FLEX Financial Reporting

Stop rebuilding reports every month. Connect Excel directly to Xero and automate your management reporting.

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14-day free trial • No credit card required

Xero
Excel
📅 Est. 2013
⭐ 140+ Reviews
🏢 1,000+ Businesses
✓ Xero Certified
✓ Microsoft Partner

The Most Trusted Excel Integration for Xero

Finance professionals worldwide rely on Flex to transform their reporting workflow with direct, real-time access to their accounting data.

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Xero Marketplace Rating
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Years Trusted
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Businesses Trust Flex
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Xero App Reviews

Real-Time Data Access

Click refresh and watch your reports update with live data in seconds. Connect directly to Xero APIs for the most current financial information.

Excel on Any Device

Works with Excel on Windows, Mac and the Web. Access your financial reports from any device, anywhere — your data travels with you.

Enterprise Security

Bank-level encryption with OAuth 2.0 authentication. Your financial data is protected with the same security standards used by major financial institutions.

Trusted by financial professionals since 2013

✓ Xero Certified
✓ Microsoft Partner

What Can You Build with Flex?

Flex gives you the raw data and the tools — you build exactly the reports your business needs.

✓ Consolidated group reporting
✓ Board packs
✓ Monthly management reports
✓ Budget vs actual reporting
✓ Multi-entity reporting
✓ Cashflow dashboards
✓ KPI reporting
✓ Audit-ready exports
Flex Financial Reporting UI

Flex Financial Reporting

Budget vs Actual Dashboard — Flex Financial Reporting

Budget vs Actual Dashboard

Cash Flow and Receivables Dashboard — Flex Financial Reporting

Cash Flow & Receivables Dashboard

Monthly P&L Trend Report — Flex Financial Reporting

Monthly P&L Trend

Why Excel?

Because finance professionals already know Excel.

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Unlimited Layouts

Design any report format. No templates to outgrow, no layout restrictions — build exactly what your stakeholders need.

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Complete Formula Flexibility

Use every Excel function you know. VLOOKUPs, pivot tables, conditional formatting — your skills translate directly.

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No Dashboard Constraints

Unlike rigid reporting tools, you're never limited to pre-built visualisations. Create charts, tables and layouts your way.

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Direct Access to Raw Data

Get the actual data from Xero — invoices, contacts, accounts, journals, P&L, balance sheets and more — right into your cells.

See FLEX in Action

Watch how easy it is to connect to Xero, pull live data into Excel, and refresh reports in seconds.

Getting Data

Connect securely to Xero and access multiple data sources with real-time integration

  • Secure connection to Xero
  • Multiple data sources
  • Real-time access

Refreshing Data

Keep your reports current with flexible refresh options — update specific tables or refresh all data

  • Flexible refresh options
  • Current data updates
  • Table-specific updates

Joining Data

Combine related data from different tables using the powerful Join Tool for comprehensive reporting

  • Data combination
  • Join Tool functionality
  • Comprehensive reporting
Security

Your Data, Protected

Security isn't an afterthought — it's built into every layer. Flex connects you directly to Xero and your financial data is never cached on our servers.

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OAuth 2.0 authentication with Xero
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Hosted on Microsoft Azure
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End-to-end encryption
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No financial data stored on our servers
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Connection credentials encrypted on secure Azure infrastructure
Microsoft Azure

Trusted by Finance Professionals

Flex has been helping accountants, CFOs and finance teams streamline their Xero reporting since 2013. With 140+ reviews on the Xero App Store, our users speak for themselves.

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Regular updates driven by user feedback
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Direct developer support — fast, personal responses
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Extensive documentation and video tutorials
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Certified Xero Add-on Partner
★★★★★

"This is a huge time saver for us... It is so useful to be able to communicate by email directly with the developer of the software — such a personal touch."

Mark Gummerson, Head of Finance — T J Crump Oakwrights Limited
★★★★★

"The software itself is simple but super effective, especially for large consolidation exercises for multiple Xero entities. Where Flex really separates itself is the support."

Alex Clark
★★★★★

"Speeds up month end process, dashboard reporting used by our auditors and external accountants. Provides assurance that consolidations can be prepared quickly and accurately time after time."

Mike Tooke
★★★★★

"Xero's exporting feature is limited to 500 lines so very time consuming to get lots of data. FLEX does it in one hit straight into Excel. Very simple to use, I can't imagine not having it now."

Luke Allison
Read all 140+ reviews on the Xero App Store →

Ready to Automate Your Reporting?

Join 1,000+ finance professionals who trust Flex for their Xero reporting. Build any report in Excel — refreshed in seconds.

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14-day free trial • No credit card required