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5 out of 5 stars
Free 15 day trial available
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Get a customisable, consolidated view of all your Xero data inside Excel and Power BI. Build top-down and bottom-up scenarios for budgets and forecasts. Manage non-financial accounts, and create additional reporting hierarchies for your chart and tracking categories.
out of 5
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Free 15 day
trial available
Listed for
1 year
May 2023


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

This powerful solution enables you to streamline and simplify all your financial planning and analysis tasks, giving you complete control over your financial data.

• Power BI xpna ships with a pre-built Power BI model you can use to build stunning visualisations for dashboards and reporting.

• Role-based security Lock down your P&L, balance sheet, tracking categories or planning scenarios to individuals. xpna provides fine-grained role-based security so users can only see what they should.

• 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.

• Transaction listing Get transactions fast from your GL, AP and AR ledgers to use for esoteric reporting requirements, pivot tables or take it a step further and use them to create your own models in PowerBI.

• 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.

Free trials are available, so give it a go and see for yourself.

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XPNA + Xero

XPNA integrates with Xero Accounting, allowing multiple files (not just from Xero) to be grouped for consolidated reporting. Data is automatically kept up to date behind the scenes and able to be refreshed on demand.

Reviews & ratings

5.0 out of 5 stars
4 Reviews

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Most recent reviews

Nathan Fernandes
Posted 7 Jul 2024
5 out of 5 stars

Super tool!

I have been using XPNA since January 2024. This is a great tool for multi-entity reporting. It reduces the time to write reports and speeds up decision making 10 fold. We have been able to shift from a operational focus finance function with a 15+ day close to a reporting and analysis function with a sub 5 day month end report. We have retired our old reporting package. This tool is ahead of it's competitors. Can I give this more stars?
Josh Henderson
Posted 13 Feb 2024
5 out of 5 stars

Essential For Excel Users

Using this app has saved our team weeks if not months of time as well no longer need to manually put in our accounts into our formatted spreadsheets. It takes us about 15 second to get the next months account balance across all accounts/spreadsheets. The support is 10/10 as well, all issues were resolved almost immediately. Most underrated xero app for API feed.

Response from XPNA

Thanks Josh. It's been great to see just how quickly you were able to automate your month-end reporting!
Grace Occleshaw
Posted 24 Oct 2023
5 out of 5 stars

Xero's single ledger paired with the power of Excel

XPNA has made tailored reporting a dream. We found some limitations with Xero's new reporting features and were able to overcome them with XPNA. We love that the live Xero information is ready at our finger tips without unnecessary exports and imports. We do ensure to save the reports as values once finalised in Excel to keep the data at a certain point in time, though this is as easy as copy and paste in Excel. Works best with O365 users. I cannot recommend enough, wish I had found the app sooner for our workpapers and our client's management reporting.

Response from XPNA

Thank you, Grace, for your glowing review! We're thrilled to hear that xpna has streamlined your reporting process and made your work easier. You can always hit the "Clear xpna functions" button in the footer instead of copy / paste values if you want to freeze the data at a point in time.

Additional info

Shared data

Budgetsshared from Xero to XPNA
Accountsshared from Xero to XPNA
Overpaymentsshared from Xero to XPNA
Tracking Categoriesshared from Xero to XPNA
Reportsshared from Xero to XPNA
Prepaymentsshared from Xero to XPNA
Paymentsshared from Xero to XPNA
Journalsshared from Xero to XPNA
Invoicesshared from Xero to XPNA
Currenciesshared from Xero to XPNA
Bank Transactionsshared from Xero to XPNA


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App details

Added in 2023


Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States




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15 day free trial available

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