List of the Top 25 Financial Reporting Apps for iPad in 2025

Plaid operates as a global data network that supports various tools that help countless individuals achieve better financial well-being. Our goal is to create a financial ecosystem that is inclusive, competitive, and advantageous for all by streamlining payment processes and transforming the lending landscape. Collaborating with over 8,000 businesses, including popular fintech platforms like Venmo and SoFi, as well as numerous Fortune 500 firms, Plaid empowers users to have greater autonomy and flexibility in managing their finances. Based in San Francisco, the company's network encompasses more than 12,000 institutions across the United States, Canada, the United Kingdom, and Europe, ensuring a wide reach and impact in the financial sector. Additionally, Plaid is dedicated to fostering innovation that enhances user experiences in financial transactions.

Plus & Minus is a comprehensive ERP financial platform designed with a unified file system at its core. It provides collaborative features for accounting and procurement, as well as tools for overseeing sales, generating operational reports, and performing various other tasks. Users of Plus & Minus can effectively keep track of sales, handle essential financial operations, and produce tailored business reports while also managing important documents. Moreover, Plus & Minus offers flexibility in deployment, allowing users to choose between on-premises solutions or cloud-based options for their operations. This adaptability ensures that businesses can optimize their resource planning according to their specific needs and preferences.

Divvy integrates its efficient expense management software with business cards, eliminating the need to handle yet another expense report. With Divvy, you can take advantage of quicker expense reporting, enforceable budgets, and a unified platform that offers immediate insights into your spending activities. Are you prepared to enhance your control over spending management? Begin your journey with Divvy today and enable your team, including yourself, to save valuable time. Customers of Divvy benefit from a robust credit line, which significantly reduces the risk of exceeding budgets. Additionally, Divvy simplifies the accounts payable process and helps prevent expensive expense reports, all at no charge. This user-friendly approach not only promotes financial discipline but also contributes to overall business efficiency.

Ledgre is a user-friendly software tailored for rental property management, making it accessible for individuals without accounting backgrounds while still being capable of addressing intricate financial reporting needs. This software is an excellent choice for landlords and property investors seeking to efficiently manage their finances without incurring high bookkeeping costs. In addition, Ledgre boasts an impressive array of tools and features that enhance its functionality, such as the ability to import transactions, monitor property income and expenses, generate comprehensive financial reports, and facilitate tax preparation. With these offerings, users can streamline their financial management processes and gain valuable insights into their rental operations.

Zoho Books stands out as a premier web-based accounting solution tailored specifically for small enterprises. This platform is meticulously crafted to assist users in managing their finances, ensuring they are prepared for tax season, streamlining business workflows, and facilitating collaboration among various departments. With a plethora of valuable features, users can easily generate detailed financial reports and stay informed about their Sales Tax obligations. As an online accounting tool, Zoho Books simplifies the management of an organization’s financial activities. Its offerings include functionalities for creating invoices, tracking expenses, managing purchase orders, overseeing sales and purchases, maintaining contact information, and monitoring project time. Additionally, businesses can automate routine tasks such as sending billing reminders, processing invoices, initiating auto-charges, and expressing gratitude through thank-you notes. Furthermore, Zoho Books empowers users to maintain real-time inventory tracking, enhancing operational efficiency and decision-making processes. Overall, it provides a comprehensive suite of tools that support effective financial management for small business owners.

Datapine's business intelligence and dashboard software enables users to swiftly transform their data into actionable insights, facilitating data-driven decision-making. With an intuitive drag-and-drop interface, both managers and data scientists can effectively visualize and analyze intricate data sets. Users are empowered to pose critical business questions and obtain immediate responses, enhancing their analytical capabilities. The platform boasts a rich array of advanced analytics features, such as predictive analytics and interactive dashboards, which support the development of KPI-focused business dashboards. Additionally, it offers numerous data connectors compatible with various common data sources, including databases, flat files, social media analytics, CRM, and ERP systems. The extensive collection of pre-made dashboard templates tailored for diverse business functions—such as marketing, sales management, and HR—and various industries, including retail, logistics, healthcare, and market research, further supports users. Platforms like Google Analytics, Facebook, Twitter, and Zendesk also contribute to a seamless onboarding experience for new users, ensuring they can leverage the software's capabilities from the outset.

