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Reporting and forecasting

Visualise all aspects of your business performance with financial reporting software that integrates with Xero. Choose from reporting apps that deliver deep financial insights, summaries and forecasts and help you make informed decisions for your business.

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  1. Accountant tools, Reporting and forecasting

    Cash Flow Frog

    4.81 out of 5 stars
     37
    Accountant tools, Reporting and forecasting
    Get your cash flow forecast instantly! No spreadsheets, no setup—just real-time insights. See future cash flow & make smarter decisions. Try free today!
  2. Other, Reporting and forecasting

    Coupler.io

    4.67 out of 5 stars
     3
    Other, Reporting and forecasting
    Create custom Xero reports in spreadsheets, data warehouses, and BI tools. Automate export of accounting data and reports to turn them into insights. Connect Xero to Excel|Google Sheets + BigQuery|PostgreSQL|Redshift + Looker Studio|Power BI|Tableau
  3. Accountant tools, Reporting and forecasting

    XPNA

    5 out of 5 stars
     5
    Accountant tools, Reporting and forecasting
    Get a customisable, consolidated view of all your Xero data inside Excel and Power BI. Build top-down and bottom-up scenarios for budgets and forecasts. Manage non-financial accounts, and create additional reporting hierarchies for your chart and tracking categories.
  4. Reporting and forecasting

    BeanBox

    4.95 out of 5 stars
     79
    Reporting and forecasting
    Do you use Xero repeating invoices? BeanBox gives you instant forecasts of your recurring income for the next 36 months. Quick 2 min setup.
  5. Accountant tools, Reporting and forecasting

    EXL Cloud by XLC

    5 out of 5 stars
     1
    Accountant tools, Reporting and forecasting
    EXL Cloud brings you world-class reports, dashboards and cash flow scenario models in Excel, connected to your Xero data in seconds.
  6. Point of sale, Reporting and forecasting

    Shogo

    3 out of 5 stars
     2
    Point of sale, Reporting and forecasting
    A cloud based service to automatically sync POS and e-commerce data with Xero.
  7. Accountant tools, Reporting and forecasting

    Acterys

    4.86 out of 5 stars
     28
    Accountant tools, Reporting and forecasting
    Acterys enables flexible reporting, dashboards & planning on one or many Xero companies (consolidation) and other data. Excel, Power BI Desktop.
  8. Accountant tools, Reporting and forecasting

    Castaway Cloud

    5 out of 5 stars
     2
    Accountant tools, Reporting and forecasting
    Powerful 3-way forecasting and reporting solution in the market. Used by businesses and their advisors to design a better future and build resilient businesses prepared for uncertainty. From simple cashflow to complex strategy, Castaway is your partner in performance.
  9. Invoicing and jobs, Reporting and forecasting

    Scoro

    4.75 out of 5 stars
     4
    Invoicing and jobs, Reporting and forecasting
    Manage projects, resources, and finances in a single system. Built for consultancies, agencies, and other professional service businesses to gain visibility, boost profitability, and standardize operations.
  10. Reporting and forecasting

    Agicap

    5 out of 5 stars
     1
    Reporting and forecasting
    Agicap is the leading European Cash Management and Liquidity Planning software. Agicap connectivity permits to combine information from all your banks with Xero data (invoices, purchase orders...) to maintain an up-to-date cash flow forecast and enhance cash collection.
  11. Accountant tools, Reporting and forecasting

    LivePlan

    4.22 out of 5 stars
     10
    Accountant tools, Reporting and forecasting
    Budgeting, forecasting and financial dashboards that help small businesses grow.
  12. Accountant tools, Reporting and forecasting

    RecHound

    5 out of 5 stars
     12
    Accountant tools, Reporting and forecasting
    Balance Sheet Recs made easy! Clear transactions mid-month and store your reconciliations safely in the cloud. Roll forward with a single click!
  13. Accountant tools, Reporting and forecasting

    Causal

    4.9 out of 5 stars
     10
    Accountant tools, Reporting and forecasting
    Build and automate financial models, in minutes. Pull your historicals directly from Xero and drill down into the transactions behind each number in 1 click, without chasing your accountant.
  14. CRM and marketing, Reporting and forecasting

    infoodle

    5 out of 5 stars
     19
    CRM and marketing, Reporting and forecasting
    For charities and churches, a highly versatile CRM, with donor and fundraising management, Gift Aid, volunteers, email & text, receipting & reporting
  15. Accountant tools, Reporting and forecasting

    ScaleXP

    5 out of 5 stars
     56
    Accountant tools, Reporting and forecasting
    The #1 automation platform for B2B businesses using Xero. Streamline month-end using AI-powered tools which prepare detailed journals for deferred revenue, accrued revenue and prepayments. Easily integrate tracking codes. Use powerful algorithms to understand and derive business critical metrics.
  16. Accountant tools, Reporting and forecasting

    SyncHub

    5 out of 5 stars
     1
    Accountant tools, Reporting and forecasting
    Easily connect Xero, Xero Projects, Xero Payroll, or Xero Practice Manager to reporting tools like Power BI, Tableau, Google Sheets or Microsoft Excel. No more manual CSV exports, no more incomplete reports. Just good data.
  17. Accountant tools, Reporting and forecasting

