COMPARE XERO EXCEL ADD-INS
Connect Xero to Excel:
Best Add-ins & Integrations in 2026
Every way to connect Xero to Excel in 2026, compared: add-ins (XO Report, Scott's, Flex), connectors (Coupler.io, CData, Coefficient) and manual export.
How to connect Xero to Excel.
Three steps, once.
Add an Excel add-in from inside Excel, sign in to Xero, then insert a report or write a formula. Your figures stay linked to Xero and update when you click Refresh. Here is how it looks with XO Report.
STEP 1
Add it from inside Excel
On the Home tab, click Add-ins, type "xo r" in the search box, then click Add next to XO Report. No search box? Choose More Add-ins and search the Store.
STEP 2
Sign in to Xero
Open XO Report from the Home tab, click Connect to Xero and pick a company; add more the same way. Access is read-only.
STEP 3
Insert a report or a formula
Pick a report such as Profit & Loss, or type a formula such as =XO.BALANCE in any cell. Next month, change the dates and click Refresh.
For every setup detail, including several companies and IT admin installs, see how to connect Xero to Excel.
Ways to connect Xero to Excel.
Five main routes.
The right one depends on whether your numbers need to refresh, how many Xero organisations you report on, and whether your team works in Excel or Google Sheets.
- 1
An Excel add-in with live formulas
XO Report and Scott's Add-ins give you worksheet functions (such as =XO.BALANCE) that pull figures from Xero on demand. Flex is also an Excel add-in, built around report templates and data tables.
- 2
A sync connector
Coupler.io, Coefficient and G-Accon copy Xero data into a spreadsheet when they sync; the numbers stay fixed between syncs.
- 3
ODBC or Power Query through a third-party driver
For example CData's ODBC Driver for Xero, aimed at IT and BI teams.
- 4
Xero's own Microsoft 365 integration
In July 2026 Xero announced a Microsoft 365 Copilot integration that it says will bring Xero data into Excel as tables. The announcement gave no availability or licence details, so check Xero for current status.
- 5
Manual export
Download a report from Xero and open it in Excel. It costs nothing, but it does not refresh.
Xero Excel integrations compared.
At a glance.
What each option works in, what it offers as Excel formulas, and what it costs to start.
| Option | Works in | Excel formulas | Starting price | Free plan or trial |
|---|---|---|---|---|
| XO ReportExcel add-in built for Xero | Excel (Windows, Mac, web), Google Sheets | Yes: =XO.BALANCE, =XO.PROFIT and others | $9.90/mo for 1 organisation, unlimited users | 14-day free trial (no credit card); no free plan |
| Scott's Add-insExcel add-in (Xero and QuickBooks) | Excel | Yes: =SCOTT.GL and others | $20/mo Basic (2 functions); Pro $39/mo, plus $12 per extra organisation and $8 per extra user | Free trial offered |
| Flex Financial ReportingExcel add-in with report templates | Excel | No: data tables you refresh from the ribbon | AU$60/mo for up to 10 connections (ex GST) | 14-day free trial |
| CData Excel Add-In for XeroEnterprise data connector | Excel | SQL query formula (=CDATAQUERY) | $59/mo (Starter) or $119/mo (Pro) for one user, plus a fee per extra user; CData does not say which plan Xero needs | Free tier (5,000 records per query, 50 queries a month); 15-day Pro trial |
| Coupler.ioData connector for many apps | Google Sheets, Excel, BigQuery, Looker Studio | Imported data, refreshed on a schedule or manually | $32/mo Starter (3 accounts) | Free plan (1 account, manual refresh) |
| CoefficientSpreadsheet sync, Google Sheets first | Google Sheets, Excel | Imported data, refreshed manually or on a schedule | $59/mo Starter (1 user) | Free plan (1 user, 50 import refreshes a month, manual refresh; standard sources only, and Xero is not on Coefficient's premium-source list); 30-day Pro trial |
| G-AcconGoogle Sheets connector | Google Sheets only | Not in Excel (Google Sheets only) | $60/mo Business (up to 3 companies) | 14-day free trial |
| Manual export from XeroBuilt into Xero | Excel or CSV file (a static copy) | No: a static copy of the report | No extra cost (it takes your time) | Included with Xero |
Prices checked November 2026 on each vendor's own pricing page, monthly billing, in the vendor's currency ($ = US dollars; AU$ = Australian dollars, ex GST). Sources: Scott's Add-ins pricing, Flex Financial Reporting pricing, Coupler.io pricing, CData Excel Add-In for Xero product page, Coefficient pricing, G-Accon pricing. For prices at 1, 5 and 50 organisations and a feature-by-feature grid, see the full comparison table.
