Keep Excel.

Leverage the cloud.

From Xero to Excel in 8 clicks.

Fetch your client’s data from Xero to make quick cashflow forecasts with scenarios for bank and ATO funding, or insights dashboards for advisory meetings.

All in the app you know best, Microsoft Excel. 

No more ‘black magic’ numbers

See exactly how reports and calculations are generated

Plug and Play

Install the Excel plugin and play away - no training required.

Fully Customisable

Customise your reports as little or as much as you want.

Watch a 2-minute introduction right now.

Let us explain how easy it is to connect your two favourite apps and create customisable reports quicker than you ever thought possible.

Learn more by clicking below.

See how easy it is for yourself, with a

7-day free trial.