Microsoft Excel Add-In

Access All Your Financial Data with Easy Access to Excel

Experience total control over your finance operation with easy access to month-end revenue reports straight from the application you know and love — Microsoft Excel.

The BillingPlatform Add-in for Excel makes it easy for you to access and report on key KPIs for your organization. With a click of a button from within Excel or from the Finance Control Dashboard, you can instantly generate rich billing and revenue reports for month-end, revenue forecasting and more.

Features

  • View Aging Reports
  • Generate a Trial Balance
  • Look at year-to-date Revenue with Month-over-Month and Year-over-Year comparisons and download a full Invoice list for the period you select