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Multi-entity reporting and planning for
Microsoft Excel, Xero and QuickBooks

 

 

 

Dynamic, fully customisable reports in a flash

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Take hours out of month-end

Days out of planning cycles

 

Get started with xpna and claw that time back today

 

xpna consolidates an unlimited number of Xero and QuickBooks online files

into a single, easy-to-use financial planning and analysis (FP&A) solution.  

 

Create dynamic month-end reports in seconds which are always up to date

Create top-down / bottom-up / driver-based planning models from the Excel files you already have

Use PowerBI to create stunning visualisations and dashboards and share with stakeholders

Built for Finance Teams and Accounting Firms Alike

xpna has a wealth of experience in building and deploying 2nd generation CPM tools. We realised that what Accountants and Finance teams really need is a tool to extend the capabilities of Excel, rather than a new tool replicating 20% of its features.

Quick setup

Sign up, connect your cloud-based ERP and you can start building reports and modelling scenarios in minutes.

No professional services required.

Easy to use

The Excel skills you already have, plus a five minute training video will have you building reports in record time.

Customizable

If you can build it in Excel, xpna supports it.  Consolidate multiple Xero files into a single chart, manage currency conversion, eliminations, create allocations, build what-if scenarios.

Feature comparison

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Drill to transactions
Consolidation of unlimited entities
Multi-currency
Role-based security
Fully customisable reports
AP / AR aging for any date
Profit and loss reports (by entity / tracking category)
Balance Sheet reports
Actual vs Budget vs Forecast reporting
Cash flow (direct / indirect)
Live Excel integration
Customisable hierarchies (accounts / entities / tracking categories)
Multi-dimensional reports
Automated eliminations
Power BI integration
Single-sign-on with Microsoft 365
Unlimited planning scenarios
Top-down / bottom-up / driver-based modelling
Scalable to millions of transactions

 

⭐⭐⭐⭐⭐
Xero app store rating

"XPNA has made tailored reporting a dream"
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Grace

Client Manager & Business Advisor

BYO Group

"Having every sheet in my report pack update in unison seconds after I post a journal is magic"
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Gregg

Director

Techweave

Bring all your data together

xpna integrates with popular cloud-based accounting software, and we're adding more all the time.  You can consolidate multiple entities from disparate sources into one, fully customisable chart of accounts.

Tracking categories are fully supported.  Each Xero or QuickBooks Online file can have their own set of department, location or tracking category dimensions, or they can share a set.  You can even build multi-level, drillable hierarchies for each of them.

Reports natively support drill-to-transactions, to get a complete transaction listing of the journals making up the report value, and from there, you can drill to the Xero or QuickBooks transaction which created it.

Not just your general ledger

Adding managed datasets has never been easier.  Need a list of personnel for salary planning?  Sure!  List of fixed assets for depreciation? No problem! Contracts? Clients? Inventory? Training? Travel?

xpna lets you upload, manage and curate these data sets, and use them across your planning models.

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Get xpna from Microsoft AppSource

Get started today!

Contact us

Wondering if xpna is right for you and your business, please complete the form below and we'll be happy to answer questions and provide a demo (no sales pitch, we promise)