One FP&A tool - no compromises
Financial reports, board papers, planning models, executive dashboards, ad-hoc analysis - in one tool
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Don't choose between Excel and the web
Most FP&A tools on the market are either solely focussed on either Excel or the web. And while there are pros and cons to both, with xpna you don't have to pick a favourite.
Build your board-ready financial statements in Excel in exactly the format your stakeholders expect, but without any of the downsides of exporting / importing, governance and security. Reports are always up to date, and the data isn't stored in the workbook.
But also, give your executive team and department managers live, drillable, Power BI reports that are easy to share and update. Add role-based security to limit visibility across any dimension.
With xpna, you really can have the best of both worlds.
⭐⭐⭐⭐⭐ - Xero app store rating
Features
These are just a few of the features of xpna taking hours out of month-end and planning workflows.
If you need something that's not on the list, let us know. New features are being released every month.
Multi-entity
Consolidate unlimited entities into a single view with unlimited consolidated group levels.
Multi-currency
Convert to and from any major currency. Use standard rates or enter you own. xpna uses different rates for monthly average and month-end.
Eliminations
Set up automated account-level elimination rules to handle elimination of intercompany transactions or loans.
Pre-built templates
Sample reports for the P&L, Balance Sheet, Cash Flow as well as forecasting input templates and models are included - and easy to modify.
GL reporting
Multi-dimensional P&L and balance sheet reports. Report by entity, by department or even by department by location.
Cash flow
Direct or indirect cash flow reports showing accurate values for operating / investing / financing movements. Not just AP/AR movements like most other tools
Aged AP / AR
Get summary or detailed aged AP and AR reports for any period, not just the current state of your subledger.
Built for scale
xpna runs on the same technology as Power BI, so it can handle tens of millions of transactions with no performance loss.
Custom hierarchies
xpna handles deep, complex charts of accounts, so you can build reports at different levels of detail as required
Account mapping
If you're consolidating multiple entities with disparate charts of accounts, xpna makes it easy to map them into a unified chart.
What-if scenarios
Create as many planning scenarios as you like. Run long-term forecasts out 10 years, or a rolling 18-month budget.
Single-click reports
Building custom reports is as simple as typing in what you want it to look like and hitting "convert to report".
Role-based security
Set up xpna so department managers only see their cost centre. Or hide the balance sheet from everyone except Finance.
Power BI
Use Excel for formatted financial statements, but for operational reports and dashboards, share a Power BI dashboard.
Commentary
Store commentary against any data point. Comments are threaded, auditable and can be surfaced on reports.
Driver-based
Your existing driver-based models can likely be plumbed in to xpna so you can leverage your existing planning IP.
This tool is ahead of its competitors. Can I give this more stars?
⭐⭐⭐⭐⭐
Nathan - CFO
Custom reports - connected
Create board reporting packs in exactly the format the board wants to see them. Include threaded, auditable commentary on the numbers.
Mash up your financial statements with non-financial accounts. Report on headcount and FTE, booking, churn, ARR, opportunities won / lost etc, all in the same report.
Buttery-smooth month-end
The ability to spot an error on a report pre-close, drill down to transactions, find it and fix it - and then have every. single. report. update immediately to reflect that the new data is game-changing.
Multi-entity account reconciliations don't require logging in to multiple Xero companies as you've got all the data to hand.
Budget, plan, forecast
Create a new what-if scenario in seconds. Seed it with last years actuals as a starting point and make top-down or bottom-up changes.
For rolling forecasts, enable rolling actuals, and if you're planning the balance sheet, use three-way modelling to drive the other side of your ledger.
Power BI and Dashboards
Share Power BI dashboards with your EXCO and senior leadership. xpna has developed custom visualisations which can display financial statements in the way we're all used to seeing them (ie, totals below detail)
Embed Power BI reports in PowerPoint decks, and schedule reports to be sent to users daily to keep them informed.
Founders' message
James and Dave have spent 25 years between them building and delivering FP&A solutions to businesses ranging from SMB to Government and Large Enterprise.
They realised that the existing tools servicing rapidly growing and acquisitive businesses tended to be expensive, inflexible and required costly professional services to implement.
xpna was borne out of a desire to give these businesses an enterprise-grade FP&A tool, without the enterprise-grade costs or implementation timeframes.
