FP&A software for mid-sized finance teams
Give your finance team the means to match its ambitions.
exia FP&A is a complete ecosystem, available online or right inside Excel, that lets finance teams carry out their core FP&A activities: financial reporting, budgeting and consolidation.
With structured, centralized data, the solution strengthens the efficiency, governance and traceability of financial processes. Teams cut down on manual work, gain confidence in their numbers and spend more time on analysis and decision-making.
Reports, budgets and consolidation. One governed data model.
Offering
A flexible financial model, designed to fit the reality of your business.
Excel or web app: your teams choose, the data stays the same. Centralized, governed and consistent across the entire organization.
Excel add-in
For teams already working in Excel
▶ Excel add-in — clip- Right inside your spreadsheets
- Familiar formulas, no new syntax
- No change in habits
Web app
Work from anywhere, nothing to install
▶ Web app — clip- Accessible from any browser
- Visual, guided interface
- Ideal for occasional users and managers
Features available in both interfaces
Only the interface changes: features and data stay the same.
- Live financial reporting, no exports
- Budget and forecast entry, with writeback straight to the model
- Chat-assisted budgeting
- Customizable dashboards and report templates, centrally shared
- Drill down to the transaction
- Team collaboration and sharing
- Admin and governance console
A flexible, open financial model — exiafpna
- Single governed data model
- Multi-ERP consolidation
- Row-level security and audit trail
- Open-source core, self-hostable on your servers
Exia FP&A is built on exiafpna, our open-source financial data modeling engine. Inspect it, self-host it, or extend it — the commercial edition adds managed hosting, prebuilt connectors, and support on top.
Choose your path
Free and open, or fully managed. Your call.
Every tier runs on the same open financial data model. What changes is how much of the operational and enterprise work we take off your plate.
Community
exiafpna
Free
Get the codeIncludes
Self-hosted & self-managed — you run the infrastructure.
Community+
hosted exiafpna
$5,000/yr+
Talk to usEverything in Community, plus
We run it. You never touch a server.
Full platform
Enterprise
Exia FP&A
$10,000/yr+
Access demoEverything in Community+, plus
Available as an add-on, on any tier
The Approach
One data model. Every stage of your finance calendar.
Most finance teams juggle disconnected files for reporting, budgeting, and closing the books. Exia FP&A gives all three a shared, governed source of truth — while every user still just opens Excel.
Report
Interactive financial reporting
Build live, drillable financial reports directly in Excel, pulling from a centralized model instead of static exports and broken formulas.
Plan
Budgets & forecasts, without the bottleneck
Let contributors work in parallel on a shared budget process — salary planning, cost allocation, fund-level detail — without version conflicts or email chains.
Close
Month-end close that doesn't eat your weekend
Drill from summary figures to full GL transaction detail in a click, and cut the manual reconciliation that stretches every close into overtime.
Capabilities
Built for the parts of finance that don't fit in a template.
Consolidation, governance, and reporting that scale with a mid-sized business — not enterprise software that requires a dedicated IT team to run.
Financial consolidation
Bring multiple ERPs and entities into one harmonized chart of accounts, with intercompany eliminations and historical data preserved.
Power BI reporting
Publish finance dashboards on prebuilt, pre-calculated data models — no DAX expertise required to get a governed, accurate report live.
Auxiliary data, unified
Reach hours, sales, purchasing, and inventory detail that never lived in the GL — right from the same worksheet as your financials.
Governance by default
Full traceability on every transformation, row-level security, usage logs, and a single shared taxonomy — so "who changed this number" always has an answer.
Real-time collaboration
Share live Excel reports directly between users — no more emailing spreadsheets back and forth or losing track of which copy is current.
ERP migrations, decoupled
Keep financial reporting and budgeting running through an ERP migration or system change, without your finance processes ever going dark.
Track record
Three decades in corporate finance, not just software.
Organizational impact
What actually changes when finance stops fighting its own data.
Faster close, less overtime
Fewer manual handoffs and a shorter budget cycle mean your team finishes financial processes without eating into evenings and weekends.
Data stays off scattered spreadsheets
Sensitive figures live on a governed, access-controlled server instead of loose files emailed between departments.
One version everyone trusts
Centralized business rules and monitored updates give the whole team a single, reliable source of truth instead of competing spreadsheet versions.
Independence from IT queues
Everything your team needs to run financial processes is built into the Excel they already use — no ticket to file just to pull a report.
Know-how that outlasts turnover
Documented, simplified processes mean the loss of one key person doesn't put your month-end or year-end at risk.
Less manual work, fewer mistakes
Reliable, automated data flows replace the repetitive tasks most prone to human error, freeing your team to actually analyze the numbers.
Who's behind it
Finance specialists first, software builders second.
You won't need to explain what an elimination entry or a fiscal period is — this team has spent careers inside corporate finance departments, not just around them.
Patricia Bonnel — President
Runs the business on a simple standard: efficiency, transparency, and a customer experience that doesn't cut corners.
Luc Landreville — CFO
Thirty years automating corporate finance departments, and the driving force behind the product's design.
Benoit Girard — CIO
Focused on governance and the alignment between data, process, and technology — the unglamorous work that keeps operations sustainable.
Patrick Gagnon — Product Lead
Finds a workable path through complex problems, and rarely resists a good joke while doing it.
Trusted by finance teams
Built for finance departments that outgrew spreadsheets, not Excel itself.
"We used our first year with Exia FP&A to clean up existing processes — that gave us the efficiency gains we needed before layering AI on top of anything."
CFO
"Passing files back and forth and re-loading data into the ERP at every step used to be the real bottleneck. Now the team collaborates directly, and errors dropped with it."
FINANCE DIRECTOR
"Month-end used to cost us people. Now the same close takes less effort, and my team actually gets their evenings back."
ACCOUNTING DIRECTOR
"I don't wait on IT to get my own reports anymore. I pull the financial and auxiliary data I need myself, whenever I need it."
FINANCIAL ANALYST
"Extra-accounting work that used to live in scattered, undocumented spreadsheets is centralized now — fewer manual steps, and a lot less room for error."
ACCOUNTING SPECIALIST
"The financial data model and its Power BI layer let me plug finance into broader analytics work without having to become a finance specialist myself."
IT ANALYST
Questions
Frequently asked
See your own numbers in it before you decide anything.
A working demo, built around a real report your team already uses — not a generic slide deck.
Access demoGet in touch
Talk to us about your finance stack
Tell us a bit about your team and current reporting setup, and we'll follow up with next steps.