www.softwareadvice.com/accounting/datarails-profile/)

4.73

[(227)](https://www.softwareadvice.com/accounting/datarails-profile/reviews/)

Best for:General Ledger

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Datarails is a financial planning and analysis (FP&A) software. The platform serves a wide range of industries, such as construction, technology, logistics, manufacturing, healthcare, and retail. Datarails automates data consolidation, reporting, and planning processes. The platform integrates with accounting software, enterprise resource planning (ERP) systems, and customer relationship management (CRM) tools.... [Read more](https://www.softwareadvice.com/accounting/datarails-profile/)

### Best rated features:

Workflow Management

5.0

Drag & Drop

5.0

"What If" Scenarios

5.0

Cash Management

5.0

[See all features](https://www.softwareadvice.com/accounting/datarails-profile/#key-features)

[Reportei](https://www.softwareadvice.com/bi/reportei-profile/)

4.71

[(241)](https://www.softwareadvice.com/bi/reportei-profile/reviews/)

Best for:Data Visualization

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Reportei is a cloud-based software designed to help businesses integrate with third-party applications and generate professional reports or custom dashboards on a centralized platform. With the Reportei dashboard, professionals can gain an overview of marketing performance across all channels, such as Instagram, Google Ads, YouTube, LinkedIn, Mailchimp and +30 more. Reportei allows businesses to leverage customizable templates for creating dashboards and share them with clients to facilitate stakeholder collaboration.... [Read more](https://www.softwareadvice.com/bi/reportei-profile/)

### Best rated features:

Visual Analytics

5.0

Data Management

5.0

Third-Party Integrations

4.7

Data Visualization

4.7

### Worst rated features:

Data Discovery

3.0

Data Synchronization

4.0

[See all features](https://www.softwareadvice.com/bi/reportei-profile/#key-features)

### Starter

$24.00/month

Discounted annual pricing starts at $240/year for 5 projects.

### Pro

$39.00/month

Discounted annual pricing starts at $390/year for 5 projects.

### Premium

$79.00/month

Discounted annual pricing starts at $790/year for 5 projects.

[See full pricing details](https://www.softwareadvice.com/bi/reportei-profile/#pricing-and-plans)

[Klips](https://www.softwareadvice.com/marketing/klipfolio-profile/)

4.71

[(192)](https://www.softwareadvice.com/marketing/klipfolio-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Klipfolio Klips is a powerful dashboard and reporting platform designed to help small and mid-sized businesses grow, align teams, and make smarter decisions with confidence. Whether you need real-time insights into performance metrics or customized reports for your clients, Klips consolidates all your key data into one place. With award-winning customer support and features tailored for businesses and agencies alike, Klipfolio Klips gives you the tools to transform raw data into actionable insights. For You and Your Team Stay on Top of Your Performance: Connect to over 130+ data sources, including spreadsheets, databases, cloud services, and popular platforms like Google Analytics, Salesforce, and HubSpot. Klipfolio Klips unifies your data into intuitive dashboards that update in near real-time, so you can track KPIs and make informed decisions with confidence. Empower Your Teams with Custom Dashboards: Tailor dashboards to fit your business needs. With complete control over layouts, chart types, and visuals, Klips ensures your teams are always aligned on the metrics that matter most. Add your own branding for a professional look that resonates with your organization. Turn Data into Insights: Use advanced Excel-like formulas to clean, transform, and manipulate your data. With dynamic filtering options and a library of over 30 visualization types, including bar charts, gauges, maps, and funnels, Klipfolio Klips makes it easy to present your data in ways that drive meaningful conversations and better outcomes. Share and Collaborate with Ease: Enable collaboration with flexible sharing options. Invite team members as editors or viewers, schedule automated reports, or share dashboards via published links. Klipfolio Klips also optimizes dashboards for mobile devices and rotating TV displays, keeping everyone informed, whether in the office or on the go. For Digital Agencies and Partners Streamline Client Reporting: Simplify reporting with reusable dashboard templates and automated workflows. Klipfolio Klips allows agencies to manage multiple client accounts effortlessly. Copy templates into client accounts, schedule email snapshots, and create recurring reports to save time while delivering tailored insights. Build Branded Experiences: Design stunning dashboards for your clients using the Klip Editor and advanced HTML, JavaScript, and CSS customization. Offer white-labeled solutions that elevate your brand and position your agency as a data-driven partner. Integrate Any Data Source: In addition to over 130+ native integrations, connect to any service via REST APIs for unmatched flexibility. Whether your clients’ data is stored in the cloud or on-premise, Klipfolio Klips ensures seamless integration for a truly comprehensive view. Partner Program for Agencies: Join hundreds of agencies worldwide that trust Klipfolio Klips. Our agency partner program provides client management tools, exclusive resources, and support to help you grow your business and deepen client relationships. Award-Winning Customer Support At Klipfolio, we’re committed to your success. Our award-winning support team is always ready to help you unlock the full potential of Klipfolio Klips. Whether you need technical assistance or advice on best practices, we’re here to ensure you get the most out of your dashboards and reports. Why Klipfolio Klips? Klipfolio Klips is the trusted choice for thousands of companies worldwide. It empowers businesses to manage KPIs, align teams, and make data-driven decisions with confidence. With its flexibility, advanced features, and focus on customer success, Klipfolio Klips is the ultimate solution for small and mid-sized businesses and agencies looking to grow.... [Read more](https://www.softwareadvice.com/marketing/klipfolio-profile/)