Choosing the right Xero Excel add-in.
Who each option suits.
There are several ways to connect Xero with Excel. Here is how each one compares, and who it suits best.
XO Report
Our pickXO Report is built only for Xero, for finance teams and accountants who report on one company or a whole group in Excel. Write formulas such as =XO.BALANCE and =XO.PROFIT that pull live figures, or insert one report across several organisations from the task pane.
- Lowest published paid price ($9.90/mo)
- 50 organisations for $99.90/mo, vs $627/mo on Scott's Add-ins Pro
- Unlimited users on all plans
- Combine several Xero organisations into one table
- Multi-period financial reports
- Best for
- Accountants, bookkeepers and CFOs who build reports in Excel, especially across several Xero organisations.
- Not ideal for
- Teams that need journal-level (GL transaction) data.
- Starting price
- $9.90/mo for 1 organisation, unlimited users. 14-day free trial (no credit card); no free plan.
Scott's Add-ins
The established player with years of market presence. Scott's Add-ins has a proven track record and offers access to Journals/GL transaction data that XO Report doesn't have. A solid choice if you need that specific data or prefer established vendors.
- Best for
- Teams that need Journals / GL transaction data, or that use QuickBooks as well as Xero.
- Not ideal for
- Firms with many organisations on a tight budget: Pro adds $12 for each extra organisation ($627/mo for 50).
- Starting price
- $20/mo Basic (2 functions); Pro $39/mo, plus $12 per extra organisation and $8 per extra user. Free trial offered.
Flex Financial Reporting
One of the most-reviewed Excel apps on the Xero App Store. Flex is also an Excel add-in with report templates and data tables. Like Scott's, it has Journals access. Flex works from data tables you build reports on, rather than custom cell formulas like =XO.BALANCE. XO Report covers both formula-based models and built-in report workflows.
- Best for
- Teams that want report templates and data tables, plus Journals access.
- Not ideal for
- Custom cell formulas like =XO.BALANCE, or balances at dates other than month-end.
- Starting price
- AU$60/mo for up to 10 connections (ex GST). 14-day free trial.
CData
Enterprise data-connectivity vendor. CData's Excel Add-In for Xero is a ribbon-based add-in aimed at IT and BI teams who need broad data-source coverage, and CData also sells an ODBC Driver for Xero for tools such as Excel and Power Query. Sales-led pricing for the paid Pro tier.
- Best for
- IT and BI teams connecting Xero to BI tools, SQL databases or many other sources.
- Not ideal for
- Accountants who want accounting formulas like =XO.BALANCE (its =CDATAQUERY formula runs SQL queries), or a published price.
- Starting price
- $59/mo (Starter) or $119/mo (Pro) for one user, plus a fee per extra user; CData does not say which plan Xero needs. Free tier (5,000 records per query, 50 queries a month); 15-day Pro trial.
Coupler.io and other data connectors (Zapier and similar)
General-purpose connectors that sync Xero (and many other apps) into spreadsheets on a schedule. Useful when Xero is one of many sources; the data lands as static rows between syncs, with no live Excel formulas. Coupler.io prices by accounts.
- Best for
- Pulling Xero plus other apps (such as Stripe, HubSpot or Shopify) into Google Sheets, BigQuery or Excel on a schedule.
- Not ideal for
- Live Excel formulas that recalculate in the workbook.
- Starting price
- Coupler.io: $32/mo Starter (3 accounts). Free plan (1 account, manual refresh).
Coefficient
Spreadsheet automation platform with Google Sheets as the primary surface and Excel as a secondary surface. Best fit if you already live in Coefficient for non-Xero data.
- Best for
- Google Sheets users who also pull in many non-Xero sources.
- Not ideal for
- Excel-first teams, or teams of more than 5 users (custom Enterprise pricing).
- Starting price
- $59/mo Starter (1 user). Free plan (1 user, 50 import refreshes a month, manual refresh; standard sources only, and Xero is not on Coefficient's premium-source list); 30-day Pro trial.
