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Scott's Add-ins

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Reviews by verified Xero users.
5.0 out of 5 stars
37 Reviews

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Most recent reviews

Ross McGregor
Posted 26 Jan 2024
5 out of 5 stars

Game changing!

This is the ultimate 'value-adding' add-in I wish I knew about years ago! For a small but growing business that isn't ready to take the plunge into a full-blown FPA tool that connects Xero to PowerBI etc, but who still has a need to work efficiently across multiple instances of Xero it's an absolute must-have. As a (very) long term Excel user who has previously only had connectivity with Excel with the enterprise grade ERP solutions I'm over the moon with this - my team can now design and build the financial reports we want without having to export and spend ages reformatting and performing lookups to deal with different chart of account structures etc, and embed the analytics we want in our reports where we want them. And one of the best things - there's a community of like-minded people building cool 'extensions' to get the most out of the tool - great innovation so big thanks to the folks that are doing this - you are legends too.

Response from Scott's Add-ins

Wowser! Ross than you so much for the brilliant review. It's kind words like this that make it all worth it.
Jamie Sones
Posted 17 Jan 2024
5 out of 5 stars

Big Value & Great Service

The automation and time benefit that can be achieved with Scott’s Add-in is huge. I’d estimate we are saving 5hrs per month and that’s just with one legal entity. In addition to the product offering the service is equally strong with quick SLAs. Thank you

Response from Scott's Add-ins

Thank you Jamie for the kind words. Glad to hear the add-in is giving you and the team more time back in your day.
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!
Bill Gettys
Posted 24 Aug 2023
5 out of 5 stars

Huge productivity boost, easy to install and use

I’m the volunteer treasurer for a small nonprofit. I don’t have much IT support. I installed the free trial of Scott’s Add-ins following the guidance that comes with it. It was a quick and easy process. Within an hour, I had completed an analysis that the board needs for some pending decisions. I could have done it manually, but it would have taken days of work and double checking. By the time I had finished all that, it would need to be updated. Within a week, I had completely changed the way I produce financial reports. Reports take far less time to create and I easily avoid my mistakes referencing cells in an exported spreadsheet. Updating the reports for different periods and tracking categories is trivially easy. My board is not particularly numbers oriented so communicating trends and patterns has not been easy. Now I can present financial data, even complex calculations, in charts and graphs that they can easily understand. This is a game changer for our organization! Scott’s support has been responsive and thorough. The videos he offers make learning to use the functions easy and suggest new ways to look at GL data that I had not previously considered. I strongly suggest you give it a try!
One person found this review helpful.

Response from Scott's Add-ins

Thank you, Bill for the glowing review!
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