How to: Export an investor pack (Excel)
Export your integrated three statements to a clean Excel file in a “Big-4 style” layout. The export is generated from your computed P&L, Balance Sheet and Cash Flow — so the numbers reconcile by design.
What gets exported
The Excel export contains a single sheet with three blocks:
Derived from your P&L drivers and calculated lines.
End-of-year convention with computed roll-forwards.
Output-only reconciliation of change in cash.
The file is formatted with accounting-style layout (section titles, year columns, and underlines) to be easy to drop into an investor deck or diligence package.
Step-by-step
- 1. Make sure your baseline is saved and healthy
Export uses the computed statements. Press Save on P&L and Balance Sheet, and confirm the model reconciles (Health helps).
- 2. Open Financial Statements
Go to the Financial Statements view. You’ll see the P&L, Balance Sheet and Cash Flow outputs in-app.
- 3. Click “Export to Excel”
This generates an .xlsx file named like:
financial-statements_<project>_<YYYY-MM-DD>.xlsx
Note: Excel export is available on the Pro plan.
- 4. Use the sheet as your “single source of truth”
Because export is derived from the same computed model, it’s consistent with dashboards and scenario outputs. Use it for:
- – Monthly investor updates
- – Board decks
- – Diligence requests
- – Sharing a baseline model with stakeholders
Common mistakes
- – Exporting before saving
If you recently changed drivers, press Save first so your computed outputs are up to date.
- – Exporting with a non-reconciling baseline
If cash or the balance equation doesn’t reconcile, fix the drivers (P&L, working capital, fixed assets, equity/debt) before sharing.
- – Editing exported numbers without tracking changes
Prefer changing drivers in X-ASTRiS and exporting again. That keeps your investor pack consistent with dashboards and scenarios.
If you’re sharing externally, use Health to confirm consistency, then export. For decision-making, combine scenario analysis with the dashboard KPI selection before exporting.