### Best rated features:

Goal Setting/Tracking

5.0

Secure Data Storage

5.0

Data Integration

5.0

Scorecards

5.0

### Worst rated features:

Self Service Data Preparation

2.0

Predictive Analytics

3.0

Data Mapping

3.0

Self-service Analytics

3.0

[See all features](https://www.softwareadvice.com/marketing/klipfolio-profile/#key-features)

### Base

$90.00/month

3 Dashboards Unlimited Users 4hr Data Refresh Rate 130+ Data Integrations Data Modelling + Join Template Gallery Add Your Logo... [Read more](https://www.softwareadvice.com/marketing/klipfolio-profile/#pricing-and-plans)

### Grow

$190.00/month

10 Dashboards Unlimited Users 1hr Data Refresh Rate 130+ Data Integrations Data Modelling + Join Published Links PDF Reports Scheduled Reports Template Gallery Add Your Logo... [Read more](https://www.softwareadvice.com/marketing/klipfolio-profile/#pricing-and-plans)

### Team

$350.00/month

20 Dashboard Unlimited Users 15min Data Refresh 130+ Data Integrations Data Modelling + Join Published Links PDF Reports Scheduled Reports Template Gallery Add Your Logo Single Sign On (SSO) Warm Up Refresh... [Read more](https://www.softwareadvice.com/marketing/klipfolio-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/marketing/klipfolio-profile/#pricing-and-plans)

[Lebesgue](https://www.softwareadvice.com/email-marketing/lebesgue-profile/)

4.91

[(43)](https://www.softwareadvice.com/email-marketing/lebesgue-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Are you spending your marketing budget effectively? Which products or channels bring in the best long-term customers? What are competitors doing? Answering these takes time you likely don't have. Lebesgue is designed to be the helpful, intelligent marketing analytics partner for busy e-commerce owners and marketers like you. We simplify things by connecting directly to your key data sources and bringing performance insights together clearly. We help ensure the data you base decisions on is more accurate using Le-Pixel, our modern first-party tracking pixel. It's built to capture customer actions and conversions on your site more reliably than older third-party pixels affected by browser privacy settings (like ITP). With this foundation of more trustworthy first-party data, Lebesgue's AI acts like your dedicated marketing analyst. Running a growing Shopify or WooCommerce business often means feeling buried in data from different places – your store stats, Facebook Ads, Google Ads, Google Analytics... It's hard to connect the dots and feel confident you truly know what's driving growth, especially when ad platform tracking seems increasingly unreliable due to privacy updates. That's why Lebesgue automatically: • Audits your ad campaigns: Checks your Facebook and Google Ads for common mistakes that waste money, providing simple alerts. • Calculates key metrics: Tracks true ROAS and helps you understand vital metrics like Customer Lifetime Value (LTV) without complex spreadsheets. • Analyzes performance: Identifies important trends and performance shifts across your channels. • Provides competitor insights: Shows you the ads and email strategies your competitors are using in the market. • Gives clear recommendations: Offers a prioritized list of "Next Steps" – straightforward actions you can take based on the analysis to improve results. Think of Lebesgue as translating all that complex marketing data into clear answers and guided actions. Our goal is to move you from feeling overwhelmed by data to feeling confident and in control of your marketing strategy and spend. We provide helpful support through documentation and chat/email. If you need a way to consolidate your e-commerce analytics, get more reliable data using first-party tracking like Le-Pixel, understand performance deeply, see competitor moves, and receive clear guidance on how to grow profitably, Lebesgue is built to provide that intelligence.... [Read more](https://www.softwareadvice.com/email-marketing/lebesgue-profile/)

### Best rated features:

Website Management

5.0

Catalog Management

5.0

Social Media Monitoring

5.0

Shopping Cart

5.0

### Worst rated features:

Multi-Channel Data Collection

3.0

[See all features](https://www.softwareadvice.com/email-marketing/lebesgue-profile/#key-features)

