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.
Integrate with your client's accounting and other systems. No manual steps.
Drill down into your numbers at the click of a button.
Have the answers before your're getting 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 to accounting and other systems. No manual steps needed.
XLReporting tells you where to look, what's ahead, and what to decide.
Report on all dimensions in your client's business. Instantly and reliably.
Enrich your client source data for optimal reporting.
Easy-to-use editor with rows, columns, and formulas.
Report on all dimensions in your client's business.
Combine any financial and non-financial data.
Choose from 30 different report and chart types.
Build insight into your clients and their sectors.