Skip to main content
Free 14-day trial · No credit card

Your Xero numbers, live in Excel.

Create your free account with Xero, add XO Report to Excel, and build reports that refresh from Xero instead of from CSV exports.

5.0

Trusted by 150+ companies
What happens next
1
Create your account with Xero
On this page, right now.
2
Add XO Report to Excel
Desktop or web. We walk you through it on the next page.
3
Connect your organisations and start the trial
Inside Excel, when you are ready. Your 14 days start then.

Start your free trial

Up to 10 Xero organisations for 14 days. Then plans from US$9.90 a month.

  • Only your name and email are shared at this step.
  • No credit card. The trial clock only starts when you choose, in Excel.
  • Read-only access to your accounts, asked later in Excel. Disconnect anytime.
or
Install first from Microsoft AppSource

Already have an account? Sign in

By continuing, you agree to our Terms and Privacy Policy.

Works with Excel on Windows, Mac and the webListed on the Xero App StoreAvailable on Microsoft AppSource

Formulas that pull straight from Xero

Type a formula or insert a ready-made report. Refresh when you want the latest numbers, and your layout stays exactly as you built it.

11 functions for balances, profit, budgets and more
P&L, Balance Sheet, Trial Balance as Excel tables
Several Xero organisations in one workbook
Monthly report.xlsx
fx=XO.BALANCE(A2, "4000", C1, D1)
Account
Jul
Aug
Sales
48,210
51,870
Cost of sales
19,640
20,115
Operating expenses
14,305
14,980
Net profit
14,265
16,775

You stay in control of your Xero data

Signed in through Xero

You sign in on Xero's own page. We never see or store your Xero password.

Read-only

XO Report only asks Xero for permission to read your figures.

Disconnect anytime

Remove an organisation from your account page whenever you like. How we handle data

Before you start

Do I pay anything today?
No. There is no card to enter. After the 14-day trial you choose a plan, or simply stop.
Why sign in with Xero first?
It creates your XO Report account, so your trial, your organisations and your plan all live in one place.
Which Excel do I need?
Excel on Windows, Mac or the web. See the install guide
Installing for a whole team?
Your Microsoft 365 admin can add it for everyone. IT admin guide

Ready when you are

14-day free trial. No credit card.

5.0· 7 user ratings