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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. 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.
  2. Accountant tools, Reporting and forecasting

    gini

    Accountant tools, Reporting and forecasting
    gini helps investors automate the financial due diligence and reporting process for their portfolio companies and investment prospects.
  3. Reporting and forecasting, Tax and compliance

    Cryptio

    Reporting and forecasting, Tax and compliance
    Institutional-grade accounting, audit and tax software for your crypto. Connected to your Xero account. Track all your assets & transactions from DeFi protocols, wallets, exchanges, and custodians and automate data export to Xero.
  4. Carbon accounting, Reporting and forecasting

    Sumday

    5 out of 5 stars
     5
    Carbon accounting, Reporting and forecasting
    Learn, measure and report on your emissions with ease. 🌎 Xero customers can now sign up to access Sumday Carbon Small Business Plan, free for 12 months*.
  5. Accountant tools, Reporting and forecasting

    ChartMogul Sync

    Accountant tools, Reporting and forecasting
    ChartMogul helps subscription businesses track, analyze, and manage revenue data.
  6. Accountant tools, Reporting and forecasting

    Cheetah

    5 out of 5 stars
     6
    Accountant tools, Reporting and forecasting
    Your exact reports, built on your Xero data and ready in one click. We build the consolidations, schedules and management packs that template tools can’t handle.
  7. Reporting and forecasting

    Drivetrain

    Reporting and forecasting
    Effortlessly build financial models 3x faster. Bring your historical data from Xero, marry it with your CRM and HRIS data to get business critical insights and make better, faster decisions.
  8. 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.
  9. Reporting and forecasting

    Accounting.Bi

    4.67 out of 5 stars
     12
    Reporting and forecasting
    Accounting.BI is a powerful data management and visualisation tool that connects your Xero accounting system with PowerBi and Excel. By using the application, you can build powerful reports that sync in real-time to your accounting system as well as many other data sources.
  10. Accountant tools, Reporting and forecasting

    Forecastr

    1 out of 5 stars
     1
    Accountant tools, Reporting and forecasting
    Forecastr helps companies make good financial decisions using their financial model.
  11. Reporting and forecasting, Time tracking

    VXT

    Reporting and forecasting, Time tracking
    VXT integrates with XPM to automatically save call transcripts, summaries, and time entries to the correct job. It syncs your contacts so client info shows on incoming calls, and supports SMS, making communication, record keeping, and time tracking easy.
  12. Accountant tools, Reporting and forecasting

    MODLR - The Corporate Performance Cloud

    5 out of 5 stars
     4
    Accountant tools, Reporting and forecasting
    MODLR is financial planning and analysis software that enables agile enterprise-wide collaboration and provides an evolving range of solutions to improve integral business processes. Streamline reporting, forecasting, and more, MODLR's aim is to make financial planning as efficient as possible.
  13. Accountant tools, Reporting and forecasting

    Budget Consolidator

    5 out of 5 stars
     3
    Accountant tools, Reporting and forecasting
    Consolidate Xero tracking category budgets into one Overall Budget in under 5 minutes — no spreadsheets, no manual errors. Connect your Xero account (read-only), select your budgets, and generate an import-ready file. 7-day free trial.
  14. Invoicing and jobs, Reporting and forecasting

    Subscript

    Invoicing and jobs, Reporting and forecasting
    Save 20+ hours per month with Subscript—the modern, flexible, and affordable way to invoice customers, automate rev rec, and track B2B SaaS metrics.
  15. Accountant tools, Reporting and forecasting

    ProfitKeeper

    Accountant tools, Reporting and forecasting
    PrimePay's ProfitKeeper is the leading technology for consolidating franchise profit and loss data for franchise brands. We specialize in analysis of the ranking and benchmarking of financials across franchisees.
  16. Other, Reporting and forecasting

    Cube

    Other, Reporting and forecasting
    Cube AI is the Agentic Finance Layer that helps finance teams automate and streamline their financial processes with a central repository for data, which can be easily connected to Xero. Budget, forecast, report, and analyze, all within the familiar environments of Excel, Google Sheets, etc.
  17. Reporting and forecasting

    SaaSGrid

    Reporting and forecasting
    SaaSGrid is the dashboarding tool built specifically for SaaS companies, setting the standard for how SaaS metrics are calculated, analyzed, and reported.
  18. Accountant tools, Reporting and forecasting

    Cryptoworth

    Accountant tools, Reporting and forecasting
    An institutional-grade digital asset platform that delivers amplifies the power of Xero. Cryptoworth helps you to seamlessly sync crypto data to your Xero account.
  19. Accountant tools, Reporting and forecasting

    Francis

    5 out of 5 stars
     1
    Accountant tools, Reporting and forecasting
    Streamlines consolidation, budgeting, forecasting, and reporting while delivering the flexibility you need to represent your business operations.
  20. Accountant tools, Reporting and forecasting

    Kudwa

    Accountant tools, Reporting and forecasting
    Kudwa is your AI-powered Finance Manager. Automate financial consolidation, visualize real-time KPIs, and generate strategic insights in seconds. Connect Xero to eliminate manual data entry, forecast your cash flow, and lead your business with the confidence of a data-driven CFO.
  21. Accountant tools, Reporting and forecasting

    Brixx

    5 out of 5 stars
     2
    Accountant tools, Reporting and forecasting
    Powerful, intuitive business modelling software. Simulate the long-term future of your business. Visualise the impact of today's decisions on tomorrow.
  22. Accountant tools, Reporting and forecasting

    CoreClose

    Accountant tools, Reporting and forecasting
    Close faster. Ditch the spreadsheets. CoreClose brings your entire multi-entity Xero month-end into one place: consolidation, intercompany, FX, reconciliations, journals, prepayments, forecasting and board-ready reporting. Built by accountants, for accountants.
  23. Accountant tools, Reporting and forecasting

    BI4Cloud

    5 out of 5 stars
     6
    Accountant tools, Reporting and forecasting
    | BI4Cloud Effortless Business Intelligence | Operational and Financial Reporting | Dashboard to Detail | Budgets and Reforecast | Consolidation to Transaction Detail | Access all data fields |
  24. Reporting and forecasting

    InView

    5 out of 5 stars
     2
    Reporting and forecasting
    One click synchronisation of Xero invoices and bills to your calendar applications.

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.