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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. Reporting and forecasting, Tax and compliance

    CryptoTaxCalculator

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

    CaFE

    5 out of 5 stars
     2
    Accountant tools, Reporting and forecasting
    Vital cash flow management app for businesses, their accountants & bookkeepers. Predicts looming cash shortfalls so that avoiding action can be taken.
  3. 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.
  4. Accountant tools, Reporting and forecasting

    AEM Journaler

    3.67 out of 5 stars
     3
    Accountant tools, Reporting and forecasting
    Automate how you track, reconcile & report cryptocurrency transactions into Xero
  5. Accountant tools, Reporting and forecasting

    Jazoodle

    5 out of 5 stars
     3
    Accountant tools, Reporting and forecasting
    Business & cash forecasting made easier! Create performance KPIs, valuation, reports & forecast 6-24 months. Adjust revenues, expenses, instantly. Build mini plans for staff planning, or asset purchases in no time. View or print graphical reports. Easy Consolidated Reporting. 7 Day Trial
  6. 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.
  7. Reporting and forecasting, Time tracking

    VXT

    Reporting and forecasting, Time tracking
    VXT integrates with XPM to automatically save call transcripts, summaries, and time entries to the correct job. It syncs your contacts so client info shows on incoming calls, and supports SMS, making communication, record keeping, and time tracking easy.
  8. Bills and expenses, Reporting and forecasting

    DayFive

    5 out of 5 stars
     3
    Bills and expenses, Reporting and forecasting
    DayFive is a approval workflow and expense management automation tool. Starting at Purchase Order creation, expenses recognition, automatic journal posting, DayFive syncs with Xero to reduce manual work, improve reporting accuracy, and streamline accounting processes.
  9. Accountant tools, Reporting and forecasting

    Powdr

    Accountant tools, Reporting and forecasting
    Powdr makes financial forecasting simple and investor‑ready. Build KPI‑driven P&L, balance sheet and cash flow models in minutes. Update forecasts easily. Get support from experts, AI assistant, and live help. Affordable and scalable for startups, SMEs, and advisors.
  10. Reporting and forecasting

    Dryrun

    4.83 out of 5 stars
     6
    Reporting and forecasting
    Forecast cash flow and model scenarios with a seamless blend of automation, simplicity, and control.
  11. Carbon accounting, Reporting and forecasting

    Climate Zero

    Carbon accounting, Reporting and forecasting
    Climate Zero helps businesses streamline carbon accounting with intuitive software that calculates your footprint. Connecting to your Xero account automates your Scope 3 purchased goods and services emissions. Track, measure, and report your carbon footprint – all in one place, with zero hassle.
  12. Reporting and forecasting

    Quikk

    5 out of 5 stars
     2
    Reporting and forecasting
    Automatically monitor Xero account updates with Quikk's powerful audit trail system. Spot mistakes before they become a headache.
  13. Reporting and forecasting

    BlinkReports

    5 out of 5 stars
     3
    Reporting and forecasting
    A powerful yet easy-to-use reporting engine that live integrates Google Spreadsheets with Xero. It's all online and is designed for small businesses.
  14. Reporting and forecasting, Tax and compliance

    Novel

    5 out of 5 stars
     1
    Reporting and forecasting, Tax and compliance
    Novel is an R&D tax relief management platform that helps consultants and accountants improve their workflows, enhance team collaboration and manage their time more efficiently. Revolutionise the way you manage R&D tax relief claims with Novel.
  15. Accountant tools, Reporting and forecasting

    Jivrus Looker Studio Connector

    Accountant tools, Reporting and forecasting
    Data Studio Connector integrates Google Data Studio with Xero. Using this connector, users can connect with Xero from Google Data Studio, browse the entities in Xero, query and present results on beautiful dashboards and reports.
  16. Carbon accounting, Reporting and forecasting

    Evalue8

    Carbon accounting, Reporting and forecasting
    Your carbon accounting solution for a greener future. Evalue8 links to financial accounts to enable measurement of your carbon and provides recommendations on how to reduce your organisation’s impact.
  17. 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.
  18. 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.
  19. Accountant tools, Reporting and forecasting

    Watchful Eye

    5 out of 5 stars
     1
    Accountant tools, Reporting and forecasting
    Governance over your Xero usage; Measure & improve the quality of transaction processing. Improve the integrity of your card data. Reduce the risk of errors & fraud
  20. Reporting and forecasting

    SME Clutch

    Reporting and forecasting
    SME Clutch enables success through accountability. By aligning client success goals with financial data and regular check-ins, it helps business owners stay on track while empowering bookkeepers to deliver measurable results, stronger relationships, and growth opportunities.
  21. Bills and expenses, Reporting and forecasting

    Coreloops

    5 out of 5 stars
     1
    Bills and expenses, Reporting and forecasting
    The all-in-one financial management system for commercial contractors. Track costs, progress and profitability all in one place
  22. 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!
  23. 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.
  24. CRM and marketing, Reporting and forecasting

    Maralytics

    CRM and marketing, Reporting and forecasting
    Track, measure, and report sales ROI to see what works in your marketing campaigns. Maralytics helps marketing teams and business owners track, measure, and report the sales ROI for every promotional campaign.

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.
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