G-Accon
Long-established Xero to Google Sheets connector (vendor describes itself as the #1 Google Sheets platform for financial reporting); there is no native G-Accon Excel add-in. Best fit for teams reporting in Sheets.
- Best for
- Teams that report in Google Sheets.
- Not ideal for
- Excel users (there is no G-Accon Excel add-in).
- Starting price
- $60/mo Business (up to 3 companies). 14-day free trial.
Manual CSV export
The free option: export reports from Xero and paste them into Excel. Works for occasional use, but time-consuming for regular reporting. Data goes stale immediately.
- Best for
- Occasional, one-off reports.
- Not ideal for
- Weekly or monthly reporting: every period means a new export, and the numbers go stale once exported.
- Starting price
- No extra cost (it takes your time). Included with Xero.
Build your own
Custom API integrations via Xero's API. Requires developer resources and ongoing maintenance. Only makes sense for very specific needs.
- Best for
- Very specific needs, with developers to build and maintain it.
- Not ideal for
- Teams without developer time.
XO Report in 90 seconds.
Start to finish.
One workbook from start to finish: live formulas, a Xero report inserted as a table, several companies side by side, and Refresh inside Excel.
Frequently asked questions.
- How do I connect Xero to Excel?
- Add an Excel add-in from inside Excel: on the Home tab click Add-ins, search for it (type "xo r" for XO Report) and click Add. Then sign in to Xero, pick your companies, and insert a report or write a formula. Your figures stay linked to Xero and update when you click Refresh. Without an add-in, export a report from Xero and open the file in Excel; that copy does not update.
- Can I export Xero to Excel?
- Yes. Most Xero reports have an Export button that downloads an Excel file, and lists such as invoices or contacts export as CSV. The file is a copy: next month you export again. An add-in keeps the same report linked to Xero instead.
- What is the best Xero Excel add-in for accountants?
- For accountants managing multiple clients, XO Report prices per organisation with unlimited users: 50 organisations cost $99.90/mo, vs $627/mo on Scott's Add-ins Pro for one user (each extra user adds $8). Its task-pane tables and reports can combine several Xero organisations into one table, and formulas such as =XO.BALANCE pull live figures for each organisation. Scott's Add-ins is a solid alternative with a longer track record and Journals access. Flex Financial Reporting is one of the most-reviewed Excel apps on the Xero App Store and offers report templates.
- Can I use Xero data in Excel without an add-in?
- Yes, you can manually export CSV files from Xero. However, this is time-consuming and the data becomes stale immediately. An add-in keeps the figures linked to Xero, and they update when you click Refresh in Excel.
- How much do Xero Excel add-ins cost?
- Pricing varies: XO Report starts at $9.90/mo. Scott's Add-ins starts at $20/mo for its Basic plan (two functions) or $39/mo for Pro, plus $12 per additional organization and $8 per additional user. Flex Financial Reporting starts at AU$60/mo for up to 10 connections. Coupler.io starts at $32/mo for 3 accounts. Prices are monthly: $ means US dollars and AU$ means Australian dollars.
- What new Xero Excel options should I consider in 2026?
- Beyond Scott's and Flex, the 2026 landscape includes Coupler.io (data connector for many sources), CData (enterprise data-connectivity platform with a ribbon-based Excel Add-In), Coefficient (Sheets-first spreadsheet automation), and G-Accon (Google-Sheets-only Xero connector). XO Report is an Excel add-in built only for Xero, with custom functions (such as =XO.BALANCE) plus tables and reports from the task pane, from $9.90/mo (USD). Xero itself announced a Microsoft 365 Copilot integration in July 2026 that it says will bring Xero data into Excel as tables; the announcement gave no availability or licence details, so check Xero for current status.
- Are any Xero-to-Excel tools free?
- Manual export from Xero costs nothing, but the numbers don't refresh. Coupler.io (1 account, manual refresh), Coefficient (1 user, 50 import refreshes a month, manual refresh; standard sources only, and Xero is not on Coefficient's premium-source list) and CData's Excel Add-In for Xero (5,000 records per query, 50 queries a month) have limited free plans. XO Report has no free plan: it offers a 14-day free trial with no credit card, then plans from $9.90/mo. Flex (14 days), G-Accon (14 days) and Coefficient Pro (30 days) offer free trials, and Scott's Add-ins offers a free trial too. (Prices checked November 2026.)