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XPNA

By XPNA
5 out of 5 stars
Get a dynamic, customisable, consolidated view of all your Xero data inside the familiar Excel environment. 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.
Rated
5.0
out of 5
Reviewed by
3
Xero users
Listed for
10 months
May 2023
Key functions
Accountant tools
Reporting

Overview

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.

• 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.

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
3 Reviews

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Most recent reviews

JH
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!
GO
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.
GM
Gregg Mackinder
Posted 31 Aug 2023
5 out of 5 stars

This app has changed my month-end!

This app ticks all the boxes for anyone wanting simple & clean reporting data straight out of Xero into Excel. It is easy to use and very intuitive for such a new application and super fast to refresh. Having every sheet in my report pack update in unison seconds after I post a journal is magic. Being able to create my own custom chart of accounts hierarchy means that SUMIFs and checksums are a thing of the past. The XPNA team has truly outperformed themselves with this launch, and I'm eagerly anticipating what's next!
One person found this review helpful.

Response from XPNA

Thanks, Gregg! Everyone deserves a "magic" report pack!

Additional info

Shared data

Xero
XPNA
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

Functions

Accountant toolsReporting

Industries

Professional servicesAccountingEducation

App details

By XPNA
Added in 2023

Countries

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

Languages

English

Support

Setup walkthroughContact supportsupport@xpna.co

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Get started with XPNA

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.