### Free Plan

$0.00one time

Discover the essentials of Lebesgue with our Free Plan, designed to kickstart your e-commerce journey without any charges. With this plan, you get access to valuable features and support to manage your online store effectively: Full Order History: Access your complete order history for comprehensive insights. First vs. Repeat Orders: Understand your customer acquisition and retention dynamics. COGS (Cost of Goods Sold): Monitor your cost of goods to optimize profitability. Advertising Costs: Keep track of your advertising expenses. Automated Ad Account Audit: Identify and rectify issues in your ad accounts with ease. Data Export: Seamlessly export your data for further analysis. Email Support: Reach out to our support team via email for any questions or assistance. With the Free Plan, you have the foundation to begin optimizing your e-commerce business. Upgrade to our Advanced Plans for even more advanced features and support as your business grows.... [Read more](https://www.softwareadvice.com/email-marketing/lebesgue-profile/#pricing-and-plans)

### Advanced Plan

$59.00/month

Unlock the full potential of Lebesgue with our Advanced Plan, designed for eCommerce enthusiasts who manage 50 or more orders per month. Enjoy all the features from our Free Plan, plus a suite of advanced tools to supercharge your online store: Cohort Analysis: Dive deep into customer behavior with cohort analysis. LTV with Breakdowns & Filters: Gain valuable insights with detailed LTV breakdowns and customizable filters. Retention & Churn: Track customer retention and identify churn patterns. Predicted Revenue: Get a forecast of your future revenue. Benchmarks: Compare your performance against industry benchmarks. 24/7 Support: Our dedicated support team is here to assist you around the clock. With the Advanced Plan, you can also continue to enjoy all the features from our Free Plan, including Full Order History, First vs. Repeat Orders, COGS, Advertising Costs, Automated Ad Account Audit.... [Read more](https://www.softwareadvice.com/email-marketing/lebesgue-profile/#pricing-and-plans)

### Ultimate Plan

$79.00/month

Experience the pinnacle of eCommerce success with Lebesgue's Ultimate Plan. Designed for serious eCommerce entrepreneurs, this plan includes all the powerful features of our Advanced Plan, along with additional advanced tools to propel your business to new heights: All Advanced Features: Access every tool and insight available in our Advanced Plan. Track 3 Competitors: Stay ahead of the competition by monitoring the strategies of three competitors of your choice. Analyze their Facebook/Google Ads, social media presence, and brand awareness to gain a competitive edge. AI Copywriter: Elevate your marketing content with AI-generated copy that boosts Click-Through Rates (CTR), Conversion Rates (CR), and Return on Investment (ROI). CPM Forecast: Get a forecast of your Cost Per Mille (CPM) for advertising campaigns to make informed budget decisions.... [Read more](https://www.softwareadvice.com/email-marketing/lebesgue-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/email-marketing/lebesgue-profile/#pricing-and-plans)

[Phocas](https://www.softwareadvice.com/bi/phocas-profile/)

4.74

[(134)](https://www.softwareadvice.com/bi/phocas-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Phocas is a SaaS platform designed to help mid-market businesses in manufacturing, wholesale distribution, and retail make data-driven decisions. Combining business intelligence (BI) and financial planning and analysis (FP&A) in one integrated solution, it simplifies the way businesses access, analyze, and plan their data. It connects teams with the insights they need to understand their business better and drive growth. Phocas integrates with ERP systems including Epicor, Sage, and Oracle NetSuite, extending their capabilities by centralizing data from ERP, CRM, spreadsheets, and other systems into one intuitive platform. This unified view enables cross-functional teams to make more informed decisions with real-time insights. Key features include intuitive dashboards, ad hoc reporting, financial statements, budgeting, forecasting, and automated rebate management. Phocas is designed for self-service, empowering users at all levels of the business to access and analyze data. By automating manual processes including consolidating financial and operational data, it helps users focus on strategic activities. It assists with preparing monthly reports, analyzing trends, managing cash flow, or optimizing rebates. Phocas centralizes data from ERP and other systems into one platform. With drill-down capabilities, AI-powered queries, and customizable pivot tables, users can explore everything from high-level overviews to granular transaction details. Ad hoc reporting tools let users create custom reports and dashboards, while KPI alerts ensure teams stay on top of performance and act to drive improvements across sales, products, and customers. Phocas transforms ERP data into up-to-date profit and loss, balance sheet, and cash flow statements. By automating financial reporting, integrating prebuilt formulas and ratios, and offering drill-down capabilities, it helps finance teams identify and resolve performance issues quickly. With customizable statements and secure access controls, teams can share actionable financial data with stakeholders across the business. Phocas provides a tool for connected business planning. It consolidates financial budgets, sales forecasts, headcount, and demand planning into one platform, enabling collaboration through workflows, user permissions, and audit logs. Live actuals and driver-based functionality allow businesses to track performance, compare plans to results, and adjust forecasts. The self-serve tool supports growing businesses with the ability to manage budgeting, helping users make informed decisions. Phocas Rebates automates rebate calculations and ensures accuracy. Built on a BI foundation, it helps businesses identify trends, spot near misses, and assess rebate performance. With real-time updates, users can optimize product offers, pricing, and purchasing decisions to capitalize on emerging opportunities and maximize profitability while strengthening trading relationships. Phocas CRM brings sales, finance, and customer data together in one platform, offering real-time insights for sales analysis and account management. By providing accurate sales reporting and streamlining the customer relationship process, it bridges the gap between finance and sales, empowering businesses to make informed decisions.... [Read more](https://www.softwareadvice.com/bi/phocas-profile/)

