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description: Discover the best Financial Reporting Software in New Zealand. Compare top Financial Reporting Software tools with customer reviews, pricing and free demos.
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title: Best Financial Reporting Software in New Zealand - 2026 Reviews, Pricing & Demos
---

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# Financial Reporting Software

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## Products

1. [Phocas](https://www.softwareadvice.co.nz/software/116310/phocassoftware) — 4.7/5 (134 reviews) — Phocas is a SaaS platform designed to help mid-market businesses in manufacturing, wholesale distribution, and retail...
2. [Spreadsheet Server](https://www.softwareadvice.co.nz/software/419712/spreadsheet-server) — 4.6/5 (93 reviews) — Spreadsheet Server eliminates the painful choice between manual Excel exports and complex BI tools. Connect 140+ ERPs...
3. [Jet Reports](https://www.softwareadvice.co.nz/software/424109/jet-reports) — 4.6/5 (29 reviews) — Jet Reports is a flexible financial and business reporting solution running inside of Excel and on the Web. From adva...
4. [Epicor Prophet 21](https://www.softwareadvice.co.nz/software/521541/Epicor-Prophet-21) — 3.9/5 (90 reviews) — Prophet 21 gives distributors real-time inventory insights to always know what's in stock and available to promise cu...
5. [First Rate Vantage](https://www.softwareadvice.co.nz/software/373670/vantage-software) — 4.9/5 (18 reviews) — First Rate Vantage is a comprehensive investor portal, portfolio, and partnership accounting solution for alternative...
6. [A2X](https://www.softwareadvice.co.nz/software/373847/a2x) — 4.9/5 (287 reviews) — A2X is the gold standard in ecommerce accounting software. It automates payout reconciliation for sellers on Shopify,...
7. [QuickBooks Enterprise](https://www.softwareadvice.co.nz/software/49801/qb-enterprise) — 4.5/5 (20658 reviews) — QuickBooks Enterprise is an accounting solution designed for SMBs across different industry verticals such as constru...
8. [QuickBooks Online](https://www.softwareadvice.co.nz/software/393202/quickbooks-online) — 4.3/5 (8475 reviews) — QuickBooks Online is a cloud-based accounting software designed to help businesses manage their finances. It offers a...
9. [Dynamics 365](https://www.softwareadvice.co.nz/software/106335/microsoft-dynamics-crm) — 4.4/5 (5833 reviews) — Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on...
10. [FreshBooks](https://www.softwareadvice.co.nz/software/135928/freshbooks) — 4.5/5 (4519 reviews) — FreshBooks is a web-based accounting platform designed for small businesses across industries such as marketing, lega...
11. [Xero](https://www.softwareadvice.co.nz/software/2976/xero) — 4.4/5 (3306 reviews) — Xero is a cloud-based accounting platform designed to assist small and midsize businesses with financial operations m...
12. [QuickBooks Desktop](https://www.softwareadvice.co.nz/software/17316/quickbooks-pro) — 4.4/5 (2564 reviews) — QuickBooks Desktop is a business management software that combines accounting, payroll, inventory management, reporti...
13. [NetSuite](https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2051 reviews) — NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and ...
14. [Wave](https://www.softwareadvice.co.nz/software/18767/wave) — 4.4/5 (1726 reviews) — Online accounting software that provides features including invoicing, billing, payment tracking, payroll management,...
15. [QuickBooks Online Advanced](https://www.softwareadvice.co.nz/software/49805/quickbooks-online-advanced) — 4.4/5 (1045 reviews) — QuickBooks Online Advanced is a cloud-based accounting solution that helps small to large enterprises manage expenses...
16. [JobBOSS²](https://www.softwareadvice.co.nz/software/389923/jobboss2) — 4.2/5 (865 reviews) — JobBOSS² is a job shop management software designed for custom manufacturers and machine shops. It supports make-to-o...
17. [Happay](https://www.softwareadvice.co.nz/software/82719/happay) — 4.6/5 (829 reviews) — Happay is a first-of-its-kind all-in-one Integrated Solution for Corporate Travel, Expense, and Payments Management. ...
18. [BQE CORE Suite](https://www.softwareadvice.co.nz/software/37091/bqe-core-project-management) — 4.5/5 (787 reviews) — Profits and performance are the core of your professional service firm. That’s why BQE Software created BQE CORE, an ...
19. [Sage Intacct](https://www.softwareadvice.co.nz/software/1710/sage-intacct) — 4.3/5 (711 reviews) — Sage Intacct operates within the Sage Business Cloud portfolio as a comprehensive cloud-based financial management so...
20. [Zoho Books](https://www.softwareadvice.co.nz/software/392386/zoho-books) — 4.4/5 (673 reviews) — Zoho Books is an end-to-end accounting solution for businesses of all sizes that manages finances across an entire or...
