XLReporting
by XLReporting · Operational Reporting
Cloud reporting, budgeting, and consolidation platform with a spreadsheet-style editor.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
NetSuite
Oracle
SAP
Microsoft Dynamics 365
SageQuickBooksXeroExact Online+2 more- Deployment
- Cloud
- Company size
- SMB, Mid-market, Enterprise
- Pricing
- Subscription (Standard and Enterprise tiers priced monthly/annually; Partner plan is quote-based)
- Founded
- 2009
- Headquarters
- Utrecht, Netherlands
Overview
XLReporting is a cloud-based corporate performance management (CPM) platform for financial reporting, consolidation, budgeting, and forecasting. Founded in 2009 and based in Utrecht, Netherlands, the company grew out of a bespoke Excel add-in built for large clients such as ICL, Fujitsu, and Kaplan before launching a web application in 2019. It targets finance teams at SMBs, mid-market companies, non-profits, and accounting firms across sectors including manufacturing, healthcare, education, and professional services.
The platform automates three core workflows: importing and validating data from accounting systems, ERPs, spreadsheets, and databases; generating financial and management reports with interactive dashboards and drill-down; and building multi-version budgets and forecasts that consolidate automatically across companies, currencies, and cost centers. Its distinguishing design choice is a built-in spreadsheet editor with Excel-compatible formulas, so finance teams keep a familiar modeling interface instead of learning a rigid BI tool, while still getting database-backed consolidation, workflow, and audit trails.
XLReporting documents 40+ connectors spanning accounting platforms (Xero, QuickBooks, Exact Online, Twinfield, Sage, Visma Net), ERPs (SAP Business One, Oracle Cloud, Oracle NetSuite, Microsoft Dynamics 365), file formats, cloud storage, databases, and iPaaS tools (Zapier, n8n, Dataddo, Hevo). It is ISO 27001:2022 certified and GDPR compliant, with data hosted in EU-based Digital Ocean data centers. A dedicated Partner plan lets accounting firms and consultancies deliver branded, client-specific reporting and budgeting solutions on the platform.
Screenshots & demo
Demo video from the vendor's YouTube channel. Screenshots sourced from XLReporting.
Features & capabilities
Reporting & Dashboards
Point-and-click financial and management reporting.
- Pivot tables and reports with grouping and subtotals
- Interactive charts with 30+ visualization types, including treemaps and organograms
- Drilldown and click-through from summary to transaction level
- Interactive dashboards embedding reports and KPIs
- Point-and-click report design without IT involvement
- Export to Excel or PDF, fully formatted for print or publishing
Budgeting & Forecasting
Multi-version budgeting with real-time data.
- Multiple budget versions and custom budget models
- 3-way forecasting including cashflow
- Actuals-vs-budget variance analysis, automated
- Budget holder data entry with controlled submission workflow
- Purpose-built planner templates (e.g. Revenue Planner, SaaS Planner)
- Real-time data feeds from connected systems into forecast models
Consolidation
Multi-entity, multi-currency consolidation.
- Automated consolidation across companies, entities, and currencies
- Automated elimination and consolidation journals with audit trail
- Validation rules and intercompany relationship definitions
- Consolidation of both actuals and budget submissions
- Multi-level analysis by department, project, or cost center
Data Integration
40+ connectors for accounting, ERP, and file sources.
- Native connectors for Xero, QuickBooks, Exact Online, Twinfield, Sage, Visma Net
- ERP connectors for SAP Business One, Oracle Cloud, Oracle NetSuite, Microsoft Dynamics 365
- File imports: Excel, CSV, TXT, JSON, XML, XML Audit files
- Cloud storage sources: Dropbox, Google Drive, OneDrive, Box.com, AWS, URL links
- iPaaS connectivity via Zapier, n8n, Dataddo, and Hevo
- Direct SQL and NoSQL database connections
- REST API and custom connectors built on request
Spreadsheet Editor
Excel-like modeling interface backed by a database.
- Familiar spreadsheet-style user interface
- Excel-compatible formula functions
- Free-form model design with multiple sheets
- Full control over report and model layout
Security & Administration
Enterprise-grade access control and compliance.
