xpna adapts to fund structures, services teams, SaaS metrics, portfolio reporting, and vCFO client delivery without forcing every organisation into the same finance model.
Start with the workflows your industry needs, then connect them to xpna's governed reporting, planning, consolidation, and dashboard layer.
Not for profit
xpna helps not-for-profit finance teams manage fund accounting, grant reporting, project budgets, board packs, and stakeholder dashboards without stitching together disconnected spreadsheets.
Professional services
Services firms can connect finance, time, project, and CRM data to understand capacity, margin, revenue, and delivery performance across teams and clients.
SaaS
xpna gives SaaS finance teams the flexibility to forecast growth, track metrics, explain burn, and report to leadership or investors without rebuilding models every month.
Asset management
Use xpna to standardize portfolio reporting, consolidate operating companies, and give investment teams faster insight into performance, cash, and forecasts.
Accounting firms / vCFOs
Accounting firms and vCFO teams can standardize reporting, automate dashboards, and create reusable client models while still tailoring outputs to each client relationship.
Reusable operating layer
Whether you report by fund, project, client, portfolio company, practice area, SaaS metric, or advisory client, xpna keeps the model governed and the outputs reusable.
Use xpna to connect your ledgers, operational data, Excel models, dashboards, and stakeholder reporting into one governed workflow.
