xpna provides a Microsoft Excel add-in that enables finance teams to create fully customizable reports and forecasts using live data from accounting software like Xero and QuickBooks. This solution eliminates the need for manual data exports, allowing users to generate accurate, multi-entity financial insights quickly and efficiently.
Funding
Funding not disclosed
Founders
Product
Problem
Finance teams often spend significant time manually exporting and manipulating data from accounting software into spreadsheets to create custom reports and forecasts. This process is time-consuming, prone to errors, and lacks real-time data connectivity, hindering timely and accurate financial analysis.
Solution
xpna is a Microsoft Excel and Power BI add-in that provides finance teams with the ability to create fully customizable reports and forecasts using live data directly from accounting software such as Xero, QuickBooks, NetSuite, and SAP Business One. By connecting directly to these data sources, xpna eliminates the need for manual data exports and ensures that reports are always up-to-date with the latest financial information. Users can consolidate data from multiple entities, combine financial and operational data, and create tailored reports for various stakeholders without leaving the familiar Excel environment. The add-in also offers features for budgeting, forecasting, and adding detailed commentary to data points, enhancing collaboration and analysis.
Target Audience
xpna primarily targets business finance teams and accounting advisors (vCFOs) who need to create customized financial reports and forecasts using live data from various accounting software packages.
Features
- Live data connectivity to Xero, QuickBooks Online, NetSuite, SAP Business One, Business Central, and Sage Intacct
- Multi-entity consolidation for unified reporting across multiple companies
- Flexible report formatting to create custom layouts and visualizations
- Automated report generation and distribution for efficient workflows
- Budgeting and forecasting capabilities with integration of existing Excel models
- Role-based security to control access to accounts, entities, and cost centers
- Threaded commentary for detailed annotations and audit trails
- Drill-down functionality to trace transactions and identify discrepancies
- Integration with Power BI for advanced data visualization and dashboards