Everything You Need for Xero + Excel

From simple account lookups to comprehensive financial reports, XO Report gives you the tools to build exactly what you need.

Custom Functions

Use Excel formulas like =XO.BALANCE(), =XO.PROFIT(), and =XO.BUDGET() to pull live Xero data directly into cells.

Insert invoices, contacts, payments, and more as properly formatted Excel tables.

Generate Profit & Loss and Balance Sheet reports with your preferred date ranges and formatting.

Connect multiple Xero organizations and work with data from any of them in the same workbook.

Data refreshes automatically when you open your workbook, or manually with one click.

OAuth 2.0 connection to Xero. Your Xero credentials are never stored. Disconnect anytime.

Technical features that make your workflow smoother.

Intelligent caching reduces API calls and speeds up your reports.

Pull complete trial balance data for reconciliation and auditing.

Filter reports by Xero tracking categories for departmental analysis.

Try XO Report free for 14 days. No credit card required.