Direct access to Xero data in Excel. Create your own customised reports using the power and flexibility of MS Excel.
Rated
4.9
out of 5Reviewed by
134
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collectionOverview
FLEX Financial Reporting is a Xero Excel Addon that allows you to create powerful, custom reports with your Xero data. It's ideal for people and businesses who want access to live data as well as the wanting to leverage the flexibility and power of Excel.
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Flex Financial Reporting + Xero
Flex Financial Reporting allows you to access raw data directly from one or many Xero Organisations simultaneously from Microsoft Excel allowing you to create your own reports and refresh them at any time with live data.
Getting started
Simply sign up for a free account here: https://flexfinancialreporting.com/Account/Register
Reviews & ratings
134 Reviews
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JF
John Fallon
Posted 13 May 2024
Does not work with new Xero reports
I recently downloaded this app and tried to run reports in excel and this did not work. When I contacted support they said the out of the box P&L is part of the new “V2” reports Xero rolled out last year (see ttps://blog.xero.com/product-updates/switch-to-new-reports/). Unfortunately, Xero have not updated the API with these reports as yet.
I would support if this has been completed before downloading this app.
Response from Flex Financial Reporting
Thanks for your feedback John.
Flex gives you direct access to the Xero API “as is” and features evolve with the API as new releases are made by the Xero API team. The Xero API is maintained independently from the main Xero application that you use day to day and not all datasources or reports are available.
I’m certainly disappointed to get a 1-star review for something out of my control, but I’d encourage you to voice your feedback directly to the Xero API team (there is a Xero UserVoice page where you can vote for features) and hopefully they can put more datasources and reports on their development roadmap.
CM
Chris Mottram
Posted 16 Aug 2023
Reporting
Great app to link Xero data to Excel reporting. Has solved our short-term reporting needs. Some basic tech knowledge required, but really well supported by Ruairi who returns queries almost real time.
AJ
Asim Javed
Posted 13 Aug 2023
Excellent Support
Best tool ive used with xero and the customer support is top notch.
Additional info
Functions
Accountant toolsReportingIndustries
AccountingApp details
By Flex Financial Reporting
Added in 2014Countries
Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United StatesLanguages
EnglishSupport
Setup walkthroughContact supportsupport@flexfinancialreporting.comTry Flex Financial Reporting for free
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