Flex Financial Reporting
An Excel Online add-in that brings Xero accounting data into your workbook, with filtering, joins, and one-click refresh.
QUICK WIN DEVELOPMENT WA PTY LTDPrice not published
Form15 AI
by Form15 AIMicrosoft 365Price not published
Automates tax work in Excel by sorting transactions, reconciling accounts, creating workpapers, researching tax topics, and recording audit trails.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Runs tax preparation tasks within Excel, including transaction classification, account reconciliation, workpaper creation, and tax research. Results include reasoning, source links, and recorded audit trails.
Key capabilities
from the Microsoft Marketplace listingTransaction classification
Classifies transactions within tax preparation workflows.
Account reconciliation
Reconciles accounts in Excel.
Workpaper creation
Creates workpapers for tax-related tasks.
Tax topic research
Performs tax research as part of the workflow.
Audit trail recording
Records audit trails and attaches reasoning and source links to outputs.
Who it's for
Accountants.
How it compares
Form15 AI and Flex Financial Reporting both list cloud deployment. Form15 AI was updated on Nov 2025, while Flex Financial Reporting was updated in Aug 2026. Both listings show an unknown pricing model.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| Flex Financial Reporting | Price not published | Cloud |
In the catalog
98 plugins in Excel · Finance
Price distribution: 1 free, 1 freemium, 21 paid, 75 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«An Excel-native AI agent that automates tax prep workflows end-to-end. Relay categorizes transactions, reconciles accounts, generates workpapers, conducts tax research, and maintains complete audit trails. Every output includes reasoning and source links, so accountants can trust the work and focus on strategy.»