xpna

Consolidated reporting and planning for Microsoft Excel and Xero

The ultimate financial planning and analysis tool for finance teams - xpna This powerful solution enables you to streamline and simplify all your financial planning and analysis tasks, giving you complete control over your financial data.

 xpna enables you to leverage the power, ubiquity, and flexibility of Excel, but adds connectivity, governance and control.

Financial reporting

Make financial close easier than ever - xpna keeps actuals up to date in the background allowing for rapid reporting across any dimension in near-real-time. Financial statements can be built in seconds and have the ability to drill down / drill up and drill to the underlying transactions right out of the box. Finance can build multiple hierarchies to turn lists of accounts into meaningful structures to manage statutory reporting along with management reporting.

Non-financial accounts can be added to suit your business model or reporting requirements.

Scenario management

Adapt to changing conditions - with the ability to create multiple scenarios, you can explore different financial scenarios, compare, and analyze data, and make informed decisions based on the results.

Consolidations and eliminations

xpna allows consolidated reporting across multiple entities, regardless of their source system or underlying chart of accounts.

Acquisitive businesses can add new entities quickly for analysis, eliminating the need to manually combine financial data from multiple sources.

Real-time collaboration

You can build complex financial models and collaborate with your team members in real-time, ensuring that everyone is on the same page and has access to the latest information.

Financial modelling

Traditional budgeting and planning tools rely on complex calculation engines requiring extensive training or expensive consulting to build out the models which drive your business. xpna is different - if you can build the model in Excel, you can use that model in xpna.

With xpna, you and your team can manage all your FP&A workflows without the need for external consultants or additional reporting tools, giving you the freedom to work on your own terms.

 Transform the way you work with financial data and get the control you need to make informed decisions with xpna.

Quick setup

Sign up, connect your cloud-based ERP and you can start building reports and modelling scenarios in minutes.

No professional services required.

Easy to use

The Excel skills you already have, plus a five minute training video will have you building reports in record time.

Customizable

If you can build it in Excel, xpna supports it.  Consolidate multiple Xero files into a single chart, manage currency conversion, eliminations, create allocations, build what-if scenarios.

Not just your general ledger

Adding managed datasets has never been easier.  Need a list of personnel for salary planning?  Sure!  List of fixed assets for depreciation? No problem! Contracts? Clients? Inventory? Training? Travel?

xpna lets you upload, manage and curate these data sets, and use them across your planning models.