The Xero Excel Add-in Built for Accountants
Stop wasting time on manual exports. XO Report gives you live Xero data in Excel, so you can focus on advising clients instead of wrestling with spreadsheets.
Why Accountants Choose XO Report
Save Hours on Client Reports
Stop exporting CSVs and manually updating spreadsheets. Pull live Xero data directly into your report templates.
Multi-Client Management
Connect up to 50 Xero organizations with one subscription. Switch between clients instantly without re-authenticating.
Template Once, Use Forever
Build your report templates once with XO Report formulas. Each month, just refresh and the data updates automatically.
Custom Financial Reports
Create P&L, Balance Sheet, and custom reports tailored to each client. Full control over layout and presentation.
Secure & Read-Only
OAuth 2.0 connection with read-only access. XO Report cannot modify any data in your clients' Xero accounts.
Real-Time Data
No stale data. Formulas pull live information from Xero every time you refresh your workbook.
Common Use Cases
How accounting firms use XO Report to serve clients better.
Monthly Management Reports
Use XO.PROFIT and XO.BALANCE functions to build custom management packs. Compare actuals to budget, show YoY trends, all in your preferred format.
Client Dashboards
Create Excel dashboards that pull key metrics from Xero. Revenue, expenses, receivables aging—all updating automatically.
Multi-Entity Consolidations
Pull data from multiple Xero organizations into a single workbook. Build consolidated reports without manual data entry.
Audit Workpapers
Extract trial balances, transaction listings, and account details directly into your audit templates.
Priced for Practices
Unlike per-org pricing that adds up fast, XO Report offers flat monthly rates.
$14.90
for 3 organizations
$29.90
for 10 organizations
$49.90
for 50 organizations
Ready to Streamline Your Practice?
Join accountants who are saving hours each month with XO Report.
14-day trial · No credit card required · 30-day money-back guarantee