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Flex Financial Reporting

By Flex Financial Reporting
4.86 out of 5 stars
Free trial available
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Direct access to Xero data in Excel. Create your own customised reports using the power and flexibility of MS Excel.
Rated
4.9
out of 5
Reviewed by
134
Xero users
Try this app
Free trial
available
Listed for
10 years
May 2014

Overview

FLEX Financial Reporting is a Xero Excel Addon that allows you to create powerful, custom reports with your Xero data. It's ideal for people and businesses who want access to live data as well as the wanting to leverage the flexibility and power of Excel.

Flex Financial Reporting
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Flex Financial Reporting + Xero

Flex Financial Reporting allows you to access raw data directly from one or many Xero Organisations simultaneously from Microsoft Excel allowing you to create your own reports and refresh them at any time with live data.

Reviews & ratings

4.9 out of 5 stars
134 Reviews

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Most recent reviews

JF
John Fallon
Posted 13 May 2024
1 out of 5 stars

Does not work with new Xero reports

I recently downloaded this app and tried to run reports in excel and this did not work. When I contacted support they said the out of the box P&L is part of the new “V2” reports Xero rolled out last year (see ttps://blog.xero.com/product-updates/switch-to-new-reports/). Unfortunately, Xero have not updated the API with these reports as yet. I would support if this has been completed before downloading this app.
One person found this review helpful.

Response from Flex Financial Reporting

Thanks for your feedback John. Flex gives you direct access to the Xero API “as is” and features evolve with the API as new releases are made by the Xero API team. The Xero API is maintained independently from the main Xero application that you use day to day and not all datasources or reports are available. I’m certainly disappointed to get a 1-star review for something out of my control, but I’d encourage you to voice your feedback directly to the Xero API team (there is a Xero UserVoice page where you can vote for features) and hopefully they can put more datasources and reports on their development roadmap.
CM
Chris Mottram
Posted 16 Aug 2023
5 out of 5 stars

Reporting

Great app to link Xero data to Excel reporting. Has solved our short-term reporting needs. Some basic tech knowledge required, but really well supported by Ruairi who returns queries almost real time.
AJ
Asim Javed
Posted 13 Aug 2023
5 out of 5 stars

Excellent Support

Best tool ive used with xero and the customer support is top notch.

Additional info

Functions

Accountant toolsReporting

Industries

Accounting

App details

By Flex Financial Reporting
Added in 2014

Countries

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

Languages

English

Support

Setup walkthroughContact supportsupport@flexfinancialreporting.com

Try Flex Financial Reporting for free

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.