A current answer from one Xero organisation.
- Ask a question using an available Microsoft 365 experience
- Bring current Xero information into a document or spreadsheet
- Continue the analysis yourself
WHAT COMES AFTER THE IMPORT
Getting Xero data into Excel is only the start. KX turns it into useful finance work.
Importing data gives you access. The value comes from what happens next: turning it into reports, analysis and repeatable finance work. KX Lite removes much of the repeated preparation. Describe the result you need in business language, review the suggested source, then choose the companies, dates and columns. KX already understands supported relationships between Xero records, so you do not need to write joins or understand relational databases. Save the work and refresh it whenever the information changes. See everything KX Lite can do.
Microsoft ExcelAccess is the beginning. Useful, repeatable work is the outcome.
Xero permissions stay in controlKX Ai has no access to Xero ledgersImportant work remains attributable
Your Xero data in Excel
Set up once, refresh any time
No database queries
No monthly fee
BUILT BETWEEN XERO AND MICROSOFT EXCEL
Keep your books in Xero. Do the reporting and analysis in Excel.
KalkuleX brings your Xero data into Microsoft Excel for reporting, analysis and review. Your books stay in Xero; KalkuleX does not replace them. See the available capabilities.
YOUR BOOKS STAY IN XEROThe data you are allowed to access
KX LiteKX SuiteMicrosoft ExcelALREADY USING XERO IN MICROSOFT 365?
Both bring Xero data into Excel. They solve different problems.
Microsoft 365 can help you access current Xero information. KX Lite is built for reports and finance tasks that must be set up, checked and refreshed whenever the work requires them.
Repeatable work across companies, sources and reporting cycles.
- Align different Charts of Accounts and complete missing mappings
- Review intercompany matches and eliminations before use
- Keep formulas, evidence, company identity and refresh definitions together
WHY 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 bodies increasingly assess digital financial records, not only reports prepared later. Clear, consistent Xero records are therefore more important than ever.
See the record behind the report.
Review the transactions, balances and source company behind a financial result—not only the final total.
Find matters requiring attention earlier.
Bring unusual balances, missing information and account-matching questions into one 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.
KX Lite turns related Xero records into reusable Excel finance work without requiring database knowledge. KX Suite includes that foundation and adds the finance and operational modules growing SMEs otherwise seek from a larger ERP replacement.
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.
Includes the KX Lite foundations, then adds product groups, enhanced sales and purchasing, reporting, planning, inventory, production, approvals and wider operations.Explore KX SuiteMORE 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.
PURPOSE-LIMITED 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. Review the permanent KX Ai security boundary.
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.
Choose the report you need
Pick the companies, dates, transactions and columns that belong in Excel.
Set it up once, then refresh it
Keep the same choices around the formulas, PivotTables and models you already use.
See the price before anything runs
Check the selected companies, dates and expected KX Credits before any credits are used.
Keep the source of every figure clear
Each row shows its source company, and important choices remain available 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
Rent access through a recurring subscription.
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.
KX Lite gives each finance user a focused Excel workspace with supported Xero relationships already established. KX Suite adds business-wide modules, permissions, approvals and operational workflows around the same Xero ledger.
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
Apply for the free KX Lite beta