Flexible Multi-entity Reporting
Fully customisable reporting and planning for
Xero, QuickBooks, NetSuite and SAP Business One
in Microsoft Excel and Power BI
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Get hours back every month
xpna can save time and reduce risk across many of your finance processes
Reporting
Reports are always connected to the source data and are always up to date.
Reconciliation
Know what's behind that number in a single click with drill-to-transactions.
Forecasting
Update your top-down, bottom-up, and driver-based models to reflect the current outlook.
Board Packs
Change the month, update your commentary and you're done!
xpna in action
Building completely customised reports in xpna is simple and intuitive. And unlike other spreadsheet-based tools, your data is never stored in the workbook, so it's always up to date.
For finance teams
Connect unlimited Xero or QuickBooks entities (or a combination of both) and report off a unified chart - no need to remap accounts in source systems.
Create unlimited departmental budgets and forecasts, and leverage your existing Excel models to plan in precisely the way you need to.
Assign role-based security to grant and limit access to accounts, entities and cost centres.
Build exactly 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.
For accountants and advisors
Seamlessly switch between client workspaces without having to log in or out.
Onboard clients into xpna and roll out your standard reporting pack in minutes.
Share live reports your clients so they can answer their own questions, or static versions and maintain complete control.
Give your clients accurate cash flow statements which don't just group everything into AP and AR movements.
Differentiate your practice by giving your clients the meaningful, customised reports and analysis none of your competitors can provide.
XPNA has made tailored reporting a dream. We love that the live Xero information is ready at our finger tips without unnecessary exports and imports.
We do ensure to save the reports as values once finalised in Excel to keep the data at a certain point in time, though this is as easy as copy and paste in Excel. I cannot recommend enough, wish I had found the app sooner for our workpapers and our client's management reporting.
⭐⭐⭐⭐⭐
Grace - Business Advisor
This is a great tool for multi-entity reporting. It reduces the time to write reports and speeds up decision making 10 fold. We have been able to shift from a operational focus finance function with a 15+ day close to a reporting and analysis function with a sub 5-day month end report. We have retired our old reporting package.
⭐⭐⭐⭐⭐
Nathan - CFO
This app has changed my month-end! It ticks all the boxes for anyone wanting simple & clean reporting data straight out of Xero into Excel. It is easy to use and very intuitive and super-fast to refresh. Having every sheet in my report pack update in unison seconds after I post a journal is magic.
⭐⭐⭐⭐⭐
Gregg - Finance Director
Let us prove it!
If you've got a report you need, but can't find a way to automate month-to-month, sign up to a free trial and let us build it for you.
Most tools on the market have a limited set of inflexible reports. xpna is far more flexible, but still remains easy to use.
Trust and Security
At xpna, we recognise the responsibility that comes with being entrusted with your, or your customer's, financial data
Always encrypted
Your data is encrypted at rest, and in transit, using 256-bit AES.
Single-sign-on
xpna leverages Microsoft 365 to identify and authenticate you.
Row-level-security
Fine-grained user permissions can be applied across all your data.
Hosted in Azure
xpna operates in the Microsoft Azure cloud - known for its robust security and privacy measures.