XLReporting

What XLReporting does

XLReporting is a privately held Dutch SaaS company headquartered in Utrecht that provides a web-based Corporate Performance Management (CPM) platform for financial reporting, budgeting/forecasting, and multi-entity consolidation. Founded in 2009, the platform is positioned as a 'Lean CPM' alternative to traditional BI and EPM suites, combining the familiarity of Excel with the structure, automation, and multi-user controls of a professional application. The product comprises three integrated modules — Reporting, Forecasting, and Consolidation — supported by configurable Data Sets, Imports, Reports, and Models, and includes an AI Assistant for automated report summaries and pattern recognition. The platform supports 40+ native integrations with major accounting systems (Xero, QuickBooks, Exact Online, Twinfield, Visma, Afas, Sage), HR/payroll (nmbrs), cloud storage providers (OneDrive, Dropbox, Google Drive), and offers full Excel compatibility with 300+ Excel functions plus 100+ proprietary special functions.

The company generates revenue through annual subscription licensing priced based on the number of reports and models defined, starting at EUR 530 per year, with separate client license terms for accounting firms and advisors. Pricing is intentionally decoupled from user count, data volume, and company count, which positions the offering for both SMBs and larger mid-market and enterprise customers. Go-to-market is primarily product-led with self-serve demos using dummy data, complemented by direct demo booking, content marketing via blog and newsletter, and an indirect channel through accounting advisors. Customer logos span accounting firms (Ozcar), manufacturing (Komori, 2500-5000 employees), education (DC Terra, 1001-2500), and pharmaceutical/healthcare (Besins). The company holds ISO 27001 certification, is GDPR compliant, and is bootstrapped with no disclosed external funding, operating as a small independent team of financial experts.

Name

XLReporting

Legal name

XLReporting Software BV

Website

https://xlreporting.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

XLReporting is a bootstrapped Dutch SaaS company offering a web-based Corporate Performance Management platform for financial reporting, budgeting, consolidation, and multi-entity workflows, serving SMBs, mid-market firms, and accounting advisors via Excel-compatible technology and 40+ accounting integrations.

Ownership category

akta.pro rank

Product category

Corporate Performance Management

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro industry

PRIMARYHDAEABAD

Data Platform (Unified Data & Analytics) Suites

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Data Warehousing, Lakehouse & Data Platforms

Keywords

• Financial reporting software
• Corporate performance management
• Budgeting and forecasting
• Multi-entity consolidation
• Cloud financial planning

Headquarters

HQ city

Utrecht

HQ country

Netherlands

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Subscription Licensing: XLReporting uses a licensing model with different plans. Each plan comes with a certain number of reports and models. The cost is based on the number of reports defined and whether the customer wants setup support. The platform does not charge based on the number of companies, data, or users. Annual discounts are available, and client licenses are offered for accounting firms and advisors.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

XLReporting is a web-based Lean Corporate Performance Management (CPM) platform that combines the flexibility of Excel with the reliability and automation of a professional application. The platform enables financial reporting, budgeting, forecasting, and multi-entity consolidation, with 40+ integrations to accounting systems and file formats, plus full Excel compatibility through 300+ Excel-compatible functions and 100+ special functions.

Product overview

XLReporting is a Lean Corporate Performance Management (CPM) platform offered as a unified online solution. The core XLReporting Platform provides three integrated modules: the Reporting Module for creating interactive financial and management reports with drag-and-drop editing, the Forecasting Module for budget management with Excel-compatible spreadsheet editing, and the Consolidation Module for combining actuals and budgets across multiple entities. Additional features include configurable Data Sets for data storage, Imports for data ingestion from external systems, Reports for presenting data, and Models for interactive planning. An AI Assistant feature provides generative AI capabilities for automated report creation and data analysis.

Differentiator

Problem solved

Functional benefit

Products and services

• XLReporting Platform Online Planning and Reporting Platform delivered as a subscription-based SaaS that consolidates, reports, and forecasts business data for finance teams, controllers, and CFOs. The platform combines the flexibility of Excel with the reliability and automation of a professional application, supports 40+ integrations to accounting systems and file formats, and provides multi-entity consolidation, budgeting, forecasting, scenario planning, and AI-assisted report generation.

Quantifiable outcome

• Most financial configurations fit within 10-20 reports
• +2 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

AI capability4 records

Feature7 records

Partnerships

Twelve partnerships are on record, tiered core.

• XerocoreTechnology or IntegrationXero is a world-leading online accounting software for small business. XLReporting connects to Xero to retrieve data and produce powerful reports and models using Xero's tracking categories.
• QuickBookscoreTechnology or IntegrationQuickBooks integration allows XLReporting to import financial data for consolidation and reporting purposes.
• Exact OnlinecoreTechnology or IntegrationExact Online integration enables data import for reporting and consolidation workflows.
• TwinfieldcoreTechnology or IntegrationTwinfield accounting software integration for financial data import and consolidation.
• VismacoreTechnology or IntegrationVisma software integration for data import and reporting capabilities.
• AfascoreTechnology or IntegrationAfas integration for financial data import and consolidation.
• nmbrscoreTechnology or Integrationnmbrs integration for HR and payroll data import capabilities.
• SagecoreTechnology or IntegrationSage accounting software integration for financial data import.
• Microsoft ExcelcoreTechnology or IntegrationFull Excel compatibility with worksheets, columns, rows, cells, functions, and formulas. Allows reuse of existing budgeting and forecasting spreadsheets.
• StripecoreTechnology or IntegrationStripe is used as the payment partner for processing credit card transactions.
• Digital OceancoreTechnology or IntegrationDigital Ocean provides cloud infrastructure services for hosting XLReporting's services.
• MicrosoftcoreTechnology or IntegrationMicrosoft provides cloud infrastructure services outside the European Economic Area.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@xlreporting
• LinkedInlinkedin.com/company/xlreporting

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about XLReporting