Export. Clean. Reconcile. Rebuild. Repeat.
- Export each Xero organisation separately
- Clean and rearrange every file
- Reconcile different account structures
- Rebuild the workbook next reporting cycle
YOUR STANDALONE XERO-TO-EXCEL FINANCE WORKSPACE
Turn Xero data into reusable Excel finance workflows.
KX Lite helps CFOs, accountants and finance professionals build management reports, multi-company analysis and working papers in Microsoft Excel—without repeatedly exporting, cleaning and rebuilding the same data.
Keep using Excel. KX Lite gives your authorised Xero data a controlled, refreshable path into the workbooks you already understand.
No credit card required. Confirm your sign-up, receive 25,000 trial KX Credits automatically and connect up to two authorised Xero organisations to assess KX Lite with your actual business information. This connection limit applies only to the free trial; paid KX Lite does not impose a limit on authorised Xero organisation connections.
THE RECURRING FINANCE PROBLEM
Define the work once. Return to it when the information changes.
Every reporting cycle should not begin with another pile of exports. KX Lite keeps the selected source, company context and intended Excel result together.
Select. Review. Create. Refresh.
- Select the authorised organisations and information
- Define and review the Excel result once
- Keep mappings, scope and company identity visible
- Save and refresh the supported workflow
WHAT CAN I USE IT FOR?
Recognisable finance work—not abstract features.
KX Lite is designed for recurring work where the Excel result matters as much as the Xero information behind it.
Management reporting
Build your own Excel management reports without reconstructing the underlying data every cycle.
Multi-company analysis
Bring selected Xero organisations into one result while retaining company identity in every row.
GL Cross-Match
Review different Charts of Accounts against a common reporting structure, with uncertain matches kept visible.
Working papers and evidence
Keep the query definition, source context, supporting records and completed outcome connected for review.
ANOTHER REASON TO USE KX LITE
See what your Xero records are saying before someone else relies on them.
KX Lite gives an authorised finance professional a practical Excel workspace for reviewing the information behind reported results. It helps make exceptions, source-company context and recurring preparation work easier to see and explain.
Look beneath the totals.
Examine authorised source information and retain the organisations, periods and selections behind the Excel result.
Keep uncertainty visible.
Review account mappings, possible intercompany matches and supporting evidence instead of hiding uncertain items in a finished report.
Make readiness repeatable.
Save supported queries and refresh the work without rebuilding the same export and preparation process each time.
SEE KX LITE DO THE WORK
Review the actual KX Lite user interface.
Follow the real workflow from defining an Excel result to reviewing its source, expected processing and evidence. These are genuine KX Lite screens.
Build the exact Excel result
Review scope, preparation time and KX Credit requirement before starting.
Ask in business language
Describe the table you need, then review the suggested source.
Collect evidence with control
Find supporting records first; approve the download only after review.
Select
Choose the authorised organisations and source information the finance task requires.
Review
See the intended result, expected processing and KX Credit requirement before work begins.
Reuse
Return to trusted workbook definitions without reconstructing the same selection.
WHAT KX LITE ADDS
A controlled path from Xero source data to useful Excel work.
KX Lite removes the repeated work between downloading Xero data and producing a usable workbook. You define the result once, keep its source context visible and return to it when the underlying information changes.
Bring in what the task requires—not an unstructured data dump.
- Select authorised companies, source tables, dates, rows and fields
- Filter and arrange results before processing begins
- Preserve Excel data types and source-company identity
- Use business-language guidance to find the relevant information
Benefit: less time cleaning exports and a clearer starting point for analysis.
Keep the query, workbook purpose and refresh path together.
- Save KX Queries and reusable Excel templates
- Refresh supported results without rebuilding the selection
- Distinguish a workbook refresh from a new Xero retrieval
- Retain source freshness and version information
Benefit: recurring reports and working papers become repeatable rather than disposable.
Analyse several authorised organisations in one Excel result.
- Combine selected companies while retaining company identity
- Align different Charts of Accounts through GL Cross-Match
- Review unmatched and uncertain accounts before using them
- Apply company-group mapping and currency context where supported
Benefit: multi-company analysis stays traceable instead of becoming a stack of disconnected worksheets.
Keep scope, evidence and the processing decision visible.
- Preview the intended result and expected preparation time
- See the KX Credit requirement before material paid work
- Collect supporting records through controlled evidence packs
- Keep Xero permissions and the KX Ai boundary in force
Benefit: the user remains in control of what runs, what it costs and what evidence supports the result.
Paid KX products do not impose a limit on authorised Xero organisation connections. Provider allowances, permissions, selected scope and KX Credit controls continue to apply.
LITE MEANS FOCUSED—NOT RESTRICTED
A powerful workspace for independent finance professionals.
KX Lite is the standalone choice for a CFO, accountant or finance professional who wants to control their own Xero-to-Excel work. A business can install it for multiple people, with each person operating an independent workspace.
Choose KX Suite when the business needs central administration, shared workflows, company-wide access control and coordinated team operation.
WHY KX LITE?
More than a connector. No new reporting language to learn.
KX Lite sits between Xero and Excel as a controlled finance-work layer. It helps define the result, preserve company context, align account structures, review the expected work and KX Credit requirement, and reuse the workflow in Excel.
Keep Xero as the system of recordKeep working in Microsoft ExcelApply KX Credits to work you choose
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