See the record behind the report.
Review the transactions, balances and company context supporting a financial result—not only the final total.
FOR XERO USERS WHO WORK IN EXCEL
Transform your Xero business data into practical, insightful analysis in Excel.
Built for finance professionals who use Xero and Excel. Each KX Lite installation is a standalone workspace, and an organisation can install it for multiple users. Each user operates independently; shared workflows, central administration and granular team security belong to KX Suite.
Microsoft Excel25,000 KX Credits included automatically · No credit card required
Xero permissions stay in controlKX Ai has no access to Xero ledgersImportant work remains attributable
Exact Xero data in Excel
Reusable finance workflows
Human-reviewed outcomes
Visible company context
BUILT BETWEEN XERO AND MICROSOFT EXCEL
Keep Xero as the truth. Extend what your business can do.
The KalkuleX product range bridges the accounting information held in Xero with the analysis, reporting and operational capability businesses need in Microsoft Excel.
ACCOUNTING SYSTEM OF RECORDAuthorised source data
KX LiteKX SuiteKX PracticeMicrosoft ExcelWHY KX LITE EXISTS
Your accounts are in Xero. Your decisions need more.
ONE-OFF EXPORTS
Download. Reshape. Repeat.
The result may survive, but the thinking and source choices behind it are easily lost.
REUSABLE KX WORKSPACE
Define once. Review. Refresh. Return.
Keep the workbook, its Xero source and the finance team’s working process together.
Microsoft Excel
DIGITAL RECORD READINESS
Be ready before your records are assessed.
Lenders and government or statutory authorities increasingly work with structured digital financial information—not only reports prepared after the event. That makes the quality, consistency and explainability of the underlying accounting records more important than ever.
Find matters requiring attention earlier.
Bring unusual balances, incomplete information, mapping questions and other exceptions into a controlled finance review.
Keep the group picture understandable.
Review company results together and keep intercompany activity visible so it can be investigated rather than lost in unexplained totals.
SEE THE REAL KX LITE WORKFLOW
See the complete Xero-to-Excel workflow.
Connect Xero, choose the companies and information, review the KX Credit estimate, create the Excel result and refresh it later. Click through each real product screen to see exactly how the work progresses.
Guided onboarding
A guided start, not a blank screen.
The KX Wizard connects your authorised Xero login, helps you choose companies, explains the preparation step and sets up multi-company review when you need it.1 / 5
THE KALKULEX PRODUCT RANGE
KX Lite is the starting point—not the limit.
KalkuleX is a connected product family. Start with a standalone Xero-to-Excel workspace, expand into a broader business operating environment, or manage finance work across an accounting practice portfolio.
KX Lite
Reusable Xero-to-Excel analysis, reporting and evidence for independent users.
An organisation can install KX Lite for many people, but each workspace operates independently without central network administration.Explore KX LiteKX Suite
A streamlined ERP-capability bridge for businesses outgrowing standard Xero.
Adds central administration, permissions, reporting, consolidation, controlled Xero actions, planning, inventory, production and wider operations.Preview KX SuiteKX Practice
One governed practice hub across Xero-only and KX Suite clients.
Coordinate portfolio context, staff responsibility, reusable reporting, recurring workflows, review, evidence and delivery.Preview KX PracticeMORE THAN ONE XERO COMPANY
One Excel result across all the companies you choose.
Build a reusable company group, select the Xero companies that belong together and carry company identity into every Excel row. KX Lite keeps the source companies visible instead of blending them into an unexplained total.
Align and group different Charts of Accounts.
Compare account structures, review likely matches and keep uncertain or unmatched accounts visible before saving a common mapping.
Prepare possible matches for elimination review.
Create an Excel review list of possible intercompany transactions. Nothing is posted to Xero and nothing becomes an elimination without human review.
GOVERNED AND RING-FENCED KX Ai
KX Ai is the assistant. You are the decision-maker.
KX Ai can analyse only the worksheet information deliberately provided to it, explain patterns and prepare draft commentary. It cannot reach through KalkuleX into Xero.
HUMAN IN CONTROLYou choose what is shared.You review every suggestion and make every decision.
PERMITTED PATHWorksheet → analysis → commentary
PERMANENT DENYNO KX Ai ACCESS. EVER.No credential, network or Xero API pathway.
Analyse and explain.
Work with approved worksheet information, identify patterns and prepare commentary for review.
Never touch the ledger.
KX Ai receives no Xero credentials and has no Xero network or write pathway, even after human review.
Keep humans in authority.
People choose the information, judge every suggestion and make every business decision.
WHAT YOU GET
Less spreadsheet reconstruction. More useful finance work.
Build the table you actually need
Choose the companies, transactions, columns, dates and filters that belong in Excel.
Refresh the work without rebuilding it
Keep trusted workbook definitions around the formulas, PivotTables and models you already use.
Know what will happen first
Review source scope, processing and KX Credit requirements before material paid work begins.
Keep the trail attached
Preserve company context, source choices and completed outcomes for later review.
VALUE-ALIGNED SOFTWARE™ · VAS™
No ordinary monthly subscription. See the work and estimate first.
Value-Aligned Software™ (VAS™) aligns KX Credits with work you choose. KalkuleX shows the intended result and estimated KX Credits before material processing begins. You can approve each item individually or set your own pre-approved limit for routine work; anything above that limit returns to you for a decision.
No ordinary monthly subscriptionSee scope and estimate firstChoose each approval or set your own limit
Pay for access every month.
Seats and recurring fees continue with time and headcount, even when no useful work is being performed.
→→ Microsoft ExcelSee the work. See the estimate. You decide.
Approve each estimate yourself or let routine work proceed within the KX Credit limit you have chosen.
One independent workspace per installation.
An organisation can install KX Lite for multiple finance users, with each person operating their own standalone Excel workspace. Network-wide participation, shared permissions and central user administration belong to KX Suite.
Choose how approval works.
Keep approval on every item, or establish a pre-approved KX Credit limit once you are comfortable. Work above your limit always returns to you for approval.
Scale capability with the business.
KX Credits support the processing required without turning inactive seats into the headline measure of value.
THE PRACTICAL DIFFERENCE
Start your free KX Lite trial