Overview

What is it and who is it for?

Flex Financial Reporting is an Excel Addon that allows you to connect to your raw data in Xero so that you can make your own customized reports in Microsoft Excel. It is designed as an easy data extraction plugin that Excel experts can use to get direct, API access to one or many organisations.

We do not provide support or training on report creation or Excel, it's expected that you are reasonably skilled in Excel. If you need help in this area, get in contact and we can recommend a consultancy service that can assist.

Getting Started

Getting started with Flex Financial Reporting is simple. Follow these three steps:

  1. Sign up for a free account
    Create a new account or sign up with your Xero credentials.
    If you sign up with Xero, you'll receive an email with your new password for logging into the Legacy Excel Add-in. Check your junk mail if you don't receive it, or use the Forgot Password page to reset it.
  2. Connect your Xero accounts
    Open My Connections to link your Xero organizations. For detailed instructions, see Managing Your Account.
  3. Install and use the Excel Add-in
    Get the modern Excel Add-in that works across Windows, Mac, and the web. For complete installation and usage instructions, see Excel Add-in Documentation.

Next Steps

Once you're set up, explore these resources to get the most out of Flex Financial Reporting:

  • Account Management - Learn how to manage connections, subscriptions, and multi-user accounts
  • Excel Add-in - Complete guide to installing and using the modern Excel Add-in
  • Legacy Excel Add-in - Documentation for the older Windows-only Excel Add-in
  • FAQ & Support - Common questions, troubleshooting, and support information