21. [Emburse Nexonia](https://www.softwareadvice.co.nz/software/142909/nexonia-expense-reports) — 4.5/5 (648 reviews) — Designed for small to large businesses, Emburse Nexonia Expenses is a cloud-based platform that helps streamline expe...
22. [Sage Accounting](https://www.softwareadvice.co.nz/software/190564/sage-business-cloud-accounting) — 4.1/5 (642 reviews) — Sage Accounting is a cloud-based accounting and invoice management solution for small to midsize businesses. It offer...
23. [Sage 50 Accounting](https://www.softwareadvice.co.nz/software/423487/sage-50cloud-accounting) — 4.0/5 (607 reviews) — Sage 50 Accounting is an accounting solution designed to cater to the needs of small and medium-sized businesses. It ...
24. [Circula](https://www.softwareadvice.co.nz/software/289417/circula) — 4.6/5 (566 reviews) — The first all-in-one app for expenses, travel expenses, credit cards\* and employee benefits Our intuitive and complia...
25. [BILL Spend & Expense](https://www.softwareadvice.co.nz/software/39499/divvy) — 4.7/5 (438 reviews) — BILL Spend \& Expense (formerly Divvy) offers an extraordinary way for businesses to gain complete control over th...

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## Related Categories

- [Business Performance Management Software](https://www.softwareadvice.co.nz/directory/4579/business-performance-management/software)
- [Accounting Software](https://www.softwareadvice.co.nz/directory/4220/accounting/software)
- [Business Intelligence Tools](https://www.softwareadvice.co.nz/directory/4336/bi/software)
- [Reporting Tools](https://www.softwareadvice.co.nz/directory/4284/reporting-tools/software)
- [Accounts Receivable Software](https://www.softwareadvice.co.nz/directory/1843/accounts-receivable/software)

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| en | <https://www.softwareadvice.com/accounting/financial-reporting-comparison/> |
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  {"name":"Best Financial Reporting Software in New Zealand - 2026 Reviews, Pricing &amp; Demos","@context":"https://schema.org","@type":"ItemList","itemListElement":[{"name":"Phocas","position":1,"description":"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.\n\nPhocas 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. 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The self-serve tool supports growing businesses with the ability to manage budgeting, helping users make informed decisions.\n\nPhocas 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.\n\nPhocas 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.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5400b10d-2a01-43da-81dd-8f612ed1a013.png","url":"https://www.softwareadvice.co.nz/software/116310/phocassoftware","@type":"ListItem"},{"name":"Spreadsheet Server","position":2,"description":"Spreadsheet Server eliminates the painful choice between manual Excel exports and complex BI tools. Connect 140+ ERPs directly to Excel for real-time reporting using skills you already have.\n\nUnlike BI platforms that don't understand finance, we're built specifically for financial data structures. Our ERP intelligence handles cost centers, dimensions, and multi-level hierarchies. No SQL, no data warehouses, no IT tickets.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/56378acf-0add-45f3-805c-38c8d32544e9.png","url":"https://www.softwareadvice.co.nz/software/419712/spreadsheet-server","@type":"ListItem"},{"name":"Jet Reports","position":3,"description":"Jet Reports is a flexible financial and business reporting solution running inside of Excel and on the Web. From advanced business reports to sophisticated financial statements, business users can create reports in Excel with no exporting, no copying and pasting, and no programming required.\n\nJet Reports provides easy to use financial reporting in Excel for Microsoft Dynamics that can be refreshed real-time, on demand, with the click of a button. Easy-to-configure, pre-built templates get users up and running fast without having to understand complex Dynamics data structures. Access, share, and organize reports on the web to have the accurate answers you need from anywhere.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/09528e63-9e75-4c4a-a8b6-02db61228569.png","url":"https://www.softwareadvice.co.nz/software/424109/jet-reports","@type":"ListItem"},{"name":"Epicor Prophet 21","position":4,"description":"Prophet 21 gives distributors real-time inventory insights to always know what's in stock and available to promise customers. The automatic forecast engine leverages machine learning to select the best statistical forecast model from dozens of options to improve demand planning. Prophet 21 also includes a Warehouse Management System (WMS) tailored for distributors with features like barcoding and automation to reduce warehouse bottlenecks.\n\nUp-to-the-minute financial reports and dashboards provide actionable visibility into receivables, payables, profitability, and other key financial metrics. Prophet 21 captures critical order data to eliminate manual errors while seamlessly feeding information into the back-end system. Epicor Report Studio empowers users to create operational reports and dashboards to paint a clear picture of the business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bf800d4b-4ab6-4bdc-89d1-1908b84acd24.jpeg","url":"https://www.softwareadvice.co.nz/software/521541/Epicor-Prophet-21","@type":"ListItem"},{"name":"First Rate Vantage","position":5,"description":"First Rate Vantage is a comprehensive investor portal, portfolio, and partnership accounting solution for alternative investment firms. Strengths are in meeting the investment accounting and reporting needs of private equity, real estate, and venture capital firms.