Start your Setup

To enable us to start your setup, please let us know:

• a short description of your organizational structure (e.g. companies, departments, cost centers etc)
• the main things you want to achieve with XLReporting (e.g. a certain report or budget process, or improve your month-close processes)
• the system(s) you want to connect to

In addition, please share some example files. Any Excel file or spreadsheet will do, it can simply be in your existing format:

• a list of your companies, departments, cost centers etc
• your Chart of Accounts (a list of GL accounts and their grouping)
• a Trial Balance for 1 or 2 months (closing balances per GL account)
• some examples of your current reports or reporting spreadsheets
• some examples of your current budget or forecasting models
• anything else that you find important for your solution

The information you are sending us will be encrypted and stored securely. We will delete all files once your setup is ready.