EXL Cloud provides a cloud-based solution that integrates Microsoft Excel with Power BI, enabling users to generate customizable financial reports and cash flow forecasts from Xero data in just a few clicks. This platform eliminates the complexity of data manipulation, allowing users to visualize and analyze financial metrics without extensive training.
Funding
Funding not disclosed
Founders
Product
Problem
Many businesses struggle with manual data manipulation and complex processes when creating financial reports and cash flow forecasts from accounting software like Xero. This often requires extensive training and can lead to errors and inefficiencies in financial analysis.
Solution
EXL Cloud is a cloud-based platform that integrates Microsoft Excel with Xero, enabling users to generate customizable financial reports and cash flow forecasts with minimal effort. The platform simplifies data retrieval and manipulation, allowing users to visualize and analyze financial metrics directly within Excel. By eliminating the need for complex manual processes, EXL Cloud empowers users to create insightful dashboards and reports for advisory meetings and financial planning. The Excel plugin is designed for ease of use, allowing users to quickly connect their data and customize reports without requiring specialized training.
Target Audience
EXL Cloud is designed for businesses and accounting professionals who use Xero and Microsoft Excel for financial reporting and analysis.
Features
- Seamless integration with Xero accounting software for direct data retrieval
- Excel plugin for quick installation and plug-and-play functionality
- Customizable report templates for financial reporting and cash flow forecasting
- Scenario planning capabilities for bank and ATO funding insights
- Automated report generation to eliminate manual data manipulation
- Transparent calculation process, removing "black magic" numbers
- 7-day free trial available