### Best rated features:

Key Performance Indicators

5.0

Reporting & Statistics

5.0

ETL

5.0

Real-Time Analytics

5.0

### Worst rated features:

Data Cleansing

3.0

Collaboration Tools

3.5

[See all features](https://www.softwareadvice.com/bi/phocas-profile/#key-features)

[ClearPoint Strategy](https://www.softwareadvice.com/bi/clearpoint-strategy-profile/)

4.85

[(52)](https://www.softwareadvice.com/bi/clearpoint-strategy-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

ClearPoint, the world’s first integrated strategy reporting system, makes it easy to keep teams throughout your organization focused on the activities and metrics that matter most in achieving overall organizational goals. ClearPoint is a SaaS solution that brings together data from all sources for easy ongoing management of objectives, measures, initiatives, and action items all in one place for strategic planning reporting and execution. Combined with an Award-Winning Customer Success team that is expert in both performance management and technology, you will have a partner in ClearPoint that will help you drive breakthrough results. We make strategy reporting simple and efficient, saving you time and providing the clarity needed to focus on strategy execution. Healthcare networks, credit unions, regional banks, local governments, state agencies, and utilities are just a few examples of those improving their strategy reporting process with ClearPoint. See it for yourself!... [Read more](https://www.softwareadvice.com/bi/clearpoint-strategy-profile/)

### Best rated features:

Drag & Drop

5.0

Progress Tracking

5.0

Scheduled/Automated Reports

5.0

Customizable Templates

5.0

### Worst rated features:

Data Import/Export

3.8

[See all features](https://www.softwareadvice.com/bi/clearpoint-strategy-profile/#key-features)

[Informer](https://www.softwareadvice.com/product/18672-informer/)

4.82

[(57)](https://www.softwareadvice.com/product/18672-informer/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Entrinsik Informer is a business intelligence tool that is designed for business and IT professionals. Key features include a dashboard, data scheduling and analysis and report generation. Entrinsik Informer allows users to extract data in real time from relational or multivalue data sources in a single web interface. Users can then create reports and dashboards autonomously. A built-in security framework provides role-based user permissions and access control. The scheduling feature helps users to create a job and set multiple actions. Users can run jobs manually, set schedule or alerts when specific conditions are met. The solution also comes with a help center, which enables users to access online guides, training videos and downloads, search a knowledge base to find answers to questions and track the status of support tickets.... [Read more](https://www.softwareadvice.com/product/18672-informer/)

### Best rated features:

Scheduled/Automated Reports

5.0

Ad hoc Reporting

5.0

Data Import/Export

3.0

Visual Analytics

3.0

### Worst rated features:

Data Connectors

3.0

Visual Analytics

3.0

Data Import/Export

3.0

[See all features](https://www.softwareadvice.com/product/18672-informer/#key-features)

### Basic

$5,000.00one time

[See full pricing details](https://www.softwareadvice.com/product/18672-informer/#pricing-and-plans)

[IRIS CARBON](https://www.softwareadvice.com/reporting-tools/iris-carbon-profile/)

4.94

[(36)](https://www.softwareadvice.com/reporting-tools/iris-carbon-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

