Financial Management Reporting in Excel

Greentree provides a purpose built Excel add-in to allow accountants the freedom to present financial reports within Excel. The reported information behaves just like any Excel spreadsheet in that if you decide to recalculate, it refreshes the information directly from the Greentree database.

Need templates? A range of standard Excel templates are provided to make it even faster to get the reports that you require in Excel.

An Auditors Dream

From the financial information presented in Excel, you can seamlessly drill back to the detail within Greentree, ensuring that the information presented can always be substantiated by reviewing the supporting transactions. Information can be provided at summary or detail level, by using Trees or General Ledger accounts or account ranges.