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 finance professionals prepare reusable Excel results from authorised Xero information. An organisation can install KX Lite for multiple users; each person works independently with their own companies, queries and Excel results.

MANAGEMENT REPORTINGMULTI-COMPANY REVIEWREUSABLE EXCEL WORK

START WITH THE BUSINESS QUESTION

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

01

Build the table you need

Select the Xero organisations, records, dates and fields that belong in the Excel result.

02

Review before processing

See the proposed scope and expected KX Credits before material paid work starts.

03

Keep the work reusable

Save the query and retain company context so the same finance task does not begin again from a blank export.

A finance professional working in an organised Microsoft Excel workspace

CHOOSE THE RIGHT PRODUCT

KX Lite supports multiple standalone users. KX Suite connects the organisation.

Install KX Lite for one finance professional or independently for multiple people throughout the organisation. Choose KX Suite when those users, permissions, companies and workflows need central administration and coordinated network control.

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KalkuleX for Business Owners and Finance Professionals | KalkuleX