- Role-based access controls and user permission management
- Single Sign-On via Azure AD, Auth0, Google Identity, Okta, WorkOS, SecureLogin, Surf Conext
- Data encrypted in transit (SSL) and at rest
- Daily automated backups
- Full audit logging of user actions, including views
- ISO 27001:2022 certified and GDPR/AVG compliant
- Advanced Enterprise features: API access, sandboxes, white-label, custom domain
Common use cases
- Replacing manual, error-prone Excel-based month-end financial reporting with automated reports and dashboards
- Consolidating budgets and actuals across multiple entities, currencies, and departments
- Running 3-way (P&L, balance sheet, cashflow) rolling forecasts for finance teams
- Accounting firms and consultancies delivering white-labeled reporting and budgeting solutions to clients under the Partner plan
- Non-profits and education institutions tracking restricted-fund and post/activity-based budgets across locations
- SaaS companies modeling MRR, customer acquisition cost, and revenue drivers with purpose-built planner templates
- Healthcare and manufacturing organizations managing personnel and cost-center budgets across multiple business units
Strengths & considerations
Strengths
- Excel-like spreadsheet editor with full formula compatibility, keeping familiar modeling flexibility instead of a rigid fixed-template BI tool
- 40+ documented connectors spanning accounting systems, ERPs, cloud storage, databases, and iPaaS tools, with custom connectors built on request
- Dedicated Partner plan lets accounting firms and consultancies deliver branded, client-specific reporting and budgeting solutions on the same platform
- ISO 27001:2022 certified with EU-hosted data centers, positioned for GDPR-sensitive customers
- AI Assistant to help map the chart of accounts and generate reports and dashboards
ERP integrations
Listed as 'Oracle Netsuite' among XLReporting's native connectors.
Listed among XLReporting's native connectors; specific Dynamics 365 edition not specified by the vendor.
Pricing
Standard plan from EUR 530/month includes standard report templates, integration with Xero/QuickBooks/Exact Online/Twinfield, multi-company and multi-currency, 3-way forecasting, and up to 2 business dimensions. Enterprise plan from EUR 850/month adds custom data structures, custom integrations, advanced features (SSO, API access, sandboxes, white-label, custom domain), and premium support, with a minimum 1-year commitment. Partner plan for accounting firms/consultants is quote-based. All plans include unlimited companies, entities, and users, plus 20 standard reports (extra reports EUR 10/month each). Assisted setup is EUR 1,250 for 8 hours; user training is EUR 500/person. Annual billing gets a 20% discount. Prices exclude VAT. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant), Digital Ocean data centers in the EU
- Compliance
- GDPR, ISO 27001:2022
About the vendor
- Founded
- 2009
- Headquarters
- Utrecht, Netherlands
- Employees
- 11-50
- Ownership
- Private
- Notable customers
- Komori, Philadelphia, Kaplan International, CVO, Massarella
Alternatives to XLReporting in Operational Reporting
XLReporting — frequently asked questions
Does XLReporting integrate with ERP systems like NetSuite and SAP?
Yes. XLReporting lists native connectors for Oracle NetSuite, Oracle Cloud, SAP Business One, and Microsoft Dynamics 365 among its 40+ supported systems, alongside accounting platforms like Xero, QuickBooks, and Sage.
How much does XLReporting cost?
The Standard plan starts at EUR 530/month and the Enterprise plan starts at EUR 850/month, both excluding VAT and billed monthly or annually with a 20% discount for annual billing. A quote-based Partner plan is available for accounting firms and consultants; Enterprise plans carry a minimum 1-year commitment.
Is there a free trial?
Yes, XLReporting offers a 14-day free trial with no commitment, and trial users can invite as many team members as they want to try the platform together.
What compliance certifications does XLReporting hold?
XLReporting is ISO 27001:2022 certified and GDPR/AVG compliant, with data hosted in Digital Ocean data centers located in the EU.
Can accounting firms white-label XLReporting for their clients?
Yes. The Partner plan is built for accounting firms and consultancies to deliver branded, client-specific reporting and budgeting solutions on the XLReporting platform.
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