Account Management

Manage your XO Report account, connected organizations, and subscription from a single dashboard.

Accessing the Account Portal

Go to xo-report.com/account and sign in with your Xero account. This is the same Xero account you use to connect organizations in the Excel add-in.

If you're not signed in, you'll be redirected to the sign-in page where you can authenticate with Xero.

The account dashboard is organized into three sections:

View all connected Xero organizations, how many slots you've used, and connect new organizations. Shows swap cooldown status for each org.

View your current plan, billing status, and renewal date. Access the Stripe billing portal for payment details, invoices, and plan changes.

Disconnect organizations, swap organizations, downgrade or cancel your subscription, and delete your account. This section is collapsed by default.

Connect, disconnect, and swap Xero organizations. Understand org limits and slot cooldowns.

View your plan details, upgrade, downgrade, or cancel your subscription.

Understand shared access, collaborator roles, and what happens when the billing admin makes changes.

Delete your account, understand the 30-day cooling-off period, and how to cancel a deletion request.

If you're having trouble with your account, check our troubleshooting guide or contact support.