---
title: XO Report Reviews
meta_title: 'XO Report Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how XO Report works for a business like yours.
date_modified: '2026-08-25'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# XO Report Reviews
**Vendor:** Clovis Global OÜ  
**Category:** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis)
## About XO Report
XO Report is an Excel add-in for accountants, bookkeepers and finance teams who use Xero. Instead of exporting reports to CSV and pasting them into spreadsheets, you write formulas like XO.BALANCE for an account balance, XO.PROFIT for net income, XO.BUDGET for budget figures - and refresh them whenever Xero changes. Full reports (Profit & Loss, Balance Sheet, Trial Balance, Aged Receivables and more) and data tables (invoices, contacts, chart of accounts) insert from a task pane in a few clicks. Every plan supports unlimited users, and one workbook can pull from several Xero organisations side by side, which makes multi-entity consolidation and client reporting straightforward. Free 14-day trial, no card required.






- [View XO Report pricing details and edition comparison](https://www.g2.com/products/xo-report/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-11+19%3A47%3A08+-0500&secure%5Bsession_id%5D=d80bf84a-6943-43b7-8660-b32e0e7f0e87&secure%5Btoken%5D=85d39ac377eaf268bf588c7d8cc21f7b654c5caebbf16ccbc7545c4b5c6598ad&format=llm_user)

## XO Report Features
**Data Management**
- Data Import
- Data Consolidation
- Data Validation

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Reporting Structure**
- Reporting Hierarchy
- Report Templates
- Report Types

**Standard Analytics**
- Standard KPIs
- Standard Reports
- Financial Statements
- Drill Down

**Custom Analytics**
- Dashboards
- Custom KPIs
- Custom Reports
- Self Service
- Multiple Entities

**Agentic AI - Financial Analysis**
- Cross-system Integration
- Decision Making

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