Best Xero Excel Add-ins & Integrations in 2026

1. XO Report (Our Pick)

XO Report is an Excel add-in built only for Xero, for accountants and finance teams who report in Excel. Connect Xero once, then write formulas such as =XO.BALANCE and =XO.PROFIT that pull live figures on demand, or insert ready-made tables and reports 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 report in Google Sheets, or that need journal-level (GL transaction) data.
• Starting price: $9.90/mo for 1 organisation, unlimited users. 14-day free trial (up to 10 organisations, no credit card); no free plan.

2. 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 (1 user, 2 functions); Pro $39/mo, plus $12 per extra organisation. Free trial offered.

See detailed comparison →

3. 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.

See detailed comparison →

4. 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: Paid tier: contact CData (no published price). Free tier (5,000 records per query, 50 queries a month); 15-day Pro trial.

See detailed comparison →

5. 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 or accounting-specific reports. 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, or built-in Profit & Loss and Balance Sheet reports.
• Starting price: Coupler.io: $32/mo Starter (3 accounts). Free plan (1 account, manual refresh).

XO Report vs Coupler.io → · Add-ins vs data connectors →

6. 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.

See detailed comparison →

7. G-Accon

Long-established Xero → 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.

See detailed comparison →

8. Manual CSV Export

The "free" option - export reports from Xero and paste 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.

See detailed comparison →

9. 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.