IRIS CARBON is a robust, cloud-based disclosure management platform designed to simplify and automate the complex processes associated with regulatory and voluntary reporting. Tailored for organizations of all sizes across diverse industries, IRIS CARBON empowers finance, accounting, and compliance teams to efficiently manage, validate, and deliver accurate, timely, and compliant disclosures. IRIS CARBON offers a comprehensive suite of features that streamline the entire disclosure lifecycle, from initial data collection to final report generation and filing. Key Features: Centralized Data Management: The platform acts as a single source of truth for all reporting data, eliminating data silos and ensuring consistency across all disclosures. Workflow Automation: IRIS CARBON automates repetitive manual tasks, such as data gathering, validation, and report compilation, significantly reducing the risk of errors and freeing up valuable time. Taxonomy Management: The solution supports a wide range of reporting taxonomies, including XBRL, ESG frameworks (GRI, SASB, TCFD), and others, enabling organizations to adapt to evolving regulatory requirements. Data Validation and Quality Control: Built-in validation rules and checks ensure data accuracy and integrity, minimizing the need for manual reviews and corrections. Reporting and Analytics: IRIS CARBON facilitates the creation of customizable reports, interactive dashboards, and data visualizations, enabling users to gain valuable insights and communicate information effectively to stakeholders. Collaboration and Audit Trail: The platform supports secure collaboration among team members, with a complete audit trail of all changes made to data and reports, enhancing transparency and accountability. Benefits: Reduce Time-to-Report: Cut down reporting time by 40% with IRIS CARBON's AI-powered workflows and AI-powered XBRL tagging. Enhance Data Transparency: Link your documents and disclosures to ensure any changes in the ERP automatically flows across all your files without manual intervention. Strengthen Compliance: IRIS CARBON takes in disparate financial and non-financial data and converts them into 100% compliant, regulatory-ready disclosures to accelerate filings and eliminate reporting errors. Easy to Implement: IRIS CARBON is built on Microsoft Office Suite, an environment finance and accounting professionals know inside-out, so they don't have to go through a steep learning curve and instead start reporting immediately.... [Read more](https://www.softwareadvice.com/reporting-tools/iris-carbon-profile/)

### Best rated features:

Document Management

5.0

Progress Tracking

5.0

Consolidation/Roll-Up

5.0

Framework Management

5.0

[See all features](https://www.softwareadvice.com/reporting-tools/iris-carbon-profile/#key-features)

[SEOcrawl](https://www.softwareadvice.com/reporting-tools/seocrawl-profile/)

4.94

[(35)](https://www.softwareadvice.com/reporting-tools/seocrawl-profile/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

SEOcrawl is the most advanced SEO tool suite that will take your SEO management to another level. The perfect solution for agencies, consultants and freelancers as well as individual users looking for a solid, effective and easy-to-use tool. We offer 9 SEO pillars: - SEO Dashboard - Rank Tracker - SEO Reporting - Task Organizer - SEO Monitor - Keyword Cannibalization - Crawler - SEO Visibility - SEO Opportunities... [Read more](https://www.softwareadvice.com/reporting-tools/seocrawl-profile/)

### Best rated features:

Scheduled/Automated Reports

5.0

Data Connectors

5.0

Monitoring

5.0

Google Analytics Integration

5.0

### Worst rated features:

User Management

3.0

[See all features](https://www.softwareadvice.com/reporting-tools/seocrawl-profile/#key-features)

### Basic

$9.00/month

[See full pricing details](https://www.softwareadvice.com/reporting-tools/seocrawl-profile/#pricing-and-plans)

[DMARC Report](https://www.softwareadvice.com/reporting-tools/dmarc-report-profile/)

4.97

[(33)](https://www.softwareadvice.com/reporting-tools/dmarc-report-profile/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

DMARC Report is an email authentication solution that protects domains from impersonation. It implements DMARC monitoring to keep domains safe from fraudulent use. DMARC Report caters to hosting providers, large domain portfolio owners, and high-volume email senders who need scalable and cost-efficient email security. DMARC Report processes aggregated and forensic DMARC reports at no extra cost. It also offers MTA-STS policy hosting, TLS-RPT reporting, a REST API, and widget embedding for easy integration. Users can display DMARC data directly in their apps and track DNS record changes. Unlike most DMARC solutions that charge per domain, DMARC Report offers unlimited domains and messages at a fixed monthly rate. It makes DMARC monitoring affordable for enterprises with hundreds or thousands of domains. Sign up for a free account to experience simple, high-volume DMARC monitoring.... [Read more](https://www.softwareadvice.com/reporting-tools/dmarc-report-profile/)

### Best rated features:

Single Sign On

5.0

API

5.0

Access Controls/Permissions

4.9

Scheduled/Automated Reports

4.9

[See all features](https://www.softwareadvice.com/reporting-tools/dmarc-report-profile/#key-features)

### Basic

$100.00

[See full pricing details](https://www.softwareadvice.com/reporting-tools/dmarc-report-profile/#pricing-and-plans)

