FOR BOOKKEEPERS
Xero transactions in a spreadsheet.
Without the export.
Pull invoices, bills, bank transactions and aged reports from Xero into Excel or Google Sheets. Check them in a table, and refresh when Xero changes.
14-day free trial. No credit card. Excel and Google Sheets.
Every client in one list.
Connect each one once.
Sign in with Xero for each client's organisation. Xero adds one per sign-in. After that, pick the client when you insert a report or write a formula.
Priced by organisations, not people. Plans go from one Xero organisation up to 50, with unlimited users on every plan.
One subscription, both apps. The same plan covers Excel and Google Sheets.
The checks you run every month.
With the data already in place.
Every report lands as a table with a title row that names the report, the dates and the organisation. Lists and transactions land as plain tables, one row each.
Transactions and lists as tables
Pick a date range and insert invoices, bills, payments or bank transactions, one row each. Or the chart of accounts and every contact. Filter, sort and pivot them with the tools you already use.
Who owes what
Aged Receivables and Aged Payables, as a summary or by contact. Sort by the oldest column to see who to chase and which bills are due.
Month-end checks
Keep the Trial Balance, Bank Summary, Balance Sheet and Profit & Loss in one month-end file. Each table shows when it was last refreshed and has its own refresh button.
Next month, change the dates.
Then press Refresh.
The layout stays. The figures come again from Xero. The Refresh button in the add-in fetches fresh data from Xero; ordinary recalculation can reuse recent figures to keep the file quick.
Some clients live in Google Sheets?
Same reports, same plan.
The reports and tables are in the Google Sheets sidebar too, with the same companies, dates and refresh. The custom functions, such as XO.BALANCE, are Excel only.
Priced by the number of organisations.
Unlimited users.
Every plan has every product feature and a 14-day free trial. For more than 50 organisations, ask us about Enterprise.
LITE
3 organisations
US$14.90 a month
PRO
10 organisations
US$29.90 a month
BUSINESS
25 organisations
US$49.90 a month
MAX
50 organisations
US$99.90 a month
All plans, including one organisation →
- Read-only access to Xero
- XO Report reads Xero data. It cannot create, change or delete anything in Xero.
- Sign in with Xero
- OAuth 2.0 on Xero's own page. Xero passwords are never stored.
- Excel or Google Sheets
- Excel on Windows, Mac and the web, and Google Sheets.
Questions bookkeepers ask.
- Can I use it for every client I look after?
- Yes. Connect each client's Xero organisation from Settings; Xero adds one per sign-in, and your Xero login needs access to that organisation. Plans are priced by the number of organisations, with unlimited users.
- Is it better than exporting a CSV from Xero?
- An export is a copy that stops at the moment you download it. An XO Report table stays linked to Xero: next month, change the dates and refresh instead of exporting and cleaning a new file.
- Can XO Report change anything in Xero?
- No. Access is read-only. It reads transactions, reports and lists, and cannot create, change or delete anything in Xero.
- Does it work in Google Sheets?
- Yes. The reports and tables are in the Google Sheets sidebar too, under the same subscription. Only the custom functions, such as XO.BALANCE, are Excel only.
- Which versions of Excel does it run in?
- Excel on Windows, Excel for Mac and Excel on the web, from Microsoft AppSource.
Try it on one of your clients.
Connect a client's Xero and insert your first table. 14-day free trial, no credit card.
14-day trial · No credit card required · 30-day money-back guarantee