Finatical Software, a provider of real-time Excel-based financial reporting for QuickBooks Online (QBO), announced a major new release of Flash Reports featuring a powerful new Reporting Pack — and a first-of-its-kind integration with Claude in Excel that brings AI-powered financial analysis directly into the same workbook where live QBO data lives.

This combination is a significant accelerator for fractional CFO firms and accounting firms building or expanding Client Advisory Services (CAS) practices, enabling them to deliver deeper financial insight to more clients with dramatically less manual effort.

Flash Reports has always given finance practitioners live QBO data in refreshable, customizable Excel reports. The new Reporting Pack takes this further by allowing users to build a full multi-section reporting workbook — complete with a branded cover sheet, index, narrative commentary pages, and any number of financial reports — that can be refreshed in seconds for any client or any reporting period.

Now, with Claude in Excel embedded directly in that same workbook, practitioners can ask Claude to explain variances, summarize trends, identify anomalies, and generate plain-language commentary for any report — with cell-level citations so every insight is traceable back to the source data.