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Connect Excel to your cloud accounting software

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Key benefits

Leverage the power of Microsoft Excel and Xero. Connect multiple organizations to consolidate with ease, automate reporting and analysis in excel with real-time data refresh, build financial models fast on top of your Xero data.

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Financial
reports

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Data extraction
& visualisation

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Management reports

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Template financial
models & analysis

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Multi-entity
consolidation

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Performance
dashboards

Visit our knowledge base for tutorials & tips

Access our knowledge base for best practice guidance, tutorials, templates, and demonstrations on how to get the most out of our platform.

Click below to get started by connecting your Xero organisation.

About Finess Data

Leverage the power of Microsoft Excel and Xero's cloud accounting software

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Enhance your consolidated reporting

Multi-entity connectivity allows consolidated financial statements to be created with ease without sacrificing your audit trail.

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Automate your reporting & analysis.

Refresh your financial data to update your financial reporting, models, work papers, and analysis

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Actionable insight faster.

Template dashboards to monitor and manage your business's performance.

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Reduce manual processes.

Generate and customize financial reports across multiple entities in excel without visiting your accounting platform.

About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.

  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.

  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.

  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

.Find out more or try Xero Accounting Software for free. 

Try our Adviser Package free for 14 days.

1

Download the Excel add in

2

Create an account

3

Connect your accounting software

4

Start creating!

Start your trial now, pick a plan later.

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