Finess Data can help your business
Monitoring
- Planning and budgeting
Access finance for growth
- Plan required finances
Tasks for Accountants and Bookkeepers
- Manage data and documents
Overview
Enhance your consolidated reporting - Multi-entity connectivity and organisational grouping allows consolidated financial statements to be created with ease without sacrificing your audit trail.
Reduce manual process - Generate and customize financial reports and forecasts across multiple entities in Excel.
Automate your reporting & analysis in a few clicks - Refresh your financial data to update your financial reporting, models, work papers, and analysis
Actionable insight faster - Template dashboards to monitor and manage your business's performance.
Finess Data + Xero
Connecting Xero to Microsoft Excel enables you to access key financial information from multiple organisations. Finess Data connects to te Xero API to provide your financial information, data and management reports straight to excel without visiting your accounting software.
Getting started
Getting started with Finess Data is easy! First up visit our website click get started this will take us directly to the Microsoft Store where we can download the Finess Data Excel add-in. Once downloaded we can access Finess Data via the Excel navigation pane. You can access Finess Data by any Xero, Microsoft or Google account or sign up with us directly if you'd like to sign up via an alternate mail server.
