Excel add-in • MIP Fund Accounting®
Unlock Your Financial Insights with DrillPoint Reports
Enhance your MIP® reporting with presentation-quality statements—built in Excel, powered by real-time data.
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Overview
What DrillPoint does
Benefits
Why teams choose it
Key features
What you can build
Contact
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Meet Dennis
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What you get
- Real-time access to MIP financial data from Excel.
- Board-ready reporting with templates, formatting, and visuals.
- Flexible analysis: what-if scenarios, formulas, charts, and drill-down.
Transform your reporting experience
Discover the power of DrillPoint Reports for MIP Fund Accounting®
DrillPoint Reports integrates with MIP Fund Accounting® through a Microsoft Excel Add-in, allowing you to build presentation-quality financial statements for boards, leadership, and stakeholders—without giving up the flexibility of Excel.
Excel-native reporting
Use the full functionality of Excel—formatting, formulas, charts, and layout—to deliver statements that look polished.
Real-time data access
Pull data directly from MIP to keep reports current and reduce manual refresh steps.
Custom report structures
Build reports that match your board packet format, including multi-tab workbooks and supporting schedules.
Want to see it on your chart of accounts?
Schedule a call and we’ll walk through how DrillPoint can support your reporting workflow.
Designed for teams that need strong presentation and confidence in the numbers—without abandoning Excel.
Seamless integration and enhanced presentation
DrillPoint Reports helps teams move from “export, copy, paste” to a controlled, repeatable reporting process—while improving clarity for decision-makers.
Faster monthly reporting
Reduce time spent rebuilding statements and focus on review and analysis.
More consistent board packs
Standardize layout and formatting so stakeholders can read reports quickly.
Smarter analysis in Excel
Run what-if scenarios and add visuals without leaving the workbook.
Looking for assistance? Book a call today.
We’ll assess your current MIP reporting workflow and outline the simplest setup path.
Key features of DrillPoint Reports
Build simple or complex financial reports that stay aligned with MIP data—then present them with the clarity decision-makers need.
Direct Excel integration
Connect Excel with MIP® for immediate access to financial data inside the workbook.
Advanced data manipulation
Use graphs, formulas, and what-if analysis to explain results—not just list numbers.
Drill-down capability
Access transaction detail and supporting context from summarized results—without leaving Excel.
Template-based statements
Create financial statements with consistent formatting—logos, graphics, and section layouts included.
Drop us a line
Tell us what your reporting package needs to include (board format, fund structure, schedules), and we’ll recommend a setup approach.
Prefer a call?
Schedule a time that’s convenient and we’ll talk through your reporting workflow.
Meet Dennis McGovern
If you want to sanity-check whether DrillPoint Reports is the right fit for your reporting needs, Dennis can walk through options and tradeoffs.
Dennis McGovern
Managing Partner
Dennis McGovern, Owner of McGovern Consulting, LLC, has over twenty years experience providing management consulting and financial management technology solutions to hundreds of tax exempt and non-profit organizations throughout the U.S.
Don’t want to wait?
Schedule a call for a time that’s convenient to get the process started.