CONSOLIDATION Unify all your operations within a single platform while effectively tackling business challenges such as fund management, portfolio oversight, mandates, discretionary management, hedge funds, and interactions with multiple custodians and entities on both local and global scales. AUTOMATION Transform your manual operations by automating and streamlining business workflows, thereby minimizing operational risks and enabling seamless real-time data exchange across all Front, Middle, and Back office teams. PERFORMANCE OPTIMIZATION Enhance your overall performance and manage risks through advanced decision-making tools that utilize IBOR real-time calculation engines for simulations, retrospective and prospective market risk assessments, performance evaluations, and stress testing. REGULATORY COMPLIANCE Leverage a built-in library of pre-configured ratios to effectively oversee your regulatory and statutory obligations both before and after trade execution. CUSTOMER REQUIREMENTS COMPLIANCE Utilize a versatile and scalable rules engine to guarantee adherence to customer-specific requirements related to risk management, asset distribution, and blacklists, while also automating the generation of tailored reports for each client. Incorporating these solutions not only simplifies your operational framework but also positions your organization for sustainable growth and adaptability in an ever-evolving market landscape.

Hubdoc provides a convenient way to import your financial documents and transform them into formats that can be easily used. Capturing these documents is simple, allowing you to use your mobile device for photos, send them via email, scan them, or upload files directly to the Hubdoc platform. All vital documents are securely stored in one online location for easy access. The system automates the process of data entry by extracting essential details from invoices and receipts, including vendor names, amounts, invoice numbers, and due dates, which can then be used to create transactions in Xero and QuickBooks Online, while also keeping the original documents attached. By inviting your accountant to your Hubdoc account via email, they can effortlessly monitor your bookkeeping tasks. This arrangement keeps your accountant well-informed and actively involved in your financial management, enhancing the efficiency of collaboration while ensuring that no detail is overlooked. This seamless integration of document management and accounting provides significant time savings and reduces the potential for errors in your financial processes.

Board is an acclaimed decision-making platform suitable for organizations of varying sizes. It integrates business intelligence, corporate performance management, and business analytics into a single robust platform. This integration allows users to effortlessly create and manage applications in mere seconds without any coding required. Additionally, Board offers various deployment options, enhancing accessibility and enabling users to swiftly obtain the information they need. With its user-friendly interface and comprehensive features, it empowers organizations to make informed decisions more efficiently.

Cultivate resilience and adaptability while strategically positioning your organization for future expansion. Utilizing Oracle Fusion Cloud ERP enables you to rapidly modify your business models and processes, resulting in reduced costs, improved forecasting precision, and heightened innovation capabilities. Additionally, you can conveniently view a detailed snapshot of your organization’s financial and operational health. The Oracle Cloud application suite offers broad and integrated functionalities across various sectors, including finance, human resources, supply chain management, and customer experience. By harnessing Oracle Financials Cloud for real-time insights and marrying HR with ERP systems, you can delve into self-service demonstrations that showcase the operational dynamics of Oracle Cloud applications in diverse business scenarios. Unlock your organization's full potential and leverage the cloud platform to adeptly address both your internal goals and external challenges. Whether you're aiming to refine your accounting practices, comply with new revenue recognition standards, or monitor emerging KPIs, we stand ready to support you in reaching these objectives. Embrace the future with assuredness and strategic acumen as you navigate the intricate challenges of your industry, ensuring that your organization remains competitive and forward-thinking. By embracing these innovative solutions, you can foster a culture of continuous improvement that drives success.

