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Scott's Add-ins

By Scott's Add-ins
5 out of 5 stars
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Build real-time financial reports without leaving Excel. Scott’s Add-ins automates the sync of General Ledger data from Xero to Excel. Quickly build flexible & bespoke reports for clients and industry. Consolidate multiple entities into one workbook. Sync Xero data to your Excel templates.


Scott’s add-in for Xero, gives you powerful, new Excel functions that allow you to leverage your Xero general ledger data. Build real-time financial reports without leaving Excel. Scott's Add-ins automates the sync of General Ledger data from Xero to Excel.

  • Quickly build flexible & bespoke reports for clients and stakeholders
  • Consolidate groups & multiple entities into one workbook
  • Sync Xero data into your existing Excel templates

Save hours of time each month, and reduce errors. Use your Excel templates without building new ones. Recalc your workbook with fresh Xero data in seconds.

Get started with Scott's Add-ins in less than ten minutes. No training is required. If you know how to use Excel, you know how to use Scott's.

For an even faster start, begin with one of our downloadable Excel templates. These templates are contributed by our users, and are free!

Proformas, Operating Reports, Cash Flow, Tracking Category comparisons, budgets, and multi-org consolidations, are just some of what you can do.

Here’s a list of the custom Excel functions:

= SCOTT.CHART. Returns the chart of accounts.

=SCOTT.DESC Returns the account description for a given account code.

=SCOTT.GL Returns the sum of all transactions for a user specified date range.

=SCOTT.RANGE Returns the sum for a range of account codes.

=SCOTT.GLMULTI Returns the sum of multiple gl accounts and ranges.

=SCOTT.XBUDGET Returns the Xero budget

=SCOTT.XTRACK Returns the sum of an account code for a Tracking Category / Option.

=SCOTT.XTRACKR Returns the sum for a range of account codes for a Tracking Category / Option.

=SCOTT. XTRACKM Returns the sum of account transactions that have BOTH Xero Tracking Categories assigned.

As an example, the syntax for =SCOTT.GL

=SCOTT.GL (Organisation ID, Account Code, Start Date, End Date)

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Scott's Add-ins + Xero

Scott's add-in for Xero, easily connects your Xero general ledger data to your Excel spreadsheet. You can connect one or multiple Xero organisations to an Excel workbook.

Simply download the add-in from the Microsoft store, connect your spreadsheet to one or more Xero organisations, and you are on your way to creating beautiful financial art.

Reviews & ratings

5.0 out of 5 stars
35 Reviews

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Most recent reviews

Julia Halliday
Posted 6 Dec 2023
5 out of 5 stars

Game-changer in bespoke reporting

Scott's Add-ins has enabled us to design a variety of custom built reports for clients, bespoke for the sector they operate in, and provide the management information useful to make informed business decisions. The support from the team has always been first-class. We would highly recommend this Excel add-in.
Martin Tunley
Posted 19 Oct 2023
5 out of 5 stars

Save a week of time

I'm a finance manager of several NFPs and each entity has about 10-50 tracking codes in Xero. This involved downloading Actual vs Custom reports for each tracking code for each entity. if there were any adjustments downloads were needed again. Now with Scott's reporting, I set up a template and then copy to another tab. I can now run a full board package in a matter of seconds at any time of the month, which means my month end reports are down so quickly. Estimated time saving of a last 40 hours a month. Any queries I had with the Scotts was so quickly answered. Having the excel plugin means my reporting is much more flexible that the other custom built reporting packages. This is a game changer for my business.

Response from Scott's Add-ins

Thank you, Martin for all of your positive comments. Glad the add-in is saving you lots of time!
Ross Oakley
Posted 6 Sep 2023
5 out of 5 stars

A great product enabling management reporting , especially for aggregation across multiple entities

We have found Scott's add-in an intuitive and easy product to use to pull in Xero account detail into Excel in real time. We can then cut and dice the info as we choose and drag in other information from other repositories such as Salesforce etc to give us a fully tailored view of our businesses. Once you get your model right, monthly or quarterly management reporting just fall out and because the data is live from Xero there are no errors. Also really important to us is that we can now aggregate information from subsidiaries to give us a global picture of our operations. We initially had a small issue with Excel versions which was easily rectified through sensational support from Scotts - both by email and they were happy to set up a Zoom call to quickly resolve. Highly recommended !

Response from Scott's Add-ins

Many thanks, Ross for the great review. Wishing you all the best!

Additional info


Accountant toolsReporting



App details

By Scott's Add-ins
Added in 2019


Australia, Canada, Global, Hong Kong, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States







Try Scott's Add-ins for free

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