Flex Financial Reporting

Flex Financial Reporting for Excel Online

Flex Financial Reporting bridges the gap between Xero accounting software and Excel Online, allowing you to easily access, filter, and analyze your Xero financial data within the familiar spreadsheet environment. This integration eliminates the need for manual data export/import processes and provides a seamless way to work with financial data.

Key Features

Xero Integration

• Direct Connection: Connect to Xero accounts via secure OAuth authentication
• Multiple Organizations: Access data from any Xero organization you have permission to view
• Comprehensive Data Access: Fetch data from various Xero endpoints including Invoices, Payments, Accounts, Contacts, and more
• Automatic Authentication: Token management happens behind the scenes for a seamless experience

Powerful Data Filtering

• Flexible Date Ranges: Filter by date ranges, including custom periods
• Status Filtering: Focus on specific data states (e.g., Draft, Approved, Paid invoices)
• Dynamic Cell References: Link filters to cell values for interactive reporting
• Multiple Criteria: Combine filters for precise data selection
• Saved Configurations: Store your filter settings for quick reuse

Intelligent Data Display

• Automatic Formatting: Data is displayed with appropriate formatting for readability
• Nested Data Handling: Complex structures like invoice line items are intelligently flattened
• Clear Headers: Column headers are clearly labeled for easy understanding
• Custom Placement: Choose where to place your data in the worksheet

Streamlined User Interface

• Intuitive Task Pane: Clean, organized interface following Microsoft's Fluent UI design
• Visual Feedback: Clear status indicators for all operations
• Contextual Help: Guidance available when you need it
• Minimal Learning Curve: Designed for users already familiar with Excel

Advanced Data Operations

• Join Tables: Combine data from different Xero endpoints based on common fields
• Combine Data: Merge multiple tables into a single view
• Separate Data: Split tables based on unique values in a column
• Refresh Controls: Update individual tables or refresh all data at once

Who Benefits from Flex Financial Reporting?

Accountants and Bookkeepers

• Create custom financial reports tailored to specific client needs
• Reduce manual data entry and processing time
• Maintain data accuracy with direct Xero connection
• Develop reusable reporting templates

Financial Analysts

• Perform advanced analysis on financial data using Excel's powerful tools
• Create dynamic dashboards with real-time Xero data
• Combine financial data with other business metrics
• Generate custom visualizations and charts

Business Owners and Managers

• Get immediate insights into financial performance
• Create custom reports without specialized accounting knowledge
• Make data-driven decisions with up-to-date information
• Reduce dependency on accounting staff for basic reporting

Financial Controllers

• Streamline month-end and period-end reporting processes
• Create consistent reporting across the organization
• Maintain data integrity with direct source connections
• Reduce time spent on manual data compilation

How It Works

1. Connect: Authorize Flex to access your Xero account through secure OAuth
2. Select: Choose the type of data you want to work with
3. Filter: Apply relevant filters to focus on the data you need
4. Display: View your data in Excel, formatted for readability
5. Analyze: Use Excel's familiar tools to analyze, chart, and report on your data
6. Refresh: Update your data with a single click whenever needed

Technical Specifications

• Platform Compatibility: Works with Excel Online
• Data Security: Uses OAuth 2.0 for secure authentication with Xero
• Performance: Optimized for efficient data retrieval and processing
• Storage: Filter configurations are saved with your spreadsheet
• Updates: Regular updates to maintain compatibility with Xero API changes

Important: Flex Financial Reporting requires an active Flex subscription and a Xero account to access its full feature set. Additional charges may apply.

Getting Started

Getting started with Flex Financial Reporting is simple:

1. Install the add-in from the Microsoft AppSource
2. Open Excel Online and access the FLEX tab in the ribbon
3. Connect to your Xero account when prompted
4. Select "Add Table" to begin importing your financial data
5. Apply filters as needed and place your data in the worksheet
6. Use Excel's familiar tools to analyze and report on your data

Why Choose Flex Financial Reporting?

• Time Savings: Eliminate manual export/import processes
• Data Accuracy: Work with data directly from the source
• Flexibility: Create custom reports tailored to your specific needs
• Familiarity: Work in the Excel environment you already know
• Efficiency: Refresh data with a single click instead of repeating manual processes
• Integration: Seamlessly combine Xero data with other business information in Excel

Transform how you work with your financial data by bringing Xero directly into Excel Online with Flex Financial Reporting.