Product Information
What is Xlreporting?
XLReporting is an online reporting and budgeting platform that allows you to create reports, budgets, and forecasts the way you want.
As a controller or accountant, you can automate the budgeting process by connecting data sources and consolidating budget submissions from users.
You maintain control over workflows, manage user permissions, and always have visibility into the status and history of changes.
Design your own budget models in a built-in spreadsheet editor compatible with Excel—a familiar environment with database capabilities.
Define your own business structure.
Import your data using over 30 connectors (QuickBooks, Xero, Sage, Exact, Excel).
Analyze your numbers. Choose from more than 30 different visualizations and generate automated reports. Publish or share your reports on dashboards.
Connect to your sources. Consolidate automatically. Make decisions with confidence.
How to use Xlreporting?
XLReporting is an online reporting and budgeting platform that helps finance professionals automate budgeting, connect data sources, consolidate submissions, and generate custom reports, budgets, and forecasts. Its core value lies in replacing manual Excel reports with flexible visualizations and dashboards.
Core Functions of Xlreporting
Merge
Reporting
Automated reporting
Financial Reports
Usage Scenarios of Xlreporting
- Automate Budget Processes and Integrate User-Submitted Budgets
- Design Custom Budget Models in an Excel-Compatible Built-in Spreadsheet Editor
- Import Data from Over 30 Sources Like QuickBooks and Xero for Analysis
- Generate Interactive Financial and Management Reports and Share Insights via Dashboards
- Conduct In-Depth Analysis of Budget Data Across Departments, Projects, or Industries
- Easily Forecast and Automatically Consolidate Budgets for Multiple Companies and Locations
Common Questions about Xlreporting
What does XLReporting do?
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