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. Reporting and forecasting

    Futrli

    4.74 out of 5 stars
     140
    Reporting and forecasting
    The most intelligent forecasting and reporting technology in the market. 3-year forecasts that use all real-time accounting data. See predicted cash flow, balance sheet, expenses, and P&L forecasts in minutes. Futrli 's beautifully designed drag and drop reporting will change how you work.
  2. CRM and marketing, Reporting and forecasting

    infoodle

    5 out of 5 stars
     19
    CRM and marketing, Reporting and forecasting
    Cloud-based charity CRM for managing donors, donations, events, and reporting in one connected system.
  3. Accountant tools, Reporting and forecasting

    Jirav

    5 out of 5 stars
     8
    Accountant tools, Reporting and forecasting
    Jirav is an all-in-one budgeting, forecasting, dashboarding, and analytics solution which helps companies and accounting firms quickly customize and report on actuals from Xero, but also add data from their HRIS, CRM sources to forecast, build what-if scenarios, and plan for the future.
  4. Reporting and forecasting

    Klipfolio Dashboard

    5 out of 5 stars
     7
    Reporting and forecasting
    Track your key metrics and monitor your business performance in easy to share, easy to use dashboards.
  5. Accountant tools, Reporting and forecasting

    LivePlan

    4.22 out of 5 stars
     10
    Accountant tools, Reporting and forecasting
    Budgeting, forecasting and financial dashboards that help small businesses grow.
  6. Reporting and forecasting

    Loaded

    5 out of 5 stars
     5
    Reporting and forecasting
    Built by experienced hospitality owners and operators, Loaded is the only hospitality software that lets you manage your revenue, labour, and cost of goods in real-time, all in one place. Rostering, timeclocks, recipe costing, menu management, margin analysis, stocktaking and more.
  7. Documents, Reporting and forecasting

    MAUS Business Systems

    5 out of 5 stars
     14
    Documents, Reporting and forecasting
    Maus consists of one of the largest range of business management tools in one integrated platform to help you build success, including: KPI dashboard and CFO reporting, strategic & business planning, exit & succession planning and compliance documentation & policies.
  8. Practice manager, Reporting and forecasting

    MyWorkpapers

    4.91 out of 5 stars
     56
    Practice manager, Reporting and forecasting
    MyWorkpapers is the cloud-based paperless workpaper solution to collaborate and manage documents, workflows and queries. Integrating MyWorkpapers with Xero empowers you to seamlessly populate your workpaper files with financial data.
  9. Reporting and forecasting

    Qvinci

    Reporting and forecasting
    Qvinci is the leader in multi-location financial performance management, delivering automated near real-time insights, KPIs, dashboards, and benchmarking.
  10. Other, Reporting and forecasting

    Re-Leased

    4.8 out of 5 stars
     77
    Other, Reporting and forecasting
    Re-Leased is the purpose-built property management platform for commercial portfolios. Connect to Xero for real-time, two-way sync of tenant data and financial accounts - automate rent and recoveries, reduce arrears, and reconcile faster with built-in workflows.
  11. Point of sale, Reporting and forecasting

    Shogo

    3 out of 5 stars
     2
    Point of sale, Reporting and forecasting
    A cloud based service to automatically sync POS and e-commerce data with Xero.
  12. Reporting and forecasting, Tax and compliance

    Tax Planner Pro

    5 out of 5 stars
     3
    Reporting and forecasting, Tax and compliance
    Start reducing your tax bill with the click of a button. Connect Xero and see the tax deductions and strategies you are missing.
  13. Custom integrators, Reporting and forecasting

    Wink Reports

    5 out of 5 stars
     7
    Custom integrators, Reporting and forecasting
    Connect Xero and all of your add-ons to create custom reports for complete, real-time visibility across your business
  14. Accountant tools, Reporting and forecasting

    budgee

    5 out of 5 stars
     3
    Accountant tools, Reporting and forecasting
    The short-term cash flow forecasting tool. Turn your Xero data into day by day forecasts down to the transaction level. Or zoom out to a week, month or even year view. Answer “can I afford this?” with confidence, not spreadsheets.
  15. Accountant tools, Reporting and forecasting

    Consolidated XL

    Accountant tools, Reporting and forecasting
    Consolidated XL provides a powerful set of simple Excel functions on Mac, PC and Web Excel to facilitate Consolidated Financial Reporting from the Chart of Accounts, Tracking Codes, Budgets, Customer/Vendor Turnover, Stock Turnover, Profit, Profit Margins, Future/Age Receivable/Payable analysis.
  16. Payments, Reporting and forecasting

    Coefficient

    Payments, Reporting and forecasting
    With Coefficient, you can import key lists and reports from Xero directly into Google Sheets / Excel and automate for your data to be updated, get alerted on key events and more.
  17. Invoicing and jobs, Reporting and forecasting

    Subscript

    Invoicing and jobs, Reporting and forecasting
    Save 20+ hours per month with Subscript—the modern, flexible, and affordable way to invoice customers, automate rev rec, and track B2B SaaS metrics.
  18. Reporting and forecasting

    Drivetrain

    Reporting and forecasting
    Effortlessly build financial models 3x faster. Bring your historical data from Xero, marry it with your CRM and HRIS data to get business critical insights and make better, faster decisions.
  19. Accountant tools, Reporting and forecasting

    Castaway Cloud

    5 out of 5 stars
     3
    Accountant tools, Reporting and forecasting
    Powerful 3-way forecasting and reporting solution in the market. Used by businesses and their advisors to design a better future and build resilient businesses prepared for uncertainty. From simple cashflow to complex strategy, Castaway is your partner in performance.
  20. Other, Reporting and forecasting

    Rubli

    Other, Reporting and forecasting
    Cloud-based lease accounting software designed to simplify FRS 102 and IFRS 16 compliance. Automate lease calculations, centralise data, and generate flexible reports and journals. All seamlessly integrated with Xero for accountants and finance teams.
  21. Reporting and forecasting

    SaaSGrid

    Reporting and forecasting
    SaaSGrid is the dashboarding tool built specifically for SaaS companies, setting the standard for how SaaS metrics are calculated, analyzed, and reported.
  22. Accountant tools, Reporting and forecasting

    TRES Finance Web3 Accounting

    Accountant tools, Reporting and forecasting
    TRES Finance is an enterprise-grade platform that streamlines Web3 financial operations, enabling seamless reconciliation, accounting, auditing, and reporting of crypto assets across 200+ networks (including blockchains, exchanges, custodians, DeFi, and staking protocols)

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.