IDU streamlines financial management by facilitating straightforward budgeting, forecasting, and performance tracking. Our primary solution, IDU-Concept, is designed to enhance budgeting and financial reporting for both medium-sized businesses and large corporations. It seamlessly integrates with ERP systems, and unlike other complex alternatives, IDU-Concept can be deployed rapidly while incurring minimal ongoing consulting costs. This efficiency significantly shortens budgeting cycles from months down to mere weeks, allowing businesses to respond swiftly to financial changes. Ultimately, IDU-Concept empowers organizations to take control of their financial processes with ease and effectiveness.

LivePlan is the top-rated business planning and management software designed to enhance the success of small business owners and entrepreneurs. With LivePlan, formulating a dynamic business plan is straightforward, as it provides step-by-step instructions, illustrative examples, and expert assistance, ensuring your plan meets the expectations of lenders or investors. Forget about complicated spreadsheets and intricate formulas; LivePlan's automated financial tools and built-in calculations allow you to minimize the time spent on number analysis, enabling you to concentrate on what truly matters. By syncing with QuickBooks or Xero, you can rapidly develop budgets, forecasts, and financial statements using your actual data, streamlining your financial management process. You can also access industry benchmarks to evaluate your business performance and identify potential areas for improvement compared to similar-sized companies in your sector. The software allows you to create various financial scenarios and projections, providing insights into how current business decisions will influence future outcomes. Gain the confidence to tackle critical questions like: - How will I utilize this funding to expand my business? - When is the right time to increase my staff size? - Is opening an additional location a viable option? By leveraging these tools and insights, you can become a more assured business owner and strategically guide your enterprise from the outset and beyond. With LivePlan, you're not just planning; you're building a sustainable future for your business.

Regate enhances your financial and accounting workflows, yielding significant time savings on a daily basis. With seamless integration into your accounting software, it guarantees that your financial documents are promptly updated in real-time. The platform is tailored to reduce the number of tools required, enabling accountants and finance professionals to operate with increased efficiency. Regate cultivates a smart, collaborative atmosphere that simplifies routine accounting activities, boosts automation, and provides improved visibility into your business operations. You can reduce invoice and payment processing times by as much as 90%, create precise accounting entries, and automate the retrieval of receipts. Payments can be processed through SEPA transfers or directly via card, eliminating the need to visit your bank. It allows for the reconciliation of cost management alongside accounting oversight within a unified platform. Experience a thorough and current summary of all your financial information. Furthermore, empower your teams with both virtual and physical cards that cater to specific needs, while effortlessly tracking all transactions within Regate, ensuring total command over your financial operations. This level of control enables businesses to make informed decisions swiftly.

ShopXpert is a comprehensive manufacturing software solution that streamlines your entire production workflow by minimizing data entry and enhancing productivity. By automating a variety of tasks, it effectively reduces manual processes and inefficiencies that can negatively impact job shop performance. The software features an extensive collection of modules, including standard functionalities, a supplier portal, management for outsourcing, job tracking, an employee portal, vending solutions, a costing tool, customizable forms, task management, workstations, training notes, an academy for skill development, a time clock, in-app messaging, storage options, and QR code capabilities. Each module provides essential features like dashboard access, efficient management of customer and supplier interactions, document storage, customizable form options, task scheduling, employee time tracking, and real-time communication channels with suppliers. Moreover, it enables employees to oversee their tasks conveniently from tablets or smartphones, significantly reducing dependence on traditional desktop setups. This adaptability not only boosts operational efficiency but also encourages a more responsive and dynamic work culture, ultimately leading to improved overall performance.

Our cutting-edge financial platform enables users to surpass the limitations of conventional spreadsheets and obsolete software. It seamlessly combines financial consolidation, planning, reporting, and analysis into a unified and flexible system. Navigate the complexities of financial closure, consolidation, planning, reporting, and analysis with simplicity and precision. OneStream not only complies with corporate standards but also caters to the unique planning and reporting requirements of diverse business sectors, all within one comprehensive application. This system empowers teams to derive trustworthy financial insights from vast operational data, allowing them to pinpoint trends and financial metrics that support quick and informed decision-making. Furthermore, OneStream expedites your journey to achieving value by integrating a thorough understanding of accounts, currencies, ownership, and intercompany transactions. Transitioning from multiple outdated systems or cloud-based point solutions to this singular, optimized application significantly boosts efficiency. By implementing this solution, organizations can greatly enhance their financial operations and elevate their strategic initiatives to new heights. Ultimately, this transformation positions businesses to respond more adeptly to market changes and capitalize on emerging opportunities.

