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Forecasting & planning

XPNA

XPNA is forecasting and planning software for accounting firms and their clients. It integrates with Xero, MYOB, QuickBooks Online, NetSuite, Sage.

For Advisory and CFO services In-house finance teams

Last checked
3 September 2026

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 3 September 2026. Not reviewed by the vendor. Claim this listing to correct it.

What it does

  • Connects multiple source systems
  • Real-time reporting and dashboards
  • Scenario management
  • Role-based security
  • Excel-native financial modeling

Works with

Open an integration to see every listed tool that plugs into the same stack.

Built for

Finance teams

From firms

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Common questions

XPNA, answered

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.
Who is XPNA for?
XPNA is built for Finance teams. It is forecasting and planning software, listed on The Firm's practice shelf.

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 in Forecasting & planning

Other forecasting and planning tools in the directory, in the directory's usual order. Listing is not a ranking.

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