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.
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!
Get reports anytime
View up-to-date accounting reports for instant, reliable information whenever you need it
Customize your reports
Present the metrics and your data the way you want to
Compare and calculate
Apply formulas to compare your budget with your actual spend and to clarify your financial performance
87% of customers agree Xero helps improve financial visibility
*Source: survey conducted by Xero of 271 small businesses in the US using Xero, May-June 2024
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.
- View and share reports like cash flow, and profit and loss, anytime
- Get into the details to measure your performance against KPIs with interactive accounting reports
- Access reports fast when you mark them as favorites
Customize your reports
Tailor the content and layouts of your reports to show the metrics that matter most to your business. Customize your reports in Xero’s business reporting software so you have the right information to make evidence-based decisions..
- Add, remove, and reorder rows and columns on accounting reports by dragging and dropping
- Add formulas, details, and notes to reports, and link to report schedules
- 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 math.
- Compare budgeted spending to actual amounts and calculate your profitability
- Choose and work with formulas to test your data and reveal the financial insights you need
- 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.
- Run clear, user-friendly, built-in accounting reports
- Share your accounting reports with your advisor so you can discuss them together
- Get the results you need to make informed business decisions
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.
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.
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
The key thing about Xero is the simplicity
Ed uses Xero to run his business.
Frequently asked questions
Financial reports are structured summaries of a business's financial activity over a given period. They tell you whether your business is profitable, how much cash you have, what you own and owe, and how efficiently you're collecting payments. They're helpful for making informed business decisions, managing tax compliance, securing financing, and meeting legal reporting requirements.
Financial reports are structured summaries of a business's financial activity over a given period. They tell you whether your business is profitable, how much cash you have, what you own and owe, and how efficiently you're collecting payments. They're helpful for making informed business decisions, managing tax compliance, securing financing, and meeting legal reporting requirements.
Accounting software like Xero generates financial reports directly from your live transaction data – so there's no waiting until month-end to see how your business is tracking. Reports update in real time, can be compared across periods with one click, and give your accountant direct access to accurate data without emailing spreadsheets back and forth. The result is faster reporting with less double-checking and manual work.
Accounting software like Xero generates financial reports directly from your live transaction data – so there's no waiting until month-end to see how your business is tracking. Reports update in real time, can be compared across periods with one click, and give your accountant direct access to accurate data without emailing spreadsheets back and forth. The result is faster reporting with less double-checking and manual work.
Xero includes financial reports such as: Profit and Loss, Balance Sheet, Cash Flow Statement, Aged Receivables and Payables, Budget Variance, and more. Reports can be filtered by date range, tracking category, or comparison period, and exported to Excel spreadsheet or PDF.
Xero includes financial reports such as: Profit and Loss, Balance Sheet, Cash Flow Statement, Aged Receivables and Payables, Budget Variance, and more. Reports can be filtered by date range, tracking category, or comparison period, and exported to Excel spreadsheet or PDF.
Yes. Xero lets you adjust the layout, date ranges, and comparison periods for most reports. You can apply tracking category filters to segment results to different areas of your business and create customized report layouts to suit your needs. Reports can also be saved as read-only versions to share with stakeholders who don't need editing access.
Yes. Xero lets you adjust the layout, date ranges, and comparison periods for most reports. You can apply tracking category filters to segment results to different areas of your business and create customized report layouts to suit your needs. Reports can also be saved as read-only versions to share with stakeholders who don't need editing access.
Xero Analytics provides a short-term cash flow projection over the next 7 or 30 days, based on the due dates of approved invoices and bills. For an advanced view, including projecting cash flow up to 90 days, you can add Xero Analytics Plus to your subscription for an additional fee.
Xero Analytics provides a short-term cash flow projection over the next 7 or 30 days, based on the due dates of approved invoices and bills. For an advanced view, including projecting cash flow up to 90 days, you can add Xero Analytics Plus to your subscription for an additional fee.
Yes, any report in Xero can be exported as a PDF to print or share by email, or as a spreadsheet for further analysis. This makes it straightforward to share reports with stakeholders who don’t have Xero access, include financial data in board packs, or do additional modeling outside of Xero.
Yes, any report in Xero can be exported as a PDF to print or share by email, or as a spreadsheet for further analysis. This makes it straightforward to share reports with stakeholders who don’t have Xero access, include financial data in board packs, or do additional modeling outside of Xero.
Yes. In Xero, you can publish finalized reports as read-only versions that can’t be edited after the fact. Older reports can be archived and retrieved at any time, so your historical reporting is always accessible.
Yes. In Xero, you can publish finalized reports as read-only versions that can’t be edited after the fact. Older reports can be archived and retrieved at any time, so your historical reporting is always accessible.
Xero includes a comprehensive set of standard financial reports, including: Profit and Loss (income statement), Balance Sheet, Cash Flow Statement, Aged Receivables and Aged Payables, Budget Variance, and more. You can filter most reports by date range, comparison period, or tracking category, and create custom report layouts. Reports can also be saved as read-only versions or exported to PDF or Excel for sharing.
Xero includes a comprehensive set of standard financial reports, including: Profit and Loss (income statement), Balance Sheet, Cash Flow Statement, Aged Receivables and Aged Payables, Budget Variance, and more. You can filter most reports by date range, comparison period, or tracking category, and create custom report layouts. Reports can also be saved as read-only versions or exported to PDF or Excel for sharing.
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.
Reporting is available with every plan. Xero generates financial reports directly from your live transaction data – so there's no waiting until month-end, no manual data exports, and no spreadsheet reconciliation. Reports update in real time and can be compared across periods with a single click. Your accountant can access the same live data directly, rather than receiving emailed spreadsheets. For more advanced reporting, try Xero Analytics.
Reporting is available with every plan. Xero generates financial reports directly from your live transaction data – so there's no waiting until month-end, no manual data exports, and no spreadsheet reconciliation. Reports update in real time and can be compared across periods with a single click. Your accountant can access the same live data directly, rather than receiving emailed spreadsheets. For more advanced reporting, try Xero Analytics.
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, analyze, and report your business income.
Creating monthly financial reports
Regularly creating and reviewing accounting reports helps you keep on top of your finances.
Small business guides
Check out our guidance on all kinds of business and accounting topics, to keep things running smoothly.
Get one month free
Purchase any Xero plan, and we will give you the first month free.
Pay your bills at no extra cost
Free standard ACH bill payments are now included in Xero business plans.*
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.
Create and publish a report
Make a draft report and save your proposed layout changes that aren’t yet finalised.
Access and browse reports
Easily find reports in our searchable business reporting software.
*Fees apply for other payment methods.