Best Budgeting Software: Get High-Quality Reports from Excel

What is the Best Budgeting Software Available?

How many resources do you dedicate to creating financial reports, board books, and management presentations? For many organizations, the answer is far too many. It’s essential that financial data is presented and reported in a way that is accessible to decision makers. However, it can often take days for the financial team to pull together the necessary numbers and present them in an organized way.

In addition to the time involved, accounting reporting can also carry with it a potential for risk. When you’re using Excel budget software to handle your accounting, there’s risk in moving the numbers from your accounting software to the report creation tool (Microsoft Word, etc). Formatting issues can slow down the process further with every tiny change causing a snowball effect throughout the document.

Still, even with all these problems, accounting reporting is the backbone of any strong organization. With the right information, decision makers can make strategic decisions instead of settling for best guesses.

Fortunately, Adaptive OfficeConnect offers an easy, accessible way to generate up-to-date reports in Microsoft Office. By connecting your existing Excel reports to Adaptive Insights, your team can generate reports that will help board members and others understand, analyze, and make decisions from financial reports. Best of all, it can be done in a fraction of the time it used to take with traditional methods.

How to create reports from Excel budget software

Adaptive OfficeConnect can also automate monthly reports and executive packages, and make the information available in any format (.xlsx, .docx, .pptx, .pdf, etc).

With Adaptive OfficeConnect, your organization can pull Adaptive Planning and Adaptive Consolidation data directly inside of Excel, Word, and PowerPoint. It’s very simple to create and then update financial reports that include actuals, plans, and forecasts. The data is up to date because of the 100% cloud connection, and the numbers can be easily woven through the presentation.

Whether it's high-quality reports, board books, or presentations you need, OfficeConnect can create a detailed, organized, finished product that tells an accurate story about your organization’s financials. Days of financial reporting processes are reduced to just minutes.

You’ll also have total control over formatting within the document, spreadsheet or  - so creating eye-catching visuals is a snap. The data from Adaptive Insights is seamlessly integrated, and can be updated in a few clicks, so the numbers are always accurate.

Adaptive OfficeConnect can also automate monthly reports and executive packages, and make the information available in any format (.xlsx, .docx, .pptx, .pdf, etc). Gaining complete control over financial reporting based on your Excel budget software doesn’t get any easier. Learn more about Adaptive OfficeConnect by speaking with the team at RKL eSolutions. We can explain the benefits, explore your options, and come up with the accounting reporting solution that best fits your needs.