[Power My Analytics](https://www.softwareadvice.com/bi/power-my-analytics-profile/)

4.68

[(182)](https://www.softwareadvice.com/bi/power-my-analytics-profile/reviews/)

Best for:Reporting/Analytics

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Power My Analytics is the only solution that enables businesses to automate marketing reports with one click. It enables users to connect to popular data sources, such as Google Analytics, Salesforce, and Microsoft Dynamics CRM, and then create reporting dashboards that contain high-level business analytics. These dashboards can be shared across the organization, providing transparency into how each team is performing and intelligence that can be used to make better decisions on a daily basis. Power My Analytics is designed for everyone in your organization with an intuitive, robust interface that lets you dive into data on the fly. With a browser-based solution, companies can have an unlimited number of analytics reports without the time and expense of developing custom code to connect to multiple data sources.... [Read more](https://www.softwareadvice.com/bi/power-my-analytics-profile/)

### Best rated features:

Single Page View

5.0

Multi-Channel Data Collection

5.0

Ad hoc Query

5.0

Data Extraction

5.0

### Worst rated features:

ETL

3.5

Visual Analytics

4.0

Forecasting

4.0

[See all features](https://www.softwareadvice.com/bi/power-my-analytics-profile/#key-features)

### Sample Data

$0.00

Perfect for designers and students building reports before going live.

### Business

$41.63/month

### Pro

$166.63/month

[See full pricing details](https://www.softwareadvice.com/bi/power-my-analytics-profile/#pricing-and-plans)

[Smartlook](https://www.softwareadvice.com/product-analytics/smartlook-profile/)

4.68

[(136)](https://www.softwareadvice.com/product-analytics/smartlook-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Smartlook is a cloud- and mobile-based quantitative analytics solution that helps businesses of all sizes with user behavior and insights. Smartlook answers the ‘what’ and ‘why’ behind every user action. Primary features of the software include visitor recordings, event tracking, funnels and heatmaps. Smartlook provides the option of replaying video sessions to identify customers, see Javascript errors and share recordings within the team. It also features a visitor journey module, which helps users with app integration and recordings segmentation with right filters. Automated event tracking enables businesses to know how visitors perform certain tasks, and conversion funnels provide reports on leads. Primarily used by industries including digital agencies, travel, gaming, health care, education and media, Smartlook provides support via documentation and email. It integrates with many platforms and tools including Google Analytics, Zendesk, Instapage, Intercom, Shopify, Gambio, Blogger, Magento and Google Tag Manager.... [Read more](https://www.softwareadvice.com/product-analytics/smartlook-profile/)

### Best rated features:

Collaboration Tools

5.0

Text Analysis

5.0

Engagement Tracking

5.0

Search/Filter

5.0

### Worst rated features:

Dynamic Content

2.0

Screen Activity Recording

4.0

[See all features](https://www.softwareadvice.com/product-analytics/smartlook-profile/#key-features)

### Free

$0.00/month

Ideal for startups & small projects. Use this plan to monitor websites & mobile apps.

### Pro

$55.00/month

This plan is specifically designed to cater to the needs of mid-market companies.

### Enterprise

Custom

Pricing available upon request

This plan presents a comprehensive and effective solution for large businesses.

[See full pricing details](https://www.softwareadvice.com/product-analytics/smartlook-profile/#pricing-and-plans)

[Reach Reporting](https://www.softwareadvice.com/bi/reach-reporting-profile/)

4.88

[(51)](https://www.softwareadvice.com/bi/reach-reporting-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting. 3-Way Budgeting & Forecasting Our familiar spreadsheet environment lets you easily create budgets & forecasts with minimal learning curve. Leverage automatic Balance Sheet & Cash Flow projections with our 3-Way FP&A feature. Consolidation & Currency Conversion Save time with automated multi-company & multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department. Financial managers and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Your reports and dashboards are dynamically updated as data flows through each month. Visualize data in just a few clicks. Gain valuable insights into your business trajectory with our 3-Way Forecasting feature. By connecting your P&L, Balance Sheet, and Cash Flow Statement, you can create a comprehensive view of your financials. Integration & automation -QuickBooks Online & Desktop integration -Xero integration -CSV trial balance integration -Gusto integration -Datasheets integration & Google Sheets Intuitive customization -Spreadsheet environment -Excel-like formulas -Metric goals/ targets -Trend lines Data storytelling features -Live text -Conditional formatting -Dynamic statements & interactive metrics -Custom themes for your own branding and colors Template library -Pre-built report & dashboard templates -Fully customizable -Best practice metrics -Actuals & variance analysis -Rolling forecast & budget analysis templates Budget & forecasting -Minimal learning curve -Forecasting algorithms & custom formulas -Datasheets for non-financial data -Planning trend visualizations Integrated 3-Way Forecasting -A complete picture of a business trajectory -Connected P&L, Balance Sheet & Cash Flow Statement -Automated cash flow forecast -Makes complex planning simple Consolidations -Multi-currency consolidation -Easy eliminations -Filter by company Client Portal -Organize your reports and dashboards -Determine access levels using folders -Upload files such as .pdf, .xlsx, .xls, .xlsm, .docx, .doc, .csv -Unlimited users and clients AI Enhanced Reporting -Identify trends, variances, and relationships. -Deep insights without a financial analyst. -Gain business-specific, expert-level analysis. -Get tailored reports and dashboards. -Make data-driven decisions with confidence.... [Read more](https://www.softwareadvice.com/bi/reach-reporting-profile/)

