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Flexible Multi-entity Reporting

 

Fully customisable reporting and planning for
Xero, QuickBooks, NetSuite and SAP Business One
in Microsoft Excel and Power BI

For finance teams  For accountants / advisors
 

 

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Get time back every month, with xpna

How many times have you spent hours exporting data from your accounting software and into Excel so you can surface and visualise the insights you need for different stakeholders?

What if you never had to do THAT again?

xpna uses live accounting data from major accounting packages, and can also include operational data sources, for reports and financial forecasts with endless flexibility, across multiple entities, all without leaving Excel.

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Live & connected

Always up-to-date multi-entity reporting

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Consolidated reports

Natively combine financial and operational data sources

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Flexible formats

Create any report and forecast for unique business scenarios

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Templated & automated

Customised, visual reports for different stakeholders in a few clicks

Watch xpna transform your reporting cycle

xpna extends the capabilities of the world’s most popular reporting tool, Excel, to deliver flexible, customisable reports and forecasts from diverse, live data sources. Watch our demo to see it in action.

Take your reporting to a new level and surface just the data you need in stylish web-based reports or Power BI dashboards that show colleagues or clients just the detail they want. xpna is an enterprise-grade tool for flexible, customisable reports and forecasts from diverse, live data sources that means you don’t need an expensive, hard-to-learn reporting solution. See the difference for yourself, watch the demo.

Business finance teams

Save time to do more valuable work

Report on live data across departments and businesses to meet any stakeholder’s requirements in a flash. Take back the time you save on reporting for delivering on strategies that will impact the business.

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  • Connect unlimited Xero or QuickBooks entities (or a combination of both) and report in unified charts

  • Connectors to other cloud ERPs (including Business Central, Intacct and NetSuite) coming soon

  • Create unlimited departmental budgets and forecasts, leverage existing Excel models to plan precisely how you need to

  • Assign role-based security to grant and limit access to accounts, entities and cost centres

  • Build precisely the reports your stakeholders need, in exactly the format they're used to

  • Add threaded, audited, detailed commentary to any data point

  • Drill down to find and fix miscoded transactions in seconds

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Advisors and vCFOs

Exceptional client service, streamlined and automated

Provide a superior accounting service more quickly, with less effort, leveraging xpna as your point of difference. Spend the time you save on financial reports generating insights that add value to your client’s experience. 

  • Onboard new clients to xpna and roll out your standard financial reporting pack in minutes
  • Share live reports so clients can answer their own questions, or share static reports to maintain complete control
  • Give your clients accurate cash flow statements which don't just group everything into AP and AR movements
  • Run fully customisable 3-way forecast models in a snap
  • Differentiate your accounting practice by giving your clients the meaningful, customised reports and financial analysis your competitors can’t provide
  • Seamlessly switch between client workspaces without having to log in or out
  • Consolidate multiple entities across multiple popular cloud accounting tools such as Xero, QuickBooks Online, NetSuite, Business Central and Sage Intacct.

Challenge accepted!

If xpna sounds too good to be true, we’ll prove that it isn't

We stand by the fact that xpna’s flexibility and versatility are unmatched for consolidated financial reporting from major accounting packages to stylish web-based reports and Power BI dashboards via an easy-to-use and highly automated Excel add-in.

So, if you have a particular report you’ve never been able to easily produce with live data, sign up for a free trial of xpna and we will build it for you, also free of charge!

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Challenge us today. We’re excited to show you just how easy it is to go from Excel to exceptional with xpna.

Trusted and secure 

In today’s challenging cybercrime environment, we recognise the responsibility that comes with being entrusted with your, or your customers’, sensitive financial data.

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Always encrypted

Your data is encrypted at rest, and in transit, using 256-bit AES.

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Single-sign-on

xpna leverages Microsoft 365 to identify and authenticate you.  

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Row-level-security

Fine-grained user permissions can be applied across all your data. 

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Hosted in Azure

xpna operates in the Microsoft Azure cloud - known for its robust security and privacy measures.

Ready to revolutionise your reporting?

Time is money, and xpna can save you both. Why opt for another cloud-based reporting solution that only replicates 20% of Excel’s features, and can’t be customised to produce exactly the report and financial analysis you need for your unique business needs and stakeholders?


Go from Excel to exceptional, add xpna.