\n\nFirst Rate Vantage Insight is an investor portal and business intelligence platform for intuitive graphical reporting and performance analysis of investment activities in one central hub. Insight aggregates data across assets, funds, strategies, or any other dimension for summary or drill-down analysis and can provide near real-time communication between investor and manager, allowing a firm to communicate clearly and intuitively to their clients. \n\nFirst Rate Vantage Investor provides partnership accounting to manage all the complex transactions and accounting from both GP and LP perspectives and for all types of single and multi-class partnerships. Investor allows the gaining and retention of confidence of clients by providing accurate reporting in addition to powerful document and relationship management capabilities.\n\nFirst Rate Vantage Portfolio Accounting provides up-to-the-minute transactions, valuation tracking, performance, risk, and many other statistics at your investors’ fingertips. This enables general partners to intuitively manage and monitor portfolio investments and fund-of-fund accounting while performing investment analysis and reporting at every step during the investment life cycle.\n\nFirst Rate Vantage Deal Flow manager streamlines the stages of a deal, enhances due diligence, reduces costs, and expedites the deal process. Effective deal flow management means the difference between missing an opportunity and landing a lucrative investment. Deal Flow gives investment professionals the tools needed to not only analyze potential investments and investors, but also to gain efficient collaboration among deal team members.\n\nFirst Rate’s Vantage Fundraising portal automates investor onboarding by reducing clerical errors, speeding funding, and ensuring compliance with KYC (Know Your Customer) requirements. Fundraising will help you to raise capital faster by streamlining your marketing, document preparation, data room, and document signing processes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2461c7dd-76c4-42cb-aa6e-c157155c0166.jpeg","url":"https://www.softwareadvice.co.nz/software/373670/vantage-software","@type":"ListItem"},{"name":"A2X","position":6,"description":"A2X is the gold standard in ecommerce accounting software. It automates payout reconciliation for sellers on Shopify, Amazon, eBay, Etsy, Walmart, and PayPal. It connects each sales channel with accounting software such as QuickBooks Online, Xero, Sage, and NetSuite. It's built for ecommerce businesses, accountants, and bookkeepers who need accurate, reliable financials.\n\nA2X automatically fetches payout data from each sales channel and breaks it down into detailed summaries: sales, fees, refunds, taxes, and more. Each summary is posted to the connected accounting software and matched to the corresponding bank deposit, so reconciliation takes minutes instead of hours.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3e9b1328-f9f3-46a3-a9a4-fdf8eb4209f7.png","url":"https://www.softwareadvice.co.nz/software/373847/a2x","@type":"ListItem"},{"name":"QuickBooks Enterprise","position":7,"description":"QuickBooks Enterprise is an accounting solution designed for SMBs across different industry verticals such as construction, nonprofit distribution, manufacturing, and retail. With QB Enterprise solution, any business owner can expand business operations using advanced inventory, reporting, and invoice tools, in addition to premium support from Enterprise's CS and Payroll teams. Quickbooks includes inventory management, inventory tracking, expense tracking, payroll management, invoicing, multi-user management, advanced reporting tools, and more.\n\nQuickBooks Enterprise offers customizable reporting tools that help users analyze data and make informed business decisions. With over 200+ auto-filled templates and 70 industry-specific reports, this Quickbooks accounting software helps businesses find the QuickBooks data to solve any business issue. Quickbooks advanced inventory tools allow businesses to gain visibility and control over the inventory management process with the ability to track inventory movement, automatically scan and update inventory items, manage any purchase order/sales order from one dashboard, and plenty more.\n\nQuickBooks Enterprise also allows businesses to control, customize, and automate financial transactions with job costing tools, batch invoicing, invoice tracking, cash flow management, fixed asset tracking, sales tracking, payment processing, and more. Businesses also have to ability to scan and attach multiple documents including receipts and quotes for multiple accounting tasks. The tool enables businesses to arrange documents into categories and keep track of important accounting files. This solution also maintains a change log to record changes within each document with the proper date and time stamp.\n\nQB also offers different QuickBooks software such as QuickBooks Premier and QuickBooks Pro that includes include different functionality and features.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/90cac4f1-9eba-4d30-9949-91da634d4da5.png","url":"https://www.softwareadvice.co.nz/software/49801/qb-enterprise","@type":"ListItem"},{"name":"QuickBooks Online","position":8,"description":"QuickBooks Online is a cloud-based accounting software designed to help businesses manage their finances. It offers a range of tools to automate financial tasks such as bookkeeping, invoicing, payments, payroll, and more. The software features a mobile application that allows users to access their business information on-the-go.\n\nQuickBooks Online caters to a variety of businesses, from freelancers and startups to professional services firms and product-based companies. It integrates with multiple third-party applications to help streamline operations and workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/507b7e72-a477-4dee-a78d-fb9cc5d95d75.png","url":"https://www.softwareadvice.co.nz/software/393202/quickbooks-online","@type":"ListItem"},{"name":"Dynamics 365","position":9,"description":"Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365 offerings like Teams, Outlook, Excel & Word.