Xero Data in Excel, Made Simple
XO Report brings your Xero data directly into Excel. Build client reports, track transactions, and analyze data—all without leaving your spreadsheet.
Why Bookkeepers Love XO Report
Faster Client Reporting
Create weekly and monthly reports in minutes instead of hours. No more manual data entry from Xero exports.
Manage Multiple Clients
Connect all your client organizations with one subscription. Switch between them seamlessly in Excel.
Transaction Tables
Insert invoices, payments, and bank transactions as Excel tables. Filter, sort, and analyze with familiar tools.
Always Up-to-Date
Data refreshes automatically when you open your workbook. Always work with the latest information.
Your Templates, Your Way
Use your existing Excel templates. Just add XO Report formulas to pull Xero data where you need it.
No More CSV Exports
Stop downloading files from Xero and reformatting them. Get data directly in Excel with one click.
Common Use Cases
How bookkeepers use XO Report in their daily work.
Weekly Client Updates
Pull outstanding invoices, recent payments, and bank balances into a simple report you can email to clients every week.
Cash Flow Monitoring
Track receivables and payables aging, upcoming payments, and cash positions across all client accounts.
Transaction Reconciliation
Export bank transactions and invoices side-by-side to spot discrepancies and unmatched items quickly.
End-of-Month Checklists
Build templates that pull key account balances and flags for review. Ensure nothing gets missed at month-end.
Simple, Fair Pricing
Pay based on how many clients you manage. No hidden fees, no per-user charges.
$9.90
for 1 organization
$14.90
for 3 organizations
$29.90
for 10 organizations
Ready to Save Time on Client Work?
Try XO Report free for 14 days. No credit card required.
14-day trial · Works with Excel on Windows, Mac, and Web