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The essential Excel
add in for advisors, accountants & 
business operators.

Connect Excel to your cloud accounting software. 

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Download now via the Microsoft Application Store

Available

Coming soon

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An easy, lightweight solution to enable financial advice at scale

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Financial
reports

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Data extraction
& visualisation

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Management reports

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Template financial
models & analysis

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Multi-entity
consolidation

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Performance
dashboards

Enhance your consolidated reporting.

Multi-entity connectivity allows consolidated financial statements to be created with ease without sacrificing your audit trail.

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Automate your reporting & analysis.

Refresh your financial data to update your financial reporting, models, workpapers and analysis.

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Refresh

Save
Share

A seamless reporting solution without leaving excel.

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Reduce manual processes.

Generate and customise financial reports accross multiple entities in excel without visiting your accounting platform.

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Actionable
insight faster
.

Template dashboards to monitor and manage your businesses performance.

Unlimited organisational connectivity managed in one place.

Advisors

A non-invasive, light weight solution to enable financial advice at scale. Connect and access all client information required to build financial models, perform analysis and undertake financial due diligence. 

Accountants

Month end reconciliations, Business activity statements and year end accounts can be put together with ease without loosing your workings and the valuable audit trial excel provides.

Business Operators

Automate the production of financial reporting and analysis with our report generator. Create custom management accounts and dashboards to provide real time status of your businesses performance. 

Try our Adviser Package free for 14 days.

1

Download the Excel add in

2

Create an account

3

Connect your accounting software

4

Start reporting

Start your trial now, pick a plan later.

Our knowledge base and tutorials are free.

Access our knowledge base for best practice guidance, tutorials, templates, and demonstrations on how to get the most out of our platform.

Contact

Need a practice-wide reporting solution?

Contact us to discuss pricing plans for business and enterprise.

Your feedback is essential as we test, tailor, and tweak our development to your needs. Sign up today for early access.

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If you would like to be part of our journey, simply register now and we will send you details on how to get started, along with a short thank you for joining us!

Thanks for submitting!

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