You’re on the South Africa site
  1. Home
  2. Accountant tools

Scott's Add-ins

By Scott's Add-ins
5 out of 5 stars
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)

Scott's Add-ins
Play Video
, opens in a dialog

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
33 Reviews
5 star(100%)
4 star(0%)
3 star(0%)
2 star(0%)
1 star(0%)

Most recent reviews

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!

Response from Scott's Add-ins

Thank you, Bill for the glowing review!
Gavin Rigby
Posted 29 Jun 2023
5 out of 5 stars

Top Notch

Looking forward to further development. So quick to review the accounts now!

Response from Scott's Add-ins

Thanks Gavin. More good stuff coming!

Additional info

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






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.