About xpna
Xpna is a financial planning and analysis (FP&A) software from xpna that provides reporting and budgeting tools for Excel, Xero, and QuickBooks. It combines detailed commentary on data points, fast drill-down capabilities for miscoded transactions, and customizable 3-way forecast models so users can save time in their financial reporting processes. Additionally, it lets users switch between client workspaces without the need to log in or out. This tool is designed to help business finance teams, advisors, and virtual CFOs regain valuable time each month by simplifying their reporting tasks. Key capabilities: threaded commentary drill-down analysis customizable forecasts client workspace switching secure access Best for: finance professionals that need efficient reporting and budgeting solutions.
xpna Details
xpna's In-App Market Place
Does xpna have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD ($), CAD ($), CNY (¥), CHF (CHF), SEK (kr), NZD ($), KRW (₩), HKD ($)
Pros & Cons
- Saves significant time by eliminating manual data export from accounting software.
- Provides flexible, consolidated financial reporting across multiple disparate entities.
- Extends Excel to deliver live, secure, and up-to-date reports with transaction drill-down.
- Offers real-time, secure web dashboards with role-based, fine-grained access control.
- Features native integration with Xero, QuickBooks, NetSuite, Sage Intacct, and SAP B1.
- The full reporting solution heavily relies on the user having Microsoft Excel.
- Requires connecting sensitive financial data to an external third-party platform.
- High customizability may imply a steep learning curve for new users.
- Integrating operational data suggests potential setup and configuration complexity.
xpna's Support Options
Email Address
support@xpna.co