Skip to main content
You’re on the United States site
Select a region
Free Xero trial

Free Xero trial

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.

Filter by industry
  1. 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)?
  2. 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
  3. Reporting and forecasting

    Modeloptic

    Reporting and forecasting
    Powerful and Intuitive Financial Reporting and Projections Software
  4. 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!
  5. Other, Reporting and forecasting

    Strategy X

    Other, Reporting and forecasting
    Seamlessly & directly align your corporate strategy with your Xero financial information
  6. 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.
  7. 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.
  8. Accountant tools, Reporting and forecasting

    LiveFlow

    Accountant tools, Reporting and forecasting
    Break free from the manual data export hell. Connect Xero data to Google Sheets and Excel and watch it update in real-time without any manual work.
  9. 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.
  10. 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.
  11. 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.
  12. 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.
  13. 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.
  14. Accountant tools, Reporting and forecasting

    Levelup

    Accountant tools, Reporting and forecasting
    Advanced financial reporting for SMB portfolios View your entire SMB portfolio in one dashboard. Take a deep dive into each of your portfolio companies. Ideal for accounting firms, VC's, PE's, family offices, multi-entity organizations, and franchises.
  15. 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!
  16. 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
  17. Accountant tools, Reporting and forecasting

    RecHound

    5 out of 5 stars
     18
    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!
  18. 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.
  19. Accountant tools, Reporting and forecasting

    Xero Analytics Plus

    4 out of 5 stars
     1
    Accountant tools, Reporting and forecasting
    Get a customisable visual snapshot of your business health trends, and see cash flow projections based on recurring transactions for up to 90 days. > Learn more >
  20. Accountant tools, Reporting and forecasting

    Tania

    5 out of 5 stars
     1
    Accountant tools, Reporting and forecasting
    Talk to Tania, a voice activated assistant, to get instant daily updates and business tips to understand financial cashflow, performance and position.
  21. Bills and expenses, Reporting and forecasting

    DayFive

    5 out of 5 stars
     3
    Bills and expenses, Reporting and forecasting
    DayFive is a financial management app. It gives you a clear, real-time view of spending, earning, and forecasting without needing to understand accounting jargon. It helps you stay in control of money, approvals, and targets. Your automated accounting assistant and business money sidekick.
  22. Accountant tools, Reporting and forecasting

    Forecastr

    1 out of 5 stars
     1
    Accountant tools, Reporting and forecasting
    Forecastr helps companies make good financial decisions using their financial model.
  23. Accountant tools, Reporting and forecasting

    Artiffex

    Accountant tools, Reporting and forecasting
    Artiffex ingests, reconciles, and reports data from investment activities regardless of the source - PDF, online investment portals or bank feeds - which can be posted directly into your client's file with just a few clicks.
  24. Accountant tools, Reporting and forecasting

    Vizii

    4.2 out of 5 stars
     5
    Accountant tools, Reporting and forecasting
    Effortlessly visualize, analyze, and share financial operational data, such as purchases and sales, tailored for non-accountants without the added complexity of financial reporting details.

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.