--- 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: '2026-09-28' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance ---

XO Report Reviews & Product Details

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.

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Clovis Global OÜ

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Financial Analysis

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