--- title: "XLReporting Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about XLReporting Software - reviews, pricing plans, popular comparisons to other Reporting products and more." source_url: "https://www.capterra.com/p/142348/XLReporting/" page_type: "product" language: "en" --- # XLReporting Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) XLReporting ## What is XLReporting? XLReporting is flexible reporting software that enables you to create automated reports and dashboards using real-time data from all your systems. Track your KPIs, configure custom layouts, and drill down to transaction-level details. Built-in data consolidation ensures accurate, audit-ready reports. XLReporting empowers teams to report faster, reduce manual work, and gain full visibility across the organization.  ## What is XLReporting used for? [Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Business Intelligence](https://www.capterra.com/business-intelligence-software/)[Reporting](https://www.capterra.com/reporting-software/) Top alternative Featured Overall rating Based on 10 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €530 Other, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for XLReporting?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.xlreporting.com/&name=XLReporting) ## XLReporting Overview Updated August 2026 AI summary XLReporting offers businesses of all sizes a platform for budgeting, reporting, and business intelligence, with particular focus on financial reporting, dashboards, and strategic planning. Its customizable reports, data visualization, and analytics enable teams to consolidate data, automate reporting, and monitor performance. XLReporting is available via cloud or on-premises deployment, and integrates with a range of third-party business tools. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### XLReporting 4.5 (10) VS. [4.5 (15)](https://www.capterra.com/p/47491/Corporater-Business-Management-Platform/reviews/) Starting Price €530 Other, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (10) Ease Of Use 4.1 (138) Value For Money 4.9 (10) Value For Money 4.2 (91) Customer Service 4.8 (10) Customer Service 4.6 (124) ## XLReporting alternatives Highest Rated [4.6 (27)](https://www.capterra.com/p/113352/SpiderImpact/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.4 (108)](https://www.capterra.com/p/62308/CCH-Tagetik/reviews/) Starting price $50000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.3 (331)](https://www.capterra.com/p/119119/Domo/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.5 (285)](https://www.capterra.com/p/169053/Looker/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## FAQs about XLReporting Overview ### Which roles and teams benefit most from XLReporting? XLReporting is most used by finance leaders, controllers, and executive decision-makers who need faster reporting, budgeting, and performance analysis. Finance managers and CFOs use it to consolidate data and streamline monthly reporting, while CEOs, owners, and information specialists rely on dashboards and insights to monitor business health and support planning. Answer based on 10 reviews Overview ### What company size and specific industries is XLReporting built for? XLReporting is designed for finance teams in medium to large companies and non-profits, as well as accounting firms, CFOs, and consultants. It fits organizations that need financial reporting support, especially in sectors where finance and accounting teams manage regular reporting and analysis. Features and Usability ### What are the key features of XLReporting? XLReporting offers accounting and financial reporting features, including general ledger, chart of accounts, income and balance sheet, cash management, and expense management. It also includes budgeting and forecasting, scenario planning, consolidation/roll-up, KPI monitoring, custom reports and dashboards, data integration, role-based permissions, and audit trail. Integrations ### Which third-party tools and platforms does XLReporting integrate with? XLReporting integrates with 20 third-party tools and platforms, including accounting and finance apps like AFAS Software, Exact Online Accounting, FreshBooks, MYOB Business, QuickBooks Online, Sage Accounting, Twinfield, Visma eAccounting, Wave, and Xero, plus file and automation services such as Airtable, Box, Dropbox, Google Drive, Microsoft Excel, OneDrive, Dataddo, Hevo, Cin7 Core, and Zapier. Getting Started and Support ### What training and onboarding options does XLReporting offer? XLReporting provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer self-paced reference materials for learning features and reviewing setup steps as needed. Getting Started and Support ### What customer support options does XLReporting offer? XLReporting provides email/help desk support, a FAQ/forum, and a knowledge base. These channels give users written guidance for common questions and issue resolution. No reviewer feedback about support quality is available here, so the support experience cannot be characterized further. ## Features AI summary Based on 4,676 Reporting reviews Capterra reviewers point to these as the reporting features buyers care about most: - **Customizable Reports** (**54%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**56%**) - **Data Visualization** (**44%**) XLReporting supports all three of the top features reviewers prioritize: **Customizable Reports**, **Reporting/Analytics**, and **Data Visualization**. Together, these capabilities help businesses tailor reports to specific needs, track performance through clear analytics, and present data in visual formats that are easier to understand, allowing teams to make faster and more informed decisions. Data Visualization 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Graphical representation of data Data Connectors 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Connect to big data sources Access Controls/Permissions 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Budgeting/Forecasting 2.