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Reporting and forecasting

Visualise all aspects of your business performance with financial reporting software that integrates with Xero. Choose from reporting apps that deliver deep financial insights, summaries and forecasts and help you make informed decisions for your business.

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  1. Accountant tools, Reporting and forecasting

    Digital Rapport

    Accountant tools, Reporting and forecasting
    Dynamic video reporting of customer financial performance for both quarterly and monthly periods.
  2. Reporting and forecasting

    BlinkReports

    5 out of 5 stars
     3
    Reporting and forecasting
    A powerful yet easy-to-use reporting engine that live integrates Google Spreadsheets with Xero. It's all online and is designed for small businesses.
  3. Accountant tools, Reporting and forecasting

    Calxa

    4.98 out of 5 stars
     137
    Accountant tools, Reporting and forecasting
    Tracking Category Budgets | Multi-Currency Consolidations | Not-for-Profit Reporting | Cash Flow Forecasts | KPIs | 3-Way Forecasts
  4. Debtor management, Reporting and forecasting

    Chaser

    4.98 out of 5 stars
     374
    Debtor management, Reporting and forecasting
    Automate receivables. Forecast cash flow. Grow with confidence. Improve visibility over accounts receivable and cash flow. Streamline your process and save hours. Reduce DSO and maintain great customer relationships. Xero App Partner of the Year 2023.
  5. Accountant tools, Reporting and forecasting

    Acterys

    4.86 out of 5 stars
     28
    Accountant tools, Reporting and forecasting
    Acterys enables flexible reporting, dashboards & planning on one or many Xero companies (consolidation) and other data. Excel, Power BI Desktop.
  6. Reporting and forecasting

    BeanBox

    4.95 out of 5 stars
     80
    Reporting and forecasting
    Do you use Xero repeating invoices? BeanBox gives you instant forecasts of your recurring income for the next 36 months. Quick 2 min setup.
  7. Reporting and forecasting

    Dryrun

    4.83 out of 5 stars
     6
    Reporting and forecasting
    Forecast cash flow and model scenarios with a seamless blend of automation, simplicity, and control.
  8. Accountant tools, Reporting and forecasting

    Flex Financial Reporting

    4.85 out of 5 stars
     140
    Accountant tools, Reporting and forecasting
    Connect Excel directly to your Xero data. Build custom financial reports, dashboards and consolidations with live, refreshable data — combining the power of Excel with the reliability of Xero.
  9. Accountant tools, Reporting and forecasting

    Fathom

    4.96 out of 5 stars
     566
    Accountant tools, Reporting and forecasting
    Reporting, forecasting, analysis, consolidation and benchmarking for advisors and businesses. Trusted by Xero partners for over 13 years.
  10. Accountant tools, Reporting and forecasting

    Figured

    4.68 out of 5 stars
     54
    Accountant tools, Reporting and forecasting
    Figured is the smarter and easier way to manage your farm finances. A complete dairy, livestock, and crop, production tracking, budgeting and forecasting tool trusted by over 30,000 farmers and their advisors.
  11. Accountant tools, Reporting and forecasting

    Float Cashflow Forecasting

    4.83 out of 5 stars
     343
    Accountant tools, Reporting and forecasting
    Float can help your business keep track of where your business stands at any given time, so you can make smarter, more confident decisions.
  12. Reporting and forecasting, Tax and compliance

    Flowrev

    4.92 out of 5 stars
     13
    Reporting and forecasting, Tax and compliance
    Automate expense and deferred revenue recognition. Eliminate time consuming spreadsheets. Generate accurate, real-time financial metrics and reports.
  13. Reporting and forecasting

    Futrli

    4.74 out of 5 stars
     140
    Reporting and forecasting
    The most intelligent forecasting and reporting technology in the market. 3-year forecasts that use all real-time accounting data. See predicted cash flow, balance sheet, expenses, and P&L forecasts in minutes. Futrli 's beautifully designed drag and drop reporting will change how you work.
  14. CRM and marketing, Reporting and forecasting

    infoodle

    5 out of 5 stars
     19
    CRM and marketing, Reporting and forecasting
    Cloud-based charity CRM for managing donors, donations, events, and reporting in one connected system.
  15. Reporting and forecasting

    Klipfolio Dashboard

    5 out of 5 stars
     7
    Reporting and forecasting
    Track your key metrics and monitor your business performance in easy to share, easy to use dashboards.
  16. Payroll HR, Reporting and forecasting

    LeaveCal by Finlert

    4.91 out of 5 stars
     89
    Payroll HR, Reporting and forecasting
    Xero Small Business App of the year FY2023! Manage Team availability with your existing apps by connecting LeaveCal to Xero. Approved leave is then fed directly into your calendar, email or slack. Complete the picture with your organisation's non payroll team members and hybrid work scenarios.
  17. Accountant tools, Reporting and forecasting

