Finess Data

by Finess DataMicrosoft 365Price not published

Connects Xero accounting data to Excel for consolidated reporting, financial models, workpapers, and analysis.

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PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
Finess Data — screenshot from the Microsoft Marketplace listing

What it does

Finess Data connects multiple Xero entities to Excel for access to accounting data. It supports consolidated financial statements while retaining an audit trail. Accounting data can be used to build financial reports, models, workpapers, and analysis. Instant Refresh updates data tables and reports.

Key capabilities

from the Microsoft Marketplace listing

Multi-entity connectivity

Connects multiple Xero entities for consolidated financial statements.

Financial reporting

Uses accounting data to build financial reports, models, workpapers, and analysis.

Instant Refresh

Updates data tables and reports.

Online analysis portal

Provides access to an online analysis portal through the subscription.

Use cases

  • Create consolidated financial statements across multiple organisations while retaining an audit trail.
  • Actualise data without preparing reports, models, or analysis again.

How it compares

Finess Data and DataDear both use cloud deployment. Finess Data has an unknown price type, while DataDear is paid and was updated in Jul 2026. Accounting.BI for Xero, Sage and Zoho Books also uses cloud deployment and has an unknown price type; it was updated in Sep 2025, while Finess Data was updated on Jan 2022.

NamePricingDeploymentUpdated
Finess Datathis pluginPrice not publishedCloud
DataDearPaidCloud
Accounting.BI for Xero, Sage and Zoho BooksPrice not publishedCloud

In the catalog

446 plugins in Excel · Analytics

Price distribution: 8 free, 17 freemium, 142 paid, 279 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published

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What the vendor says

«A lightweight solution to enable access to key financial information in Excel. Reduce the time it takes you to prepare financial reports and analysis across multiple organisations. Enhance your consolidated reporting Multi-entity connectivity allows consolidated financial statements to be created with ease without …»

Official marketplace listing

Publisher
Finess Data
Updated on marketplace
Facts verified

Tags

automatedfinancialaccounting