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create budgets based on historical data and future projections Cash Management 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Consolidation/Roll-Up 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting XLReporting 91 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Benchmarking: Compare key metrics for the business against prominent players in the industry - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Aggregation: Collect, process and structure data from multiple sources for further analysis - Data Connectors: Connect to big data sources - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Integration: Combining data from different sources and providing a unified view - Data Management: Ability to handle large datasets - Data Mapping: Track the management and flow of data throughout the organization - Data Transformation: Translate EDI formats into data suitable for use with company applications. - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Expense Management: Plan, pay and track business related expenses. - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - Forecasting: Form predictions based on past and present data/trends - Functions/Calculations: Perform various mathematical calculations using the data - General Ledger: Centralized accounting record which tracks all financial transactions - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Interactive Elements: Various components within a system including buttons, clickable icons, hover effects, and more - Interactive Reports: Edit and personalize data view as needed - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - KPI Monitoring: Tracking the status of previously identified performance measurements - Marketing Reports: Reports specific to marketing and associated campaigns - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile Access: Access software remotely via mobile devices - Mobile Dashboards: View and present dashboard on mobile devices - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location - Multiple Data Sources: Allows users to manage data from a number of sources - OLAP: Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Predictive Analytics: Predict future data based on historical data sets - Prioritization: Arrange tasks based on the level of priority or urgency - Private Dashboards: Share dashboard screen within private user groups - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Profitability Analysis: Evaluate the degree to which business operations bring monetary gains - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Projections: Estimate or forecast of a future scenario based on the study of present trends - Public Dashboards: Publish dashboard publicly on various platforms - Publishing/Sharing: Share pre-configured sets of data organized and presented in a specific manner with the organization - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Reports: Reports specific to sales analysis for trends and strategies - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department - Self-Service Reporting: Allow users to create their own reports and financial statements - Single Page View: Display aggregated data points on one page for a bird's eye view assessment - Single Sign On: Allow users to access multiple services after entering their login credentials once - Status Tracking: Track the status over time for a request, process, asset, or transaction - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (10) 4.7 Based on 10 reviews ## Pricing Value for money 4.9 (10) Standard €530.00 Other,Per Month Value for money 4.9 (10) 4.9 Based on 10 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Box](https://www.capterra.com/p/148766/Box/)[ FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[ Xero](https://www.capterra.com/p/120109/Xero/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (10) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (10) 4.8 Based on 10 reviews ## User reviews Overall rating 4.5 Based on 10 reviews Filter by rating 5(5) 4(5) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent SS Sabesh S. CFO Pharmaceuticals ### "XL Reporting feed back" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 17, 2023 Very good so far and it does the job on financial reporting Pros Easy to use and implement and cost effective Cons There are limitations on number of reports we can create and the help provided is not enough. Budgets and forecasts modules are not easy to setup or use. Reasons for choosing XLReporting On the basis of cost and ease of use Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor January 19, 2023 Thank you for your review and the compliments. The number of reports you can create is subject to your subscription, and you can always buy more reports. We offer extensive help in terms of email support, videos, support center, and personalised assisted setup. EF Erik F. Business Controller Food & Beverages ### "Fuud AB" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 17, 2022 Pros I like that the system is very dynamic and you can create multiple datasets and many different reports. A good tool to geather and combine data from many different systems. Very good support center with tutorial videos and explainations of all functions. Cons If you are not familiar with the functions it takes a while to be able to create your own reports. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 20, 2022 Thank you for your review. ML Max L. Finance Manager Logistics and Supply Chain ### "Excellent tool for supporting business analyses and reporting." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 23, 2021 Pros XLreporting is a flexible, affordable no-nonsense solution that can be tailored to most of your needs. Budgets, forecasting, consolidated financial statements and much more. All can be managed and integrated in the same software. Overall, very good value and excellent customer support. Cons The concept of XLreporing is very hands on and the trade-off for this is that there is a steep learning curve to be considered, which may not suit every customer. However, XLreporting support team is always there to help. