Xero, Sage Accounting and QuickBooks 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.

 

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

Use one of our wizards listed below, customise, or use the 90+ functions we provide to create Financial Wizardry to create Consolidated Management reports, optionally broken down in Cost Centres/Departments. Then Customise, add your own data, conditional formatting, comments, etc. More about Wizards

Quick Charts to Visualise Data

Click on CXL values in the sheet to analyse visually Sales and Costs in the Consolidated XL Quick Charts tab to quickly visualise the data and trend analysis. Copy and paste the graph into an e-mail, and send it quickly to the client, or boss, for discussion. More about Drill Down

Online Training

Use the Online Training to master Consolidated XL, or simply use the Wizards to generate Consolidated Financial Report hot linked to your financial accounting data. More about Online Training

F.A.S.T.

A FAST (Financial Accounting Summarization Table) summarizes all financial information by financial period and week.   As a result of this FAST database, Consolidated XL returns data very quickly by Week, Financial Accounting Periods/Quarter, Calendar Months/Quarter.

Your Secret Wand for Financial Wizardry

Using the 90+ CXL Excel functions, use your Excel skills to produce your business's ultimate Financial Management Reports and Cash Flow Reports hot linked to your Sage, Xero or QuickBooks Chart of Accounts.

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

In a matter of a few minutes, quickly create:

Standard Wizards:
Pro Wizards:

These pages also show you how to use the 90+ functions listed in the next section below.

What is Consolidated XL? - in 90 Seconds
 
 
   What is Consolidated XL? - in 90 Seconds
 
 

Consolidated XL - In-Depth Demonstation Video

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

 

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

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

Consolidated XL provides 3 example data companies for demo and tutorial purpose. Shown in the above video is a demo video and an example sheet which automatically connect our demo data, as if it were your live data, for you to play with.

Simple Company Coding

Whenever we consolidate data from multiple companies, we assign a short company code based on the name of the company, or assigned by you. E.g. “EXAMP01” or “CHOC01”

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.

Fast Calculation

Consolidated XL maintains a 5 year Financial Summary aka FAST (Financial Accounting Summarization Table), based on months, and 5 years of Weekly Summary, updated every night. Providing the Consolidated XL functions, and thus your reports up-to-date Financial Reporting information in the blink of eye using our hot linking technology.