Overview

What is it and who is it for?

Flex Financial Reporting is an Excel add-in 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, use the Sign in with Xero button everywhere you sign in, on the website and in either add-in. No password is needed. If you would rather have one, set it on the Forgot Password page.
  2. Connect your Xero accounts
    Open My Connections to link your Xero organizations. For detailed instructions, see Managing Your Account.
  3. Install an Excel add-in
    Flex offers two. Choose the one that suits how you work. The Flex Excel Web Add-in installs from inside Excel and works on Windows, Mac and in the browser. The Flex Windows Desktop Excel Add-in installs on Windows Excel and adds VBA and COM automation.

Next Steps

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