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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
NetSuiteOracleSAPMicrosoft Dynamics 365SageQuickBooksXeroExact 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.

Modules & capabilities

XLReporting covers 29 of 49 capabilities we track in this category (+3 partial)

59%
  • Drag-and-drop report builderPoint-and-click report design without IT involvement
    Supported
  • Pre-built report templatesPurpose-built planner templates (e.g. Revenue Planner, SaaS Planner)
    Supported
  • Excel-native report buildingSpreadsheet-style web UI with Excel-compatible formulas; not an Excel add-in
    Partial
  • Custom formula / calculation builderExcel-compatible formula functions with full model layout control
    Supported
  • Drill-down to transaction detailDrilldown and click-through from summary to transaction level
    Supported

“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.

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

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ERP integrations

NetSuiteXLReporting for Oracle NetSuite
Prebuilt connector
Reads from ERPGL transactionsBudgets

Listed as "Oracle NetSuite" among XLReporting's native ERP connectors. No SuiteApp.com listing confirmed.

Oracle Fusion CloudXLReporting for Oracle Cloud
Prebuilt connector
Reads from ERPGL transactionsBudgets

Listed as "Oracle Cloud" among XLReporting's native ERP connectors. No Oracle Cloud Marketplace listing confirmed.

SAPXLReporting for SAP Business One
Prebuilt connector
Reads from ERPGL transactionsBudgets

Covers SAP Business One only, not ECC/S4HANA. No SAP Store listing found.

Microsoft Dynamics 365XLReporting for Microsoft Dynamics 365
Prebuilt connector
Reads from ERPGL transactionsBudgets

Vendor lists Dynamics 365 among native connectors without specifying edition. No AppSource listing confirmed.

QuickBooksXLReporting for QuickBooks
Prebuilt connector
Reads from ERPGL transactionsBudgets

Native connector; no link to the Intuit QuickBooks App Store was found on the vendor's page.

XeroXLReporting for Xero
Prebuilt connector
Reads from ERPGL transactionsBudgets

Native connector; no link to the Xero App Store was found on the vendor's page.

Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-20.

Pricing

Full XLReporting pricing breakdown — cost at 25/100/500 seats, competitor rates & FAQs

Model
Subscription (Standard and Enterprise tiers priced monthly/annually; Partner plan is quote-based)
Starting price
From EUR 530/month (Standard plan)
Free trial
Yes

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.

What does XLReporting cost?

XLReporting prices by quote, like most of this category. Here is what actually drives your number — and what to ask before you get one.

  • Named usersa per-seat subscription, so cost scales with how many people need access (6 of 13 vendors here).

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5 of the 13 vendors we track in this category publish no list price at all.

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.

Compare XLReporting head-to-head

Free PDF · Vendor-neutral · No sales calls

The Operational Reporting Buyer's Guide

Before you commit to XLReporting, see how it sits against the 13 operational reporting systems we track — on capability, ERP integration depth and what each one actually charges for.

Operational Reporting Buyer's Guide

13 systems compared · 2026

ERP Research

  • XLReporting compared side-by-side with 12 alternatives
  • ERP integration checklist — what to verify before you shortlist
  • The pricing questions that change the quote
  • A XLReporting evaluation brief, included with the guide
Free Download

Operational Reporting Buyer's Guide

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XLReporting publishes a list price, but the number you pay depends on volume, modules and integration scope. Tell us your setup and we'll come back with a realistic figure and the alternatives worth quoting against it.

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