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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. 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
  2. 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.
  3. 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.
  4. Invoicing and jobs, Reporting and forecasting

    Scoro

    4.8 out of 5 stars
     5
    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.
  5. Accountant tools, Reporting and forecasting

    ScaleXP

    5 out of 5 stars
     64
    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.
  6. 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.
  7. Accountant tools, Reporting and forecasting

    VERIFYiQ

    5 out of 5 stars
     2
    Accountant tools, Reporting and forecasting
    Review your client's Xero data and catch the most common bookkeeping errors. Reduce labor costs while gaining an extra set of hands.
  8. Accountant tools, Reporting and forecasting

    Connectorly for PowerBI

    5 out of 5 stars
     9
    Accountant tools, Reporting and forecasting
    Connectorly for Xero and Power BI offers seamless financial analysis for one or more Xero Organisations. Get started quickly with beautiful templates for Profit & Loss, Balance Sheet, Aged Debt and more. We’ve made the Xero data model easier to work with and enriched it to make forecasting simple.
  9. Accountant tools, Reporting and forecasting

    LucaNet

    Accountant tools, Reporting and forecasting
    LucaNet software automates consolidation of financial statements, financial planning, reporting and data management and streamlines the complex work of CFOs, Group Controllers and FP&A Managers. By finance experts, for finance experts.
  10. Accountant tools, Reporting and forecasting

    Quick Consols

    5 out of 5 stars
     6
    Accountant tools, Reporting and forecasting
    Consolidate any combination of companies, Xero tracking categories or Xero tracking options with a slice and dice approach to reporting. Quick Consols handles multiple currencies, year ends and chart of accounts across your group. And prepare statutory accounts at year end on our FS module.
  11. 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.
  12. 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.
  13. Custom integrators, Reporting and forecasting

    Skyvia

    5 out of 5 stars
     1
    Custom integrators, Reporting and forecasting
    Skyvia is a no-code cloud data platform for data integration (ETL, ELT, Reverse ETL), data sync, workflow automation, CSV data loading, building complex data pipelines and its orchestration, sharing data via OData or SQL endpoints, etc. It supports all major cloud apps and relational databases.
  14. Reporting and forecasting

    Standard Metrics

    Reporting and forecasting
    Standard Metrics is an automated data platform that enables financial transparency between startups and their external stakeholders.
  15. Carbon accounting, Reporting and forecasting

    Sumday

    5 out of 5 stars
     5
    Carbon accounting, Reporting and forecasting
    Learn, measure and report on your emissions with ease. 🌎 Xero customers can now sign up to access Sumday, free for 12 months*.
  16. Other, Reporting and forecasting

    XfE

    5 out of 5 stars
     6
    Other, Reporting and forecasting
    XfE has been specifically developed with the needs of schools in mind, bringing the beautiful simplicity of Xero to the education market. It allows more granular access to budget holders, connect to the DfE and enables education specific reporting, making managing your finances easier.
  17. Accountant tools, Reporting and forecasting

    Pry

    5 out of 5 stars
     8
    Accountant tools, Reporting and forecasting
    Budgets | Forecasts | Hiring Plan | Financial Models | Scenario Planning | Custom Dashboard | Planned vs Actuals | Financial Statements | Custom Reports
  18. Carbon accounting, Invoicing and jobs, Reporting and forecasting

    CarbonInvoice

    4.99 out of 5 stars
     81
    Carbon accounting, Invoicing and jobs, Reporting and forecasting
    CarbonInvoice is the top user rated Sustainability app in the App Store. Connect your Xero to measure your footprint in 3 minutes. Fund native trees with a the click of a button, then share personalised marketing content to win business.
  19. Accountant tools, Reporting and forecasting

    Numeric

    5 out of 5 stars
     2
    Accountant tools, Reporting and forecasting
    Numeric is an AI close automation platform that unifies close management, reporting, and cash for complex accounting teams.
  20. Reporting and forecasting

    Mixed Analytics API Client for Sheets

    5 out of 5 stars
     1
    Reporting and forecasting
    Connect to Xero's Accounting API directly from Google Sheets. View reports and refresh data on a schedule.
  21. Ecommerce, Reporting and forecasting

    Triffin

    Ecommerce, Reporting and forecasting
    Cash flow, funding and payments for digital commerce to improve growth & profit outcomes through technology, AI, automation and on-hand human expertise.
  22. Reporting and forecasting

    Accounting.Bi

    4.67 out of 5 stars
     12
    Reporting and forecasting
    Accounting.BI is a powerful data management and visualisation tool that connects your Xero accounting system with PowerBi and Excel. By using the application, you can build powerful reports that sync in real-time to your accounting system as well as many other data sources.
  23. Reporting and forecasting

    Intelligentgolf

    Reporting and forecasting
    Intelligentgolf integrates harmoniously with Xero, simplifying accounting processes for golf administrators and harnessing control of manual journals
  24. Reporting and forecasting

    Profitdiagnostix

    5 out of 5 stars
     1
    Reporting and forecasting
    Specialised reports for service professionals in the veterinary industry and other service based professions.

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.