



Dashboard




Supported Operating System(s):
Linux, Web browser (OS agnostic)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...
Dashboard
Supported Operating System(s):
Linux, Web browser (OS agnostic)Average User Ratings
Overall
Ease-of-use
4.5
Value for money
5.0
Customer support
5.0
Functionality
5.0
Likelihood to Recommend
Not likely
Very likely
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November 2019
Edgar from InfoAction
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.