Everything You Need for Xero + Excel
From simple account lookups to comprehensive financial reports, XO Report gives you the tools to build exactly what you need.
Custom Functions
Use Excel formulas like =XO.BALANCE(), =XO.PROFIT(), and =XO.BUDGET() to pull live Xero data directly into cells.
- Real formulas that recalculate automatically
- Works with other Excel functions
- Copy and paste like any formula
Data Tables
Insert invoices, contacts, payments, and more as properly formatted Excel tables.
- One-click table insertion
- Filter and sort built-in
- Refresh to get latest data
Financial Reports
Generate a full suite of financial reports — P&L, Balance Sheet, Trial Balance, Budget Summary, Aged Receivables, Aged Payables, Bank Summary, and Executive Summary.
- Multi-period comparison
- Tracking category filters
- Custom date ranges
Multi-Organization Support
Connect multiple Xero organizations and work with data from any of them in the same workbook.
- Switch organizations easily
- Consolidation reports across orgs
- Separate org per worksheet
Automatic Refresh
Data refreshes automatically when you open your workbook, or manually with one click.
- Always see current data
- Manual refresh option
- Efficient caching
Last refreshed: 2 hours ago
Updated just now
Secure by Design
OAuth 2.0 connection to Xero. Your Xero credentials are never stored. Disconnect anytime.
- Industry-standard OAuth 2.0
- No passwords stored
- Revoke access anytime in Xero
Built for Professionals
Technical features that make your workflow smoother.
Smart Caching
Intelligent caching reduces API calls and speeds up your reports.
Trial Balance Support
Pull complete trial balance data for reconciliation and auditing.
Tracking Categories
Filter reports by Xero tracking categories for departmental analysis.
Ready to Get Started?
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