Hot Linked Financial Reporting in Excel

Consolidated XL provides a powerful set of simple Excel functions, used on Mac, PC and Web Excel to facilitate Consolidated Financial Reporting, and Analysis, by hot linking one or more cells, in your sheet, to your chart of accounts in Xero using simple to master functions.


Create Financial Wizardry - Flexibility, not rigidity!

 

Consolidated Financial Reports

From one or more Xero, QuickBooks or Sage Accounting companies on PC, MAC or Web Excel 365.

Save Time - Use Consolidated XL Wizards

Using our 10+ wizards, you can quickly create Hot Linked Excel reports from one company or consolidate multiple companies. More about Wizards

Quick Charts to Visualise Data

Click on CXL values in the sheet to analyse Sales and Cost trends visually in the Consolidated XL Quick Charts tab. More about Drill Down

Online Training

Extensive online training is provided to help you understand CXL functions. More about Online Training

F.A.S.T.

The FAST database (Financial Accounting Summarization Table) summarizes financial data by years, quarters, months, and weeks. Providing FAST data retrieval for the CXL functions.

Your Secret Wand for Financial Wizardry

Use the 60+ CXL Excel functions to generate your clients/business's ultimate Financial Management Reports and Cash Flow Reports.



Differentiate your Financial Skills from the crowd.



Consolidated XL - Your Secret Wand for Financial Wizardry

5 day free trial | MS Excel for PC, MAC or Web | Xero, Sage and QuickBooks Online


 

Consolidated XL Excel Wizards

Standard Wizards:
Pro Wizards:

With our 10+ wizards, you can quickly create the above Excel reports from one company or consolidate multiple companies. Optionally broken down into Cost Centres.

Customize, add charts, additional data, conditional formatting, formatting, notes, and establish your own identity or unique financial service.

Create Financial Wizardry in seconds!


 
 
 
 

 

Over 60 Consolidated XL Excel Functions

Use our functions in your own management reports, simply open your own bespoke Reports created in a workbook and Excel will refresh data in seconds with accounting data synced daily.

Standard Functions:
Pro Functions:

* - Spill functions returns many Rows and Columns using one function.





Training - A guide of how to use CXL functions

Online Training using demo companies always available | Training Video


 

Quick Charts and Drill Down

Click on a CXL figure in the Excel sheet and select "Charts" to see a Quick Chart relating to the selected cell. Or select "Trans" to show Transaction which make up the current figure, and drill down to Transaction Detail.

General Ledger:
  • History - Shows 6 Months Weekly, 2 yrs Monthly, 3 yrs Quarterly, 5 yrs Year history column chart.
  • Year on Year - Shows 6 Months Weekly, 2 yrs Monthly, 3 yrs Quarterly, 5 yrs Year history column chart with 3 years shown side by side for comparison.
  • Segments - Shows a Pie Chart for the last 5 Periods showing all Segments with in the current GL Heading.
  • Cost Centres - Shows a Pie Chart for the last 5 Periods showing all Cost Centres breakdown for GL Account.
Age Debt:
  • Age Debt - Shows Future and outstanding debt in column chart.
  • Forecast Debt- Shows when payments will be made graphically.
Stock/Contact:
  • History - Shows 6 Months Weekly, 2 yrs Monthly, 3 yrs Quarterly, 5 yrs Year Turnover history column chart.
  • Year on Year - Shows 6 Months Weekly, 2 yrs Monthly, 3 yrs Quarterly, 5 yrs Year Turnover history column chart with 3 years shown side by side for comparison.
  • Cost Centres - Shows a Pie Chart for the last 5 Periods showing all Cost Centres breakdown for Stock Item.

   More information on Transaction Drill Down



Consolidated XL - In-Depth Demonstation Video

We have a In-Depth Video showing Consolidated XL in action in detail.



Other Consolidated XL Features

Consolidated XL has many great features:

Cross Platform

Excel functions, for Mac, PC and Web Excel 365.

Up to date

The data is automatically synced every night, at the hour of your choice, so you have the latest figures at your fingertips, with manual data sync in seconds.

5 day free trial

Want to get start, then download, connect to data, sync, and start creating financial art.

3 Example Companies

As a demonstration and tutorial tool, Consolidated XL provides three examples of demo companies.

Fast Calculation

Consolidated XL maintains a FAST Financial Summary (Financial Accounting Summarization Table) based on years, quarters, months, and weeks, updated every night. Providing the CXL functions with FAST data retrieval.

Multiple Accounts Packages

For Web based accounting packages such as Xero, QuickBooks or Sage Accounting.

Security

Your accounting data is held in a separate encrypted Database for added security.

Easy Reconciliation

Consolidated XL functions can return analysis at a group level, such as total Revenue, Cost of Sales, Liabilities, Assets, Equity. So, you can easily reconcile your analysis.

Auto Generate

Use Consolidated XL wizards, which at the click of a button are the sheet with your Financial Data, to get you up and running fast.

Build Once and Recalculate

Once created, simply reopen the CXL sheet to refresh with the latest data, charts, etc.



CXL Functions: "Your Secret Wand for Financial Wizardry"