xpna is a 3rd-generation FP&A platform which can help automate many of your FP&A workflows inside of Excel and take days out of month-end.

Dynamic, always up-to-date reports can be created with a single click, and they're _fast_.

Collaborative top-down, bottom-up and driver-based forecasts are so easy to create and manage, you'll finally get to implement continuous forecasting!

Key Benefits:

Onboard in minutes and get your first reports out today!

Designed for finance teams and the stakeholders they serve, xpna simplifies month-end tasks by automating data collection, consolidation, reporting, and planning faster and more accurate. xpna integrates directly with Sage Intacct and other cloud-based sources, delivering near-real-time data, as well as any operational data sources you have, into a single, cohesive platform.

Build exactly the reports you need - fast

• Leveraging the flexibility of Excel, users can build exactly the reports they need, in the format their stakeholders want.  
• Reports secure, always up-to-date, and drillable all the way down to transaction level detail
• Use pre-built templates for a head-start, or simply write down what you want your report to look like, and use xpna's one-click "convert to dynamic report" function to build custom reports in seconds.

Flexibility and security

• xpna can securely share data with anyone in your organisation leveraging fine-grained role-based security rules.
• Users can also build their own Power BI reports and Dashboards all of which leverage the structures, security and hierarchies of the Excel-based interface
• Single-sign-on out of the box - xpna uses Microsoft 365 authentication for easy and secure access

Budgeting and forecasting

• xpna isn't just a reporting tool, it's equally impressive for budgeting and forecasting tasks
• Create unlimited what-if planning scenarios using top-down, bottom-up or driver-based modelling
• Set up three-way forecasting rules to automatically plan balance sheet while you plan your income statement
• Collaborate in real-time with your business partners - you can finally get implement continuous forecasting!

Incredible ROI

• Onboarding into xpna takes less than 10 minutes  
• xpna's Excel add-in is one of the simplest to learn and use across the entire market - ensuring users can be productive quickly
• You can re-use your existing Excel reports and models and just wire them up to xpna to get near-real time data

15-day free trials are available, so hit the "Request more info" button above and give it a go, risk free!

Requirements:

Integrating with this application requires you to use the partner’s SenderID. By using the partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under their own SenderID.

Price:
Subscriptions starting at $750/month

Integration Approved Countries:
Australia; New Zealand; United States