Up-to-date accounting reports

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

A profit and loss report is displayed on the laptop screen and a copy has been printed.

Get reports any time

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

Customize your reports

Decide what goes into each of your reports.

Compare and calculate

Use formulas to compare actual and budgeted amounts.

Keep track of business

See how your business is performing.

Get reports any time

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

  • View and share a range of reports whenever you need
  • Drill down into the details with interactive reports and measure specific KPIs
  • Get quick access to the reports you've marked as favourites
Xero lists the up-to-date sales, inventory and accounting reports available any day of the month.

Customize your reports

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

  • Add, remove and reorder rows and columns 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
A report showing trading revenue, customized to suit the business, has been printed.

Compare and calculate

Insert formulas to calculate variances between columns in your reports.

  • Compare actuals versus budgeted amounts, or actuals versus actuals
  • Use IF statements in formulas as well as mathematical operators
  • Present results as percentages
A report comparing periods in a bar chart is created by building a formula.

Keep track of business

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
A small business owner and their accountant both view the same bar graph of actual versus budgeted costs.

More about reporting

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

Start using Xero for free

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

  • Safe and secure
  • Cancel any time
  • 24/7 online support

Xero became a really critical tool for us as we took on more staff.

Kate uses Xero to run her business

Kate from Lune uses Xero to run her business