\n\nThe Microsoft Dynamics 365 ecosystem has offerings ranging from lead and opportunity management, marketing, field service, IOT, customer service, mixed reality and project service automation all allowing for a more frictionless engagement with your customers.\n\nMicrosoft Dynamics CRM is available for software-as-a-service (SaaS) deployment as well as on-premises complete with a nice user interface for mobile and desktop as well as a technology stack that ensure database security. Dynamics 365 also offers strong API capabilities to help integrate to your other critical systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5d35bcd-e674-49ae-b851-7c2579a7969f.jpeg","url":"https://www.softwareadvice.co.nz/software/106335/microsoft-dynamics-crm","@type":"ListItem"},{"name":"FreshBooks","position":10,"description":"FreshBooks is a web-based accounting platform designed for small businesses across industries such as marketing, legal services, business consulting, trades and home services and information technology. The platform automates invoicing, enables online payment options including ACH and credit card and sends late payment reminders to accelerate payment cycles. Users can brand invoices, accept online payments and configure automatic payment reminders.\n\nThe solution supports expense tracking by allowing users to attach receipts to invoices, create recurring expenses and capture receipt images. Financial status can be monitored through profit and loss statements, tax summaries and expense reports. FreshBooks categorizes credit card transaction fees and summarizes all deposits on a centralized dashboard for clear financial visibility.\n\nTime tracking features allow extraction of unbilled project hours into invoices, recording of billable time and analysis of time spent on projects. The platform also provides collaborative project tools to track files and conversations. FreshBooks integrates with third-party tools including Paypal, MailChimp, Zenpayroll and Basecamp to streamline accounting and project management workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/67665783-bd0d-4b97-99af-c628a74ea005.png","url":"https://www.softwareadvice.co.nz/software/135928/freshbooks","@type":"ListItem"},{"name":"Xero","position":11,"description":"Xero is a cloud-based accounting platform designed to assist small and midsize businesses with financial operations management, financial visibility and business performance optimization and more. The platform helps automate accounting tasks and maintain accurate financial records. It offers expense management tools that enable users to track and manage business expenses. Key features include invoicing, quoting, making and collecting payments, tax payment, employee and workforce management, bank reconciliation, expense management, projects handling, reporting and analytics and security measures. Users can capture receipts, categorize expenses and submit them for approval. Xero also supports expense claims, allowing employees to submit their expenses for reimbursement. It provides detailed expense reports, helping businesses monitor spending and identify cost-saving opportunities.\n\nOne of the core features of Xero is its invoicing capability. The solution allows accountants and bookkeepers to create and send professional invoices to clients, track their status and receive payments online. Users can customize invoice templates to align with their brand identity and set up automated reminders for overdue payments. It supports multi-currency invoicing, making it suitable for businesses with international clients. Xero's bank reconciliation feature is designed to streamline the process of matching bank transactions with accounting records. The tool automatically imports bank transactions and suggests matches based on historical data. Users can also create custom bank rules to automate the categorization of recurring transactions. Xero also provides real-time updates on cash flow, helping businesses maintain accurate financial records.\n\nXero includes payroll management functionalities that assist businesses in managing employee payroll and compliance. It allows users to process payroll, calculate taxes and generate payslips. It also supports direct deposit, enabling businesses to pay employees electronically. Additionally, Xero provides tools for managing employee leave and tracking work hours, ensuring accurate payroll processing and compliance with labor regulations. Xero complies with the Payment Card Industry Data Security Standard, and produces Service Organization Control (SOC 2) reports. It also offers a range of reporting and analytics tools that provide valuable insights into business performance. Users can generate custom financial reports, such as profit and loss statements, balance sheets and cash flow statements. Xero's dashboard provides a real-time overview of key financial metrics. The tool supports budgeting and forecasting, enabling businesses to plan for future growth and manage financial risks.\n\nXero integrates with several third-party applications, including CRM systems, eCommerce platforms and payment gateways. Xero’s integrated practice management software includes Xero HQ, Xero Practice Manager, Xero Workpapers and Xero Tax. It connects businesses with their bank, their advisor, accounting tools, payment services and more. These integrations facilitate data synchronization and optimize overall operational. Data is protected by multiple layers of security, including encryption and the platform is subject to strict privacy controls as it uses multi-factor authentication.