Financial reporting & budgeting in Excel

Your numbers. Connected.
Your next move. Clear.

Bring ERP data into Excel. Build the reports and budget comparisons that help your business move forward.

Familiar spreadsheets. A more connected finance team.

▦   CALCULOM / Financial reportingIllustrative product view
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Northstar Group · Sample company

Income statement

Q3 2026 · USD
ƒx   Your familiar workbook, connected to your ERP
Illustrative figures, not customer data
AccountJulyAugustSeptemberQuarter
Revenue420,000445,000480,0001,345,000
Cost of sales168,000178,000192,000538,000
Gross profit252,000267,000288,000807,000
Operating expenses150,000155,000160,000465,000
Operating income102,000112,000128,000342,000
Designed around the way finance worksExcel-native reportingERP connectivityBudget vs. actual analysis
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From source to spreadsheet

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A connected workflow built around your finance team.

01
Connect your ERP

Start with your source financial data.

02
Build in Excel

Shape reports around your business.

03
Refresh and review

Bring updated numbers into the conversation.

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Make room for better decisions.

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