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Xero Profit and Loss Template

Single entity, single tracking category

A specialist template using the DataDear add-in for Excel to enable a quick and easy way to present your Xero-based accounts in a profit and loss (P&L) format

Xero Profit and Loss template on a laptop

Xero Profit and Loss Template

Express Package

This comprises the ready-to-go template and comprehensive user guide.

It's the ideal option for finance professionals who are confident users of Excel and DataDear.

£295 + VAT


Xero Profit and Loss Template

Extra Package

The template and user guide plus 3 hours of our professional support.

It's the best option if you would like our help with aspects of the set up, connection or configuration.

£495 + VAT


Xero Profit and Loss Template

Expert Package

The template and user guide plus our professional support to tailor the report layouts.

Perfect for complex or bespoke solutions using Excel and DataDear.

From £695 + VAT


The simplest way to do more with your Xero accounts

If you use Xero, you'll know that it is 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:


Key benefits

  • Straightforward spreadsheet-based profit and loss template
  • Update quickly and easily using the DataDear add-in to connect Xero to Excel
  • Filter by tracking category
  • Allows budget and prior year comparisons
  • Comprehensive user guide
  • Easily customisable
  • Developed by Clarity's certified DataDear Experts to good-practice standards
  • Supported options available to assist with configuration or customisation

Questions about this template? Call or email and we’ll be happy to help you.

Call +44 1225 350730

Email us