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/aa6f08b4-1fe7-4944-bee8-e3ef64ed55f9.png","url":"https://www.softwareadvice.co.nz/software/2976/xero","@type":"ListItem"},{"name":"QuickBooks Desktop","position":12,"description":"QuickBooks Desktop is a business management software that combines accounting, payroll, inventory management, reporting, and job costing features in one platform. It is designed for businesses with complex operational needs across industries such as manufacturing, wholesale, distribution, contracting, and professional services. The software supports medium-sized organizations by providing financial management tools to help streamline operations.\n\nThe software includes inventory management features that allow tracking of stock across multiple warehouses, including specific bin locations. It offers customizable reporting tools for generating detailed business insights through built-in and user-created reports. Additional features include automated pricing rules, order management with pick, pack, and ship functionality, and multi-company management for tracking intercompany transactions through a single interface.\n\nQuickBooks Desktop supports various payment methods, including credit cards, ACH transfers, and digital wallets, to facilitate transactions. Optional cloud hosting allows teams to access financial data remotely.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c6b3e5be-f6ab-48fd-9e6b-a416fe39cfd4.png","url":"https://www.softwareadvice.co.nz/software/17316/quickbooks-pro","@type":"ListItem"},{"name":"NetSuite","position":13,"description":"NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises.\n\nNetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights.\nNetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management.\n\nThe platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics.\n\nNetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/76ba5be7-e39f-481e-9045-7c45d7cf6d39.png","url":"https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition","@type":"ListItem"},{"name":"Wave","position":14,"description":"Online accounting software that provides features including invoicing, billing, payment tracking, payroll management, finance management, credit card processing, and receipt scanning. Wave Accounting is designed to help businesses streamline bookkeeping processes. With Wave's bank reconciliation tools, businesses can manage all bank account and credit card information in real-time to improve bookkeeping. Businesses can also generate reports that include various data such as sales tax, balance sheet, cash flow, profit/loss, plus more. Wave's dashboard includes an invoicing tool that collects invoice payments.\n\nA small business owner can choose customizable invoicing templates based on unique business needs. Invoices can be sent via email and the software's credit card processing feature allows users to collect payments online. Recurring invoices and automatic payment features are available for regular customers. Wave empowers users to keep track of their business's financial health by offering accounting reports. These reports provide insights by allowing for month-to-month or year-to-year comparisons. By identifying cash flow trends, businesses can make informed decisions to navigate their financial landscape. It organizes income, expenses, payments, and invoices through the dashboard. \n\nIts security measures assist with the protection of sensitive financial data. Bank data connections are read-only and encrypted using 256-bit encryption. The servers are housed under physical and electronic protection, and Wave is PCI Level-1 certified for handling credit card and bank account information, further enhancing the security of users' financial information.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/856804b6-fbf8-426d-be08-6f4322de5d25.png","url":"https://www.softwareadvice.co.nz/software/18767/wave","@type":"ListItem"},{"name":"QuickBooks Online Advanced","position":15,"description":"QuickBooks Online Advanced is a cloud-based accounting solution that helps small to large enterprises manage expenses, projects, invoices and more. It comes with a centralized dashboard, which enables users to gain insights into business trends and organizational performance using key performance indicators (KPIs).\n\n\nQuickBooks Online Advanced allows administrators to assign tasks to sales representatives, grant access to specific users and collaborate on projects with team members. Users can capture digital copies of receipts and automatically sort transactions based on tax categories, improving financial operations. Additionally, it lets managers create custom estimates, manage recurring payments and export generated reports in various formats.\n\n\nQuickBooks Online Advanced facilitates integration with various third-party applications such as RevenueBooks, Syft Analytics, Freedom Merchants and more. Pricing is available on monthly subscriptions and support is extended via phone, documentation and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b14a841d-1dc7-47fc-bdaa-8dc4c7869fa7.png","url":"https://www.softwareadvice.co.nz/software/49805/quickbooks-online-advanced","@type":"ListItem"},{"name":"JobBOSS²","position":16,"description":"JobBOSS² is a job shop management software designed for custom manufacturers and machine shops. It supports make-to-order manufacturers in industries such as fabrication, machining, screw production, tool and die, stamping, and spring manufacturing, offering flexibility for varied production processes.\n\nThe software includes an AI BOM builder that creates draft bills of materials from different file formats. It features scheduling tools with drag-and-drop calendar functionality. Job management tools convert quotes into production orders and track progress and efficiency. The inventory management feature monitors materials in real time, automates forecasting, and generates purchase orders when supplies are low. Quality management tools provide access to documents, track equipment calibration, and manage workflows from a centralized system.