Up-to-date accounting reports

Easily track your business’s financial health with accurate, reliable accounting reports. Collaborate with your advisor in real time using Xero’s financial reporting software, so you always have the latest numbers to back up your business decisions.

A business owner checks her financial position and accounting reports using the Xero Accounting app.

Financial reporting software for the info you need, when you need it

Xero gives you your numbers when you need them. Clear, reliable info for your business decisions and financial success!

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    Get reports anytime

    View up-to-date accounting reports for instant, reliable information whenever you need it

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    Customise your reports

    Present the metrics and your data the way you want to

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    Compare and calculate

    Apply formulas to compare your budget with your actual spend and to clarify your financial performance

The key thing about Xero is the simplicity

Ed uses Xero to run his business.

A baker kneads dough at a bakery.

Get updates on your business performance anytime

Make better business decisions with Xero business reporting software. Xero reports put real-time data at your fingertips. View profit and loss, balance sheets, cash flow, and a range of other accounting reports and forecasts, whenever you need to.

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    View and share reports like cash flow, and profit and loss, anytime
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    Get into the details to measure your performance against KPIs with interactive accounting reports
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    Access reports fast when you mark them as favourites

Customise your reports

Tailor the content and layouts of your reports to show the metrics that matter most to your business. Customise your reports in Xero’s business reporting software so you have the right information to make evidence-based decisions..

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    Add, remove, and reorder rows and columns on accounting reports by dragging and dropping
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    Add formulas, details, and notes to reports, and link to report schedules
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    Add tracking categories to see how different business areas are performing

Compare and calculate

Use formulas and calculations in Xero’s financial reporting software to spot patterns in your data, compare your activity against key performance indicators (KPIs), and forecast outcomes. Get the financial data you need without having to do the maths.

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    Compare budgeted spending to actual amounts and calculate your profitability
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    Choose and work with formulas to test your data and reveal the financial insights you need
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    Present results as percentages to make comparisons against KPIs even easier

Follow your finances with Xero reports

Xero’s user-friendly financial reporting software turns complex financial data into easy-to-read reports. Xero’s accounting reports, such as balance sheets, income statements, and cash flow statements, help you reduce costs, track profitability, and buy at the right time.

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    Run clear, user-friendly, built-in accounting reports
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    Share your accounting reports with your advisor so you can discuss them together
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    Get the results you need to make informed business decisions
Track business performance
A small business owner and her accountant work together using Xero to compare actual and budgeted costs.

Xero works for your type of business

Manage your finances, control cash flow, and add apps for more features – whatever business you’re in. See how Xero can help your business.

Three colleagues collaborating on Xero accounting software, viewed on an iPad.

Expand with Xero: business and financial reporting software apps

Stay in control as your business expands – tailor Xero to your needs with financial reporting apps from the Xero App Store.

Rotating gif of apps that connect to Xero

Get clear on your business finances

Xero’s financial accounting and reporting software gives you a complete view of your numbers and all the tools you need to run a healthy business. Xero accounting reports use your latest data to give you current, accurate insights every time.

Accounting software for your small business
A chart of income and expenses displays in Xero’s online accounting software on a tablet.

FAQs on Xero’s financial reporting software

Absolutely. If you want to share or present accounting reports in Xero, you can create read-only versions that can’t be edited. You can also archive older reports and retrieve them when you need to.

Absolutely. If you want to share or present accounting reports in Xero, you can create read-only versions that can’t be edited. You can also archive older reports and retrieve them when you need to.

Absolutely. You can browse all your accounting reports – whether draft, custom, published, or archived – and search for them by title, date, or author.

Absolutely. You can browse all your accounting reports – whether draft, custom, published, or archived – and search for them by title, date, or author.

Yes. You can set a lock date in Xero to stop changes being made to past transactions when reports are being prepared at the end of the year, or at the end of a sales tax period. You need to have the advisor user role to set, change, or remove lock dates in Xero.

Yes. You can set a lock date in Xero to stop changes being made to past transactions when reports are being prepared at the end of the year, or at the end of a sales tax period. You need to have the advisor user role to set, change, or remove lock dates in Xero.

Of course, you can export accounting reports as a PDF to print or share by email, or export reports into a spreadsheet for more data analysis or manipulation.

Of course, you can export accounting reports as a PDF to print or share by email, or export reports into a spreadsheet for more data analysis or manipulation.

Essential resources for financial reporting

Learn financial management skills that help you overcome cash flow challenges, plan for the future, and better understand your business.

What is financial reporting?

Financial reporting is the process to track, analyse, and report your business income.

What is financial reporting?

Creating monthly financial reports

Regularly creating and reviewing accounting reports helps you keep on top of your finances.

Create financial reports

Small business guides

Check out our guidance on all kinds of business and accounting topics, to keep things running smoothly.

Accounting tips and guides for small business owners

Start using Xero for free

Access Xero features for 30 days, then decide which plan best suits your business.

Plans to suit your business

All pricing plans cover the accounting essentials, with room to grow.

Starter

Usually $29

Now $2.90

USD per month

Save $156.60 over 6 months

Standard

Usually $46

Now $4.60

USD per month

Save $248.40 over 6 months

Premium

Usually $62

Now $6.20

USD per month

Save $334.80 over 6 months

Need help setting up financial reports in Xero?

Xero Central is full of resources to help you get the best out of Xero’s financial reporting software.

Reporting and tracking

Generate standard and custom reports, view dashboards, and track key financial metrics for your business.

Reporting and tracking resources on Xero Central

Create and publish a report

Make a draft report and save your proposed layout changes that aren’t yet finalised.

Create and publish a report

Access and browse reports

Easily find reports in our searchable business reporting software.

Access and browse reports