    LivePlan

    4.22 out of 5 stars
     10
    Accountant tools, Reporting and forecasting
    Budgeting, forecasting and financial dashboards that help small businesses grow.
  18. Reporting and forecasting

    Loaded

    5 out of 5 stars
     5
    Reporting and forecasting
    Built by experienced hospitality owners and operators, Loaded is the only hospitality software that lets you manage your revenue, labour, and cost of goods in real-time, all in one place. Rostering, timeclocks, recipe costing, menu management, margin analysis, stocktaking and more.
  19. Documents, Reporting and forecasting

    MAUS Business Systems

    5 out of 5 stars
     14
    Documents, Reporting and forecasting
    Maus consists of one of the largest range of business management tools in one integrated platform to help you build success, including: KPI dashboard and CFO reporting, strategic & business planning, exit & succession planning and compliance documentation & policies.
  20. Practice manager, Reporting and forecasting

    MyWorkpapers

    4.91 out of 5 stars
     56
    Practice manager, Reporting and forecasting
    MyWorkpapers is the cloud-based paperless workpaper solution to collaborate and manage documents, workflows and queries. Integrating MyWorkpapers with Xero empowers you to seamlessly populate your workpaper files with financial data.
  21. Reporting and forecasting

    Qvinci

    Reporting and forecasting
    Qvinci is the leader in multi-location financial performance management, delivering automated near real-time insights, KPIs, dashboards, and benchmarking.
  22. Point of sale, Reporting and forecasting

    Shogo

    3 out of 5 stars
     2
    Point of sale, Reporting and forecasting
    A cloud based service to automatically sync POS and e-commerce data with Xero.
  23. Accountant tools, Reporting and forecasting

    Spotlight Reporting

    4.85 out of 5 stars
     337
    Accountant tools, Reporting and forecasting
    Spotlight Reporting empowers accountants and business owners to craft impactful performance reports, dashboards, cash flow forecasts, consolidations & ESG reporting.
  24. Accountant tools, Reporting and forecasting

    Watchful Eye

    5 out of 5 stars
     1
    Accountant tools, Reporting and forecasting
    Governance over your Xero usage; Measure & improve the quality of transaction processing. Improve the integrity of your card data. Reduce the risk of errors & fraud

What is reporting software?

Financial reporting software helps businesses understand their numbers on a deep level, providing detailed insights that help you make more informed decisions.

When integrated with Xero, reporting apps give businesses like yours the capability to drill down into every area of your business to budget with certainty, track benchmarking performance and forecast your future cash flow.

What are the benefits of reporting software?

  • Up-to-date financial information at a glance: Access detailed insights as they happen and find out precise information exactly when you need it. Don’t rely on old or outdated information as you make important decisions for your business and utilise the most up-to-date financial reports.  

  • Improved financial management: Get the full picture of your finances, including your debt, expenses, assets, liabilities. Easily track budgeting, growth and other KPIs to understand your business’s performance and make informed decisions on your next move.

  • Visual benchmarking at any size: Know how your franchises, locations and clients are performing against company benchmarks with consolidated benchmarking 

  • Automatically generated reports: Gain back the hours you used to spend putting together financial reports manually and access automatically synced, insights generated instantly for you. Quickly understand your business’s financial position while avoiding the risk of human error that comes with manual reports so you can make decisions with confidence.

What are the typical features of reporting software?

  • Data syncing: Ensure all your financial data is up to date with regular data syncing between your reporting app and your Xero account. Easily share reports and predictions with stakeholders with confidence in your numbers being current.

  • Multi-entity consolidation: Bringing together financial data from all corners of your business. Reporting software allows you to create consolidated reports from multiple entities, multiple currencies and inter-company transactions, so you can deliver the more with less work.

  • Powerful forecasting: Get a clear idea of what the future holds with forecasting reports based on up-to-date and historical data. Predict upcoming trends, spot cash shortages and identify areas for profit growth,  so you can be prepared for anything.

  • Custom reporting: Create customisable, beautiful reports that are based on the numbers that are important to your business. Easily and automatically share reports with the people who matter and standardise your reporting capabilities.

How reporting apps work with Xero

Integrating your reporting app with Xero centralises your financials and cash flow in one visual platform - giving you the complete picture over your current financial position and slashing time spent building reports. 

Stop hunting down data from multiple sources and creating custom reports manually. Connecting your reporting software to Xero can make it easier to:

  • Visualise data in multiple formats, from graphs to dashboards and securely share them with key stakeholders

  • Set up custom reports based on the financial data in your Xero account and access up-to-date figures with automated syncs between platforms

  • Consolidate multiple financial streams to see your actual versus budgeted numbers in seconds

Find your fit

Every reporting apps’ integration with Xero can be different. To learn more, browse through the reporting apps in this category. Click on an app to find detailed information on how it works and integrates with your Xero account, and ratings and reviews by other Xero users. Want to try an app? You can then get started directly from the app listing page in just a few clicks. 

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.