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. quantities, headcount, hours etc)
• Multiple data sources with integration
• 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.

Manage your processes

Control all your processes within XLReporting, with user-friendly reports and budget models. Full insight into your business and full auditability across all processes.

• Actuals reporting
• Cashflow statements
• Long-term planning
• Budgeting and forecasting
• Cashflow planning
• Variance reporting
• Dashboards and KPI's
• User access and workflow
• Consolidation

Import your data

Integrate data into XLReporting from any source:

• Files (Excel, CSV, XML, JSON) on your computer, or on Dropbox, OneDrive, Google Drive, Box.com, AWS
• Connect to QuickBooks, Xero, Exact Online, Sage, and many more systems
• Import data directly from databases
• Connect to any system that has an API
• Choose from 30+ connectors

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

Manage your budgets

Control the user access, data entry, underlying processes, business rules, and consolidation of budgets:

• Multiple budget versions and processes
• Define your own budget models
• Integrate realtime data into these models
• Budget holders can review and enter their own data, but not change logic or business rules
• Manage the review and approval workflow
• XLReporting separates logic from data
• Budget submission is controlled and auditable
• Budgets are instantly consolidated
• Automated variance reporting

Define your reports

With just a few simple clicks, you can create your own models and reports, choosing from 30+ visualization types:

• Pivot tables
• Interactive charts
• Reports with grouping and subtotals
• Drilldown and click-through reports
• Spreadsheet-like templates
• Treemaps and organograms
• Dashboards and KPI's

XLReporting is easy to use and interactive. Users can define and change reports by simple point-and-click using our powerful pivot technology. All you need is a web browser or tablet.

If you have complex reporting requirements, you can choose from 250+ Excel-compatible functions to perform calculations.

XLReporting combines the flexibility of a spreadsheet with the power of an integrated database, and with secure access controls.

Design your models

XLReporting combines the flexibility of a spreadsheet with the power of an integrated database, designed for multi-use.

• Create free-form reports and budget templates
• Familiar user interface that looks like a spreadsheet
• Toolbar with extensive functions for logic and format
• Multiple sheets with full control over layout
• Use 250+ Excel-compatible functions to create any formula and logic you need
• Integrate realtime data in your models
• Embed charts and KPI's in your models
• Create data entry templates to save data into the database
• Consolidate data automatically

Protect your data

Your processes and data are sensitive and confidential, and XLReporting has been built to keep it that way:

• Enterprise-grade user management
• All your data is encrypted
• Single database so data is always up-to-date
• All actions of users are recorded by our systems
• Your data is automatically backed up every day
• Secure access controls
• 24/7 availability

Share your results

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

XLReporting combines the flexibility of a spreadsheet with the power of an integrated database, and with secure access controls.

All data is in one central place, stored securely, and always up-to-date.

You can control who can see your data with user permissions.

Fair pricing

Our pricing is simple, fair, and transparent. You can choose self-service or we can do your setup together. All plans include all features with unlimited users and data.

• Self-Service: if you know what you want and you are good with spreadsheets and report design.
• Assisted Setup: if you don't have enough time or if you want help with your setup. One of our experts will work with you in online meetings to guide you through our setup process.
• Full Setup: if you have complex processes that require a lot of design. Our team of experts will do the work for you.

Pricing starts at USD 199 per month.