Transform financial reporting with Excel add-in

Having real-time, accurate, and interactive reports at your fingertips can be the difference between making a confident, informed decision and spending late nights and using valuable resources to adjust statements and close your books on time. Today’s finance leaders need a robust solution that transforms financial reporting while leveraging the power and familiarity of Microsoft Excel.

Tried-and-true functionality

Microsoft Excel has stood the test of time as one of the most versatile and widely used tools in business. From finance executives to inventory management experts, Excel's built-in functionality and user-friendly interface make it an essential tool for organizations of all sizes and industries. Its adaptability and extensive features have cemented its place as a go-to resource for handling diverse business tasks, and enterprise companies continue to use Excel to supplement current processes and address gaps in siloed data. However, while Excel “excels” at its core functions, it wasn’t designed to handle large-scale, collaborative, real-time reporting.

This challenge is widely recognized as the need for precise, timely, and interactive financial reports has never been greater. Finance leaders are constantly challenged to make swift, data-driven decisions that can impact the strategic direction of their organizations. Traditional methods of data handling and reporting often fall short in meeting these demands, leading to inefficiencies and potential inaccuracies. This is where modern, cloud-based, financial reporting solutions come into play, bridging the gap between Excel’s capabilities and the advanced requirements of today’s financial landscape.

Anaplan XL Reporting: The ultimate Excel add-in

Think about the breadth of functionality and ease of use within Excel but having the ability to enhance it with features tailored specifically to your financial reporting needs. Anaplan XL Reporting, formerly known as FluenceXL, does just that by delivering trusted, timely insights with permissions, validations, and controls around your spreadsheets. Your team can then generate as-needed financial reports while ensuring integrity and governance by leaving your data where it belongs — at the source.

Key features:

• 100% Excel-based reporting: Integrates seamlessly with Excel, providing a familiar workspace while expanding its capabilities. No need to learn a new system or interface, teams can remain in an MS 365 environment allowing for rapid adoption and efficient use across finance and accounting.
• Self-service, ad-hoc reporting: Say goodbye to relying on IT or coding expertise to create reports. Anaplan XL empowers finance professionals to design, generate, and distribute interactive reports independently, reducing delays across the team.
• Automated report distribution: Automate the distribution of your financial reports, ensuring that stakeholders receive timely, accurate insights without manually sending each document.
• Interactive and real-time reporting: Take advantage of real-time data connectivity, enabling you to drill down into details directly from your reports. This feature is particularly valuable for answering any "what-if" questions.
• Financial templates and models: Utilize pre-built financial templates and models that comply with all industry standards, regardless of country (e.g., GAAP, IFRS, SEC, SEDAR, etc.) to ensure consistency across all your reports.
• Enhanced data connectivity: Integrate data from multiple sources to create cohesive and comprehensive reports. Anaplan XL’s compatibility with various data tools means you can pull in exactly the information you need, whether it's from SQL databases, Power BI, or other data sources.
• Seamless Anaplan integration: While strong as a standalone tool, it can also be embedded within the broader Anaplan platform for finance leaders looking to seamlessly connect their financial planning and reporting process. This integration offers enhanced data connectivity, transparency, and trust by providing a unified solution for finance leaders to address every aspect of planning, reporting, consolidation, and close activities.

Transform data into actionable insights

One of the standout advantages of the Anaplan XL solution is the ability to turn static financial data into useable insights. Through real-time updates and seamless integration with existing systems, the solution ensures that the latest data is always at your fingertips. Converting this static financial data into dynamic visualizations allows finance professionals to easily identify trends and spot anomalies that might otherwise be overlooked.

The tool’s interactive capabilities also allow finance teams to explore data more intuitively, leading to quicker and more informed decision-making. This user-friendly interface means less time spent on manual data manipulation and more time focused on strategic analysis. This agility is crucial for time-sensitive finance teams looking to quickly and accurately close their books.

Supercharge your reporting capabilities

Anaplan XL Reporting offers everything you need to create interactive, real-time financial reports. It's time to move away from static, outdated reporting methods and embrace a solution designed to handle the complexities of modern business finance.

If you're interested in learning how Anaplan XL Reporting can fit your needs, we're ready to provide the insights and support to help you make the best decision for your business.