Accounting integrations

Connect every ledger to finance reporting you can trust.

xpna brings data from Xero, MYOB, QuickBooks, NetSuite, Acumatica and Sage Intacct into reporting, consolidation, planning and dashboard workflows that finance teams can actually control.

Workflow architecture

From messy ledgers to trusted finance outputs

The integration story is not just about connectors. It is about mapping, consolidating and preserving detail after the data lands.

Map once

Normalize disparate charts of accounts, tracking categories, departments and dimensions into one reporting model.

Consolidate continuously

Refresh hundreds of entities and files without rebuilding spreadsheets, exports or manual consolidation workbooks.

Drill into detail

Move from consolidated reports to transaction-level detail so finance can explain the number, not just report it.

Supported platforms

Accounting systems xpna is built around

Each connector feeds consistent source data into reporting, planning, consolidation, and drill-down workflows finance can rely on.

Xero

Consolidate hundreds of Xero files without spreadsheet chaos.

xpna is built for groups running many Xero files. Bring them into one governed reporting layer, map disparate charts of accounts, preserve tracking categories, and keep transaction-level detail available for drill-down.

  • Consolidate hundreds of Xero files into one reporting and planning model
  • Map different charts of accounts into a consistent group structure
  • Bring in tracking categories and transaction-level detail for analysis

MYOB

Turn MYOB entity data into group reporting that refreshes cleanly.

Connect MYOB data across entities, standardize account structures, retain job and category detail where available, and publish clean reporting packs without export-heavy month-end routines.

  • Combine MYOB entities in a governed consolidation layer
  • Align different account structures and reporting categories
  • Drill into transaction detail to support commentary and review

QuickBooks

Bring QuickBooks companies together for reporting at scale.

xpna helps finance teams consolidate multiple QuickBooks companies, map different charts of accounts, use class and location-style dimensions, and keep the detail behind every reported balance.

  • Consolidate many QuickBooks companies without manual workbook merging
  • Normalize charts of accounts, classes, locations and departments
  • Keep transaction-level drill-down for validation and variance analysis

NetSuite

Report from NetSuite without needing an expensive SuiteAnalytics license.

Connect NetSuite to xpna and publish flexible Excel reports, dashboards, planning models and board packs without forcing every finance workflow through SuiteAnalytics licensing and configuration.

  • Avoid expensive SuiteAnalytics dependency for finance reporting workflows
  • Use NetSuite dimensions, subsidiaries and account data in xpna outputs
  • Build Excel reports and dashboards from a governed NetSuite-connected model

Acumatica

Use Acumatica as a live source for reporting and planning.

Bring Acumatica financial data into xpna for consolidated reporting, secure dashboards, Excel-based packs and planning models that stay aligned with the source system.

  • Connect Acumatica accounts, entities, branches and dimensions
  • Refresh reporting and dashboards without recurring manual exports
  • Use the same governed data layer for planning and board reporting

Sage Intacct

Extend Sage Intacct into flexible reporting and dashboards.

xpna connects Sage Intacct data to the reporting formats finance teams prefer, including Excel workbooks, dashboards, consolidated packs and planning templates.

  • Bring Sage Intacct entities, accounts and dimensions into xpna
  • Create reusable reports and dashboards outside rigid export workflows
  • Preserve finance control over mapping, security and stakeholder outputs
Non-ERP sources

Connect the operational data behind the numbers

xpna can bring in commercial, project, payments, database, file, and API-fed data so finance can report and plan from the drivers behind ledger results.

Stripe

Bring billing, payment, subscription, and customer transaction data into finance reporting and planning workflows.

HubSpot

Connect pipeline, customer, and revenue context so finance can explain bookings, growth, and commercial drivers.

Salesforce

Use CRM pipeline, account, and opportunity data alongside actuals for richer forecasting and performance analysis.

ProjectWorks

Blend project, resourcing, time, and delivery data with finance results for services reporting and planning.

Deel

Bring workforce, contractor, and global payroll data into personnel planning, cost reporting, and forecast models.

PostgreSQL

Connect operational and finance data from PostgreSQL databases into governed reporting, planning, and analysis workflows.

Premier Construction Software

Use construction project, job costing, and operational finance data to support reporting and bottom-up forecasting.

SQL Server

Connect structured operational and finance data from SQL Server into governed reporting and analysis models.

Snowflake

Bring warehouse-scale operational and commercial data from Snowflake into finance reporting, planning, and analysis.

Microsoft Fabric

Connect Microsoft Fabric lakehouse and warehouse data so finance can report and plan from governed enterprise datasets.

CSV

Import file-based data sources when teams still rely on exports, uploads, or spreadsheet-driven operating data.

OData

Use OData feeds to bring data from supported systems into repeatable reporting, planning, and dashboard workflows.

Something else?

Have a different data source? xpna can probably build a connector for it.

Built for live finance workflows

Refresh faster, consolidate deeper, publish cleaner

xpna is designed for teams that need accounting-system detail without accounting-system reporting limitations.

COA mapping

Map disparate charts of accounts once, then reuse the structure across reporting and planning.

Dimensions

Bring in tracking categories, classes, locations, departments and dimensions where the source supports them.

Transactions

Keep transaction-level detail available so report users can drill down and finance can validate the story.

Need a connector plan?

Let’s map your accounting stack.

We can scope your Xero, MYOB, QuickBooks, NetSuite, Acumatica or Sage Intacct data and show how it flows into consolidation, reporting, planning and dashboards.