Consolidated XL — Your Secret Wand for Financial Wizardry

See Consolidated XL in action

Demo and training videos

Start with the 90-second overview, explore the complete product demonstration, then learn how to build live financial reports in Excel.

  • Quick product overview
  • In-depth demonstration
  • Guided Excel training

Start here

Product demos

See how quickly Consolidated XL turns connected accounting data into useful Excel reports.

90-second overview

Consolidated XL in 90 Seconds

Watch a consolidated profit and loss report come together in less than two minutes using connected Xero, QuickBooks and Sage data.

  • Consolidation
  • Profit & loss
  • Excel

Complete walkthrough

Consolidated XL in Depth

Explore the core reporting workflow, consolidation wizard, currency conversion, Quick Charts, drill-down and reporting functions.

View video chapters
  1. What is Consolidated XL?
  2. Create a consolidated P&L / income statement
  3. Consolidation Wizard
  4. How Consolidated XL works
  5. Specify a different representative or cost centre
  6. Change ageing to weeks
  7. Convert to another reporting currency
  8. Drill-down and Quick Charts
  9. GLVal() granular function
  10. Online help and Standard / Pro plans
  11. Company dashboard using GLValSpill()
  12. GL heading and category reporting
  13. GLValSpill() in detail
  14. Create a P&L or balance sheet with one function

Learn step by step

Training videos

Build hot-linked Excel reports with guided examples you can follow at your own pace.

Training 1

GL Granular Functions

Start with the basics and hot-link a Xero, QuickBooks or Sage chart of accounts to Excel for consolidation and financial planning.

View video chapters
  1. Introduction
  2. Start a new sheet
  3. Get GL name
  4. Get 12 months of sales figures and YTD
  5. Add a dynamic period heading
  6. Ageing method and currency conversion
  7. Filter by cost centre
  8. Current bank account balances
  9. Income statement wizard
  10. How relative periods work
Read the training guide

Training 2

GL Spill Functions

Use one function to return whole sections of live accounting values to Excel, refreshed in seconds when the workbook opens.

View video chapters
  1. Introduction
  2. List GL codes and cost centres
  3. Get multiple periods for a GL account
  4. Add headings with a cost centre filter
  5. Total a whole section
  6. Get a whole account section or P&L in one call
  7. Find function help
  8. Get all current bank balances
  9. Get a whole balance sheet in one call
  10. GL Wizard demonstration
Read the training guide

Wizard walkthrough

Aged Debt & Forecast Payments

Hot-link aged debt and forecast payments from Xero, QuickBooks and Sage to build cash-flow forecasts with Quick Charts and transaction drill-down.

View video chapters
  1. Introduction
  2. Use the Aged Debt Wizard
  3. Forecast payments from three companies
  4. List debtors
  5. Change ageing intervals
  6. Drill-down and Quick Charts
  7. How the CXL functions work
  8. Non-committed figures
Read the wizard guide

Ready to create your own live Excel reports?

Start a free five-day trial on PC, Mac or the web.

Getting Started