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features
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support

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Description

Current workflows are often inefficient and labor-intensive, leading to lengthy delays when collaborating with external agencies. Time is frequently squandered on repetitive tasks, as each reporting cycle demands the narrative to be built anew from the ground up. This inconsistency makes it challenging to generate coherent internal and external reports that accurately convey the story behind the data, especially when the figures or information in the reports may become outdated before they are even released. Furthermore, the absence of compliance and control during the "close to disclose" phase consumes valuable hours, as data is laboriously transferred between source systems, and various spreadsheets are exchanged through insecure means like email. It is essential to produce well-defined annual, quarterly, and other external business reports, along with their corresponding management summaries, tailored for individual companies or the entire corporate group to streamline communication and enhance clarity. This improvement can significantly minimize the risk of errors and enhance overall efficiency in reporting processes.

Description

XLReporting allows you to create reports, budgets and forecasts online. You, as a controller or accountant want to automate the budget process by connecting data sources and consolidating budget submissions from users. You can manage permissions and control the workflow. You can also see the history of changes and the status of the process at all times. You can create your budget models using a built-in Excel spreadsheet editor. You can have a familiar environment while still having the power of a database. - Create your own business structure - Import your data using 30+ connectors (QuickBooks. Sage. Exact. Excel. Analyze your data. You can choose from over 30 visualisations to create automated reports. You can publish or share your reports from a dashboard. Connect to your source. Automated consolidation Take confident decisions

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AFAS Software No 
Box No 
DATEV Yes 
DEAR Inventory No 
Dropbox No 
Exact voor Handel No 
FreshBooks No 
Google Drive No 
MYOB No 
Microsoft Dynamics 365 Yes 
Microsoft Excel No 
Microsoft OneDrive No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SAP HANA Yes 
Sage Accounting No 
Visma.net No 
Xero No 
Zapier No 
Zoho Books No 

Integrations

AFAS Software Yes 
Box Yes 
DATEV No 
DEAR Inventory Yes 
Dropbox Yes 
Exact voor Handel Yes 
FreshBooks Yes 
Google Drive Yes 
MYOB Yes 
Microsoft Dynamics 365 No 
Microsoft Excel Yes 
Microsoft OneDrive Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SAP HANA No 
Sage Accounting Yes 
Visma.net Yes 
Xero Yes 
Zapier Yes 
Zoho Books Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

€500/month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

insightsoftware

Founded

2000

Country

United States

Website

insightsoftware.com/idl/idl-publisher/

Vendor Details

Company Name

XLReporting

Founded

2002

Country

Netherlands

Website

www.xlreporting.com

Product Features

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management No 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking No 
Version Control Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding Yes 
Strategic Planning Yes 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports No 
OLAP No 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Strategic Planning

Budgeting & Forecasting Yes 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management No 
KPIs Yes 
Modeling & Simulation Yes 
Roadmapping No 
Scenario Planning Yes 
Scorecards Yes 

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