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 data
Enrich your client source data for optimal reporting.
Design your reports
Easy-to-use editor with rows, columns, and formulas.
View all dimensions
Report on all dimensions in your client's business.
Combine any type of data
Combine any financial and non-financial data.
Visualize client data
Choose from 30 different report and chart types.
Get client insight
Build insight into your clients and their sectors.