Independent workspace. Multiple people may each use KX Lite, but their workspaces are not a shared company network.
PRODUCT AND MODULE CAPABILITY
Three products. One expanding finance capability system.
KX Lite supports independent Xero-to-Excel finance work. KX Suite extends that foundation into a centrally governed business operating environment. KX Practice coordinates repeatable work across an accounting or bookkeeping client portfolio.
CHOOSE BY OPERATING NEED
The difference is not a feature count. It is how people need to work together.
Each product has a distinct operating purpose. The capability expands from one person's Excel workspace, to a governed business, to a practice serving many separate clients.
01
AVAILABLE FOR ASSESSMENT
KX Lite
Standalone Xero-to-Excel finance workspaceFor CFOs, accountants, bookkeepers and finance professionals who want to turn authorised Xero information into practical, reusable Excel work without rebuilding the same export process every reporting cycle.
Explore the complete KX Lite product page
Excel Data Workspace
Define the exact Excel result before processing begins.
- Companies, dates, rows and fields
- Filters, sorting and table structure
- Saved KX Queries and reusable templates
Multi-company finance
Work across authorised Xero organisations without losing company identity.
- Company groups and combined results
- Chart of Accounts alignment
- GL Cross-Match and possible intercompany matches
Reporting and analysis
Turn source records into finance work that remains useful in Excel.
- Management and performance analysis
- Repeatable workbook refresh paths
- Source freshness and company context
Evidence and review
Retain the information needed to understand and support the result.
- Evidence packs and supporting records
- Visible source and query definition
- Review history and retained decisions
Guided assistance
Find the relevant Xero information without learning a new reporting language.
- Business-language data guidance
- Human confirmation of every source choice
- KX Ai isolated from Xero credentials and ledgers
Work and KX Credit control
Keep the decision to proceed with the user.
- Scope and estimate before material work
- Optional user-set pre-approval limit
- No paid-product limit on authorised company connections
02
IN DEVELOPMENT · INTENDED MODULE SCOPE
KX Suite
Connected business operating environment around XeroFor organisations that need central administration, shared permissions, coordinated workflows and wider business capability, while retaining Xero as the accounting system of record.
Explore the complete KX Suite product page
A broad module system—not another reporting add-on.
KX Suite carries the KX Lite Excel and reporting foundations into the wider work of running a business. The module families below describe its intended scope; verified release readiness will be stated separately as development progresses.
Finance and reporting
Governed financial, management and executive reporting.
- Statements, comparisons and management packs
- Reusable report blueprints and schedules
- Professional Excel, print and PDF outputs
Groups and consolidation
Bring multiple companies together without hiding their source context.
- Company groups and shared structures
- Currency rules and mapped accounts
- Balanced eliminations and traceable consolidation
GL Cross-Match and control
Align different Charts of Accounts through controlled finance review.
- Account matching and mapping decisions
- Uncertain and unmatched accounts kept visible
- Proposed GL restructuring with human approval
Audit and change intelligence
Understand what changed, who acted and what evidence supports the result.
- Xero and KX activity correlation
- Change, attribution and exception review
- Evidence retained with the relevant work
Close, exceptions and workflow
Coordinate period-end work and make unfinished matters visible.
- Close checklists, owners and reviewers
- Exceptions, dependencies and escalation
- Completion evidence and status history
Sales and receivables
See customer exposure and coordinate controlled collection work.
- Invoices, credits, ageing and statements
- Disputes, promises and collection activity
- Customer-level actions and accountability
Purchasing and payables
Control purchasing commitments and supplier obligations.
- Requisitions, purchase orders and supplier bills
- Authority limits and approval workflows
- Commitment, supplier and payable analysis
Inventory
Maintain the operational detail behind stock movement and availability.
- Items, groups, units and supplier links
- Warehouses, locations and replenishment
- Stocktakes, adjustments and registers
Production
Connect materials, work and cost through the production lifecycle.
- Kits, bills of materials and work orders
- Production runs and material movements
- Work in progress, costing and variance
Planning and cost centres
Turn business assumptions into controlled financial and operational plans.
- Budgets, forecasts, cash flow and scenarios
- Versions and actual-versus-plan review
- Cost centres, tracking and allocation structures
Human Resources and workforce
Bring workforce cost, capacity and responsibility into finance planning.
