About XLReporting

XLReporting is an online reporting and budgeting platform to create reports, budgets, and forecasts the way businesses want.

Controllers or accountants can automate the budget process by connecting data sources and consolidating budget submissions by users.

Users can control workflows, manage user permissions, and see the process status and history of changes at all times.

-Design budget models in a built-in spreadsheet editor that is compatible with Excel. A familiar environment with the power of a database.

- Define business structures.

- Import data with 30+ connectors (QuickBooks, Xero, Sage, Exact, Excel).

- Analyze numbers. Choose from over 30 different visualizations and create automated reports. Publish or share...


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Supported Operating System(s):

Linux, Web browser (OS agnostic)

8 Reviews of XLReporting

Average User Ratings

Overall

4.50 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(4)

4

4 stars

(4)

4

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 8 of 8 results

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November 2019

Edgar from InfoAction

Verified Reviewer

Company Size: 2-10 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2019

Highly configurable solution for reporting and budgeting

Our company has now become an implementation partner of XLReporting. We build everything with it, from budgeting solutions to dashboards. And I definitely recommend XLReporting to every Excel professional / Information Consultant who wants to expand his toolbox. But also for organizations that are looking for a reporting or budgeting solution that stays close to Excel without those disadvantages.

Pros

With XLReporting you can create online spreadsheet models. And with that you can build solutions while retaining the knowledge and logic that the customer put into his old Excel model. It is wonderful to see how you can separate data and logic from a spreadsheet. And use that data again in an online dashboard. And that in ONE application!

Cons

XLReporting is very configurable. That means a steeper learning curve in the beginning. But in the end you don't run into the limitations of a traditional software.

Reasons for Choosing XLReporting

XLReporting is different from the other CPM software I have worked with. It is configurable out of the box.

Response from XLReporting

Replied November 2019

Thank you for your review.

December 2019

Petra from InfoAction BV

Company Size: 2-10 employees

Industry: Information Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2019

Versatile software that lets you build budgets and forecasts according to your own rules

We very happily use the software to build models and reports for our customers. Requests for new features are always positively discussed with the developers of the software, leading to a constantly improving tool.

Pros

Lets you use data from every source you want, thereby enabling reports that provide much more insight into your business than having only the bare financial figures.

Cons

Nothing really, I enjoyed the learning process which took quite a bit of time, as there is so much you can do.

Response from XLReporting

Replied December 2019

Thank you for you review. We enjoy the ongoing development of our product based on customer and partner feedback.

February 2021

Kirsten from Accounting for Good

Company Size: 11-50 employees

Industry: Accounting

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

February 2021

I suspect XLR can do anything you want

XLR gives our client a tool to collaborate on budgeting, rather than it living in a giant spreadsheet used by one person at a time.

Pros

XLR is highly configurable. The XLR team quickly understood our request, based on our existing spreadsheet model, and built a pretty-damn-good proof of concept. The XLR model allows our client to budget by donor and by grantee which is important to their team's understanding of what's going on in the budget. The separation of data and logic means that budget end users can't break the formulas/structure - everybody wins!

Cons

I find the reporting a bit difficult to master - eg. where I think I should be able to duplicate a report and change the "Contact' target to another group, I get no data, so it feels a bit mysterious to me. That said, XLR have been supportive in this regard and we've done some good online problem solving sessions, when we have been able to coordinate a time.

Reasons for Choosing XLReporting

The proof of concept nailed that XLR could deliver what we were after - most other products considered were not as configurable, and the other option that was flexible was very expensive.

Response from XLReporting

Replied February 2021

Thank you for your review!

November 2019

Magnus from Beijing8

Company Size: 11-50 employees

Industry: Food Production

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

November 2019

Easy, flexible and cost-efficient

We have in a very cost efficient way created an easy administered business intelligence platform integrating both accounting and other data sources

Pros

Easy to capture data from different sources and create powerful reports

Cons

Nothing much really. Formatting when extracting information has sometimes been an issue but has improved

Reasons for Choosing XLReporting

Excel environment. Quick implementation.

Response from XLReporting

Replied November 2019

Thank you for your review.

December 2019

Pierre from Mental Health Care

Company Size: 5,001-10,000 employees

Industry: Health, Wellness and Fitness

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2019

Excelent, easy to use software at a good price

The XLReporting team is really helpful and did the initial implementation for us. They understood our requirements quite well. Excellent support

Pros

Lots of functionality, you can create really powerful budget templates with realtime information, works well with Excel, and a good support.

Cons

nothing, it worked quite well. We knew the old version the add-in, the new web-based release was even better.

Response from XLReporting

Replied December 2019

Thank you for your review

November 2019

Lawrence from Superior Minerals

Company Size: 11-50 employees

Industry: Farming

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2019

Game Changing Software

Truly outstanding, I've never come across such a flexible and dynamic software application with such awesome backup support.

Pros

The ability to record and report on virtually anything is revolutionary and inspiring. For example, if your current accounting software doesn't allow you to have budgets on a customer and then product level, then switch to XLReporting. You can do just about anything!

Cons

Getting the time to learn the intricacies of the programming logic is a bit much for me, but that's easily overcome with the helpful people at XLReporting, they'll write it for you!

Reasons for Choosing XLReporting

I searched for months and couldn't find anything even remotely suitable. XLReporting will change the way you look at reporting and the drivers of your business.

Response from XLReporting

Replied November 2019

Thank you for your review.

November 2019

mark from M. Eagles Tool Warehouse, Inc.

Company Size: 51-200 employees

Industry: Automotive

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2019

Great Software, Easy Implementation - Low Cost

Quicker and more accurate consolidation, implantation and help from Xl was amazing

Pros

The easy implementation o get up and running with the consolidation functionality

Cons

The only CON was trying to handle the low cost of this product vs the great functionality

Reasons for Choosing XLReporting

Cost, Functionality, ease of implementation and use

Response from XLReporting

Replied November 2019

Thank you for your review.

February 2021

Max from KT Trading

Company Size: 11-50 employees

Industry: Logistics and Supply Chain

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2021

Excellent tool for supporting business analyses and reporting.

Pros

XLreporting is a flexible, affordable no-nonsense solution that can be tailored to most of your needs. Budgets, forecasting, consolidated financial statements and much more. All can be managed and integrated in the same software. Overall, very good value and excellent customer support.

Cons

The concept of XLreporing is very hands on and the trade-off for this is that there is a steep learning curve to be considered, which may not suit every customer. However, XLreporting support team is always there to help.

Response from XLReporting

Replied February 2021

Thank you for your review.