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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

    AEM Journaler

    4.33 out of 5 stars
     6
    Accountant tools, Reporting and forecasting
    Automate and simplify your cryptocurrency transaction tracking, reconciliation and reporting into Xero.
  2. Reporting and forecasting, Tax and compliance

    RDvault

    5 out of 5 stars
     10
    Reporting and forecasting, Tax and compliance
    RDvault allows businesses and advisors to instantly prepare R&D Tax Credits claims. Businesses can recover the £4.9 billion HMRC give out each year.
  3. 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.
  4. Reporting and forecasting

    Summ

    5 out of 5 stars
     1
    Reporting and forecasting
    The Summ App provides a way for accountants that use Summ to keep track of their crypto holding, gains and losses in accounting journals for SMSFs and small businesses that hold cryptocurrency.
  5. Accountant tools, Reporting and forecasting

    XLReporting

    Accountant tools, Reporting and forecasting
    Connect to Xero and other data sources, and create your own reports and budget models. XLReporting gives you automation, overview, and reliability.
  6. Reporting and forecasting, Tax and compliance

    Synnch

    5 out of 5 stars
     3
    Reporting and forecasting, Tax and compliance
    Synnch is an app that helps businesses successfully claim the R&D Tax Incentive. We’re taking the complexity out of compliance and streamlining your reporting tasks — so you can spend less time on data entry, and more time innovating.
  7. Accountant tools, Reporting and forecasting

    MindBridge

    Accountant tools, Reporting and forecasting
    Have your financial transactions risk scored to identify anomalous patterns of activities, unintentional or intentional errors (fraud)?
  8. Reporting and forecasting

    EcoHedge Express

    5 out of 5 stars
     1
    Reporting and forecasting
    Transform your Xero Data into Carbon Reports with EcoHedge AI. We'll crunch the numbers to reveal your carbon footprint in seconds, providing you with GHG protocol-aligned reports, so you can engage investors, customers, and regulators with ease.
  9. Accountant tools, Reporting and forecasting

    Hindsight

    5 out of 5 stars
     5
    Accountant tools, Reporting and forecasting
    Automated insights and alerts, flag threats and risks for your entire Xero client base. Show clients you know what is happening in their business.
  10. CRM and marketing, Reporting and forecasting

    Maralytics

    CRM and marketing, Reporting and forecasting
    See what marketing actually worked — without manual reporting Standard subscription gives you full access to Maralytics, including seamless Xero integration. Automatically connect your marketing campaigns to real sales so you can track ROAS, compare performance, and spend smarter with confidence
  11. Reporting and forecasting

    Moolah

    5 out of 5 stars
     1
    Reporting and forecasting
    Easily report on all of your Xero repeating invoices in one place! Monitor and forecast on your monthly recurring revenue. Simply login using your Xero users and get the insights you need in less than 1 minute!
  12. Other, Reporting and forecasting

    Strategy X

    Other, Reporting and forecasting
    Seamlessly & directly align your corporate strategy with your Xero financial information
  13. Accountant tools, Reporting and forecasting

    finsit

    Accountant tools, Reporting and forecasting
    Finsit is your one stop shop for all things reporting and forecasting. With finsit you can turn your Xero data into easy to understand graphs and charts, perform a 3 way forecast on cashflow, balance sheets or P&L and create branded management reporting for your clients that update automatically.
  14. Bills and expenses, Reporting and forecasting

    Fluenccy

    5 out of 5 stars
     2
    Bills and expenses, Reporting and forecasting
    Fluenccy helps businesses take control of their foreign currency invoices to get better, more consistent rates.
  15. Accountant tools, Reporting and forecasting

    Sheet Director

    Accountant tools, Reporting and forecasting
    Manage bi-directional data flow between Google Sheets and Xero or other Apps.
  16. Carbon accounting, Reporting and forecasting

    Zero Carbon

    3.67 out of 5 stars
     3
    Carbon accounting, Reporting and forecasting
    Become Climate Positive using our free Carbon dashboard
  17. 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.
  18. Reporting and forecasting

    SageData Reporting

    Reporting and forecasting
    Export your Xero data effortlessly and automate it to run as frequently as every 5 minutes. With our integration, you can export transactions, invoices, transfers, reports, clients, accounts, and lots more data objects from your Xero account. No coding is required and less than 3 min to set up.
  19. Accountant tools, Reporting and forecasting

    Circlr

    Accountant tools, Reporting and forecasting
    Complete visibility over everything your business owns. circlr automates fixed asset workflows for accountants and businesses. Connect to Xero and turn transactions into assets with all the tools you need to manage them. Set up in minutes and save thousands in admin time per year.
  20. Accountant tools, Reporting and forecasting

    ProfitKeeper

    Accountant tools, Reporting and forecasting
    PrimePay's ProfitKeeper is the leading technology for consolidating franchise profit and loss data for franchise brands. We specialize in analysis of the ranking and benchmarking of financials across franchisees.
  21. Reporting and forecasting

    Qurk

    Reporting and forecasting
    Qurk brings together your Xero, ERP, CRM, and e-commerce data to instantly create live reports in one dashboard. Stop manual reporting and get real-time clarity with AI-powered KPIs, summaries, and smart inventory forecasts.
  22. Reporting and forecasting

    Windsor.ai

    Reporting and forecasting
    Windsor integrates your Xero data with Looker Studio, Power BI, BigQuery, Snowflake, Azure SQL, Amazon Redshift, Amazon S3, Google Sheets, Excel, PostgreSQL, MySQL in a few clicks. Connect, analyze, and optimize your financial and marketing performance in one place.
  23. Reporting and forecasting

    Hello Cashflow

    5 out of 5 stars
     5
    Reporting and forecasting
    Goodbye confusing reports, Hello Cashflow! HelloCashflow provides clear, interactive dashboards with charts and plain language explanations, allowing business owners to understand key metrics like average cash flow, emergency runway, and potential scenarios with ease!
  24. 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

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.