Bring the complete picture together
Work with several Xero organisations and supported CSV or Excel files while keeping each source clear.
XERO EXCEL ADD-IN FOR REUSABLE FINANCE WORK
Turn Xero data into reusable Excel finance workflows.
KX Lite is an Excel-native Xero add-in for business owners, finance teams, accountants and bookkeepers. Build management reports, multi-company analysis and working papers without repeatedly exporting CSV files, cleaning them and rebuilding the same work.
Keep using Excel. KX Lite brings in the Xero data you are allowed to use, keeps supported relationships between records and saves the report setup for the next time the information changes. You do not need to write database joins.
Free beta. Test KX Lite with a real finance task and help shape the product.
DATA ACCESS AND FINANCE WORK ARE DIFFERENT JOBS
KX Lite also brings Xero data into Excel—and helps you finish the job.
Microsoft 365 can make current Xero information easier to reach. KX Lite connects independently and is built for reports that must be checked, saved and refreshed.
Match different account lists
Use existing Xero report codes, keep approved matches and show every gap that still needs review.
Prepare group finance work
Align account structures and prepare possible intercompany matches and eliminations for human review.
Return without rebuilding
Keep the selected companies, dates, columns, formulas and supporting documents together.
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.
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
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 finance professionals a practical Excel workspace for checking the information behind reported results. It makes unusual items, source companies and recurring preparation work easier to see and explain.
Look beneath the totals.
Examine the Xero data you are allowed to use and keep the companies, dates and choices behind the Excel result.
Keep uncertainty visible.
Review account matches, possible intercompany transactions and supporting documents 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 the companies, dates, columns, preparation time and KX Credit price before starting.
Ask in business language
Describe the result you need. KX suggests the related Xero records and fields for you to review—without database queries.
Collect the documents behind the figures
Find supporting records first, then approve the documents you want to collect.
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. Supported relationships between Xero tables are already established, so you do not need to understand schemas, joins or relational databases.
Bring in what the task requires—not an unstructured data dump.
- Select authorised companies, source tables, dates, rows and fields
- Use established relationships across supported Xero records
- Filter and arrange results before processing begins
- Preserve Excel data types and source-company identity
- Describe the required result using the natural-language helper
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 price before any credits are used
- Collect the supporting records behind selected figures
- Keep Xero permissions and the KX Ai boundary in force
Benefit: you remain in control of what runs, what it costs and which documents support the result.
Connection scope remains governed by Xero permissions, platform allowances and the approved KalkuleX access tier. KX Lite will not open registrations beyond the certified connection capacity available at that time.
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 the KX Lite foundations plus an ERP bridge covering product groups, enhanced sales and purchasing, planning, inventory, production, permissions, approvals and wider operations around Xero.
WHY KX LITE?
More than a connector. No new reporting language to learn.
KX Lite connects Xero and Excel for a specific finance task. It helps define the report, keep the source company clear, match account structures, show the expected KX Credit price and save the setup for later.
Keep your books in XeroKeep working in Microsoft ExcelApply KX Credits to work you choose
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