Move beyond conventional spreadsheets and embrace the advanced, high-quality integrated enterprise planning solutions provided by Jedox. These offerings from Jedox combine enterprise planning, data analytics, and reporting capabilities, enabling businesses to strengthen collaboration, produce accurate forecasts and analyses, and gain greater clarity and transparency in their operations. Additionally, Jedox is accessible on various devices and boasts effortless integration features, positioning it as an adaptable option for organizations. This transformation not only optimizes workflows but also cultivates a more cooperative workplace culture, ultimately driving better decision-making across the board. By investing in such innovative solutions, companies can stay ahead in a competitive landscape.

Vena Solutions offers a comprehensive platform for financial planning and analysis (FP&A) that integrates seamlessly with Microsoft Excel. This cutting-edge platform equips businesses with the tools needed to improve their budgeting, forecasting, reporting, and financial closing processes through AI-driven automation. By promoting real-time collaboration, providing customizable workflows, and incorporating intuitive dashboards, Vena helps organizations make informed decisions, improve operational efficiency, and maintain compliance with regulations. Moreover, Vena's integration with Microsoft 365 applications, coupled with its strong data transparency features, provides a single source of truth for financial operations, making it an ideal solution for enterprises of all sizes. With its emphasis on optimizing financial procedures, Vena Solutions not only simplifies financial management practices but also enhances the overall effectiveness of an organization's financial strategy. As such, Vena positions itself as an indispensable resource for companies striving to refine their financial processes.

EMAsphere is a software-as-a-service platform designed for performance management that streamlines your forecasting and reporting tasks. With over 50 connectors, it efficiently gathers your financial and operational data, converting it into tailored KPIs and dashboards that are ready to use. Additionally, the platform includes advanced features like analytical perspectives, consolidated management views, cash flow tracking, budget planning, and forecasting tools. This allows users to focus primarily on analysis, eliminating the hassle of error management in the process. By simplifying these critical functions, EMAsphere empowers organizations to make more informed decisions with greater ease.

DealCloud provides an all-encompassing platform tailored for managing deals, relationships, and firms, aimed at simplifying the dealmaking process for organizations in the capital markets sector—from initial strategic planning to deal execution. Our customized solutions are designed to accommodate firms of all sizes, further enhanced by numerous data partner integrations and system APIs that maximize the potential of your existing technology investments. By booking a demo, you can learn how DealCloud can serve your team's needs effectively. Thus far, we have equipped more than 25,000 active capital markets professionals with essential tools to boost their efficiency and competitiveness within the industry. Our financial services software benefits from the expertise of professionals across various fields, and we encourage you to contact us for a demo to explore how it can address your specific requirements. Engage with us to discover the innovative features that can significantly improve your firm's performance in the ever-evolving capital markets environment. Experience firsthand how our platform can transform your operations and drive success.

Equity made easy. Carta offers a comprehensive platform for both investors and companies to oversee their equity strategies, including valuations, investments, cap tables, and capital plans. Begin by establishing your Carta cap table, then proceed to issue digital securities, obtain 409A appraisals, and facilitate liquidity events. With Carta, your cap table is automatically kept current, reflecting all equity transactions and relevant data. We ensure you remain compliant during the issuance of equity or when acquiring 409A valuations. Both investors and employees have the ability to accept electronic securities and exercise their options while also being able to monitor their vesting schedules. Supporting over 800,000 shareholders in managing equity valued at $575 billion, Carta serves a diverse clientele. Whether you're seeking a cap table and 409A or aiming to execute secondary transactions, utilize financial reporting, tax tools, and maintain closer connections with your investors, Carta is here to assist you every step of the way. With its user-friendly interface, Carta makes managing equity simpler than ever before.

