Live Excel Reporting (ERPSYNC Add-in)
Turn Excel into a live reporting layer over your books with the ERPSYNC add-in: custom functions for balances, ratios, and trends that refresh in place — and work with Claude for Excel.
Key Features
Live functions: =ERPSYNC.SUBTOTAL, =ERPSYNC.RATIO, =ERPSYNC.TREND, =ERPSYNC.ENTITIES
Entity and date-range parameters built into the worksheet
Transparent financial ratios, not black-box numbers
Board and lender report packs that refresh in place
Claude for Excel support — AI builds reports in the grid
Key Benefits
Retire the export-paste-reconcile cycle for good
One workbook serves every entity and every period
Reports always tie back to the ledger
Analysts work in the tool they already know
AI agents can build and refresh reporting for you
Real-World Use Cases
Multi-Entity Close
Our own practice runs month-end for multi-entity client groups on ERPSync — intercompany reconciliation, document matching, and group reporting on one platform.
Connected Systems
Ecommerce, payments, and operational systems feed the ledger through monitored integrations, so transactions land coded correctly instead of waiting in a re-keying queue.
Reporting That Ties Out
Lender and investor reporting built on a warehouse that reconciles to the accounting system account by account — no more explaining why two reports disagree.