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About FinPro

FinPro is a comprehensive, self-service, end-user reporting and upload software that allows you to consume your business information in Microsoft Excel. You can mix and match information from many data sources; such as ERP, GL, CRM and SQL databases.

FinPro works completely within Excel so there is no longer a need to export from other tools. Users can continue to leverage their existing Excel knowledge while accessing data with the click of a button. Customized security control rights to data, report components and reports, ensuring each user only has access to the information they should. Users have full control over data structure and layout. Changes can be made on the fly without having to worry about data integrity. Reporting is now only limited by your imagination.

FinPro removes the manual errors from Excel. Productivity is improved by providing a real-time, self-service tool for department users. Key reports updated with the most current data with the click of a button. End users are empowered with a friendly, non-technical solution. Software functions can be driven by shortcut keys & right-click menu customization. No programming necessary. Our team can work with you to deliver a personalized, turn-key implementation. And because FinPro is so easy to use, it can be learned quickly to have you up and running in no time.


  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • CRM Integration
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Scheduling
  • Tax Management
  • SAP Integration


    No key features associated with this application.


Full suite

server(s) / month
Included in plan:
  • FinPro Planning & Reporting PLUS:
  • FinPro Analysis
  • Transaction-Level Detail
  • Consolidate Multiple Systems
  • Point and Click Drilldown Capability
  • Access to Massive Data Sets
  • Customizable Analysis Templates
  • Apply Personalized Filters and Restrictions


server(s) / month
Included in plan:
  • FinPro Planning
  • FinPro Reporting PLUS:
  • Customized, Detail Driven Templates
  • Real-Time Data Collaboration
  • Version and Scenario Control
  • Upload Notification and Approval
  • Flexible Planning Approaches
  • Easy-to-Manage Backend Calculations


server(s) / month
Included in plan:
  • Premium Support
  • FinPro Reporting
  • Free Implementation*
  • Unlimited User Licenses
  • Customizable Reports
  • Hassle-Free Currency Conversion
  • Consolidate General Ledgers
  • Dynamic Report Updating
  • Apply User-Level Security


    What is this service generally used for?
  • Reporting, Planning, Budgeting, Forecasting, Analytics and Dashboarding

  • What platforms does this service support?
  • All general ledger and ERP systems

  • Who are the main user groups of this service?
  • Enterprise Corporate Finance Management and Executives

  • What are some applications this service is commonly used in tandem with?
  • Great Plains, Microsoft Dynamics, Dynamics SL, Nav, AX, SAP, Oracle, PeopleSoft, NetSuite, Sage, Epicor, Quickbooks

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes - multi upload; scenario analysis; version control

  • Does this service offer guides, tutorials and or customer support?
  • Train the trainer
    Support website

Vendor Information

Based in:


Who uses FinPro
  • SMEs
  • Enterprises
Desktop Platforms:
  • Windows
Regional Restrictions:
No restrictions.
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