About Finatical Software

Automate your QuickBooks Online Finance Reporting in Excel! We help Accounting Firms, Outsourced CFO's & Advisors struggling with inflexible reporting refresh their finance data directly in Excel allowing them to build insightful, scalable reports more easily.

chris.meyer@finaticalsoftware.com
+1 (412) 478 8284
555 S. Mangum Street, Suite 100, Durham, NC, 27707

Resources

Finatical's Flash Reports In Action.

Quick Overview of Flash Report's Formula Based approach to building reports in Excel enabling dynamic refreshes of QuickBooks Online actual and budget data for companies, departments, classes and other reporting criteria.

Finatical's Flash Report Benefits

5 Main Reasons to use Finatical's Flash Reports for your QuickBooks Online Reporting & Analysis:

1) Seamless Excel Integration

Excel add-in that enables you to access finance data from QBO directly in Excel.

2) Customizable Reporting

Leverage on-demand templates that can be used to change to your specific custom report formats.

3) Real time data refresh

Just changed your QBO data? Posted a new journal? Don't need to export another report again. Just refresh your existing report and it will update with the latest QBO values. All report formatting remains intact - taking the stress out of month end reporting. Just posted a journal in QBO - refresh the report in Excel and see your balances immediately update. No delay.

4) Enhanced Multi-Entity Reporting

Want to compare or consolidate multiple entities side by side without hassle? With Flash, you can combine as many entities as you want, facilitating comprehensive entity reporting and analysis.

5) User Friendly

You don't have to be an Excel guru - Flash makes use of basic Excel features which makes it intuitive and easy to use. Be the STAR of your finance team – combine Excel’s flexibility with real-time QuickBooks Online data for faster, smarter reporting.

Discovery Call with Short Demo

Testimonials

See what our customers are saying about us.

This add-on has been a game-changer, saving me 4-6 hours each month on financial exporting from QuickBooks Online (QBO). Previously, I had to download multiple spreadsheets, create various graphs and charts, and manually build dashboards to present key metrics in a clear and actionable format for my management team. Each month, I would also spend additional time troubleshooting formulas and rebuilding dashboards due to inconsistencies in QBO report exports and tedious and time-consuming process. Now, with this solution, we can close our books more efficiently, and my owner is thrilled with the professional look of our updated monthly reports. When I initially adopted QBO, I was assured that its report builder and spreadsheet sync tools would meet these needs, but unfortunately, the functionality fell short and was ultimately unusable.

Time Savings Well Worth the Price! — Klausing Group

Our company has multiple QB databases and this add-in was a game changer for our reporting! Flexible, intuitive and vendor is amazing to work with! Definitely recommend!

Best Reporting Tool Available — Smiles Ahead

This app allows you to create financial reports and dashboards in Excel, utilizing all the Excel functions to dynamically change reporting periods, classes, locations, or any other dimension. Comparing against Budgets & prior periods become effortless and results update dynamically.

This App is a Game Changer — Balanced Accounting

This add-in saved my transition from Desktop to QBO. QBO did not have the valuable Budget Performance report available. It's a report I use in many ways and was upset when QBO didn't have it (I honestly thought I was going to have to go back to Desktop version which I dreaded). I found Flash Reports and this solved all of my problems. I used Flash Reports to create a template that was similar to the Budget Performance report. Now I can use that and update monthly with a simple refresh - it's faster and easier now than it was in Desktop.

Fantastic tool! — LeadingAge
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