I have been using Xero for 5 years now and can say this is the best app I have used to integrate xero with excel for management accounts. So easy to use, it has saved me hours of work!
Fantastic Product, Excellent Support
Am using this to create bespoke management accounts for a number of clients. Not only is the Add-In ridiculously intuitive and simple to use, on the occasion that I've had a technical query the support has been lightning fast (issue raised and successfully resolved within 10 minutes!) Have used DataDear in the past and this beats the pants off it in terms of both stability and technical support (even before DD was acquired by Intuit). Can't recommend highly enough.
Great app for month end reporting with excellent customer support
Scott's add-ins has been invaluable for our month end reporting. I've tried many other reporting tools and none of them were customisable to exactly what I wanted, but Scott's add-ins solves this. We've created a template in Excel that sucks in all the actuals and budget data from Xero from all the group companies, and presents it exactly how we need it, so all we need to do each month is change the date and the numbers update, allowing us to concentrate on the analysis and commentary. Any time I've had to ask for help the team at Scott's Add-ins has been super helpful and responsive.
Response from Scott's Add-ins
Thank you, Tom for the very kind review. You are a pleasure to work with!
Great customer service in the few times we've had issues
Just what the doctor ordered!
We were desperately searching for a simple link from Xero to Excel spreadsheets. This is it! The time it is saving us is so appreciated. No more manual input. Scott's support has been prompt and effective. Highly recommend this solution.
Just what I needed
I need to produce a financial report that can't be done exactly as required in Xero and so I used to have to type on a TB to Excel. Then there was a change, then another change etc! This add-in has solved my problem. Once I have set up the report linked to Excel, It will save me so much time. Also, thank you Scott. I had a query that Scott helped me with... over Zoom not just a chatbot!