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 by XPNA is a modern financial reporting and planning software designed to simplify corporate financial management through automation, real-time insights, and data-driven forecasting. The platform’s core purpose is to help finance teams streamline budgeting, consolidation, and reporting processes while ensuring data accuracy and compliance. Built for enterprises and mid-sized organizations, XPNA combines powerful analytics with predictive modeling to improve decision-making. Its key features include automated financial consolidation, variance analysis, scenario modeling, customizable dashboards, and collaborative budgeting tools—all housed within a cloud-based environment. In terms of functionality, XPNA stands out with its robust forecasting engine and automated data integration capabilities. The software supports multi-scenario planning, helping organizations assess financial outcomes under different business conditions. Advanced features like AI-powered data insights and real-time consolidation give XPNA an edge over traditional spreadsheet-based reporting tools. It also supports multi-currency operations, making it ideal for global enterprises. Performance-wise, XPNA delivers fast processing speeds and reliable uptime. The system efficiently handles large datasets, performing complex calculations and generating reports with minimal lag. It has been praised for its stability and consistency in managing enterprise-scale workloads.
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.
Features
Key features
- Live & Flexible Excel Integration
- Extends Microsoft Excel's capabilities to deliver flexible, customisable reports and forecasts from diverse, live data sources without manual exporting.
- Multi-Entity Consolidation
- Natively combines financial and operational data across unlimited entities, unifying disparate setups into a single chart of accounts.
- Native Accounting Software Integration
- Connects live data from major accounting packages, including Xero, QuickBooks Online, NetSuite, Sage Intacct, and SAP Business One.
- Real-Time Web Reporting & Security
- Provides beautiful, secure, role-based web dashboards and reports with real-time data and the ability to drill down to transactions.
- Templated & Automated Reporting
- Allows for the creation of customised, visual reports and forecasts for various stakeholders with a few clicks, saving significant time.
Additional features
- • Consolidated, customised, flexible forecasting
- Provides highly adaptable reporting and planning for various accounting packages.
- • Integration with Xero, QuickBooks, NetSuite, Sage Intacct, and SAP B1
- Connects directly to live accounting data from five major platforms.
- • Integration with Microsoft Excel
- Extends Excel's reporting power with live, up-to-date, and secure financial data.
- • Integration with Power BI
- Supports the creation of reports and dashboards using the Power BI platform.
- • Web Reporting and Dashboards
- Offers beautiful, real-time, and secure visual reports accessible through a browser.
- • Multi-entity reporting
- Provides always up-to-date reporting across various business entities.
- • Consolidated reports
- Natively combines data from both financial and operational data sources.
- • Flexible formats
- Enables the creation of any custom report and forecast for unique business scenarios.
- • Templated & automated reports
- Allows for the automated generation of customised, visual reports for different stakeholders.
- • Drill to transactions
- Users can quickly drill down from reports to the underlying transaction level details in seconds.
- • Add commentary
- Supports adding threaded, audited, and detailed commentary to any data point.
- • Unified chart of accounts
- Enables reporting across disparate entities using a single, cohesive chart of accounts.
- • Create unlimited departmental budgets and forecasts
- Supports leveraging existing Excel models for precise departmental planning.
- • Role-based security/Fine-grained access control
- Access can be secured and limited to specific accounts, entities, and cost centers.
- • Accurate cash flow statements
- Provides detailed cash flow statements beyond simple AP and AR movements.
- • Customisable 3-way forecast models
- Allows for the creation of fully customisable three-way financial forecast models.
- • SOC 2 Type II certified
- The platform adheres to high standards of security controls and continuous monitoring.
- • Data encryption
- Data is secured using 256-bit AES encryption both at rest and in transit.
- • Hosted in Azure
- The platform operates within the Microsoft Azure cloud, known for its robust security.
Pricing
Countries & Languages
Interface languages
Billing currencies
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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.coxpna's Alternatives
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