Everything You Need for Xero + Google Sheets
From simple account lookups to comprehensive financial reports, XO Report gives you the tools to build exactly what you need.
Data Tables
Insert invoices, bills, payments, credit notes, contacts, and more as tables in Google Sheets.
- Insert from the XO Report sidebar
- Lists: chart of accounts, items, tracking categories, tax rates
- Refresh to get latest data
Financial Reports
Generate financial reports: P&L, Balance Sheet, Trial Balance, Budget Summary, Aged Receivables and Aged Payables by contact, Bank Summary, and Executive Summary.
- Multi-period comparison
- Preset periods or custom date ranges
- Dates can come from a cell in your sheet
Multi-Organization Support
Connect multiple Xero organizations and pick which one each table or report comes from.
- Switch organizations easily
- Separate org per sheet
- Same plans as Excel
One-Click Refresh
The Manage tab lists every table in your spreadsheet. Refresh one table or all of them with one click.
- Current data when you need it
- Refresh All Tables in one click
- Efficient caching
Last refreshed: 2 hours ago
Updated just now
Secure by Design
OAuth 2.0 connection to Xero. Your Xero password is never stored. The add-on sees only the spreadsheet you have open.
- 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
Insert your Xero tracking categories and options as a list in your sheet.
Ready to Get Started?
Try XO Report free for 14 days. No credit card required.
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