### Best rated features:

"What If" Scenarios

5.0

Customizable Branding

5.0

Bank Reconciliation

5.0

Scorecards

5.0

### Worst rated features:

Real-Time Analytics

3.0

[See all features](https://www.softwareadvice.com/bi/reach-reporting-profile/#key-features)

### 30-Day Free Trial

Custom

Pricing available upon request

Connect as many companies as you'd like during your 30-day free trial. As with all plans, you have full access to reports, dashboards, AI-enhanced metrics, budgets and forecasting.... [Read more](https://www.softwareadvice.com/bi/reach-reporting-profile/#pricing-and-plans)

### 1 Connection

$149.00/month

Connect data for 1 company at this price on this plan. No contract is required. Includes unlimited client login portals, white-glove onboarding, implementation, and team training. Connect additional company data for $149/month per connection.... [Read more](https://www.softwareadvice.com/bi/reach-reporting-profile/#pricing-and-plans)

### 10 Connections

$290.00/month

Connect data for up to 10 companies at this price and receive everything else offered in the 1 Connection plan. Connect additional company data for $29/month per connection.... [Read more](https://www.softwareadvice.com/bi/reach-reporting-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/bi/reach-reporting-profile/#pricing-and-plans)

1

[2](https://www.softwareadvice.com/reporting-tools/?page=2)[3](https://www.softwareadvice.com/reporting-tools/?page=3)[4](https://www.softwareadvice.com/reporting-tools/?page=4)[5](https://www.softwareadvice.com/reporting-tools/?page=5)

...

[22](https://www.softwareadvice.com/reporting-tools/?page=22)

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## Your Guide to Top Reporting Software, February 2025

Software Advice uses reviews from real software users to highlight the top-rated Reporting products in North America.

[Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/)

#### Explore FrontRunners

-   [Adobe Analytics](https://www.softwareadvice.com/marketing/adobe-analytics-profile/)
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“Usability” includes user ratings for Functionality and Ease of Use.

“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.

Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication.

Generating business reports can be a giant headache. Many companies work with multiple disconnected sources of data and, therefore, struggle to analyze business performance in a way that's efficient and actionable.

This is where reporting tools come in. Reporting tools are used to create dashboards, data visualizations, charts and more so companies can more easily gauge business performance.

This guide will explain the types of reporting tools available, their benefits and key considerations for buyers making a purchase decision.

Here's what we'll cover:

[What Are Reporting Tools?](#WhatAreReportingTools)

[Common Types of Reporting Tools](#CommonTypesofReportingTools)

[Benefits of Reporting Tools](#BenefitsofReportingTools)

[Key Considerations](#KeyConsiderations)

[What Type of Buyer Are You?](#WhatTypeofBuyerAreYou)

[Market Predictions](#MarketPredictions)

## What Are Reporting Tools?

Reporting tools gather key data from multiple sources and consolidate it. From the collected business performance data, companies can identify trends, patterns and areas for improvement.

Many [customer relationship management (CRM)](https://www.softwareadvice.com/crm/) systems offer some reporting functionality, as do many [enterprise resource planning (ERP)](https://www.softwareadvice.com/erp/), [marketing](https://www.softwareadvice.com/category/4630-marketing/) and [sales software](https://www.softwareadvice.com/crm/sales-force-automation-comparison/) solutions. There are also many standalone reporting tools to choose from.

## Common Types of Reporting Tools

Buyers purchase reporting tools for many reasons:

-   They have too many employees for their existing reporting tools or methods
    
-   Their current tools can no longer handle the amount of data the organization collects
    
-   Their existing methods are slow, cumbersome and inaccurate
    
-   Their current tools are only usable by IT staff, i.e., not accessible
    

While different solutions vary, there are a number of reporting solutions that address the above pain points. Below are the most common types:

**Dashboard software**

Helps organizations focus on the metrics that are most important to their operations. Think of a dashboard as a display of the current overall status of your business.

