FOR FINANCE TEAMS

Month-end reporting from Xero.
One company or several.

Build your management accounts once, in your own Excel or Google Sheets layout. Each month, change the dates and refresh. Every figure comes straight from Xero.

Try Free View Pricing

14-day free trial. No credit card. Excel and Google Sheets.

A monthly management report in Excel for Demo Hotels Ltd: =XO.PROFIT($C$2, C$7, C$8) in C16 returns 122,562 net profit for September 2026, beside year to date and monthly columns from October 2025, with a Net profit by month chart below — A management report fed by live formulas, and a chart that follows it. Scroll sideways to see the whole sheet.Demo company data

Every company in one list.
Connect each one once.

Sign in with Xero for each organisation. Xero adds one per sign-in. After that, pick the company when you insert a report or write a formula.

The XO Report organization picker with Demo Holdings Ltd, Demo Hotels Ltd and Demo Property Ltd listed and ticked — Tick one organisation, or several for one combined table (aged reports take one).

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 reports you rebuild every month.
Built once, refreshed after.

Reports land as tables you can filter and pivot. Formulas sit in your own layout. Both refresh from Xero.

Budget against actual

In Excel, put XO.BUDGET beside XO.BALANCE for each account and work out the variance in plain Excel; XO.BUDGET reaches your named and tracking budgets too. In Excel or Google Sheets, insert the Budget Summary report (your Overall Budget, by account and month) beside a Profit & Loss table and compare them with lookups.

Budget vs actual in Excel →

The September 2026 variance columns in Excel: Sales 12,751 above budget in green, Cost of Goods Sold 4,306 above budget in red, with notes that revenue above budget is favourable and costs above budget are unfavourable; net profit variance 6,562, 5.7% — Actual from XO.BALANCE, budget from XO.BUDGET, variance in plain Excel. Scroll sideways to see the whole sheet.Demo company data

Several companies, one view

Insert one report for several companies, each row naming its company, in Excel or Google Sheets, then pivot it. In Excel you can also give each company its own column of XO.BALANCE formulas, add your adjustments in a column of your own and total the group. Everything refreshes from Xero.

Multi-company reporting →

A group profit and loss in Excel for 1 July to 30 September 2026, with columns for Hotels, Property and Holdings, an Adjustments column removing 90,000 of management fees, and a Group column; group net profit 672,307 — Three companies side by side with XO.BALANCE, your adjustments, one group total. Scroll sideways to see the whole sheet.Demo company data

The balance sheet at month end

Insert the Balance Sheet at any date, for one company or several in one table. Add the Bank Summary and the aged reports, and the month-end file is ready to review.

Balance Sheet in Excel →

A Balance Sheet as of 30 September 2026 for Demo Hotels Ltd inserted in Excel as a table, with OrgID, OrgName, Section, AccountCode, Account and Balance columns; Net Assets and Total Equity both 1,198,368.08 — A Balance Sheet at 30 September. Net assets equal total equity, as in Xero. Scroll sideways to see the whole sheet.Demo company data

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.

A Profit and Loss after a Refresh with October dates: Sales 437,208.36 and net profit 106,955.67, labelled Now October, from Xero — Refreshed with October dates.Demo company data

Part of the team works 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.

Google Sheets with a Profit and Loss for September 2026 compared with two earlier months, and the XO Report sidebar showing its report cards — A Profit & Loss in Google Sheets, inserted from the XO Report sidebar. Scroll sideways to see the whole sheet.Demo company data

XO Report for Google Sheets →

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.

SOLO
1 organisation
US$9.90 a month
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

Compare plans →

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.

Security and trust →

Questions finance teams ask.

We only have one Xero company. Is it for us?: Yes. The Solo plan covers one Xero organisation for US$9.90 a month, with every feature and unlimited users. If you add companies later, move to a larger plan.
Can the whole finance team use it?: Yes. Every plan has unlimited users. You pay for the number of Xero organisations, not the number of people.
How do I report across several companies?: Connect each company once from Settings; Xero adds one per sign-in, and your Xero login needs access to that company, with Xero's Connect apps permission. Then insert a report for several companies in one table and pivot it, or in Excel give each company its own column of formulas. Eliminations, currency translation and ownership percentages go in your own columns, so the method stays yours.
Can XO Report change anything in Xero?: No. Access is read-only. XO Report reads reports, balances and lists, and cannot create, change or delete anything in Xero.
Does it work in Google Sheets?: Yes for the reports and tables, under the same subscription. The custom functions, such as XO.BALANCE and XO.BUDGET, are Excel only.

Xero to Excel guide →Compare Xero add-ins →Install guide →

Try it on your own Xero.

Connect your companies and build your first report. 14-day free trial, no credit card.

Try Free View Pricing

14-day trial · No credit card required · 30-day money-back guarantee

Month-end reporting from Xero. One company or several.

Every company in one list.Connect each one once.

The reports you rebuild every month.Built once, refreshed after.