The Familiarity of Excel. The Advanced Features of Power BI.

Convert your Excel dashboard to Power BI with Smart XL for powerful, real-time analysis and forecasting.

Instant Data Updates: Access the latest data for your team, without manual refreshes or version issues.
Secure, Centralized Data: Protect sensitive information with row-level security, audit trails, and workflow approvals.
Enhanced Collaboration: Enable team-wide access and collaboration for on a unified, scalable platform.
Effortless Reporting & Planning: Simplify reporting, budgeting, and forecasting with centralized data and advanced analytics.
Seamless Adoption: Transition smoothly with minimal learning curve, using the tools your team already trusts.

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Feeling the Strain of Scattered
Data and Tools That Can’t Keep Up?

Suffering From Data Integration Headaches

Struggling to unify data from multiple sources, leaving you with fragmented insights and a lack of a single source of truth.

Anxious About Data Security Worries

Constantly concerned about keeping data safe and compliant as it’s scattered across various platforms with limited control.

Overwhelmed by Constant Last-Minute Requests

Frequent, urgent data requests are keeping your team from focusing on strategic work, turning you into a data retriever instead of a strategic leader.

Hitting the Limits of What Excel Can Analyze

Feeling stuck with the limitations of spreadsheets, unable to scale your analysis and hitting frustrating roadblocks in Excel’s capabilities.

Struggling to Communicate Insights

Struggling to translate technical data into actionable insights for business decision-makers, creating a disconnect between analysis and action.

Worn Out by Change Fatigue

Tech overload is real, and it’s resulting in low adoption rates and wasted investment.

Reduce the Learning Curve for Your Team

Familiar with Excel? Smart XL makes it easy to transition everyone to Power BI without having to learn a completely new interface.

Increase User Adoption Across the Organization

Drive greater adoption of Power BI across your organization by offering an Excel-like experience within Power BI.

Centralize Your Data for Shared, Real-Time Insights

Consolidate previously siloed data in individual Excel spreadsheets by writing back data to a central database.

Enhance the Flexibility and Functionality of Excel

Empower users to perform in-depth analysis in Excel Power/BI, leveraging the strengths of both tools.

Simplify the Reporting Process for Faster Analysis

Reduce time and effort required to set up new reports and analyses by importing your existing templates from Excel to Power BI with Smart XL.

Easy Excel Integration

Import and convert Excel spreadsheets to Power BI dashboards, turning them into smart applications with real-time connection to the central data model.

Real-Time Data Write-back

Save time and reduce errors with versatile concurrent editing and master data management in real-time at enterprise scale.

Robust Planning & Forecasting

Benefit from large-scale, concurrent-use planning options with unlimited flexibility for advanced reporting, forecasting, and what-if analysis using enterprise-level datasets.

Custom Calculations

Leverage Excel’s custom formulas and complex calculations directly within Power BI for tailored insights that fit your business needs.

Secure Data Management

Securely store your data in unified models, governed by central user rights, workflows, and audit trails – backed by a robust security infrastructure built on Microsoft Entra and SOC II standards.

Seamless Collaboration

Collaborate and share reports across your organization using smart comment threads, enabling multi-user planning with mobile access and centralized data management.

Planning, Budgeting & Forecasting

Sales & Operations Planning

Financial Close & Consolidation

Workforce Planning

Strategic Planning

Business Analytics

Cash Flow Forecasting

Predictive Analytics