Xero Accounting Reports
Automated management reports powered by your Xero data.
Xero → Excel Management Reports
We take your raw Xero text export and automatically transform it into a structured Excel management report — no manual work required.
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Step 1 — Export from Xero
Download your _XERO_GL_2026.txt as a .txt file from Xero.
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Step 2 — Import & Transform
Our system reads every row, cleans the data, and pivots it into Period Balances (rows = Account, columns = Month).
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Step 3 — Excel Report
A formatted Excel workbook is generated with charts, summaries, and variance calculations — ready to share.
📄 Raw Xero Export (.txt)
| Account | Period | Amount |
|---|---|---|
| Sales (4000) | Jan 2025 | 45 000.00 |
| Sales (4000) | Feb 2025 | 52 000.00 |
| Cost of Sales (5000) | Jan 2025 | 18 000.00 |
| Cost of Sales (5000) | Feb 2025 | 21 500.00 |
| Salaries (6200) | Jan 2025 | 12 000.00 |
| Salaries (6200) | Feb 2025 | 12 000.00 |
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📈 Transformed Period Balance (Excel)
| Account | Jan 2025 | Feb 2025 | Variance |
|---|---|---|---|
| Sales (4000) | 45 000 | 52 000 | +7 000 |
| Cost of Sales (5000) | 18 000 | 21 500 | +3 500 |
| Salaries (6200) | 12 000 | 12 000 | 0 |
| Gross Profit | 27 000 | 30 500 | +3 500 |