Free tools
Free tools for Xero reports
Small tools for the jobs around Xero reporting: merging exported PDFs, cover pages, management accounts and budget templates, a chase list from your aged receivables, and a Profit and Loss reshaped for Power BI. The Excel template is a plain download. The others run in your browser, so your files never leave your computer. All free, no signup.
Runs in your browserCombine Xero reports into one PDFFree tool: merge the P&L, balance sheet and other reports you export from Xero into one PDF report pack with a cover page, contents and page numbers. Runs in your browser and never uploads your files.Runs in your browserXero management report cover page generatorFree cover page maker for your Xero management report pack. Add your logo, colours, period and contents, then download an A4 PDF. Runs in your browser.Excel downloadExcel management accounts template for XeroFree Excel template for monthly management accounts from Xero: 12-month P&L, balance sheet, KPIs like debtor days and margins, and a commentary page.Runs in your browserXero budget template: fill and import your budgetFree tool to fill the Xero budget import template: enter annual amounts, spread them by month and download a CSV for Budget Manager. Plus an Excel planner.Runs in your browserXero aged receivables chase listFree tool: load the Aged Receivables Summary exported from Xero and get a ranked list of who to chase first, with a reminder email for each. Runs in your browser.Runs in your browserXero Profit and Loss to Power BI tableFree tool: turn a Profit and Loss exported from Xero into a flat CSV for Power BI, one row per account and period, no totals. Runs in your browser.
More how-tos in the guides.
Rather not export by hand every month?
Reportpost emails your Xero reports on a schedule, as PDF, Excel or CSV. 14 days free.