Xero + Excel.
Finally Connected.
Live Xero data in Excel. No exports, no copy-paste.
Everything You Need to Work With Xero in Excel
From simple account lookups to complex financial reports, XO Report makes it easy.
Custom Functions
Use formulas like =XO.BALANCE() to pull live data from Xero directly into your spreadsheets.
Data Tables
Insert invoices, contacts, and transactions as Excel tables with one click.
Financial Reports
Generate Profit & Loss and Balance Sheet reports formatted to your specifications.
Real-Time Data
Data refreshes automatically when you open your workbook or on demand.
Secure Connection
OAuth 2.0 connection to Xero. Your credentials are never stored.
Multi-Org Support
Connect multiple Xero organizations and switch between them easily.
Up and Running in Minutes
Three simple steps to start pulling Xero data into Excel.
Install from AppSource
Get XO Report from Microsoft AppSource. It installs directly into Excel.
Connect to Xero
Click "Connect" and authorize with your Xero account. Takes 30 seconds.
Start Using Formulas
Type =XO. in any cell to see available functions. Your Xero data is ready.
Built for Finance Professionals
Designed for the workflows that matter most in accounting and finance.
CFO Reporting
Build executive dashboards that pull live Xero data. Monthly P&L, balance sheets, and KPI tracking - all in Excel, always up to date.
Accountant Workflows
Eliminate CSV exports and manual copy-paste. Use formulas to pull trial balances, account details, and transaction data directly into your workpapers.
Multi-Client Management
Manage multiple Xero organizations from a single Excel workbook. Up to 50 on Max, unlimited on Enterprise. Consolidation reports and cross-org analysis made simple.
Stop Exporting. Start Building.
Your Xero data belongs in Excel formulas, not CSV files.
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