For accounting firms, auditors, advisors, and CFO services
XLReporting connects to your client account systems, and enables you to create your
own reporting. From analytics to forecasting to fully formatted financial
statements. It has connectors to 40 different systems and file formats, and is
integrated with Excel
XLReporting gives you automation, overview, and
reliability at every step. That gives you the ability to generate client
reporting efficiently, with full confidence in the numbers.
XLReporting imports, validates, and enriches client data automatically.
This
enables you to create automated reports with data from different sources. Your
reports will always contain up-to-date and correct numbers which gives you total
overview and insight.You can dive straight into analyzing the numbers and
adding value to your clients. You'll have the answers ready before your client is
asking the questions.
As an advisor or accounting firm, you need to be able to provide sound financial
advice, sector knowledge, and tax guidance to your clients. They want to get insight
into their business, and look ahead. You need to respond to that, but you need to be
able to do that efficiently and at scale.
Doing this manually, and for each
client individually, simply is not the right approach.
You need a new
approach. You need XLReporting.
![]() |
Connect client dataEnrich your client source data for optimal reporting. |
![]() |
Design your reportsEasy-to-use editor with rows, columns, and formulas. |
![]() |
View all dimensionsReport on all dimensions in your client's business. |
![]() |
Combine any type of dataCombine any financial and non-financial data. |
![]() |
Visualize client dataChoose from 30 different report and chart types. |
![]() |
Get client insightBuild insight into your clients and their sectors. |
Let's discuss your requirements in a 30 minute video meeting.
Request your demo
now.