XLReporting VS FileInvite

XLReporting is an online Reporting and Budgeting Platform to create reports, budgets, and forecasts the way you want.

As a controller or accountant, you want to automate your budget process by connecting your data sources and consolidating budget submissions by users.

You can control the workflow, manage user permissions, and see the process status and history of changes at all times.

• Design your own budget models in a built-in spreadsheet editor that is compatible with Excel. A familiar environment with the power of a database.
• Define your own business structure
• Import your data with 40+ connectors (QuickBooks, Xero, Sage, Exact, Excel).
• Analyze your numbers. Choose from over 30 different visualisations and create automated reports.
• Publish or share your reports in a dashboard.

Connect to your source. Consolidate automatically. Make decisions with confidence.

Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.