Excel reporting

Finatical

The bank needed eight entities to read as one

QuickBooks Online users describe losing hours each month to exporting data and rebuilding the same Excel reports. Finatical's Flash Reports brings the live figures into Excel, where advisers, and now Claude, do the analysis.

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Flash Reports in Excel: a profit and loss by class built with live QuickBooks Online formulas

5.0average from 46 QuickBooks App Store ratings, every one of them five starsCustomer-reported, as of Oct 2026 · Source for 5.0 average from 46 QuickBooks App Store ratings, every one of them five stars
8QuickBooks Online entities one adviser consolidated in minutes for a client's bank loanCustomer-reported, as of Mar 2026 · Source for 8 QuickBooks Online entities one adviser consolidated in minutes for a client's bank loan
10+ hourssaved per client each report cycle, one nonprofit CFO's own estimateCustomer-reported, as of Aug 2024 · Source for 10+ hours saved per client each report cycle, one nonprofit CFO's own estimate

HQ: Durham, US
Sector: Accounting and FP&A software
Website: Visit Finatical

Born Capital is an investor in Finatical.

The story

A call from the bank

In March 2026 an adviser posted a review on the QuickBooks App Store about a call from a bank. One of the adviser's clients owned eight entities, each with its books in a separate QuickBooks Online account. For a loan, the bank wanted a consolidated profit and loss statement and balance sheet for the group, and asked the adviser to prepare them. Doing the work in-house, the bank explained, would tie up its own staff for too long. The adviser turned to Flash Reports, the Excel add-in from Finatical Software. Within minutes the add-in had pulled the figures from all eight accounts and produced the combined statements the lender needed.

Where the reports stopped

QuickBooks Online keeps the ledger, but its reports are hard to bend. Finatical's homepage lists the complaints: unfamiliar layouts, little room for your own math, custom reports that go stale and sources that will not combine. App Store reviewers describe the cost. One says the add-in now saves four to six hours a month that used to go into exporting spreadsheets, drawing charts and rebuilding dashboards for a management team. Another had tracked grants and programs by hand. A third, moving from QuickBooks Desktop, lost the Budget Performance report and feared having to go back. All three say Flash Reports closed the gap.

Live numbers in the grid

Flash Reports runs inside Excel on Windows and Mac. A user connects one QuickBooks Online company or many, imports a standard report or template, and adds budget, prior-period and variance columns. Every figure is a formula tied to a specific company file, not a pasted value. A refresh pulls current balances, recalculates whatever depends on them and leaves the formatting alone. In an August 2026 company demo, a connected company file becomes a finished profit and loss with budget variances in about two minutes. The Reporting Pack, released in March 2026, wraps a branded cover, an index and commentary pages around any number of reports and reruns them for a new date in one pass.

Claude reads the workbook

In March 2026 Finatical announced that Flash Reports works with Claude in Excel, Anthropic's add-in that sits in a sidebar beside the report and answers questions about the numbers. By September 2026 Finatical had published a skill that teaches Claude the add-in's formulas and conventions, with a video guide to loading it. One part handles a month-end snag. When an account is opened in QuickBooks after a report was built, a control total can fall out of balance. Claude has the user run Drilldown on the flagged total, finds the account missing from the report, inserts its row with the same formula as its neighbors and confirms the subtotal picks it up. The skill's fix is always the missing row, never an edited total.

Built for advisers

In October 2025 Finatical said its growth was coming from people who report on other people's books: fractional CFO firms, accounting firms and QuickBooks consultants. Reviewers include a nonprofit director of finance and a construction accountant tracking work in progress. A nonprofit CFO uses it for all of her clients. She changes a single date and her finance committee, leadership and board reports update to match; in an August 2024 review she put her own saving at ten hours or more per client each report cycle. A finance team running several entities, each split into more than ten locations, stopped dreading consolidation. As of October 2026 the add-in held 46 ratings on the QuickBooks App Store, all five stars.

Visit finaticalsoftware.com

AI at Finatical

Finatical's stated goal is to be the structured data layer behind AI-assisted finance work. Flash Reports keeps live QuickBooks Online figures in the Excel workbooks advisers already use, and Anthropic's Claude in Excel works on them in place.

Claude explains variances and summarizes trends, citing the cells behind each answer
Claude drafts first-pass commentary for the adviser to review

Milestones

2023Nov
Finatical announces Flash Reports' listing on the QuickBooks Online App Store.
2025Mar
Version 3 adds automated KPI dashboards and a report for each department.
2025Oct
Release adds industry templates and multi-entity consolidation with eliminations.
2026Mar
Reporting Pack ships alongside an integration with Anthropic's Claude in Excel.
2026Sep
Finatical publishes a video guide to loading its Flash Reports skill into Claude.