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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. Bills and expenses, Reporting and forecasting

    DayFive

    5 out of 5 stars
     3
    Bills and expenses, Reporting and forecasting
    DayFive is a financial management app. It gives you a clear, real-time view of spending, earning, and forecasting without needing to understand accounting jargon. It helps you stay in control of money, approvals, and targets. Your automated accounting assistant and business money sidekick.
  2. Bills and expenses, Reporting and forecasting

    Fluenccy

    5 out of 5 stars
     2
    Bills and expenses, Reporting and forecasting
    Fluenccy helps businesses take control of their foreign currency invoices to get better, more consistent rates.
  3. Accountant tools, Reporting and forecasting

    Consolidated XL

    Accountant tools, Reporting and forecasting
    Consolidated XL provides a powerful set of simple Excel functions on Mac, PC and Web Excel to facilitate Consolidated Financial Reporting from the Chart of Accounts, Tracking Codes, Budgets, Customer/Vendor Turnover, Stock Turnover, Profit, Profit Margins, Future/Age Receivable/Payable analysis.
  4. Reporting and forecasting, Tax and compliance

    Synnch

    5 out of 5 stars
     3
    Reporting and forecasting, Tax and compliance
    Synnch is an app that helps businesses successfully claim the R&D Tax Incentive. We’re taking the complexity out of compliance and streamlining your reporting tasks — so you can spend less time on data entry, and more time innovating.
  5. Other, Reporting and forecasting

    Strategy X

    Other, Reporting and forecasting
    Seamlessly & directly align your corporate strategy with your Xero financial information
  6. Accountant tools, Reporting and forecasting

    Sheet Director

    Accountant tools, Reporting and forecasting
    Manage bi-directional data flow between Google Sheets and Xero or other Apps.
  7. Accountant tools, Reporting and forecasting

    MindBridge

    Accountant tools, Reporting and forecasting
    Have your financial transactions risk scored to identify anomalous patterns of activities, unintentional or intentional errors (fraud)?
  8. Reporting and forecasting

    SageData Reporting

    Reporting and forecasting
    Export your Xero data effortlessly and automate it to run as frequently as every 5 minutes. With our integration, you can export transactions, invoices, transfers, reports, clients, accounts, and lots more data objects from your Xero account. No coding is required and less than 3 min to set up.
  9. Accountant tools, Reporting and forecasting

    Tania

    5 out of 5 stars
     1
    Accountant tools, Reporting and forecasting
    Talk to Tania, a voice activated assistant, to get instant daily updates and business tips to understand financial cashflow, performance and position.
  10. Accountant tools, Reporting and forecasting

    Artiffex

    Accountant tools, Reporting and forecasting
    Artiffex ingests, reconciles, and reports data from investment activities regardless of the source - PDF, online investment portals or bank feeds - which can be posted directly into your client's file with just a few clicks.
  11. Ecommerce, Inventory, Reporting and forecasting

    StockTrim

    5 out of 5 stars
     2
    Ecommerce, Inventory, Reporting and forecasting
    Smart Inventory Forecasting software for product businesses
  12. Accountant tools, Reporting and forecasting

    CashIO

    Accountant tools, Reporting and forecasting
    CashIO streamlines accounting firm operations with AI-powered insights, automating file quality checks, forecasting capacity, and delivering actionable advisory. Eliminate manual reconciliation headaches and empower your team to focus on high-value client work.
  13. Reporting and forecasting

    IDU

    5 out of 5 stars
     1
    Reporting and forecasting
    IDU is a financial planning and analysis platform that brings budgeting, forecasting, and reporting together in one connected system, giving finance teams and managers real-time visibility to plan, track, and manage business performance.

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.