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor February 24, 2021 Thank you for your review. KF Kirsten F. CEO Accounting ### "I suspect XLR can do anything you want" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 8, 2021 XLR gives our client a tool to collaborate on budgeting, rather than it living in a giant spreadsheet used by one person at a time. Pros XLR is highly configurable. The XLR team quickly understood our request, based on our existing spreadsheet model, and built a pretty-damn-good proof of concept. The XLR model allows our client to budget by donor and by grantee which is important to their team's understanding of what's going on in the budget. The separation of data and logic means that budget end users can't break the formulas/structure - everybody wins! Cons I find the reporting a bit difficult to master - eg. where I think I should be able to duplicate a report and change the "Contact' target to another group, I get no data, so it feels a bit mysterious to me. That said, XLR have been supportive in this regard and we've done some good online problem solving sessions, when we have been able to coordinate a time. Reasons for choosing XLReporting The proof of concept nailed that XLR could deliver what we were after - most other products considered were not as configurable, and the other option that was flexible was very expensive. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 11, 2021 Thank you for your review! PV Pierre V. Finance Manager Health, Wellness and Fitness ### "Excelent, easy to use software at a good price" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 6, 2019 The XLReporting team is really helpful and did the initial implementation for us. They understood our requirements quite well. Excellent support Pros Lots of functionality, you can create really powerful budget templates with realtime information, works well with Excel, and a good support. Cons nothing, it worked quite well. We knew the old version the add-in, the new web-based release was even better. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor December 10, 2019 Thank you for your review PW Petra W. information specialist Information Services ### "Versatile software that lets you build budgets and forecasts according to your own rules " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 3, 2019 We very happily use the software to build models and reports for our customers. Requests for new features are always positively discussed with the developers of the software, leading to a constantly improving tool. Pros Lets you use data from every source you want, thereby enabling reports that provide much more insight into your business than having only the bare financial figures. Cons Nothing really, I enjoyed the learning process which took quite a bit of time, as there is so much you can do. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor December 4, 2019 Thank you for you review. We enjoy the ongoing development of our product based on customer and partner feedback. Edgar D. Information Consultant Information Technology and Services ### "Highly configurable solution for reporting and budgeting" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 25, 2019 Our company has now become an implementation partner of XLReporting. We build everything with it, from budgeting solutions to dashboards. And I definitely recommend XLReporting to every Excel professional / Information Consultant who wants to expand his toolbox. But also for organizations that are looking for a reporting or budgeting solution that stays close to Excel without those disadvantages. Pros With XLReporting you can create online spreadsheet models. And with that you can build solutions while retaining the knowledge and logic that the customer put into his old Excel model. It is wonderful to see how you can separate data and logic from a spreadsheet. And use that data again in an online dashboard. And that in ONE application! Cons XLReporting is very configurable. That means a steeper learning curve in the beginning. But in the end you don't run into the limitations of a traditional software. Reasons for choosing XLReporting XLReporting is different from the other CPM software I have worked with. It is configurable out of the box. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor November 26, 2019 Thank you for your review. LA Lawrence A. Owner Farming ### "Game Changing Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 25, 2019 Truly outstanding, I've never come across such a flexible and dynamic software application with such awesome backup support. Pros The ability to record and report on virtually anything is revolutionary and inspiring. For example, if your current accounting software doesn't allow you to have budgets on a customer and then product level, then switch to XLReporting. You can do just about anything! Cons Getting the time to learn the intricacies of the programming logic is a bit much for me, but that's easily overcome with the helpful people at XLReporting, they'll write it for you! Reasons for choosing XLReporting I searched for months and couldn't find anything even remotely suitable. XLReporting will change the way you look at reporting and the drivers of your business. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor November 26, 2019 Thank you for your review. MA Magnus A. CFO Food Production ### "Easy, flexible and cost-efficient" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 November 20, 2019 We have in a very cost efficient way created an easy administered business intelligence platform integrating both accounting and other data sources Pros Easy to capture data from different sources and create powerful reports Cons Nothing much really. Formatting when extracting information has sometimes been an issue but has improved Reasons for choosing XLReporting Excel environment. Quick implementation. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor November 21, 2019 Thank you for your review. MM mark M. Controller Automotive ### "Great Software, Easy Implementation - Low Cost" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 19, 2019 Quicker and more accurate consolidation, implantation and help from Xl was amazing Pros The easy implementation o get up and running with the consolidation functionality Cons The only CON was trying to handle the low cost of this product vs the great functionality Reasons for choosing XLReporting Cost, Functionality, ease of implementation and use Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor November 21, 2019 Thank you for your review. [View all Reviews](https://www.capterra.com/p/142348/XLReporting/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.