Easy to use

XLReporting is easy to use, and you can configure your data and reports without any IT expertise.

Your account comes with a pre-defined structure, demo data, examples, and a suite of reports, so you can start straight away.

Simply import your own data, and start using the system. Along the way, you can amend the structure and reports to your needs.

And if you need any help, we offer free setup support by email and online chat.
easy to use dashboard


define data sets
Define your business structure, such as:
  • Companies and business units
  • Chart of accounts, cost centers, regions etc
  • Customers, suppliers, products etc
  • Your transaction data
You can define relationships and validation rules.

You can define objects with just a few clicks, and change them whenever needed. You can either use our default templates, or create your own structure from scratch. Everything is configurable, nothing is set in stone.

Import any data

You can move data into XLReporting in various ways:
  • Import files (Excel, CSV files, XML files, or JSON files)
  • Import files on your computer or directly from Dropbox, OneDrive, Google Drive, Box.com
  • Import data directly from QuickBooks, Xero, Sage, and Myob, using our standard API connectors
  • Import data from (SQL) databases
  • Connect to any other system through API's
You can filter, transform, consolidate, and validate data, apply lookups and calculations, and use scripts. All data is validated when it is imported.
import data

Budgeting & forecasting

budget and forecasting
Many companies plan their business in Excel. And most get stuck sooner or later because of their entangled spreadsheets. XLReporting provides a much better way:
  • Define your own budget models
  • Pull realtime data into these models
  • Budget holders can individually enter, review, and submit their own data
  • XLReporting separates the logic from the data
  • The process of budget submission is clearly controlled and auditable
  • Consolidated budgets are instantly available after submission

Interactive reporting

report and analyze
With just a few simple clicks, you can create your own collection of reports, choosing from a large variety of report types:
  • Pivot tables
  • Interactive charts
  • Reports with groups and subtotals
  • Spreadsheet-like reporting models
  • Hierarchical structures
  • KPI's and sparklines
Reports are web-based, fast, and very interactive. All you need is a web browser.

Try it free for 30 days

Start a free trial Request a demo

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