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 result should contain, see the estimated KX Credits before material work begins, review the output and keep the supporting record. An organisation can install KX Lite for multiple users, but each workspace operates independently. Networked teamwork and centrally managed user security belong to KX Suite.

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

Four clear moments. One connected finance workflow.

The company, authority, scope and outcome remain visible throughout. These are real KX Lite screens, not conceptual mock-ups.

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

STEP 01 OF 04

Connect the right company

The KX Wizard confirms your authorised Xero login, shows the companies available to you and guides the initial setup. You always know which company you are working with.

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

STEP 02 OF 04

Shape the result you need

Choose companies, dates, rows, tables, fields, filters and sort order. KX Lite shows the proposed result and expected KX Credit requirement before material work begins.

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 evidence pack screen retaining the result and supporting records — REUSABLE OUTCOME

STEP 04 OF 04

Use it in Excel. Keep the evidence.

Receive a structured Excel result, retain the supporting evidence and return to the saved work without rebuilding the process. Refresh only when you need updated source information.

A finance professional reviewing a spreadsheet and its connected evidence history

EVIDENCE THAT STAYS CONNECTED

The result does not lose its story.

Company, source, selected scope, approval, version and outcome stay connected so the work remains understandable when it is reviewed later.

01 Company identity02 Authorised source03 Exact work scope04 Review and approval05 Result and audit record

XERO REMAINS THE SYSTEM OF RECORD

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