Your Xero Data. Live in Excel.
Stop exporting CSVs. Install the add-in, connect to Xero, and your financial data flows into Excel formulas automatically.
Install from AppSource
Click the button above to open AppSource. One click installs XO Report into Excel.
Install from Excel
Open Excel → Insert → Add-ins → Get Add-ins → Search "XO Report" → Add
Connect to Xero
- Click the XO Report button in the Excel ribbon to open the task pane
- Click Connect to Xero
- Sign in to your Xero account (if not already signed in)
- Select the organization you want to connect
- Click Allow access
- Click Start Free Trial to activate your 60-day trial
Note: Connect all your Xero organizations. Switch between them anytime from the task pane.
Deploying for Your Organization?
IT admins can deploy XO Report to specific users, groups, or the entire organization using Microsoft 365 Centralized Deployment. Users don't need to install anything — the add-in appears in their Excel ribbon automatically.
- Open the Microsoft 365 Admin Center
- Go to Settings → Integrated Apps → Get Apps
- Search for "XO Report" and select it
- Assign to specific users, groups, or everyone
Updates are deployed automatically. Each user connects their own Xero account after the add-in appears in Excel (may take up to 24 hours).
Try It Out
Use the Formula Builder
- Open the add-in in Excel
- Go to the Formula Builder tab
- Pick a function
- Configure parameters
- Click Insert
The formula builder guides you through every parameter — no need to memorize syntax.
Insert a Data Table
- Open the add-in in Excel
- Go to the Tables tab
- Select a table type (e.g., Invoices)
- Configure parameters
- Click Insert
Tables land as native Excel tables with headers, filters, and refresh capability.
Get XO Report Free
Live Xero data in Excel. Install in 2 minutes.
Free trial · No credit card · Cancel anytime