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.
