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Description

Become accustomed to creating reports and updating data feeds from Xero and QuickBooks Online. This strategy enables accountants and business owners who appreciate data to continue utilizing their personalized Excel reporting packs. By serving as a seamless conduit for transferring data from a spreadsheet to Xero and QuickBooks with just one click, along with your spreadsheet as a supporting documentβ€”be it a journal entry, invoice, bill, purchase order, or bank transactionβ€”you can enhance your workflow. Enhance your spreadsheet's cloud functionality and maintain your established reporting pack without requiring your staff to learn new reporting systemsβ€”after all, nothing compares to Excel! Experience quicker report generation across all clients, which can lead to reduced costs and opportunities to engage new clients transitioning to cloud solutions. Furthermore, consider investing in a comprehensive reporting pack for your practice or a consolidation model for multiple companies, allowing you to easily refresh and update values using DataDear. This will not only streamline your processes but also improve the overall efficiency of your financial reporting endeavors.

Description

XLReporting allows you to create reports, budgets and forecasts online. You, as a controller or accountant want to automate the budget process by connecting data sources and consolidating budget submissions from users. You can manage permissions and control the workflow. You can also see the history of changes and the status of the process at all times. You can create your budget models using a built-in Excel spreadsheet editor. You can have a familiar environment while still having the power of a database. - Create your own business structure - Import your data using 30+ connectors (QuickBooks. Sage. Exact. Excel. Analyze your data. You can choose from over 30 visualisations to create automated reports. You can publish or share your reports from a dashboard. Connect to your source. Automated consolidation Take confident decisions

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Xero Yes 
AFAS Software No 
Box No 
DEAR Inventory No 
Dropbox No 
Exact voor Handel No 
FreshBooks No 
Google Drive No 
MYOB No 
Microsoft Excel No 
Microsoft OneDrive No 
QuickBooks Online Advanced No 
Sage Accounting No 
Visma.net No 
Zapier No 
Zoho Books No 

Integrations

QuickBooks Online Yes 
Xero Yes 
AFAS Software Yes 
Box Yes 
DEAR Inventory Yes 
Dropbox Yes 
Exact voor Handel Yes 
FreshBooks Yes 
Google Drive Yes 
MYOB Yes 
Microsoft Excel Yes 
Microsoft OneDrive Yes 
QuickBooks Online Advanced Yes 
Sage Accounting Yes 
Visma.net Yes 
Zapier Yes 
Zoho Books Yes 

Pricing Details

$35 per month
Free Trial No 
Free Version No 

Pricing Details

€500/month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

DataDear

Country

Malta

Website

www.datadear.com

Vendor Details

Company Name

XLReporting

Founded

2002

Country

Netherlands

Website

www.xlreporting.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting Yes 
General Ledger No 
Government Yes 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management Yes 

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management No 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking No 
Version Control Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding Yes 
Strategic Planning Yes 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports No 
OLAP No 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Strategic Planning

Budgeting & Forecasting Yes 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management No 
KPIs Yes 
Modeling & Simulation Yes 
Roadmapping No 
Scenario Planning Yes 
Scorecards Yes 

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