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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

    Budget Consolidator

    5 out of 5 stars
     3
    Accountant tools, Reporting and forecasting
    Budget Consolidator allows users to consolidate tracking budgets into an "Overall Budget" without using Excel or other manual processes.
  2. Reporting and forecasting, Time tracking

    Ruddr

    Reporting and forecasting, Time tracking
    The modern professional services platform. Drive operational excellence, increase business predictability, and deliver world-class financial results.
  3. 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.
  4. Accountant tools, Reporting and forecasting

    Pikohana Dashboard

    5 out of 5 stars
     3
    Accountant tools, Reporting and forecasting
    PikoHANA’s reporting dashboard seamlessly integrates with Xero, with an out-of-the-box reporting package that provides daily insights for your business. These insights help track profit, cash flow, growth, and other key performance indicators (KPIs).
  5. Accountant tools, Reporting and forecasting

    FINNEX AI Assistant

    5 out of 5 stars
     3
    Accountant tools, Reporting and forecasting
    Use ChatGPT-style AI assistant directly in Excel to automate your Bookkeeping, Billing, Invoicing, and Reporting in Xero.
  6. 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.
  7. 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.
  8. Accountant tools, Carbon accounting, Reporting and forecasting

    Greenly

    Accountant tools, Carbon accounting, Reporting and forecasting
    📊Automated carbon assessment with precise measurement in real time, download your certified GHG report 🌱Employee awareness with integrated training for your teams 📉Library of action plans
  9. Accountant tools, Reporting and forecasting

    Flatly

    3 out of 5 stars
     2
    Accountant tools, Reporting and forecasting
    Auto-export and sync Xero data to spreadsheets and flat files in cloud drives like Google Drive, Google Sheets, OneDrive, Excel Online and more.
  10. Reporting and forecasting

    Easy Insight

    Reporting and forecasting
    Power up your Xero accounting with custom reports and dashboards!
  11. Accountant tools, Reporting and forecasting

    Circlr

    Accountant tools, Reporting and forecasting
    circlr is your all-in-one asset register. Track, manage, and service your physical and digital assets with ease. By connecting directly to Xero, circlr turns transactions into assets, automates depreciation, and streamlines reporting to give you a single, real-time view of your business operations.
  12. Reporting and forecasting

    Roveel

    5 out of 5 stars
     8
    Reporting and forecasting
    Drill-down reporting, analysis and dashboards to empower SMEs and accountants to improve decision making and drive business performance. Access ANY report you want.
  13. Reporting and forecasting

    Qurk

    Reporting and forecasting
    Qurk brings together your Xero data along with ERP, CRM, and e-commerce data - automatically producing live reports in a single dashboard. Stop manual reports - get instant clarity and make smarter decisions in seconds, with an AI KPI Builder, AI-powered summaries, and smart inventory forecasts.
  14. 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.
  15. Reporting and forecasting

    IDU-Concept

    5 out of 5 stars
     1
    Reporting and forecasting
    IDU-Concept automates and streamlines the manual process of spreadsheet based budgeting, forecasting and reporting.
  16. Reporting and forecasting

    hospoIQ

    5 out of 5 stars
     2
    Reporting and forecasting
    We provide real-time, historical and predictive sales, wage cost and financial information, delivered directly to your mobile phone or web browser
  17. Accountant tools, Reporting and forecasting

    Redware Power BI Connector

    Accountant tools, Reporting and forecasting
    Connect Xero to Power BI for single or multi-company reporting and business intelligence from Microsoft with all data available locally if you want to develop your own Power BI reports and dashboards.
  18. Accountant tools, Reporting and forecasting

    AEM Journaler

    3.67 out of 5 stars
     3
    Accountant tools, Reporting and forecasting
    Automate how you track, reconcile & report cryptocurrency transactions into Xero
  19. Accountant tools, Reporting and forecasting

    Jazoodle

    5 out of 5 stars
     3
    Accountant tools, Reporting and forecasting
    Business & cash forecasting made easier! Create performance KPIs, valuation, reports & forecast 6-24 months. Adjust revenues, expenses, instantly. Build mini plans for staff planning, or asset purchases in no time. View or print graphical reports. Easy Consolidated Reporting. 7 Day Trial
  20. Accountant tools, Reporting and forecasting

    Headquarters

    Accountant tools, Reporting and forecasting
    Headquarters (HQ.xyz) is the on-chain business account, dedicated to unifying and streamlining business operations in today’s on-chain economy. Headquarters provides a comprehensive suite of services, including batch token payments, crypto-to-fiat payouts, and treasury reporting.
  21. Bills and expenses, Reporting and forecasting

    DayFive

    Bills and expenses, Reporting and forecasting
    DayFive is a approval workflow and expense management automation tool. Starting at Purchase Order creation, expenses recognition, automatic journal posting, DayFive syncs with Xero to reduce manual work, improve reporting accuracy, and streamline accounting processes.
  22. 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.
  23. 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.
  24. Reporting and forecasting

    Quikk

    5 out of 5 stars
     2
    Reporting and forecasting
    Automatically monitor Xero account updates with Quikk's powerful audit trail system. Spot mistakes before they become a headache.

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.
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