Financial Reporting Software
Paul Schmidt

Databox provides the ability to bring different pieces of marketing technology into a single view and to show a complete picture of how their business is performing.

Paul Schmidt, CEO at SmartBug Media

Financial Reporting Software That’s Easy-to-Use and Aligns Your Entire Team

Whether you’re a team of one or 30, Databox can help you get aligned with quick-build professional financial reports and the power of automation.

Start Reporting Now

Want to see Databox in action? Book a demo!

Tell a Better Story with Your Financial Data—All-in-One Browser Tab

Forget switching back and forth between platforms to build out extensive financial reports, and ditch the scattered desktop of screenshots. Databox is a software that allows you to visualize, analyze, and report on financial performance all in one place, so that you can go beyond the numbers and share an insightful and meaningful data story with all of your VIPs.

Data from your most critical marketing tools, all under one roof.

75+ Native Integrations

Data from your most critical finance tools, all under one roof.

Beautiful data visualizations and professional reports—no graphic designer or lightbulb moments necessary.

Sleek & Customizable

Beautiful data visualizations and professional reports—no graphic designer or lightbulb moments necessary.

Build a more efficient process with scheduled report sends and reminders.

Put Reporting on Autopilot

Build a more efficient process with scheduled report sends and reminders.

Databox Allows You To Select Between Several Slide Types to Build your Report

Create Compelling Reports Without Leaving Databox

Build a dashboard, present it live, then create an in-depth report—all in one place. The all-hands-on-deck scramble to get custom financial reports built from screenshots, spreadsheets, and duct-tape can officially be considered a thing of the past.

Dashboard Slide - Financial

Get a Holistic View of Your Company’s Finances

Never search for the bottom line again. Get a summary of your business expenses and cash flow at a glance with a high-level financial report. Easily view your open invoices and overdue invoices so that you know what’s owed, along with revenue generated and forecasted so you know what’s coming in, and never make financial guesstimates again.

Cover Slide in Databox Reports Feature

Connect Everything in One Place

Connecting data from your sales, marketing, and bookkeeping tools all in one place is finally possible with Databox. View the most important financial KPIs for your company and how they relate to the goals your marketing and sales teams are actively working towards.

Data Story - Financial

Make Data-Backed Budgeting Decisions

Ban hunches for good. With access to so much data, your operations and executive teams can make more informed budgeting and investment decisions. Should you hire more salespeople, spend more on marketing, or develop that new service? Make these decisions with confidence as you look at historical trends, see how you’re performing right now, and forecast key performance indicators into the future.

With Databox You Can Easiliy Share Reports with Built-in Functionality

Relevant Reports in Less Time

Even with the right bookkeeping tech, understanding your financial status is difficult when reports become outdated in days, or even hours. Databox syncs directly with your tools, meaning every report you send is accurate and up-to-date no matter when it’s viewed.

With Databox You Have All Your Data in One Single Place

All Your Data in One Place

No more logging into dozens of different tools to understand performance — now you and your team can easily connect client data from your sales, marketing, and bookkeeping tools directly into Databox. View the most important financial KPIs for your company and how they relate to the goals your marketing and sales teams are actively working towards.

A Reporting Tool for Your Top Financial Data Sources

Databox has 70+ one-click integrations loaded with thousands of default metrics, as well as hundreds of pre-configured Datablocks. Simply connect your account and instantly view your most important metrics.

What Else Can You Do With Databox?

Databox has 70+ one-click integrations loaded with thousands of default metrics, as well as hundreds of pre-configured Datablocks. Simply connect your account and instantly view your most important metrics.

Databox is a Dashboard and Report Designer

Dashboard Designer

No more fumbling around trying to visualize data in spreadsheets or slides. With our DIY Dashboard Designer, anyone can pull the metrics they need, visualize KPIs in a variety of ways, and build meaningful dashboards–no code or design skills necessary.

Databox has a Business Goal Tracker

Goal Tracker

Goals aren’t hit in a spreadsheet. With Databox, you can visualize your goals against current performance so you can make adjustments when they matter most.

Goals aren’t hit in a spreadsheet. With Databox, you can visualize your goals against current performance so you can make adjustments when they matter most.

Dashboard Reporting

Goals aren’t hit in a spreadsheet. With Databox, you can visualize your goals against current performance so you can make adjustments when they matter most.

With Databox You Can Perform Custom Data Calculations across all your data sources

Calculated Metrics

With Data Calculations, you can combine data from multiple sources and easily calculate new metrics, KPIs, conversion rates, ROI, and much more — all without coding or spreadsheets.

With Databox You Can Create Custom Metrics From all Your Data Sources

Custom Metric Builder

Sometimes the preconfigured metrics from the tools you use aren’t enough. Use dimensions and filters to build custom metrics that allow you to pull more granular performance insights. With Query Builder, anyone can build the specific metrics they need without any engineering work.

With Databox You Create Reports Built to Share, on Autopilot.

Automated Reporting

Sharing performance data and progress towards your goals doesn’t have to be so time-consuming. Build a report once, then automate it. Add reminders before it’s sent so your team can make updates
ahead of time.

What makes Databox so great?

We admit it: we’re a bit biased. So we’ll let the reviews speak for themselves… here is what some of our customers have to say about why Databox works for them.

4.5 out of 5 stars
Thomas Büchi

“Databox is a very intuitive app for creating kpi dashboards. It has a great number of data integrations that make it versatille to use. With its daily and weekly mails you can be updated of your core metrics. Great service, completely recommended”

Thomas Büchi, Caladbolg
Claudio Bedino

“Databox is a powerful tool for tracking data from many sources. We are using a Databoard with charts and numbers from Google Analytics, FB, Twitter and Stripe! Amazing to show on our 50″ TV!”

Claudio Bedino, CEO at Starteed

Frequently Asked Questions

What is the best software for reporting?

Databox is a financial reporting software that integrates with the industry’s top bookkeeping, accounting, and payment platforms. Connect your most-critical data sources to get started today.

Which software is used for financial accounting?

While many financial accounting softwares include data management and analytics features, they are lacking in easy-to-setup reporting tools and dashboard visualization. Databox is a financial performance software that allows you to connect all of your favorite tools in one place, like Google Spreadsheets, Quickbooks, and Excel . Find out more about our native and third-party integrations.

What are the different financial reporting systems?

A financial reporting system helps you track and share performance metrics, KPIs, and report on progress towards set goals. Depending on your workflow, you can automate a lot of your reporting process by using a great report automation software like Databox, including:

  • Data Visualizations: We offer a library with thousands of metrics, a drag-and-drop Dashboard Designer, and hundreds of plug and play templates for just about anything you’d want to measure
  • Report-Building: Build it once, and report on it forever. Your data will stay up-to-date, even as your goals change.
  • Scheduled Sends: Choose the time you’d like to send your Report, then decide your preferred cadence from daily, weekly, monthly, or quarterly. Add any recipients you’d like, then set it free! Pause, cancel, or postpone your sends at any time.
  • Approval Systems and Reminders: Set reminders for reviewing and approving your reports before they’re sent to ensure accuracy and quality.

Ready to get started? Sign up to build and automate your first report with Databox today.

Build and automate your first financial report now!

The only question is… what will your team do with all the time they save?

Start Reporting Now
Build and automate your first business report now!