**Data visualization software**

Offers graphical representations of data via simple user interfaces. Gives users a more insightful way to look at data that is often more digestible for those who feel overwhelmed by reports heavy on figures and text.

**Scorecarding tools**

A performance management tool to compare strategic goals with results by attaching a numerical weight to performance and mapping progress toward goals.

**Ad-hoc report writers**

Help users design and generate custom, ad-hoc reports. This is especially helpful for organizations that frequently modify their analyses and need to generate new reports quickly.

## Benefits of Reporting Tools

There are many benefits to using reporting tools, including:

**Visibility of key metrics.** Users have immediate access to the information they need to answer critical, real-time questions. This improves and speeds decision making.

[Domo's](https://www.softwareadvice.com/bi/domo-profile/) _Card Builder interprets your data and suggests how to visualize it. This helps users quickly access the most important and critical data for their business._

**Improved accessibility.** In the past, only team members with technical skills could build and access analytics reports. Today, reporting tools make it easy for anyone to instantly create reports and share data.

## Key Considerations

A good reporting tool should align with your company’s strategy and goals. It should also offer the following characteristics:

**Ease-of-use.** If your reporting tool is complicated to use, or even looks like it might be, employees will balk at the idea of using it, or simply give up. Look for reporting tools that are easy to learn with intuitive features and vendors that offer tutorials. To get a sense for this, check out reviews from real users when evaluating your options.

Sisense _offers “getting started” tutorials to help new users get up to speed._

**Easy implementation.** To avoid a lengthy implementation or one that requires technical expertise, look for software that is easy to get up and running. This saves your IT department the burden of a time-consuming, cumbersome implementation process and ensures you’ll be able to start using your reporting tool right away.

## What Type of Buyer Are You?

Reporting tools are used in a wide variety of fields by many types of users. Some of the most common include:

**Business and IT analysts.** Analysts need to create data visualizations on dashboards that they can embed in different applications. These are buyers looking for tools that allow them to fetch unstructured data from different sources and create customized dashboards for their colleagues, partners and clients. The ideal reporting tool should offer back-end support and integration capabilities that make pulling reports from different systems and databases easy.

**Consultants and customer service managers.** Reporting tools should enable consultants and customer service managers to create interactive dashboards rather than just data-driven "Excel-based" reports. These buyers are looking for tools that help them seamlessly add customer details or feedback collected from surveys and forums into dashboards. Once that’s done, their clients should be able to interact with the data and drill down to perform further analysis.

**Department heads and business managers.** A reporting tool that caters to department managers must have integration capabilities with different business applications. Managers need to be able to share data dashboards with colleagues and other stakeholders who use different systems. These could range from human resource management (HRM) and CRM to ERP software and many other tools. Therefore, these users need a reporting solution that comes with advanced integration capabilities. Besides this, such buyers are looking for solutions that offer easy customization options and allow quick access to key business metrics.

**Software providers.** Software vendors look for reporting tools that integrate with specific functionalities of their software, such as a knowledge base, custom portal etc. At times, they may even decide not to build a native reporting tool and instead embed a third-party reporting dashboard within their solution. These buyers are looking for advanced integration capabilities and white label options.

**Nontechnical business users.** Professionals in traditionally nontechnical departments, such as sales or customer support, require dashboards where they can view data in a single click. These buyers need reporting tools with interactive dashboards that allow them to drill down further into reports, such as product sales, consumer behavior, budgets and more.

## Market Predictions

**Gartner’s ''**[Market Guide for Enterprise-Reporting-Based Platforms](https://www.gartner.com/document/3211217)**''** (content available to Gartner clients) states: ''By 2020, 80% of all enterprise reporting will be based on modern BI and analytics platforms; the remaining 20% will still be on IT-centric reporting-based platforms because the risk to change outweighs value.''

**Forbes Insights, in association with Qlik,** conducted a global survey of 437 senior executives, which revealed that four out of five organizations (81 percent) experienced ''very significant business benefits from their BI programs.''

### Related Reporting Software

-   [Business Intelligence Software](https://www.softwareadvice.com/bi/)
-   [Business Performance Management Software](https://www.softwareadvice.com/category/4579-business-performance-management/)
-   [Data Visualization Software](https://www.softwareadvice.com/bi/data-visualization-comparison/)
-   [Embedded Analytics Software](https://www.softwareadvice.com/embedded-analytics/)
-   [Financial Reporting Software](https://www.softwareadvice.com/accounting/financial-reporting-comparison/)