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Introducing the Flex Excel Web Add-in
Introducing the Flex Excel Web Add-in
The Flex Excel Web Add-in is a cross-platform companion to the Flex Windows Desktop Excel Add-in. It allows users to extract live data from the Xero API into flattened tables in Excel where they can build custom reports. This web-based solution brings the power of financial data integration directly to Excel, enabling seamless access to your Xero accounting data from any device with a browser. Whether you're working on Windows, Mac or in the browser, you can create sophisticated financial reports with real-time data that reflects the latest information from your Xero organization.
The Flex Excel Web Add-in works across all modern Excel platforms, providing consistent functionality regardless of your device or operating system:
Flex offers two Excel add-ins. Both are fully supported and both use the same Flex account and Xero connections. They differ in where they run and what they can do:
Excel Web Add-in: One-click install from Excel's Add-ins store, works immediately
Windows Desktop Excel Add-in: Download, install, and configure on each computer
Excel Web Add-in: Use in Excel Online from any browser, plus desktop Excel on Windows and Mac
Windows Desktop Excel Add-in: Windows Excel, on the computers where it is installed
Excel Web Add-in: Automatic updates with zero downtime or user action
Windows Desktop Excel Add-in: Update by downloading a new build on each computer
Excel Web Add-in: The full Flex toolset - tables, filters, custom columns, Join, Combine and Separate
Windows Desktop Excel Add-in: All of that, plus VBA and COM automation, attachments and drilldown
The Flex Excel Web Add-in is designed to serve various financial professionals and business users:
Access a wide range of Xero data endpoints for complete financial reporting and analysis:
Getting your Xero data into Excel is simple with our streamlined 6-step process:
Authorize Flex to access your Xero account through secure OAuth authentication
Choose the type of data you want to work with from our comprehensive list
Apply filters and add custom columns with Excel formulas like =[Amount] * [Quantity]
View your data in Excel, automatically formatted for readability
Use Excel's familiar tools to analyze, chart, and report on your data
Update your data with a single click whenever you need the latest information
The Flex Excel Web Add-in includes powerful features designed for and analysis:
Enterprise-grade security with encrypted data transmission. Your data travels securely from Xero through our encrypted gateway directly to your spreadsheet.
Advanced Join, Combine, and Separate tools for sophisticated data analysis and reporting across multiple datasets.
Create calculated fields using Excel formulas with field names in brackets. Build complex calculations and custom metrics.
Use sheet references for dynamic date ranges and parameters. Create reports that automatically update based on cell values.
The Flex Excel Web Add-in is officially available for installation through Excel's Add-ins interface and Microsoft AppSource. Experience the future of financial reporting today.
Every aspect of the user interface has been designed for efficiency and ease of use:
Thoughtfully designed interface that reduces clicks and speeds up financial reporting tasks.
Single panel for Add Table and Refresh Selected operations with intelligent mode switching.
Comprehensive validation and user-friendly error messages with actionable solutions.
Guided setup for new users with clear instructions and helpful tips.
Easy switching between Xero organizations with saved preferences and settings.
Optimized for desktop and laptop screen sizes with seamless Excel integration.
Get started with the Flex Excel Web Add-in in just a few clicks:
Built on modern web standards and designed for the future of financial reporting:
Detailed technical information for IT administrators and technical users:
Ready to experience the future of financial reporting? Getting started is simple:
One-click installation from Excel's Add-ins interface
Quick authentication with your existing Flex account
Immediate access to all your Xero data and advanced features
The Flex Excel Web Add-in represents a significant leap forward in financial reporting technology. Built for the modern Excel, designed for the future.