Forecasting & planning
XPNA
Excel-connected financial planning and analysis
Straight answers
- What is XPNA?
-
XPNA is forecasting and planning software for accounting firms and their clients. It integrates with Xero, MYOB, QuickBooks Online, NetSuite, Sage.
- Who is it for?
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XPNA is for accounting firms and their clients, and the vendor names finance teams.
- What does it cost?
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XPNA does not publish prices The Firm could quote; the vendor's pricing page is linked from this listing.
- What's the catch?
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XPNA 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
xpna is a financial planning and analysis tool that integrates with Excel, allowing finance teams to manage reporting, forecasting, and analysis efficiently. It connects various source systems and operational data, enabling users to create dynamic reports and dashboards without the need for extensive rebuilding each month.
The platform supports multiple financial scenarios and consolidations, making it suitable for businesses of all sizes. xpna also offers role-based security and real-time collaboration features, ensuring that financial data is both accessible and secure.
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
- Works with
- Xero, MYOB, QuickBooks Online, NetSuite, Sage
- Available in
- Sold everywhere; no region stated
- Who runs it
- Finance teams
- Xero App Store
- Listed
- Listing
- Compiled by The Firm from the vendor's own site
- Last checked
- 4 Sep 2026
XPNA pricing
No published priceXPNA 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- Connects multiple source systems
- Real-time reporting and dashboards
- Scenario management
- Role-based security
- Excel-native financial modeling
XPNA integrations
5 integrations mappedWho implements XPNA
Implement XPNA for accounting firms? List your practice free.
0/5
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XPNA, answered
The questions firms search for before they trial it- What is XPNA?
- XPNA is forecasting and planning software for accounting firms and their clients. It integrates with Xero, MYOB, QuickBooks Online, NetSuite, Sage.
- Does XPNA integrate with Xero?
- Yes. XPNA lists Xero as an integration, alongside MYOB, QuickBooks Online, NetSuite, Sage. The Firm's directory can be filtered by Xero to see the other tools that plug into the same stack.
- Does XPNA integrate with MYOB?
- Yes. XPNA lists MYOB as an integration, alongside Xero, QuickBooks Online, NetSuite, Sage. The Firm's directory can be filtered by MYOB to see the other tools that plug into the same stack.
- Does XPNA integrate with QuickBooks Online?
- Yes. XPNA lists QuickBooks Online as an integration, alongside Xero, MYOB, NetSuite, Sage. The Firm's directory can be filtered by QuickBooks Online to see the other tools that plug into the same stack.
- What does XPNA integrate with?
- XPNA lists 5 integrations: Xero, MYOB, QuickBooks Online, NetSuite, Sage. Integrations are as the vendor names them; the directory groups every tool by what it connects to.
- Who is XPNA for?
- XPNA is built for Finance teams. It is forecasting and planning software, listed on The Firm's practice shelf.
- Is XPNA on the Xero App Store?
- Yes. XPNA 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 XPNA lists.
- Are there reviews of XPNA?
- XPNA'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.
- Can a firm see XPNA before buying?
- Yes. XPNA 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 XPNA listing?
- The Firm compiled this listing from the vendor's own website and app-store listing (checked 3 September 2026); XPNA 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
- xpna offers a 15-day full-featured trial of the Business plan. Users can cancel at any time.
- How secure is my financial data? Vendor
- xpna is SOC 2 Type II compliant and uses 256-bit AES encryption for data at rest and in transit. Data is hosted in Microsoft Azure data centers located in Australia.
- Where is the data hosted? Vendor
- xpna operates entirely within the Microsoft Azure cloud, with data stored in Azure data centers located in Australia.
- What are the alternatives to XPNA?
- 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 XPNA'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 XPNA
Other forecasting and planning tools, in the directory's usual order. Listing is not a ranking. The whole shelf →
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