XO Report
על-ידי XO Report
Live Xero accounting in Excel. P&L, Balance Sheet, multi-org reporting. Free 14-day trial.
XO Report brings your Xero accounting data directly into Excel with custom formulas and one-click reports. Stop exporting CSVs from Xero — build live, refreshable financial reports in the spreadsheet you already know.
Custom Formulas
Type formulas like =XO.BALANCE() to pull any account balance. XO Report includes 11 custom functions covering account balances, budgets, net profit, chart of accounts, contacts, items, tracking categories, tax rates, and currencies. A visual Formula Builder in the task pane guides you step by step — no coding required. Formulas can pull data from multiple organizations side by side.
One-Click Reports and Tables
- Financial reports: Profit & Loss, Balance Sheet, Trial Balance, Bank Summary, Executive Summary, Budget Summary
- Aging reports: Aged Receivables, Aged Payables (by contact)
- Transaction tables: Invoices, Bills, Payments, Credit Notes — with date, status, and contact filters
- Reference tables: Chart of Accounts, Contacts, Items, Tracking Categories, Tax Rates, Currencies
Reports support multi-organization, period comparison, and tracking categories.
Multi-Organization Support
Connect multiple Xero organizations from a single Excel workbook. Switch between orgs instantly or pull data from all of them side by side.
Built for Accountants and Finance Teams
- Refresh all data with one click — formulas and tables update in place
- Choose which columns to include in each table
- Filter transactions by status, date range, and contact
- Export formula results as static values for sharing
- Works with Excel desktop (Windows and Mac) and Excel Online
Security
- OAuth 2.0 authentication — we never see your Xero password
- Data encrypted in transit and at rest
- No data stored permanently — fetched live from Xero on each refresh
- GDPR compliant with full data erasure support
Pricing
Plans start at $9.90/month. Every plan includes unlimited users and full feature access — the only difference is the number of Xero organizations.
| Plan | Price | Xero organizations |
|---|---|---|
| Solo | $9.90/month | 1 |
| Lite | $14.90/month | 3 |
| Pro | $29.90/month | 10 |
| Max | $49.90/month | 50 |
| Enterprise | Custom pricing | 50+ |
14-day free trial. No credit card required to start. Subscribe at xo-report.com.
יכולות אפליקציה
- יכולה לקרוא מהמסמך שלך ולבצע בו שינויים
- יכולה לשלוח נתונים דרך האינטרנט