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