Best Xero Excel Add-ins in 2026
An honest, comprehensive guide to all Xero Excel integration options. We compare features, pricing, and help you choose the right tool for your needs.
Frequently Asked Questions
What is the best Xero Excel add-in for accountants?
For accountants managing multiple clients, XO Report offers the best value with multi-org formulas and pricing that scales well. Scott's Add-ins is a solid alternative with a longer track record. Flex Financial Reporting is #1 on the Xero App Store and offers great report templates.
Can I use Xero data in Excel without an add-in?
Yes, you can manually export CSV files from Xero. However, this is time-consuming and the data becomes stale immediately. Add-ins provide live data that refreshes automatically.
Which Xero Excel add-in has access to Journals?
Scott's Add-ins and Flex Financial Reporting both have access to Journals / GL transaction data. XO Report does not currently offer this feature due to Xero API tier restrictions.
How much do Xero Excel add-ins cost?
Pricing varies: XO Report starts at $9.90/mo, Flex Financial Reporting at $30/mo, and Scott's Add-ins Pro at $39/mo. For multiple orgs, XO Report is typically 75-92% cheaper than alternatives.
Choosing the Right Xero Excel Add-in
If you're looking to connect Xero with Excel, you have several options. Here's our honest assessment of the market to help you choose.
1. XO Report (Our Pick)
XO Report is designed for accountants and finance professionals who want the simplest path from Xero to Excel. Install, connect, and start using formulas immediately.
- Lowest entry price ($9.90/mo)
- Best value at scale (50 orgs for $49.90)
- Unlimited users on all plans
- Multi-org formulas (unique feature)
- Accurate multi-period P&L
2. Scott's Add-ins
The established player with years of market presence. Scott's Add-ins has a proven track record and offers access to Journals/GL transaction data that XO Report doesn't have. A solid choice if you need that specific data or prefer established vendors.
See detailed comparison →3. Flex Financial Reporting
The #1 rated app on the Xero App Store. Flex is also an Excel add-in with excellent report templates and data tables. Like Scott's, it has Journals access. It doesn't offer custom Excel formulas like XO Report, but has a great visual report builder.
See detailed comparison →4. Data Connectors (Coupler.io, Zapier, etc.)
General-purpose tools that can sync Xero data to spreadsheets. Good if you need to connect many apps, but lack accounting-specific features and Excel formulas.
See detailed comparison →5. Manual CSV Export
The "free" option - export reports from Xero and paste into Excel. Works for occasional use, but time-consuming for regular reporting. Data goes stale immediately.
See detailed comparison →6. Other Options
ODBC Connectors (CData, etc.): Technical database connections requiring IT expertise. Powerful but overkill for most accounting use cases.
Build Your Own: Custom API integrations via Xero's API. Requires developer resources and ongoing maintenance. Only makes sense for very specific needs.
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