Checklist Excel as a reporting tool

Is Excel (still) the right tool for your financial reporting?

Table of Contents

This checklist will help you assess whether Excel is suitable for your financial reporting.

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Checklist Excel as a reporting tool
Is Excel (still) the right tool for your financial reporting?
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Many companies rely on Excel as a tool for their financial reporting. Is that the right choice? Find out now!

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About the authors

Martin Sperling

at loyos bi

Martin Sperling is the managing director and founder of loyos bi GmbH. His specialization lies in optimizing financial reporting and providing automation and digitalization solutions. Martin has extensive expertise in financial management and human resources management. Prior to his current role, he served as CFO at medaktiv reha gmbh and supported investments as a managing partner and interim manager in the private equity sector. Martin's focus areas at loyos bi His responsibilities include product management for the Financial Management Suite, customer success, and strategy. He values ​​the collaboration with our customers, their valuable feedback, and the shared vision: to provide financial reports and BI processes in the shortest possible time and to high standards.