Use the Features

XLReporting is powerful, flexible, and easy to use. You can create your own reports and models without IT expertise.

Import your own data and start reporting and budgeting. You can change your configuration along the way.

Configure your business

Define your own business structure, such as:

• Companies and business units
• Chart of accounts, cost centers, regions
• Customers, suppliers, products
• Transaction data, which can be financial and non-financial (e.g. volumes, FTE, hours etc)
• Multiple budget and forecast versions

You can define relationships and validation rules.

You can create data sets, reports, and models with a few clicks, and change them whenever you want. You can edit our default templates, or create your own configuration.

Import your data

You can import data into XLReporting in many ways:

• Import files (Excel, CSV, XML, JSON) on your computer, or from Dropbox, OneDrive, Google Drive, Box.com
• Import data from QuickBooks, Xero, Sage, Exact, and many more, using our API connectors
• Import data from (SQL) databases
• Connect to any system that has an API

You can filter, transform, consolidate, validate, look up, and calculate data during the import.

Manage your budgets

Many companies run their budgeting in spreadsheets. But it is often frustrating because spreadsheets get messy, and they are difficult to control and consolidate.

XLReporting provides a much better way:

• Define your own budget models
• Pull real data into these models
• Budget holders can enter and review their own data
• XLReporting separates logic from data
• Budget submission is controlled and auditable
• Consolidated budgets are instantly available

Analyze your numbers

With just a few simple clicks, you can create your own models and reports, choosing from many report types:

• Pivot tables
• Interactive charts
• Reports with grouping and subtotals
• Spreadsheet-like models
• Treemaps and organograms
• KPI's and dashboards

XLReporting is easy to use and interactive. All you need is a web browser or tablet.

Share your results

You can create dashboards and share reports with your team members and management.

All data is in one central place, stored securely. No more spreadsheets circulating per email.

You can control exactly who can see what using extensive permissions.