Overview
About Flex Financial Reporting
Flex Financial Reporting is a powerful Excel Add-in built specifically for Xero users who want to go beyond the limitations of standard accounting reports. It allows you to connect Microsoft Excel directly to your Xero organisations and pull in live financial data on demand.
With Flex, you can design and manage fully customised reports, dashboards, and analyses in Excel — tailored exactly to your business needs. From small businesses who want a clearer view of cashflow, through to accountants, advisors, and multi-entity organisations managing complex consolidations, Flex helps you save time and unlock deeper financial insights.
Why choose Flex?
- Direct connection to Xero: Securely connect one or many Xero organisations to Excel.
- Customised reporting: Use Excel’s full functionality — formulas, pivot tables, charts, conditional formatting — to design the exact reports you need.
- Real-time data: Refresh reports instantly with live data from Xero, ensuring your numbers are always accurate and up to date.
- Multi-organisation consolidation: Easily combine results from multiple Xero files into one place for group reporting and comparisons.
- Time savings: Eliminate manual exports, copy-paste errors, and repetitive report building.
- Scalable for growth: Whether you manage one business or dozens, Flex adapts to your reporting requirements.
Who is Flex for?
- Business owners who want better insights into financial performance.
- Accountants and advisors who need to prepare customised management packs and board reports.
- Finance teams looking to automate reporting workflows and save hours each month.
How does it work?
Flex integrates seamlessly with Xero via the Xero API. Once connected, your Xero data flows securely into Excel, where you can build reports exactly how you want them. At any time, simply click refresh to update your reports with the latest financials. Flex only reads your Xero data — it never modifies it — so you remain in full control.
Key benefits at a glance
- Real-time, refreshable data from Xero directly in Excel.
- Freedom to design reports that match your business, client, or board needs.
- Better insights without compromising the flexibility of Excel.
- Works across single or multiple Xero organisations.
- Saves time, reduces errors, and provides confidence in your numbers.
Flex Financial Reporting gives you the best of both worlds: the reliability of Xero’s accounting platform, and the flexibility and power of Excel.
Flex Financial Reporting + Xero
Integration Details
Flex Financial Reporting connects directly to Xero through the secure Xero API, giving you real-time access to your accounting data inside Microsoft Excel. Once connected, you can pull raw data from one or multiple Xero organisations simultaneously, and use that data to build custom reports, dashboards, and analyses tailored to your needs.
With Flex, you’re not limited to Xero’s standard reporting templates. Instead, you can leverage the full power and flexibility of Excel — formulas, pivot tables, charts, conditional formatting, and macros — to design reports that suit your business or clients perfectly. Whether you need consolidated reporting across multiple entities, customised management packs, or detailed analysis of transactions, Flex makes it possible.
Because the integration uses live data, your reports can be refreshed at any time with just a click. This ensures your financial insights are always accurate and up to date, without manual data exports or copy-pasting.
Key benefits of the Flex and Xero integration include:
- Multi-organisation reporting: Extract and combine data across multiple Xero tenants into a single Excel file.
- Custom financial statements: Design reports that match exactly how your business or clients want to see information.
- Live refresh: Keep reports current with real-time data syncing from Xero.
- Time savings: Eliminate repetitive manual exports and focus on analysis, not data wrangling.
- Scalability: From small businesses to multi-entity groups, Flex adapts to your reporting needs.
The integration is simple to set up using your Xero login, and data is pulled securely via the Xero API. Flex never modifies your data inside Xero — it only reads and brings information into Excel for reporting purposes.
Getting started
Getting Started with Flex Financial Reporting
Getting started with Flex is simple, and most users are connected and building reports in just a few minutes.
1. Sign Up
Create a free Flex account. You can sign up directly or use your Xero credentials to log in securely.
2. Connect Your Xero Organisations
From your Flex account, open My Connections and link one or more Xero organisations. Flex supports multiple organisations, making it easy to consolidate results and report across entities. All connections use secure OAuth 2.0 authentication, so your data remains protected.
3. Install the Excel Add-in
Download the Flex Excel Add-in directly from Excel. Open Excel, go to Insert > Add-ins, search for “Flex Financial Reporting,” and click Add. Once installed, you’ll see the FLEX tab appear in your Excel ribbon.
For larger organisations, IT teams may prefer to deploy the add-in through Microsoft AppSource, which allows centralised management and rollout across multiple users.
4. Pull Your First Data
Open Excel, select the Flex tab, and choose a data table (e.g., Profit & Loss, Balance Sheet, Invoices, or Trial Balance). Apply any filters you need, then insert the data directly into your worksheet.
5. Build and Refresh Reports
Use Excel’s native tools — formulas, pivot tables, charts, and formatting — to design your own reports and dashboards. Whenever you need up-to-date information, click Refresh to instantly pull the latest data from Xero.
With Flex, you can move from setup to powerful, custom, refreshable reports in less time than it takes to run a manual export.
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