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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

    Scott's Add-ins

    4.98 out of 5 stars
     51
    Accountant tools, Reporting and forecasting
    Build real-time reports without leaving Excel. Scott’s Add-ins automates the sync of data from Xero to Excel. Quickly build flexible & bespoke reports for clients and industry. Consolidate multiple entities into one workbook. Sync Xero data to your Excel templates.
  2. Accountant tools, Reporting and forecasting

    Vibe CFO

    4.78 out of 5 stars
     9
    Accountant tools, Reporting and forecasting
    Vibe CFO is an AI-powered analytics platform for SMEs and accounting firms, offering instant insights through EVA and advanced reporting via Power BI. Connect your data, add business context, and make informed decisions effortlessly.
  3. Reporting and forecasting, Tax and compliance

    generate.TAX

    5 out of 5 stars
     8
    Reporting and forecasting, Tax and compliance
    generate.TAX is a VAT solution that seamlessly connects to Xero and helps accountants and finance teams with statutory VAT and GST compliance. We handle a growing list of VAT returns in Ireland, Malta, Cyprus, UAE, IOM & Jersey. Also provides an EU VAT number checker for customers and suppliers.
  4. Payroll HR, Reporting and forecasting

    LeaveCal by Finlert

    4.91 out of 5 stars
     88
    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.
  5. Accountant tools, Reporting and forecasting

    Cash Flow Frog

    4.81 out of 5 stars
     37
    Accountant tools, Reporting and forecasting
    Get your cash flow forecast instantly! No spreadsheets, no setup—just real-time insights. See future cash flow & make smarter decisions. Try free today!
  6. Other, Reporting and forecasting

    Coupler.io

    4.67 out of 5 stars
     3
    Other, Reporting and forecasting
    Create custom Xero reports in spreadsheets, data warehouses, and BI tools. Automate export of accounting data and reports to turn them into insights. Connect Xero to Excel|Google Sheets + BigQuery|PostgreSQL|Redshift + Looker Studio|Power BI|Tableau
  7. Accountant tools, Reporting and forecasting

    XPNA

    5 out of 5 stars
     5
    Accountant tools, Reporting and forecasting
    Get a customisable, consolidated view of all your Xero data inside Excel and Power BI. Build top-down and bottom-up scenarios for budgets and forecasts. Manage non-financial accounts, and create additional reporting hierarchies for your chart and tracking categories.
  8. Reporting and forecasting

    BeanBox

    4.95 out of 5 stars
     79
    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.
  9. Accountant tools, Reporting and forecasting

    EXL Cloud by XLC

    5 out of 5 stars
     1
    Accountant tools, Reporting and forecasting
    EXL Cloud brings you world-class reports, dashboards and cash flow scenario models in Excel, connected to your Xero data in seconds.
  10. 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.
  11. Accountant tools, Reporting and forecasting

    Castaway Cloud

    5 out of 5 stars
     2
    Accountant tools, Reporting and forecasting
    Powerful 3-way forecasting and reporting solution in the market. Used by businesses and their advisors to design a better future and build resilient businesses prepared for uncertainty. From simple cashflow to complex strategy, Castaway is your partner in performance.
  12. 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.
  13. Invoicing and jobs, Reporting and forecasting

    Scoro

    4.75 out of 5 stars
     4
    Invoicing and jobs, Reporting and forecasting
    Manage projects, resources, and finances in a single system. Built for consultancies, agencies, and other professional service businesses to gain visibility, boost profitability, and standardize operations.
  14. Accountant tools, Carbon accounting, Reporting and forecasting

    Cogo

    5 out of 5 stars
     4
    Accountant tools, Carbon accounting, Reporting and forecasting
    The Business Carbon Manager calculates your carbon footprint with Xero data. Win business by sharing your progress with customers and stakeholders.
  15. 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.
  16. Reporting and forecasting

    Monty

    5 out of 5 stars
     1
    Reporting and forecasting
    Simplifying budgets and reporting for NZ schools, including the Kiwi Park model reporting. Email reports to budget holders in one step. Easy as...
  17. Reporting and forecasting

    Agicap

    5 out of 5 stars
     1
    Reporting and forecasting
    Agicap is the leading European Cash Management and Liquidity Planning software. Agicap connectivity permits to combine information from all your banks with Xero data (invoices, purchase orders...) to maintain an up-to-date cash flow forecast and enhance cash collection.
  18. Accountant tools, Reporting and forecasting

    RecHound

    5 out of 5 stars
     14
    Accountant tools, Reporting and forecasting
    Balance Sheet Recs made easy! Clear transactions mid-month and store your reconciliations safely in the cloud. Roll forward with a single click!
  19. CRM and marketing, Reporting and forecasting

    infoodle

    5 out of 5 stars
     19
    CRM and marketing, Reporting and forecasting
    For charities and churches, a highly versatile CRM, with donor and fundraising management, Gift Aid, volunteers, email & text, receipting & reporting
  20. Accountant tools, Reporting and forecasting

    Xenett

    Accountant tools, Reporting and forecasting
    Xenett is a smart cleanup tool that automatically identifies errors and inconsistencies in seconds. It simplifies the close and review process by centrally managing closing tasks, checklists, and reconciliations. Additionally, it facilitates seamless collaboration with clients.
  21. Accountant tools, Reporting and forecasting

    Xeppo

    Accountant tools, Reporting and forecasting
    Xeppo is a data integration tool that gives you a single view of your clients across multiple instances of Xero products and other core systems.
  22. Accountant tools, Reporting and forecasting

    Causal

    4.9 out of 5 stars
     10
    Accountant tools, Reporting and forecasting
    Build and automate financial models, in minutes. Pull your historicals directly from Xero and drill down into the transactions behind each number in 1 click, without chasing your accountant.
  23. Accountant tools, Reporting and forecasting

    SyncHub

    5 out of 5 stars
     1
    Accountant tools, Reporting and forecasting
    Easily connect Xero, Xero Projects, Xero Payroll, or Xero Practice Manager to reporting tools like Power BI, Tableau, Google Sheets or Microsoft Excel. No more manual CSV exports, no more incomplete reports. Just good data.
  24. Accountant tools, Reporting and forecasting

    ScaleXP

    5 out of 5 stars
     56
    Accountant tools, Reporting and forecasting
    The #1 automation platform for B2B businesses using Xero. Streamline month-end using AI-powered tools which prepare detailed journals for deferred revenue, accrued revenue and prepayments. Easily integrate tracking codes. Use powerful algorithms to understand and derive business critical metrics.

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.