Up-to-date accounting reports

Track your finances with accurate accounting reports. And collaborate with your advisor online in real time.

Get reports any time

See up-to-date reports when you need them.

Decide what goes into each of your reports.

Use formulas to compare actual and budgeted amounts.

See how your business is performing.

View up-to-date financial and accounting reports and budgets for any period. There's no more waiting for month-end.

Tailor the content and layout of your reports and reuse customized report layouts.

Insert formulas to calculate variances between columns in your reports.

See how your business is performing with accurate financial reporting.

Quickly prepare a detailed budget or import an existing one
See a range of graphs on the business performance dashboard
Share reports and metrics with your accountant or bookkeeper to get a full understanding of the numbers

: Create a finalised, read-only version of reports that can't be edited. Archive older reports and restore them later if necessary.
See how to publish reports
: Browse all your reports – whether draft, custom, published or archived – and search them by title, date or author.
See how to search reports
: Set a lock date to stop changes being made to transactions relating to a past period when reports are being prepared at the end of the year or at the end of a sales tax period. Only people with the advisor user role can set, change or remove lock dates.
See how to set a lock date
: Export reports as a PDF to print or share by email - or export them into a spreadsheet for more analysis or data manipulation.
See how to export reports

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