XO REPORT FOR EXCEL

The Xero add-in for Excel.
Live formulas, reports and tables.

Type =XO.BALANCE like any other formula, or insert a full Profit & Loss from the task pane. Every figure comes from Xero, and refreshes when you ask.

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14-day free trial. No credit card. Excel on Windows, Mac and the web.

Excel with =XO.PROFIT in cell C12, pulling April 2026 net profit for Demo Hotels Ltd above Sales, Cost of Goods Sold and expense rows for April to September — =XO.PROFIT for one company, about to be filled across six months. Scroll sideways to see the whole sheet.Demo company data

Xero custom functions in Excel.
They work like SUM.

Point a formula at an account, a company and a period. Copy it across months, wrap it in IF, chart it. Your layout stays yours.

Excel with =XO.BALANCE in the formula bar, a current month, last month and variance table of expense accounts, and the XO Report Functions tab listing XO.BALANCE, XO.BUDGET and XO.PROFIT — Current month, last month and variance, each figure an =XO.BALANCE. Scroll sideways to see the whole sheet.Demo company data

FINANCIAL

XO.BALANCEOne account for a period, with optional tracking filters
XO.PROFITNet profit for a period, with optional tracking filters
XO.BUDGETBudget amount for an account and period

LOOKUP

XO.LACCOUNTA property of an account, by code
XO.LITEMA property of an item, by code

LISTS

XO.ORGConnected organizations
XO.COAChart of accounts
XO.CONTACTSCustomers and suppliers
XO.TRACKINGTracking categories
XO.TAXRATESTax rates
XO.CURRENCIESCurrencies

Function reference →

Xero reports in Excel.
A few clicks each.

Pick a report, the companies and the period, then insert. It lands as a formatted Excel table you can filter, pivot and refresh.

A Profit and Loss for September 2026 just inserted in Excel for Demo Hotels Ltd, with OrgID, OrgName, Section, AccountCode, Account and Amount columns — A Profit & Loss, inserted as a table with a title row. Scroll sideways to see the whole sheet.Demo company data

The XO Report task pane Tables tab with report cards for Profit and Loss, Balance Sheet, Trial Balance and Aged Receivables — The report cards in the task pane.

STATEMENTS

RECEIVABLES, PAYABLES, BANK

Compare several periods, filter by tracking category, or set a custom date range.

Report documentation →Guide: Xero reports in Excel →

By department, region or project.
From your Xero tracking.

Tracking categories belong to one company, so tracking works one company at a time.

In a formula

=XO.PROFIT($B$1, C$3, C$4, "Region", "North")

XO.BALANCE and XO.PROFIT take up to two tracking category and option pairs: net profit for the North region, month by month, in your own layout.

XO.PROFIT →XO.TRACKING function →

In a report

Filter the Profit & Loss or Balance Sheet by up to two tracking categories. Or split the Profit & Loss by one, with rows for each account and tracking option. A split cannot be combined with period comparison.

Tracking Categories table →

Xero data as Excel tables.
From invoices to tax rates.

Transactions and lists arrive as real Excel tables. Filter, sort and pivot them, then refresh to pull the latest records.

TRANSACTIONS

LISTS

Open in Xero links to the source record, where available.

Table documentation →Bank Transactions (Beta) →

One company, or the whole group.
In the same workbook.

Connect every Xero organization you work on. Tick several on a report or table, or give each company its own column of formulas.

The XO Report organization picker with Demo Holdings Ltd, Demo Hotels Ltd and Demo Property Ltd all ticked

Each row names its company. Most reports and tables take several companies at once, with OrgName and OrgID included by default.

Every user included. Plans are priced by Xero organizations, not seats.

The consolidation stays yours. Intercompany and currency adjustments are your own columns.

One Profit and Loss table with rows for Demo Hotels Ltd and Demo Property Ltd, each row carrying its OrgID and OrgName — Scroll sideways to see the whole sheet.

A September 2026 Profit and Loss with columns for Holdings, Property and Hotels, an Adjustments column removing 30,000 of management fees, and a Group column built with =SUM(C6:F6); group net profit 218,848 — One currency, adjustments entered by hand, then a Group =SUM. Scroll sideways to see the whole sheet.Demo company data

How to consolidate Xero entities in Excel →

Next month: change two dates, press Refresh.
Every company, fresh from Xero.

In a pack built with XO Report formulas and shared From and To cells, the whole workbook follows the new dates. No new export, no pasting.

GROUP NET PROFIT

218,848 September248,947 October

Same workbook, same adjustments. Demo company data.

Your work stays put. Your layout and commentary on their own sheet are untouched.

Tables refresh separately. One or all of them, from the Manage tab.

Quick by default. Recalculation can reuse recent results. Refresh fetches the latest from Xero.

Live Xero data in Excel →

Read-only, and yours to disconnect.

Read-only access to Xero: XO Report reads your Xero data. It cannot create, change or delete anything in Xero.
Sign in with Xero: OAuth 2.0 on Xero's own page. Your Xero password is never stored.
Disconnect any time: From the task pane, or from the connected apps in Xero.

Security and trust →Work in Google Sheets? XO Report for Google Sheets →

Try it on your own Xero file.

14 days free, no credit card. Plans from $9.90 a month.

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The Xero add-in for Excel. Live formulas, reports and tables.

Xero custom functions in Excel.They work like SUM.

Xero reports in Excel.A few clicks each.

By department, region or project.From your Xero tracking.