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Scott's Add-ins

By Scott's Add-ins
5 out of 5 stars
Free trial available
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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.
Rated
5.0
out of 5
Reviewed by
38
Xero users
Try this app
Free trial
available
Listed for
5 years
June 2019

Overview

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
38 Reviews

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Most recent reviews

SK
Sara King
Posted 4 May 2024
5 out of 5 stars

Great Add-In

We ran the free trial of Scotts Add-In and have since subscribed to the full version. The features are great. We have also queried with regards to a feature that was unavailable and within 2 weeks the team had developed and released the feature for us. What great service! We are using the add in to create spreadsheets in our month reporting packs - primarily budget vs actuals as scotts add ins allows the extraction of budgets and actuals by tracking category! Saves a lot of time and ensures accuray.

Response from Scott's Add-ins

Thank you for the most kind review, Sara. So glad to hear the add-in is saving you heaps of time!
RM
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.
One person found this review helpful.

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.
JS
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.

Additional info

Functions

Accountant toolsReporting

Industries

Accounting

App details

By Scott's Add-ins
Added in 2019

Countries

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

Languages

English

Support

Contact supporthelp@scottsaddins.com

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