Forecasting & planning
XLReporting
Planning and reporting platform
For Accounting firms Advisory and CFO services Multi-entity and groups
Straight answers
- What is XLReporting?
-
XLReporting is forecasting and planning software for accounting firms and their clients. It integrates with Xero, QuickBooks Online, Exact Online, Twinfield. It is sold by subscription.
- Who is it for?
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XLReporting is for accounting firms and their clients, and the vendor names accounting firms.
- What does it cost?
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It is sold by subscription.
- What's the catch?
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XLReporting has not claimed this listing, so the description is The Firm's compilation from the vendor's own site rather than the vendor's words.
Overview
XLReporting is an online planning and reporting platform that enables users to consolidate, report, and forecast financial data. It is designed for businesses looking to automate their budgeting processes and gain insights from their data. The platform supports multiple companies and currencies, making it suitable for diverse business needs.
With over 40 integrations, including Xero and QuickBooks, XLReporting allows users to connect various data sources and create customized reports and budget models. The platform is built for security and control, ensuring that users have reliable access to their financial information.
Compiled by The Firm from the vendor's website and app-store listing, checked 4 Sep 2026. Not reviewed by the vendor. Claim this listing to correct it.
The facts
Compiled from the vendor's own site, dated- Category
- Forecasting & planning
- Pricing model
- Subscription
- Works with
- Xero, QuickBooks Online, Exact Online, Twinfield
- Available in
- Sold everywhere; no region stated
- Who runs it
- Accounting firms
- Founded
- 2009
- Company size
- 11-50
- Xero App Store
- Listed
- Listing
- Compiled by The Firm from the vendor's own site
- Last checked
- 4 Sep 2026
XLReporting pricing
It is sold by subscription.XLReporting does not publish prices The Firm could quote. See the vendor's own price page (opens in a new tab)
What it does
From the vendor's own site- Automated reporting and analysis
- Customizable budget models
- Multi-company and multi-currency support
- Integration with 40+ systems
XLReporting integrations
4 integrations mapped- Xero
- QuickBooks Online
- Exact Online
- Twinfield
Who implements XLReporting
Implement XLReporting for accounting firms? List your practice free.
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XLReporting, answered
The questions firms search for before they trial it- What is XLReporting?
- XLReporting is forecasting and planning software for accounting firms and their clients. It integrates with Xero, QuickBooks Online, Exact Online, Twinfield. It is sold by subscription.
- Does XLReporting integrate with Xero?
- Yes. XLReporting lists Xero as an integration, alongside QuickBooks Online, Exact Online, Twinfield. The Firm's directory can be filtered by Xero to see the other tools that plug into the same stack.
- Does XLReporting integrate with QuickBooks Online?
- Yes. XLReporting lists QuickBooks Online as an integration, alongside Xero, Exact Online, Twinfield. The Firm's directory can be filtered by QuickBooks Online to see the other tools that plug into the same stack.
- What does XLReporting integrate with?
- XLReporting lists 4 integrations: Xero, QuickBooks Online, Exact Online, Twinfield. Integrations are as the vendor names them; the directory groups every tool by what it connects to.
- Who is XLReporting for?
- XLReporting is built for Accounting firms. It is forecasting and planning software, listed on The Firm's practice shelf.
- Is XLReporting on the Xero App Store?
- Yes. XLReporting has a listing on the Xero App Store, which is one of the sources this fact sheet was compiled from. Xero is among the integrations XLReporting lists.
- Are there reviews of XLReporting?
- XLReporting's Xero App Store listing carries reviews from Xero users. Reviews on The Firm are written by account holders under their own name and firm and checked before publication, and a rating publishes once five firms have reviewed a tool. The listing itself is a fact sheet, not a verdict.
- Who makes XLReporting?
- XLReporting is made by a company founded in 2009, with 11-50 staff, as stated on the vendor's own site (checked 3 September 2026).
- Can a firm see XLReporting before buying?
- Yes. XLReporting offers a demo or trial page, linked from the Book a demo button on this listing. Terms of any trial are the vendor's.
- Who maintains this XLReporting listing?
- The Firm compiled this listing from the vendor's own website and app-store listing (checked 3 September 2026); XLReporting has not yet claimed it. Claiming is free and lets the vendor correct any detail here.
- How does a firm choose between forecasting and planning tools?
- The Firm's guide to choosing forecasting and planning software, on the Forecasting & planning category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every forecasting and planning tool; listing is not a ranking.
- Is there a free trial? Vendor
- XLReporting offers a 14-day free trial with no commitment. Users can try XLReporting without any risk.
- How long does it take to learn how to use XLReporting? Vendor
- Most users can create reports and dashboards independently within a few days.
- What are the contract and cancellation terms? Vendor
- Subscriptions are committed only for the payment term chosen, either monthly or annual. Enterprise plans have a minimum commitment of 1 year.
- What are the alternatives to XLReporting?
- Other forecasting and planning tools in The Firm's directory include budgee, Calxa, Kudwa and Nume. Listing is not a ranking: each profile states what the tool does, what it integrates with and how it charges, and up to four can be compared side by side.
Answers are ours, grounded in this listing's facts; answers marked "vendor" are as published on XLReporting's own site, checked 4 Sep 2026. Tell us an answer is wrong
What changed on this listing
Every edit, dated, with who made it- Sept 2026 faq updated. Checked by The Firm
Is this your product?
This listing was compiled from the vendor's own website and app-store copy. Claiming it is free: write your own description, list your features and integrations, add screenshots and pricing, reply to reviews, and get a monthly note on who is clicking through.
Alternatives to XLReporting
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