Xero Profit and Loss template
A basic, simplified version of our Profit and Loss template – good if you have limited needs.
FREE
One-click download of Xero P&L
Pivot Table summary
Charts
Xero Profit and Loss template
Ideal for finance professionals who are confident users of Excel and DataDear.
£295 + VAT
One-click download of Xero P&L
Pivot Table summary
Charts
Detailed reporting groupings
Prebuilt P&L reports
Budget/forecast comparators
Prior year comparators
Built-in reconciliations
Comprehensive user guide
Xero Profit and Loss template
Best option if you would like help with aspects of the set up, connection or configuration.
£495 + VAT
One-click download of Xero P&L
Pivot Table summary
Charts
Detailed reporting groupings
Prebuilt P&L reports
Budget/forecast comparators
Prior year comparators
Built-in reconciliations
Comprehensive user guide
Support with connection and configuration
Xero Profit and Loss template
Perfect if you need a more complex or bespoke solution using Excel and DataDear.
POA
One-click download of Xero P&L
Pivot Table summary
Charts
Detailed reporting groupings
Prebuilt P&L reports
Budget/forecast comparators
Prior year comparators
Built-in reconciliations
Comprehensive user guide
Support with connection and configuration
Tailoring to customise your report layouts
If you use Xero, you'll know that it’s a great accounting package. But if you're a financial professional or part of a finance team using Xero in a growing business, you're likely to be among the many searching for a quick and simple way to create a tailored profit and loss report in Excel.
Whether you need better visibility of your organisation's financial performance, better monthly management reporting, or a better way to present your P&L, our dedicated Xero Profit and Loss Template for Microsoft Excel provides the solution.
Learn more by watching this short video: