In today's fast-paced business world, it's essential to have access to accurate and up-to-date financial information in a flexible format. Propte enhances your Xero experience with the ability to export data to the most familiar format: Microsoft Excel or Google Sheets. You can finally share information with others in the format they are expecting.

If you use Xero with a spreadsheet then you need Propte. There are already several ways to export data from Xero to Excel or Google Sheets but Propte is better because it is includes all the data from the inception of your company or companies to today in one click. Yes you can export data from multiple companies at once! This will save you a lot of time and clicks in the export process.

With Propte you can build pivot tables that aggregate over any date range: day, week, month, quarter, year or financial year. Without Propte one of the most common mistakes when exporting data is not selecting the correct date range. If you export data for the wrong date range, it can lead to incorrect reports and analysis. Propte fixes this by collecting all your data in all date ranges in one export.

With Propte your data is always fresh. Another common mistake when building reports is using out of date data. Propte fixes this by refreshing your data set on a schedule (by default every 24 hours or by request more often). All you have to do is download the latest CSV or refresh your data source table if using the API.

With Propte you get data from multiple companies in one file. You can build one report for all your companies and easily switch between a single or portfolio company view. You can then see data like revenue across multiple companies.

A common use case is wanting to include budget data along side your actuals. With Propte you can finally do this for scenario analysis.

Propte supports the CSV format that is a commonly used format as it can be easily opened in Excel or Google Sheets and is compatible with most other spreadsheet applications.

Another way to export data from Propte is to use the API endpoints. The API endpoints allow you to create a live connection inside Excel or Google Sheets that means you do not have to revisit the Propte Web App every time you want the latest data. You can have a live refreshable source data table (the blue or green table) in your Excel or Sheets workbook. We can help you set this up as part of your onboarding process or you can work with a developer who can create a custom application for you. You may even want to use our source data table as the basis for your own Xero App Store application.

We are always available for support and feedback. We look forward to seeing what you build with Xero and Propte.