Overview
As a controller or accountant, you want to automate your budget process by connecting your data sources and consolidating budget submissions by users.
Budget holders can use templated forms to review comparative numbers and enter their parameters, assumptions, and amounts.
You can control the budget workflow, manage user permissions, and see the process status and history of changes at all times.
Budget submissions are saved into the database, instantly consolidated and available in reports.
XLReporting + Xero
XLReporting provides connectors to Xero, other systems and web API's. You can use these connectors to access source data and define your own reports and budget models. You have full control over the data, field mapping, data conversion, and calculations between your external system and your data sets in XLReporting.
Getting started
XLReporting can be used as self-service, or with one of our setup plans. With these plans, we work together with you to configure your account and use your data in the best possible manner. Contact us for a free demo.