A cinematic data pathway connecting an accounting source through KalkuleX to a finance workspace

HOW KALKULEX WORKS

From Xero source to work you can genuinely use.

KX Lite brings the Xero data you are allowed to use into Microsoft Excel. You choose what the report should contain, see the estimated KX Credits before anything runs, review the output and keep the supporting record. KX already understands supported relationships between Xero records, so the user does not need to write joins or learn a relational database. KX Suite carries that foundation into wider ERP capability.

Explore KX Lite See the real workflow

AUTHORISED SOURCE

PREPARE · REVIEW · RETAIN

REUSABLE WORKSPACE

Actual KX Lite report builder showing the six-step Excel result workflow — ACTUAL KX LITE INTERFACEShape the Excel result before KX starts.

THE GUIDED JOURNEY

How KX Lite works, in four steps.

The company, permissions, selections and result remain visible throughout. These are real KX Lite screens, not illustrations.

KX Lite setup wizard showing a connected Xero login and company selection — GUIDED SETUP

STEP 01 OF 04

Connect the right company

Sign in through Xero, choose from the companies available to you and complete the guided setup. The active company stays visible.

KX Lite report builder for choosing companies, rows, tables, columns and filters — CONTROLLED QUERY

STEP 02 OF 04

Shape the result you need

Choose the companies, dates, transactions, columns, filters and order. KX Lite shows the proposed result and KX Credit price before any credits are used.

KX Lite GL Cross-Match workspace for reviewing account alignment across companies — FINANCE REVIEW

STEP 03 OF 04

Review before you rely on it

Review company context, freshness, assumptions and exceptions. For multi-company work, align and group different Charts of Accounts and prepare possible intercompany elimination matches for human review.

KX Lite screen retaining the result and supporting records — REUSABLE OUTCOME

STEP 04 OF 04

Use it in Excel. Keep the supporting record.

Use the result in Excel, keep the supporting documents and return to the saved report without rebuilding it. Refresh when you need current Xero data.

A finance professional reviewing a spreadsheet and its connected evidence history

EVIDENCE THAT STAYS CONNECTED

The result does not lose its story.

The company, source, selected dates and columns, approval, version and result stay connected so the work still makes sense when someone reviews it later.

01 Company identity02 Authorised source03 Exact companies, dates and columns04 Review and approval05 Result and audit record

YOUR BOOKS STAY IN XERO

Your source stays in Xero. Your finance work becomes reusable.

KX Lite gives you a guided, traceable workspace around the work you choose to complete in Microsoft Excel.

See KX Lite Review security and controls