Three-way itemised planning
Plan cash flow, balance sheet and P&L at the same operational level of detail as the business runs.
Product roadmap
What we are working on next.
Our goal is to provide customers with the best extended planning and analysis product possible. This roadmap is a glimpse into current priorities, shaped by customer feedback, and should be read as guidance rather than a binding commitment.
Coming soon
The next set of planning, reporting and data capabilities.
These items are actively shaping the product direction. Timing and release scope may change as we refine each feature with customers.
Operational dashboards
Role-ready dashboards that connect financial outcomes with the operational drivers behind them.
Weekly / daily reporting cadence
Short-cycle reporting packs and refresh workflows for teams that need a faster operating rhythm.
Recently released
New capabilities already available in xpna.
Recent releases extend xpna across forecasting, transaction-level reporting, security, BI and accounting platform connectivity.
Shipped
HubSpot integration
Connect HubSpot CRM data to xpna for revenue reporting and forecasting without manual exports.
Shipped
ProjectWorks integration
Native integration with ProjectWorks for connected reporting and planning workflows.
Shipped
Salesforce integration
Native integration with Salesforce for seamless data synchronization and reporting.
Shipped
Stripe integration
Connect Stripe data to xpna for revenue reporting, cash visibility and customer-level analysis.
Shipped
Deel integration
Bring Deel workforce and payroll data into xpna for connected headcount planning and reporting.
Shipped
Itemised planning
Plan at a person, vendor, contract or other detailed business-driver level for unprecedented variance analysis.
Shipped
xpna MCP server
Our new MCP server has all the tools needed for multi-dimensional reporting and planning models.
Shipped
Multi-currency balance sheet eliminations
Automated eliminations for intercompany balances and transactions in multi-currency group structures.
Shipped
Three-way forecasting
Flexible, rule-based three-way modelling for finance teams that need scenario-ready forecasts.
Shipped
Aged AP / AR
AP and AR summary and detail reports for any reporting period.
Shipped
DATAGRID custom function
Dynamic lists of vendors, customers, invoices and bills for advanced reporting and reconciliations.
Shipped
Role-based security
Fine-grained control over which users can see which data.
Shipped
Power BI models
Pre-built Power BI models for dashboards and visualisations.
Shipped
NetSuite integration
Import transaction-level data into xpna without needing to purchase SuiteAnalytics.
Shipped
Sage Intacct integration
High-performance transaction-level integration with Sage Intacct.
Shipped
SAP Business One integration
Bring SAP Business One transactional data into xpna for rapid reporting and planning.
Shape what comes next
Have a workflow xpna should support?
Talk to us about the reporting, forecasting or consolidation work that still takes too long. Customer feedback drives the roadmap.