Go from Excel to exceptional, add xpna
Sometimes, reporting from your accounting package just doesn’t cut it, and most web-based financial reporting tools simply can’t create exactly the reports you need for management no matter how expensive they are.
So, you end up in Excel...
Connect live data from diverse sources and surface just the insights your stakeholders need as a sleek web-based report or Power BI dashboard. Customisable templates save time with every reporting cycle, and there’s no need for an expensive third-party enterprise reporting tool.
xpna saves professionals
time and money
Accountants, advisors and in-house finance professionals are always busy. Everyone wants some time back in their day to deliver high value projects for their clients or business. Make your reporting cycles quicker and easier while delivering financial planning and analysis that’s customised to give stakeholders or clients exactly the figures and format they need to see.
Live & connected
Always up-to-date multi-entity reporting
Consolidated reports
Natively combine financial and operational data sources
Flexible formats
Create any report and forecast for unique business scenarios
Templated & automated
Customised, visual reports for different stakeholders in a few clicks
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
Can’t create the report you want with your current reporting tool?
Challenge accepted!
We built xpna to be flexible, versatile, and easy-to-adopt, so that you can create smart, attractive, reports and Power BI dashboards that consolidate diverse data sets from Xero, QuickBooks, and other sources.
Instead of building a whole new software product that only replicates a fraction of Excel’s functionality, xpna opens up new opportunities by solving some of the classic pain points that accountants and finance professionals have with Excel.
If you’re struggling to create a specific report in just the way you need to, and it’s sucking up valuable time every month, give us the opportunity to show you how xpna will get you the result you need, and give you that time back.
Sign up for a free trial of xpna today, and we’ll take up the challenge, and build your report.
Start your free trial of xpna today
Just 15 days? It’s all you’ll need.
We know it can be hard to find the time to learn a complex new cloud-based reporting software on top of doing all your regular work. Because xpna is an Excel add-in, you already know almost everything you need to.
Follow our documentation and tutorial videos to quickly learn how to create and automate the perfect reports that will save you time and have your stakeholders wondering how you did it.