A business finance professional and a company finance team working with financial information

FOR BUSINESS OWNERS AND FINANCE PROFESSIONALS

Get the Xero information you need into Excel without rebuilding the work each time.

KX Lite helps owners and finance teams turn Xero data into Excel reports they can check, save and refresh. Use them for regular management review, lender or investor discussions and internal decisions while Xero remains the accounting system of record. Each person works with the companies and reports they are allowed to use.

See KX Lite See the workflow

MANAGEMENT REPORTINGMULTI-COMPANY REVIEWDECISION-READY EXCEL WORK

START WITH THE BUSINESS QUESTION

Move from repeated exports to finance work you can return to.

Build the report you need

Choose the Xero companies, dates, transactions and columns that belong in Excel.

Check it before it runs

See your choices and the expected KX Credit price before any credits are used.

Refresh it whenever needed

Save the report and keep the source company on every row instead of starting again with a blank export.

A finance professional working in an organised Microsoft Excel workspace

CHOOSE THE RIGHT PRODUCT

Choose focused Excel finance work or a wider ERP bridge around Xero.

KX Lite gives each person a reusable Xero-to-Excel workspace without requiring them to understand relational databases. KX Suite includes that foundation and adds integrated finance, product, sales, purchasing, inventory, production and workflow capability.

Compare the KalkuleX products