CCH Tagetik's Corporate Performance Management software is relied upon by businesses to enhance efficiency, cut expenses, and minimize risks. By integrating data, processes, and personnel into a single reliable source, organizations can achieve faster financial closes and more proactive planning. The CCH Tagetik Finance Transformation Platform, fueled by the Analytic Information Hub, serves as a cohesive platform that links finance and operations, optimizing the processes of consolidation, closing, reporting, analysis, compliance, and disclosures. This holistic approach not only improves accuracy but also empowers companies to make informed decisions with greater agility.

Transform the capabilities of finance teams with CXO-Cockpit, a powerful performance reporting tool created by CXO Solutions BV. This cutting-edge platform removes the cumbersome and error-prone dependency on Excel for reporting purposes, offering a more streamlined, secure, and effective performance reporting experience. With a diverse range of pre-built financial and performance reporting templates alongside user-friendly dashboards, CXO-Cockpit provides crucial insights and analytics. Additionally, it allows for the incorporation of Point of View (POV) comments, facilitates the sharing of storyboards, and includes numerous other features. Furthermore, this platform enables real-time access to essential data from top Enterprise Performance Management (EPM) systems like Oracle, SAP, and Tagetik, equipping finance teams to make quick and informed decisions. By utilizing CXO-Cockpit, organizations can not only enhance their reporting accuracy but also boost their overall operational efficiency. Ultimately, this powerful tool stands as a game changer for finance departments striving for excellence in performance reporting.

Prophix serves as an all-encompassing software solution tailored for corporate performance management (CPM), catering to the diverse requirements of businesses of all scales and industries. By unifying budgeting, planning, forecasting, financial consolidation, and reporting capabilities within a single platform, Prophix facilitates a shift from conventional Excel practices, ultimately improving organizational performance. Available in both on-premises and cloud versions, it has earned the confidence of numerous companies worldwide, enabling them to efficiently automate and streamline critical financial processes. This powerful software not only supports businesses in making well-informed decisions but also plays a crucial role in fostering strategic growth and development. Additionally, its user-friendly interface ensures that teams can quickly adapt and benefit from its comprehensive features.

Your ERP system offers capabilities for real-time planning, forecasting, and reporting. Limelight, an advanced alternative to Excel, facilitates data integration, teamwork, and oversight. By consolidating all your data into a single platform, Limelight enhances connectivity among your data and team members. This seamless integration fosters better communication, increases visibility of workflows, and accelerates the process of gaining insights. As a result, you can complete your forecasting and budgeting tasks more swiftly, with higher accuracy, and improved collaboration among all departments. Furthermore, Limelight empowers users to view and analyze reports in real-time, delve into transaction specifics, and present information through narratives that are easily comprehensible for managers, aiding in their decision-making process. Ultimately, this holistic approach not only streamlines operations but also empowers your organization to respond more adeptly to changing circumstances.

Intelligent Reporting and Analysis Software for Financial and Accounting Professionals FYIsoft® is a comprehensive software solution tailored for finance and accounting experts aiming to boost their efficiency in rapidly expanding or multi-entity settings. This robust financial reporting and analysis tool has demonstrated the ability to cut reporting time by 50% or more, earning the trust of finance and accounting specialists globally. ReportFYI offers flexible deployment options, whether on-premises or in the cloud, seamlessly integrating with your general ledger to provide advanced reporting features without the need to overhaul your existing ERP system. AnalyticsFYI is equipped with powerful functionalities, including industry benchmarking and advanced artificial intelligence, allowing for extensive customization to fit your specific financial planning and analysis needs. Additionally, BudgetFYI streamlines the planning process by leveraging automation and user-friendly design, enabling quicker and more informed decision-making. This innovative approach not only enhances productivity but also empowers organizations to respond more effectively to changing market conditions.