BudgetPak by XLerant VS XLReporting

BudgetPak by XLerant Pricing

XLReporting Pricing

BudgetPak by XLerant

• Guided Budgeting Workflow: Step-by-step budget creation with an intuitive user interface.
• Collaboration Tools: Facilitates participation from both finance and non-finance staff.
• Predictive Analytics: Scenario modeling and what-if analysis for long-term projections.
• Comprehensive Planning: Modules for revenue, expense, headcount, and asset planning.
• Advanced Reporting: Customizable reports, dashboards, and integration with Excel for dynamic analysis.
• Workflow Status & Approvals: Visual workflow tracking, departmental locking, multi-level approval processes.
• Security & Permissions: Multiple levels for data protection and access management.
• Scalability: Supports multiple companies, currencies, charts of accounts, and unlimited versions or years of data.

XLReporting

• Automated Data Consolidation: Integrates data from 40+ sources including accounting applications and spreadsheets.
• Dynamic Reporting: Generate interactive financial and management reports with visuals and dashboards.
• Advanced Forecasting: Supports budget and forecast processes with customizable models.
• Excel-Compatible Spreadsheet Editor: Built-in editor with familiar formulas, worksheets, columns, and rows.
• Department and Project Analysis: Drill down into financial data at any business or organizational level.
• Security and Control: Provides strong information security, data protection, and audit trails.
• Multi-Entity Support: Handles unlimited companies, entities, and users within a single platform.
• Customizable Templates: Create or modify reports and budget models for specific organizational needs.
• Browser-Based Access: Accessible from any device without software installation.
• Extensive Integrations: Direct connections to tools like Xero, QuickBooks, Exact Online, and Excel.

BudgetPak by XLerant Use Cases

• Replacing manual Excel spreadsheets with automated budgeting software.
• Engaging department heads and non-financial managers in organizational budgeting.
• Performing accurate headcount, salary, and benefits planning for various expense scenarios.
• Aligning budgets and forecasts with strategic business initiatives.
• Conducting scenario modeling and what-if analysis to inform financial decisions.
• Producing real-time, consolidated financial reports for leadership review.
• Streamlining the approval process for departmental and enterprise-wide budgets.

XLReporting Use Cases

• Automating monthly and annual financial reporting processes.
• Consolidating financial data from multiple entities or departments.
• Developing and managing budgeting and forecasting workflows.
• Replacing manual Excel reports with interactive dashboards.
• Analyzing actuals versus budgets to identify trends and opportunities.
• Supporting auditors and compliance teams with reliable consolidated data.
• Centralizing non-financial and financial data for business analysis.
• Empowering finance professionals to customize reports and budget models.

BudgetPak by XLerant FAQs

• What types of organizations typically use BudgetPak?

  BudgetPak is designed for small to mid-sized organizations in various sectors, including higher education, non-profits, clubs, and service organizations.
• How long does implementation take?

  Typical implementation for BudgetPak, including training and data loading, is completed within 6 to 8 weeks.
• Is training provided for end users and administrators?

  Yes, BudgetPak offers live video training for finance administrators and custom video training for end users as part of its implementation process.
• What support options are available?

  Support includes a self-service support desk, documentation, videos, live virtual support, and a US-based employee support team.

XLReporting FAQs

• Does XLReporting work in a browser or require installation?

  XLReporting operates entirely in your browser and does not require any software installation, supporting Windows, Apple, and Linux computers.
• Can multiple users access the platform within the same organization?

  Yes, XLReporting allows unlimited users and entities within a single account, supporting collaborative financial processes.
• What integrations does XLReporting support?

  XLReporting integrates directly with over 40 systems, including Xero, QuickBooks, Exact Online, and Excel for seamless data import and management.
• Is setup assistance and user training available?

  Yes, XLReporting offers additional implementation and personalized training services, delivered by finance experts.
• Is my financial data secure with XLReporting?

  XLReporting provides multiple layers of security, ensuring data protection and privacy throughout its platform.

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