XO Report

Build your month-end reports once. Refresh them every month.

XO Report brings your Xero numbers straight into your own Excel workbook, so you stop exporting from Xero and rebuilding the same reports. For finance teams with one Xero company or a whole group, and trusted by 200+ companies.

• Live formulas: type =XO.BALANCE() in any cell for any account, company and period. 11 formulas, including budgets and net profit.
• Your group side by side: fill one formula across your companies for a multi-entity profit and loss or balance sheet. Consolidation and intercompany adjustments stay in your own formulas.
• Xero reports in a few clicks: Profit & Loss, Balance Sheet, Trial Balance, aged receivables and payables, Bank Summary and Budget Summary, for one or several companies.
• Tables that refresh: invoices, bills, payments, contacts, chart of accounts and more, updated in place.
• Read-only: XO Report never changes anything in Xero. You sign in with Xero, so we never see your password.

Get started

1. Click Get it now to add XO Report to Excel.
2. On the Home tab, click XO Report, then Connect to Xero. Connect each company you report on.
3. Click Start Free Trial: 14 days, up to 10 organisations, no card needed.

What you need

A Xero subscription and Excel for Microsoft 365 on Windows or Mac, or Excel on the web. After the trial, XO Report is a paid subscription from US$9.90 a month, with every feature and unlimited users on every plan. Subscribe at xo-report.com.