Finatical Software

Welcome to Finatical – Where Finance Meets Efficiency Enabling Greater Insights, Driving Better Decisions

We help finance teams, accountants, and QuickBooks Online users automate their reporting & analysis, budgeting, and forecasting — all within Microsoft Excel.

If you’re tired of exporting QBO data, fixing broken formulas, and spending hours on repetitive tasks, you’re in the right place.

🎯 What You’ll Find Here:
How-to videos and feature walkthroughs
Quick tips for Excel + QuickBooks Online integration
Customer stories and product updates
Best practices for financial reporting and FP&A
Join hundreds of finance pros using Finatical to close faster, report smarter, and make sharper decisions.

Splitting out P&L Balances by Period by Vendor
Splitting out P&L Balances by Period by Vendor
Budget Performance Report
Budget Performance Report
Create a Multi-Company Report
Create a Multi-Company Report
Creating a Custom Donor Summary Report
Creating a Custom Donor Summary Report
Comparing Cash vs Accrual Accounting Methods in Reporting
Comparing Cash vs Accrual Accounting Methods in Reporting
Finatical QuickStart Video showing Template Builder & QuickStart Reports
Finatical QuickStart Video showing Template Builder & QuickStart Reports
Best Practices for creating Charts & Graphs with MrExcel & using Finatical for real-time dashboards
Best Practices for creating Charts & Graphs with MrExcel & using Finatical for real-time dashboards
Use the Report Wizard to Build Reports & Dashboards
Use the Report Wizard to Build Reports & Dashboards
Stop Struggling, Start Thriving - With Finatical's Flash Reports.
Stop Struggling, Start Thriving - With Finatical's Flash Reports.
Modifying Flash Reports' Dashboard with Your Own Custom Charts & Design.
Modifying Flash Reports' Dashboard with Your Own Custom Charts & Design.
Finatical Version 3 (V3) Release Webinar
Finatical Version 3 (V3) Release Webinar
Consolidating similar classes across 2 (or more) different QuickBooks online companies.
Consolidating similar classes across 2 (or more) different QuickBooks online companies.
Filtering columns or rows by class
Filtering columns or rows by class
Getting Started Video with Chris Buckner & Chris Meyer
Getting Started Video with Chris Buckner & Chris Meyer
Adding Multiple Accounts in one Flash formula.
Adding Multiple Accounts in one Flash formula.
Webinar: Streamlining NonProfit Reporting
Webinar: Streamlining NonProfit Reporting
Using the $ sign trick (cell referencing) with the Flash Reports Excel Formula
Using the $ sign trick (cell referencing) with the Flash Reports Excel Formula
Microsoft Copilot, Excel Labs Chatgpt Add-in Latest Features working with live data from QBO
Microsoft Copilot, Excel Labs Chatgpt Add-in Latest Features working with live data from QBO
Simple Numbers Webinar with Finatical & FuseCFO
Simple Numbers Webinar with Finatical & FuseCFO
Prorating Budget Values Using Flash Reports & Excel Calcs
Prorating Budget Values Using Flash Reports & Excel Calcs
Custom Report to Filter by Both Class & Projects
Custom Report to Filter by Both Class & Projects
Trailing 12 Month Sales Report
Trailing 12 Month Sales Report
Reporting on custom periods including non-fiscal or non-calendar years
Reporting on custom periods including non-fiscal or non-calendar years
QuickBooks Online Comparative Reporting - Budget vs Actuals for Different Periods
QuickBooks Online Comparative Reporting - Budget vs Actuals for Different Periods
Adding Classes as a filter(dimension) to a P&L by month report
Adding Classes as a filter(dimension) to a P&L by month report
Using Excel's Grouping Functionality with Flash Reports
Using Excel's Grouping Functionality with Flash Reports
How to Replace the #DIV/0 Message in Excel
How to Replace the #DIV/0 Message in Excel
QuickBooks Online Class Reporting Overview
QuickBooks Online Class Reporting Overview
Flash Account Balance Formula for Retrieving Budget Balances by Department
Flash Account Balance Formula for Retrieving Budget Balances by Department
Including all Active Accounts in Template Report
Including all Active Accounts in Template Report