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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.

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5.0

Trusted by 150+ companies

Available on Microsoft MarketplaceXero
Recommended

Install from AppSource

Open XO Report on Microsoft AppSource and follow the installation steps.

Open in AppSource

Install from Excel

Add XO Report from Excel's Add-ins menu.

Open in ExcelOpen in Excel for the web
Need help?

Using Excel for the web? Choose Home → Add-ins → More Add-ins. Search the full Store for XO Report, select it, then choose Add.

If the XO workbook opens without the XO pane, select XO Report in Excel's ribbon.

Installation help
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1

Connect to Xero

  1. If the XO pane is not already open, select XO Report in Excel's ribbon
  2. Click Connect to Xero
  3. Sign in to your Xero account (if not already signed in)
  4. Select the organization you want to connect
  5. Click Allow access
  6. Click Start Free Trial to activate your 14-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.

  1. Open the Microsoft 365 Admin Center
  2. Go to Settings → Integrated Apps → Get Apps
  3. Search for "XO Report" and select it
  4. 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).

2

Try It Out

Use the Formula Builder

  1. Open the add-in in Excel
  2. Go to the Formula Builder tab
  3. Pick a function
  4. Configure parameters
  5. Click Insert

The formula builder guides you through every parameter — no need to memorize syntax.

Insert a Data Table

  1. Open the add-in in Excel
  2. Go to the Tables tab
  3. Select a table type (e.g., Invoices)
  4. Configure parameters
  5. Click Insert

Tables land as native Excel tables with headers, filters, and refresh capability.

Explore What You Can Do

Custom Functions

11 formulas for balances, P&L, budgets, and more.

Data Tables

Invoices, contacts, payments as Excel tables.

Financial Reports

P&L, Balance Sheet, Trial Balance, and more.

Get XO Report Free

Install XO Report to connect Excel with Xero.

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Free trial · No credit card · Cancel anytime

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