The Calculom platform

A familiar workbook.
A wider perspective.

Connect reporting and analysis to the way your finance team already works.

Reporting, with room to think

From the first formula
to the final report.

01

Build in Excel

Keep control of your formulas, layouts, and presentation while connecting your workbook to ERP data.

  • Use familiar spreadsheet skills
  • Create financial and management reports
  • Please contact sales for adding Google Sheets support.
02

Connect your ERP data

Bring source financial data into your reporting workflow and reduce repeated exports and copy-and-paste work.

  • Connect your ERP instance
  • Review account and period selections
  • Ask our team about connector availability
03

Build once. Refresh each period.

Reuse the structure you have designed as the reporting period changes.

  • Preserve report layouts
  • Update connected figures
  • Review exceptions before distribution
04

Start with a useful foundation

Use financial templates as a starting point, then adapt the report to your chart of accounts and business.

  • Income statement and balance sheet
  • Cash flow reporting
  • Budget comparison layouts
05

Bring companies into one view

Create a reporting view across connected entities, with the account structure and review process your group needs.

  • Multi-entity reporting
  • Consistent account presentation
  • Capacity depends on your selected plan
06

Compare the plan with performance

Put budget figures alongside actuals and bring the discussion back to the drivers behind the variance.

  • Budget vs. actual views
  • Dollar and percentage comparisons
  • Commentary beside the numbers
07

Choose the comparison that matters

See a period in context rather than rebuilding the workbook for every new question.

  • Month-over-month
  • Year-over-year
  • Trailing and custom periods
08

Give the numbers business context

Combine financial analysis with operational measures to build the metrics your leadership uses.

  • Department and cost-center analysis
  • Business-specific ratios
  • Financial and operational context
09

Get help from your AI assistant

Use natural language to help shape reports, formulas, and analysis with your own AI provider key.

  • Report structure assistance
  • Formula and formatting suggestions
  • Review generated output before using it
10

Make reports easy to share

Use familiar workbook and PDF formats to bring a useful level of detail to each audience.

  • Excel workbooks
  • PDF report packs
  • Audience-specific views
Your ERP + Calculom

Keep the source.
Expand the reporting view.

Your ERP remains the system of record. Calculom brings connected reporting into Excel, giving your team more control over layout, comparisons, and analysis. Explore plan capacity and included services on the pricing page.

See the bigger picture

Make room for better decisions.

Explore what Calculom can do for your finance team.

Calculom insights

A fresh perspective on finance.

Receive reporting ideas, practical guides, and Calculom news.

For email update requests [email protected].