Excel-connected FP&A

Trusted reporting, planning, and AI from the numbers finance already owns.

xpna connects source systems, spreadsheets, and operational drivers so finance teams can refresh reporting packs, dashboards, forecasts, and AI-ready analysis without rebuilding workbooks every month.

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Connected finance stack

Native connectivity with the systems finance already uses.

Bring ledgers, spreadsheets, AI tools, and operational data into the same reporting and planning model.

Trusted by finance teams and operators

Excel / Web - your choice

Excel reports and web dashboards - always up to date.

Connect source data once, keep Excel in the workflow, and give finance a repeatable pack with actuals, forecasts, variance commentary, and drillable context. Hierarchies, role-based security model, planning scenarios all flow from the same governed model.

Excel board packs

Pixel-perfect Excel reports, always up to date

Metric	Actual	Forecast	Variance	Status
Revenue	$4.82m	$4.96m	+$140k	On track
Gross margin	61.4%	59.8%	+1.6 pts	Ahead
Operating expenses	$2.13m	$2.05m	-$80k	Review
EBITDA	$1.42m	$1.51m	-$90k	Review
Depreciation	$210k	$218k	+$8k	Stable
EBIT	$1.21m	$1.29m	-$82k	Review
Cash runway	18.5 mo	17.9 mo	+0.6 mo	Stable

Excel-native FP&A

Your finance team already chose Excel. xpna makes it governed.

Most FP&A platforms ask teams to abandon the spreadsheet workflows they trust. xpna keeps Excel at the centre, then adds live source data, shared mappings, controls, and publishing around it.

Live Excel

Refresh reports without exports

Pull trusted actuals, budgets, forecasts, and dimensions straight into Excel so month-end packs update without CSV wrangling.

Flexible modelling

Keep the formulas finance owns

Use familiar workbook logic for reporting, planning, and analysis while xpna keeps the data model governed underneath.

Controlled outputs

Share spreadsheet work safely

Publish Excel-built packs, dashboards, commentary, and AI-ready analysis from one controlled source of finance truth.

Finance workflow layer

One repeatable path from source data to decisions.

Source data flows in, finance logic stays traceable, and decision-ready outputs land everywhere your team works.

Connect the finance stack

Bring ledgers, spreadsheets, operational systems, and manual assumptions into one governed layer without forcing an ERP migration.

Sources

Inputs from every system

Connect the systems, spreadsheets, and source data finance already depends on.

XeroQuickBooksNetSuiteSageSAPExcel

Keep every model traceable

Map entities, accounts, drivers, and commentary once, then keep every board pack, forecast, dashboard, and AI answer tied back to source data.

xpna model

Governed finance context

Mappings, permissions, scenarios, commentary, and audit trails stay together.

TraceableAI-readyLiveSecure

Publish where work happens

Send trusted numbers to Excel, web dashboards, reporting packs, and AI workflows so teams get answers without another spreadsheet chase.

Outputs

Ready wherever finance works

Publish governed numbers into the reporting, planning, and analysis workflows your team already uses.

Board packsDashboardsForecastsAI answers

FP&A lifecycle

Run the cycle from close to board narrative without rebuilding the base.

Actuals, reporting, planning, and AI-assisted analysis run from the same finance context, so each month starts from trusted numbers instead of rebuilt workbooks.

Month-end

Close with confidence

Refresh actuals, mappings, eliminations, and variance views from live source data before the reporting pack starts moving.

Multi-entity actuals and mapping logic
Drill-through to source balances
Reusable month-end controls

Explore Month-end

Reporting

Explain performance

Turn trusted numbers into management packs, board narratives, dashboards, and commentary stakeholders can actually act on.

Board-ready reporting packs
Commentary beside the numbers
Secure stakeholder dashboards

Explore Reporting

Planning

Reforecast quickly

Update assumptions, scenarios, and operating drivers without rebuilding the model every time the business changes direction.

Driver-based planning models
Scenario and sensitivity views
Excel flexibility with governed data

Explore Planning

Ask better questions

Use governed finance context with AI assistants so answers, drafts, and analysis stay traceable instead of becoming another unchecked output.

Natural language finance questions
Draft commentary and reporting packs
Permission-aware AI workflows

Explore AI

Testimonials

Loved by finance teams worldwide.

Verified Xero users rate xpna 5 out of 5 for Excel-connected reporting, consolidation and month-end speed.

★★★★★

Big thank you from EatClub

“This product is an absolute gamechanger. The ease and flexibility of xpna is unbeatable. It took me only four to five hours to map all my data and build templates for monthly board reporting, and once it is set up, it is literally one click.”

Alla Arkhipova

CFO

★★★★★

Love XPNA

“XPNA has been a game changer for us. The connection of Xero directly to Excel has given us powerful, fast and customizable reporting for our clients.”

Peter O'Brien

Owner

Effortless Control

Save 10+ hours every month.

xpna eliminates the manual grunt work, allowing your finance team to focus on strategic analysis instead of data wrangling.

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