    VERIFYiQ

    5 out of 5 stars
     2
    Accountant tools, Reporting and forecasting
    Review your client's Xero data and catch the most common bookkeeping errors. Reduce labor costs while gaining an extra set of hands.
  18. Custom integrators, Reporting and forecasting

    Wink Reports

    5 out of 5 stars
     7
    Custom integrators, Reporting and forecasting
    Connect Xero and all of your add-ons to create custom reports for complete, real-time visibility across your business
  19. Accountant tools, Reporting and forecasting

    Connectorly for PowerBI

    5 out of 5 stars
     8
    Accountant tools, Reporting and forecasting
    Connectorly for Xero and Power BI offers seamless financial analysis for one or more Xero Organisations. Get started quickly with beautiful templates for Profit & Loss, Balance Sheet, Aged Debt and more. We’ve made the Xero data model easier to work with and enriched it to make forecasting simple.
  20. Accountant tools, Reporting and forecasting

    Pry

    5 out of 5 stars
     8
    Accountant tools, Reporting and forecasting
    Budgets | Forecasts | Hiring Plan | Financial Models | Scenario Planning | Custom Dashboard | Planned vs Actuals | Financial Statements | Custom Reports
  21. Reporting and forecasting, Tax and compliance

    Flowrev

    4.92 out of 5 stars
     13
    Reporting and forecasting, Tax and compliance
    Automate expense and deferred revenue recognition. Eliminate time consuming spreadsheets. Generate accurate, real-time financial metrics and reports.
  22. Accountant tools, Reporting and forecasting

    Quick Consols

    5 out of 5 stars
     6
    Accountant tools, Reporting and forecasting
    Automate your consolidation of multiple companies, currencies, year ends and ERP systems. The Analytics module helps you analyse your data in visually rich custom built graphs and charts with a slice and dice approach to your numbers. And at year end prepare statutory accounts in our FS module.
  23. Payments, Reporting and forecasting

    Yoco

    Payments, Reporting and forecasting
    The market leader in card machines, online payments, point of sale and flexible funding. Beyond payments, Yoco makes it simple to sell everywhere, manage your business from anywhere and make better decisions - all under one account.
  24. Reporting and forecasting

    Standard Metrics

    Reporting and forecasting
    Standard Metrics is an automated data platform that enables financial transparency between startups and their external stakeholders.

What is reporting software?

Financial reporting software helps businesses understand their numbers on a deep level, providing detailed insights that help you make more informed decisions.

When integrated with Xero, reporting apps give businesses like yours the capability to drill down into every area of your business to budget with certainty, track benchmarking performance and forecast your future cash flow.

What are the benefits of reporting software?

  • Up-to-date financial information at a glance: Access detailed insights as they happen and find out precise information exactly when you need it. Don’t rely on old or outdated information as you make important decisions for your business and utilise the most up-to-date financial reports.  

  • Improved financial management: Get the full picture of your finances, including your debt, expenses, assets, liabilities. Easily track budgeting, growth and other KPIs to understand your business’s performance and make informed decisions on your next move.

  • Visual benchmarking at any size: Know how your franchises, locations and clients are performing against company benchmarks with consolidated benchmarking 

  • Automatically generated reports: Gain back the hours you used to spend putting together financial reports manually and access automatically synced, insights generated instantly for you. Quickly understand your business’s financial position while avoiding the risk of human error that comes with manual reports so you can make decisions with confidence.

What are the typical features of reporting software?

  • Data syncing: Ensure all your financial data is up to date with regular data syncing between your reporting app and your Xero account. Easily share reports and predictions with stakeholders with confidence in your numbers being current.

  • Multi-entity consolidation: Bringing together financial data from all corners of your business. Reporting software allows you to create consolidated reports from multiple entities, multiple currencies and inter-company transactions, so you can deliver the more with less work.

  • Powerful forecasting: Get a clear idea of what the future holds with forecasting reports based on up-to-date and historical data. Predict upcoming trends, spot cash shortages and identify areas for profit growth,  so you can be prepared for anything.

  • Custom reporting: Create customisable, beautiful reports that are based on the numbers that are important to your business. Easily and automatically share reports with the people who matter and standardise your reporting capabilities.

How reporting apps work with Xero

Integrating your reporting app with Xero centralises your financials and cash flow in one visual platform - giving you the complete picture over your current financial position and slashing time spent building reports. 

Stop hunting down data from multiple sources and creating custom reports manually. Connecting your reporting software to Xero can make it easier to:

  • Visualise data in multiple formats, from graphs to dashboards and securely share them with key stakeholders

  • Set up custom reports based on the financial data in your Xero account and access up-to-date figures with automated syncs between platforms

  • Consolidate multiple financial streams to see your actual versus budgeted numbers in seconds

Find your fit

Every reporting apps’ integration with Xero can be different. To learn more, browse through the reporting apps in this category. Click on an app to find detailed information on how it works and integrates with your Xero account, and ratings and reviews by other Xero users. Want to try an app? You can then get started directly from the app listing page in just a few clicks. 

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.