\n\nThe platform offers reporting tools with real-time analytics on customer and job profitability, comparing estimated and actual costs. It is cloud-based and includes ITAR compliance capabilities for secure data access. Mobile applications allow team members to track time and access system features remotely.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6f948125-3967-4960-86a2-809fc53e2513.jpeg","url":"https://www.softwareadvice.co.nz/software/389923/jobboss2","@type":"ListItem"},{"name":"Happay","position":17,"description":"Happay is a first-of-its-kind all-in-one Integrated Solution for Corporate Travel, Expense, and Payments Management. With over 7000+ customers globally, and across industries, Happay solves complex finance use cases with precision. \n\nWe make the entire journey of Travel, Expenses, and Payment a bliss with our out-of-the-box features. \n\nTravel \n\nSeamless Integration with leading TMCs, including MakeMyTrip, Riya, Thomas Cook, FCM Travels, etc., \nIn-app Booking experience, choose seats, and food options, and confirm ticket, all inside Happay. \nAI helps showcase & choose the lowest fare option, saving thousands of dollars. \n“Fare Freeze” helps lock the ticket and avoid surge pricing due to approval delays. \nEasy to set up policies and automated 100% policy compliance during booking. \nTransparent One-click Approval Process\n\nExpense \n\nAuto-capture of Expenses right from the Source of Spend (Emails, Travel Cabs, SMS, Credit Card Statements)\nUnique OCR Smart Scan that scans and inputs expense automatically, with no manual intervention \nAutomated Policy Checks and Violation call-outs\nEasy to set up approval workflows and deviations for complex business use cases \nEnd-to-End GST data collection, reporting, and reconciliation\n\nPayments \n\nOur Corporate Cards are the answer to all Corporate Payment woes. Loved by customers of all sizes, we bring, \n\nOne Unified Card for all Employee Expenses\nDigital Spending with real-time reconciliation and transparent expense management\nDigital Petty Cash Distribution and Management \n\nAnd we marry all these amazing features with our robustly built Analytics.  Get real-time in-depth data on your travel bookings, planned and unplanned trips, policy violations, top spenders, and more at a single click. \n\nTrusted by over 7000+ customers, including premium brands and market leaders, Happay is the right choice for Integrated Travel, Expense, and Payment Solution. \n\nTo book a demo, visit https://www.happay.com/schedule-product-demo.html","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f9a1dc37-8bdc-4b5d-8511-949075e82929.png","url":"https://www.softwareadvice.co.nz/software/82719/happay","@type":"ListItem"},{"name":"BQE CORE Suite","position":18,"description":"Profits and performance are the core of your professional service firm. That’s why BQE Software created BQE CORE, an intuitive professional services automation solution that gives you complete visibility and control over projects, financials, clients, performance, and staff utilisation. <br />\n<br />\nBQE CORE centralises and streamlines how teams enter and use accounting, time & expense tracking, billing, reporting, and project management details. This allows you to accurately stay within scope and budget, plan, and make quick and informed decisions.<br />\n<br />\nRun Financial Reports from a Single Platform<br />\n● Quickly take action with clear, easy-to-understand, schedulable reports<br />\n● Get incredible insights by drawing on comprehensive financial and operational data<br />\n● Monitor projects and have tighter control over budgets and profitability<br />\n● Effortlessly keep everyone in the loop with flexible and automated sharing options<br />\n● Manage your business no matter where you are with native iOS and Android apps<br />\n<br />\nBQE CORE offers integration with various third-party accounting software and certified partnerships with popular software such as QuickBooks Online, MYOB AccountRight Live, Dropbox, Google Drive, Stripe, Office 365, Power BI, and more!\n<br /><br />\nWith more than 400,000 users worldwide, BQE CORE is trusted by leading architects, engineers, accountants, lawyers, IT specialists, and business consultants. The scalable system is suited for small to large-sized professional services firms looking for a solution with a wide range of features and integrations at a modest price. <br /><br />\n\nBQE CORE pricing is built in a modular fashion and lets you buy only the modules you need.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2a6d189c-62c6-45a7-bcad-aeae738925a3.png","url":"https://www.softwareadvice.co.nz/software/37091/bqe-core-project-management","@type":"ListItem"},{"name":"Sage Intacct","position":19,"description":"Sage Intacct operates within the Sage Business Cloud portfolio as a comprehensive cloud-based financial management software, expertly designed to bring rich financial and operational insights to a variety of businesses. Recognized for its robust accounting capabilities, Sage Intacct is particularly tailored for small to midsize enterprises looking to streamline their financial processes while gaining access to real-time monetary data.\n\nFrom an architectural standpoint, Sage Intacct stands as an adaptable platform equipped to integrate with numerous other applications. This flexibility enables it to easily fit into a wide range of business ecosystems, accommodating the diverse and evolving needs of modern organizations. Central to its design is an appreciation for differing industry requirements, which Sage Intacct meets with its industry-specific solutions, thereby supporting a more personalized financial management experience.\n\nThe platform is lauded for its user-friendly interface, crafted to simplify complex financial data compilation and present it in an easily digestible format. Users are able to construct comprehensive financial reports that garner insights without requiring an extensive background in data analysis. This function is vital for companies aiming to make informed decisions quickly and with confidence.