https://catalogartifact.azureedge.net/publicartifacts/93623850.55101709-e322-4846-a803-3bbef4bd5486-50ce55af-7c86-4fe0-8108-232509521b1e/951b102c-92d7-4a2a-8c5b-b1609c6aafa0_icon300.png

XO Report

by XO Report

Pull Xero accounting data into Excel with live formulas. P&L, Balance Sheet, invoices, and more.

XO Report brings your Xero accounting data directly into Excel with powerful custom functions and one-click reports.

For Accountants & Finance Teams

Stop copying and pasting from Xero. XO Report connects your Excel workbooks to Xero and keeps them in sync.

Custom Functions (examples):

  • =XO.BALANCE("4000") — Get any GL account balance

  • =XO.COA() — Pull your entire Chart of Accounts

  • =XO.CONTACTS() — Access your Xero contacts

One-Click Reports (examples):

  • Profit & Loss

  • Balance Sheet

  • Trial Balance

  • Aged Receivables & Payables

Key Features

  • Connect multiple Xero organizations

  • Live data — formulas update when you refresh

  • Visual formula builder — no coding required

  • 14-day free trial, no credit card required

  • Works with Excel desktop (Windows/Mac) and Excel Online

  • Enterprise plans available for large organizations and multi-entity groups

Security

  • OAuth 2.0 authentication (we never see your Xero password)

  • Data encrypted in transit and at rest

  • GDPR compliant

Pricing & Subscription

XO Report is a paid subscription service. Plans start at $9.90/month after the free trial.

PlanPriceXero Organizations
Solo$9.90/month1
Lite$14.90/month3
Pro$29.90/month10
Max$49.90/month50
EnterpriseCustom pricing50+

All plans include a 14-day free trial. No credit card required to start. Subscribe at

href="https://xo-report.com">xo-report.com.

App capabilities

When this app is used, it
  • Can read and make changes to your document
  • Can send data over the Internet

At a glance

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https://catalogartifact.azureedge.net/publicartifacts/93623850.55101709-e322-4846-a803-3bbef4bd5486-50ce55af-7c86-4fe0-8108-232509521b1e/2a5d32ec-6261-4eb8-b86d-297873ec0f09_Screenshot20260309151206.png
https://catalogartifact.azureedge.net/publicartifacts/93623850.55101709-e322-4846-a803-3bbef4bd5486-50ce55af-7c86-4fe0-8108-232509521b1e/e001257b-cc38-4c14-996d-430731a56511_Screenshot20260309151455.png
https://catalogartifact.azureedge.net/publicartifacts/93623850.55101709-e322-4846-a803-3bbef4bd5486-50ce55af-7c86-4fe0-8108-232509521b1e/a0684108-ae38-485b-ab36-a7bbf1ce3930_Screenshot20260309151642.png
https://catalogartifact.azureedge.net/publicartifacts/93623850.55101709-e322-4846-a803-3bbef4bd5486-50ce55af-7c86-4fe0-8108-232509521b1e/b1cd3505-d4dd-42e2-bf39-3966c6824a70_Screenshot20260309151852.png