Several companies
Keep each authorised organisation identifiable while bringing the selected information into one Excel result.
KALKULEX + XERO
Xero keeps the books.KalkuleX prepares the wider finance work.
KX Lite securely connects to Xero and brings the data you are allowed to use into Excel. It helps you build reports, combine companies, match account lists and collect supporting documents. Your books stay in Xero; KX Lite does not replace them.
Different account structures
Reference existing Xero report codes where useful, retain approved mappings and show unresolved accounts for review.
Work that repeats
Keep the definition, workbook structure, evidence and supported refresh path together for the next cycle.
CONNECTION ARCHITECTURE
One secure route from Xero to your work.
Every request goes through the same KalkuleX gateway. It checks the company, permissions and Xero limits before retrieving data. KX Lite is read-only and cannot change your Xero books.
Authorised accounting source
ALLOWANCERETRY
Checks permissions, limits and the selected company
TRACEVERIFY
Finance work ready to check in Excel
Purpose before permission
KalkuleX explains why access is needed and keeps optional capability access separate from the core connection.
Company context stays visible
The selected Xero organisation remains clear throughout retrieval, analysis, review and output.
Writes are separate workflows
A write requires its own narrow permission, validation, approval, confirmation, read-back and audit trail.
YOUR CONNECTION
See the connection. Remove it when you choose.
Customers must be able to understand the access they granted, disconnect an organisation and see what happens to retained KalkuleX work afterward.