\n\nA defining trait of Sage Intacct is the commitment to financial visibility. With its advanced reporting and dashboard capabilities, stakeholders can dissect and monitor financial metrics that are critical to a business’s strategic vision, enabling leadership to pivot or accelerate with accurate backing. Moreover, Sage Intacct is engineered to scale, offering entities the assurance that the software can grow in tandem with their operations.\n\nIn accounting terms, Sage Intacct is a friend to compliance, offering a suite of features that assist businesses in adhering to accounting standards and regulations, such as GAAP, IFRS, and others. It also reinforces internal controls, helping to mitigate financial risk and establish a transparent financial environment.\n\nGiven its cloud foundation, Sage Intacct provides anywhere, anytime access to financial data, a necessity in a globalized and mobile business landscape. The security of this data is not overlooked; Sage Intacct commits to established protocols to safeguard sensitive financial information against modern threats.\n\nSage Intacct, thus, stands out as a potent tool that facilitates enhanced financial management, augments strategic decision-making capabilities, and assures compliance and security, all while offering expandability to accommodate the dynamic nature of growing businesses. It remains an integral part of the Sage Business Cloud, geared towards empowering organizations with precision and agility in their financial operations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fe0f5e7e-e066-4ca1-a42f-67ba4ba1c9d0.jpeg","url":"https://www.softwareadvice.co.nz/software/1710/sage-intacct","@type":"ListItem"},{"name":"Zoho Books","position":20,"description":"Zoho Books is an end-to-end accounting solution for businesses of all sizes that manages finances across an entire organization. The system automates multiple financial processes such as accounts payable & receivable, time tracking, payroll, transaction management, inventory control and banking. Additionally, Zoho Books manages customer and supplier interactions through the client portal where customers can securely store their payment information for recurring transactions. \n\nZoho Books is a web-based system, which can be accessed from any web browser. Users can manage customers and handle customer invoices either online or by mail by automating recurring invoices, setting up payment reminders and receive payments through online payment gateways. Zoho Books can be used by businesses of any size including freelancers that need assistance with the end-to-end accounting process.\n\nZoho Books is available on both IOS and Android devices. Additionally, Zoho Books comes with automatic bank feeds, collaborative client portal, accounting and taxing, online payments, invoice templates and analytical reports. The system allows users to manage multiple time sheets of different projects and tracking of reimbursable expenses.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f466ce3f-c0e1-4a2f-a983-8ce97463455b.png","url":"https://www.softwareadvice.co.nz/software/392386/zoho-books","@type":"ListItem"},{"name":"Emburse Nexonia","position":21,"description":"Designed for small to large businesses, Emburse Nexonia Expenses is a cloud-based platform that helps streamline expense management through automated reporting, spend monitoring, reimbursement management and more. Key features include a mobile application, third-party integration, receipt scanning, approval workflows and transaction management.\n\nThe platform facilitates complete integration with various systems such as credit cards, ERPs, travel booking applications and more. Emburse Nexonia Expenses is designed to handle various operations including human resources, approval processes and invoice management. Additionally, the solution is trusted by a variety of businesses such as Hamamatsu Corporation, CrossFit and Lufthansa Systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e0651552-5bf5-4378-bcbe-686683d56e02.png","url":"https://www.softwareadvice.co.nz/software/142909/nexonia-expense-reports","@type":"ListItem"},{"name":"Sage Accounting","position":22,"description":"Sage Accounting is a cloud-based accounting and invoice management solution for small to midsize businesses. It offers accounting, project accounting, expense management and compliance management within a suite.\n\nSage Accounting manages all the documentation and processes required for business payments such as price quotes, estimates, statements and invoices. The solution offers integration with banks across the US, allowing users to import all payment transactions automatically. All information is available on a single dashboard, which allows users to stay up to date on their cash flow and pending payments.\n\nSage Accounting also features tax management, which calculates applicable taxes using transaction data. The product also offers cash flow forecasting, which allows users to estimate the cash requirements in the future based on historical transactions. The product also includes payment services, which allow users to make payments directly using Sage accounts. Users can also make payments using their PayPal accounts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d0ab0d87-bb3b-462a-bf21-d95b9293a76f.jpeg","url":"https://www.softwareadvice.co.nz/software/190564/sage-business-cloud-accounting","@type":"ListItem"},{"name":"Sage 50 Accounting","position":23,"description":"Sage 50 Accounting is an accounting solution designed to cater to the needs of small and medium-sized businesses. It offers a suite of tools that streamline financial management, ensuring accuracy and efficiency in accounting processes. One of the key features of Sage 50cloud Accounting is its inventory management capabilities, which allow businesses to track inventory levels, manage stock and monitor product performance. It provides real-time updates on inventory status, helping businesses maintain optimal stock levels and avoid overstocking or stockouts. Additionally, it supports multiple pricing levels and units of measure, which is particularly useful for businesses dealing with a wide range of products.