- Payroll and employment-cost analysis
- Rostering, labour allocation and capacity
- Employee context linked to authorised workflows
Liabilities and obligations
Model material obligations without claiming statutory certification.
- Leave-liability assumptions and modelling
- Loan, interest and finance schedules
- Tax, payroll and other obligation planning
Tasks, calendar and allocations
Make recurring finance and operational work assignable and reviewable.
- Owners, reviewers and dependencies
- Recurring work, reminders and due dates
- Allocation, completion and evidence history
Logistics
Coordinate approved operational movement and delivery activity.
- Dispatch and manifest preparation
- Controlled handoffs and status tracking
- Links to relevant orders and records
Ownership and dividends
Keep ownership movements and approved distributions organised.
- Share classes, holdings and movements
- Dividend allocations and approvals
- Payment schedules and accounting preparation
Controlled Xero actions
Keep every Xero write narrow, explicit and recoverable.
- Prepare, validate, review and approve
- Confirm, execute and read back
- Reconcile outcomes and retain the audit trail
Security and administration
Govern companies, people, authority and system configuration.
- Employee access and permission decisions
- Approval authority and company administration
- Audit, recovery and provider health
Automation, delivery and governance
Run controlled background work without losing accountability.
- Jobs, cancellation and delivery outcomes
- Notifications, exports and recovery
- Data lifecycle, source governance and security
03
IN DEVELOPMENT · INTENDED CAPABILITY
KX Practice
Governed accounting and bookkeeping practice hubFor practices that need one controlled view of recurring work across Xero-only and KX Suite clients, while preserving every client's separate identity, authority, records and approval history.
Explore the complete KX Practice product page
THE PRACTICE DIFFERENCE
Standardise the method. Never blur the client boundary.
The practice can coordinate people, recurring work, reporting standards, review and evidence across the portfolio. Each client organisation remains separate and subject to its own permissions and source authority.
Client and company portfolio
Maintain the client, entity, group, source system and responsible practice team as explicit working context.
Practice reporting standards
Reuse approved report blueprints, GL mappings, working methods and delivery structures across suitable clients.
Recurring work and close
Coordinate recurring preparation, deadlines, exceptions, handoffs, review points and completion status.
Evidence, review and delivery
Keep source records, preparer and reviewer decisions, versions, evidence and delivered outcomes connected.
Staff access and accountability
Control who may view, prepare, review, approve or act for each separate client organisation.
Mixed client environments
Support clients using standard Xero and clients using the broader KX Suite environment through one practice hub.
ACROSS THE PRODUCT RANGE
Capability expands. The control principles remain.
XERO AUTHORITY
The signed-in user never receives more access than Xero allows.
EXCEL-NATIVE WORK
Finance users continue working in a familiar Microsoft Excel environment.
VISIBLE SCOPE
The selected companies, records, period and intended result remain clear.
KX CREDIT CONTROL
Estimated KX Credits are shown before material paid processing.
HUMAN APPROVAL
People remain responsible for review, approval and business decisions.
KX Ai BOUNDARY
KX Ai never receives Xero credentials, calls Xero or creates write-eligible data.
PRODUCT DECISION GUIDE
Which KalkuleX product fits the operating model?
| COMPAREOperating fit | 01 · INDIVIDUALKX LiteAVAILABLE FOR ASSESSMENT | 02 · BUSINESSKX SuiteIN DEVELOPMENT | 03 · PRACTICEKX PracticeIN DEVELOPMENT |
|---|---|---|---|
| 01Designed for | Individual finance professionals | One connected organisation | Accounting and bookkeeping practices |
| 02Core purpose | Reusable Xero-to-Excel work | Business-wide finance and operations | Controlled multi-client service delivery |
| 03Workspace model | Independent installations | Central users, companies and permissions | Portfolio hub with separate client contexts |
| 04Capability depth | Data, analysis, reports, cross-match and evidence | Full module environment from finance through operations | Portfolio, standards, recurring work, review and delivery |
| 05Product status | Available for assessment | In development | In development |
START WITH THE AVAILABLE PRODUCT
Assess KX Lite using your own authorised Xero information.
25,000 trial KX Credits. Two Xero organisation connections during the trial. No credit card required.