\n\nSage 50 Accounting excels in its financial reporting and analysis functionalities. The platform offers a variety of customizable reports that provide insights into the financial health of a business. Users can generate balance sheets, income statements, cash flow statements and other critical financial reports with ease. The reporting tools are designed to help businesses make informed decisions based on accurate financial data. Additionally, the solution includes budgeting and forecasting features that enable businesses to plan for the future and track their financial performance against set goals. Sage 50 Accounting includes a payroll management system that streamlines the process of managing employee payroll, ensuring compliance with tax regulations and labor laws. It can handle various payroll tasks, including calculating wages, withholding taxes and generating paychecks. It supports direct deposit, which streamlines the payment process for both employers and employees. Additionally, its payroll system integrates with its accounting features, ensuring that payroll expenses are accurately reflected in financial records.\n\nSage 50 Accounting offers accounts payable and accounts receivable functionalities. The accounts payable feature allows businesses to manage their vendor relationships effectively by tracking outstanding bills and scheduling payments. Users can set up recurring payments, take advantage of early payment discounts and avoid late fees. The accounts receivable feature helps businesses manage customer invoices and track payments. Additionally, users can generate and send invoices, monitor overdue accounts and apply payments to specific invoices.Sage 50 Accounting includes a job costing feature, which is particularly beneficial for project-based businesses. It allows users to track costs associated with specific jobs or projects, including labor, materials and overhead. By providing detailed cost breakdowns, it helps businesses ensure that projects stay within budget and remain profitable. Additionally, the job costing feature integrates with other accounting functions, providing a holistic view of project finances.\n\nSage 50 Accounting is equipped with security features to protect sensitive financial data. The solution includes user access controls that allow administrators to assign specific permissions to different users, ensuring that only authorized personnel can access certain information. Additionally, it employs data encryption and regular backups to safeguard against data breaches and loss.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8e366903-fe21-436f-9488-2c432f53baa4.jpeg","url":"https://www.softwareadvice.co.nz/software/423487/sage-50cloud-accounting","@type":"ListItem"},{"name":"Circula","position":24,"description":"The first all-in-one app for expenses, travel expenses, credit cards* and employee benefits\n\nOur intuitive and compliant app enables companies and employees to bill travel expenses, expenses, credit cards, and benefits 100% digitally and highly automatically. Powerful interfaces to financial and payroll accounting as well as travel and HR systems throughout Europe enable a secure end-to-end process and efficient cooperation between accounting, controlling, and HR. We offer fast onboarding and high standards of service, along with other add-ons to cover the specific needs of your business. With Circula you can massively increase employee satisfaction in your company and strengthen your employer brand.\n\n10 Key Features:\n• Mobile App with OCR Scanner & Web App\n• Automated per diem calculation & currency conversion\n• Always up-to-date travel expenses and tax guidelines\n• Automatic receipt check for Circula Benefits\n• Automatic expense creation for Circula credit cards\n• Integrations to DATEV, Personio, TravelPerk and many more\n• Numerous other export options for further accounting\n• Duplicate detection, based on travel period and duplicate submissions\n• Individual workflows\n• The expense reimbursement and travel expense modules are certified as GoBD-compliant (in accordance with IDW PS 880).\n\n\nWhy Circula?\n• Easy handling\n• Flexibility & scalability\n• Increase in efficiency & productivity\n• Compliance\n\nOur Employee Benefits:\n• Lunch Benefit\n• Mobility Benefit\n• Internet Benefit\n• Relax Benefit\n• Voucher Benefit (Beta)\n\n\n\n*This Visa card is issued by Transact Payments Malta Limited pursuant to licence by VISA Europe Limited. Transact Payments Malta Limited is duly authorised and regulated by the Malta Financial Services Authority as a Financial Institution under the Financial Institution Act 1994. Registration number C 91879","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b5451296-fcb3-4130-a5d8-ee078c28c0e6.jpeg","url":"https://www.softwareadvice.co.nz/software/289417/circula","@type":"ListItem"},{"name":"BILL Spend & Expense","position":25,"description":"BILL Spend & Expense (formerly Divvy) offers an extraordinary way for businesses to gain complete control over their spending with our user-friendly software and corporate cards. Our unique budgeting software allows companies to precisely manage their expenses while also simplifying cash flow planning. And the best part? It’s completely free, so managing your business expenses is easier than ever.  For more information, visit bill.com.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/abb62e5a-80e8-4da3-b875-c73a9849df4b.png","url":"https://www.softwareadvice.co.nz/software/39499/divvy","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software#itemlist","numberOfItems":25}
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