What's New

Introducing the new Excel Web Addin

What is the Excel Web Add-in?

The Flex Excel Web Add-in is a Cross-Platform version of the popular Flex Excel Desktop addin. It allows users to extract live data from the Xero API into flattened tables in Excel where they can build custom reports. This innovative web-based solution brings the power of financial data integration directly to Excel Online, enabling seamless access to your Xero accounting data from any device with a browser. Whether you're working on Windows or Mac, you can now create sophisticated financial reports with real-time data that automatically updates to reflect the latest information from your Xero organization.

Microsoft-Certified Solution: Built to Microsoft's standards for Excel Online integration and compatibility
No Installation Required: Works instantly in any browser
Cross-Platform Ready: Windows, Mac

Secure Integration: Direct Xero connection through enterprise-grade proxy
Real-Time Data: Always up-to-date financial information
Automatic Updates: No manual maintenance required

Supported Excel Versions & Platforms

The Excel Web Add-in works across all modern Excel platforms, providing consistent functionality regardless of your device or operating system:

Desktop Excel Versions

Excel for Microsoft 365 (Windows and Mac)
Excel 2021 (Windows and Mac)
Excel 2019 (Windows and Mac)
Excel 2016 (Windows only)

Web & Browser Support

Excel for the Web (Excel Online)
Chrome, Edge, Firefox, Safari
Windows, Mac
Any device with internet access

How It's Different from the original Excel Desktop Addin

The Excel Web Add-in is a complete reimagining of financial reporting for the modern Excel, offering significant advantages over the original desktop solution:

Installation & Setup

Excel Web Add-in: One-click install from Excel's Add-ins store, works immediately
Excel Desktop Add-in: Download, install, and configure on each computer

Platform Freedom

Excel Web Add-in: Use in Excel Online from any browser, plus desktop Excel on Windows and Mac
Excel Desktop Add-in: Windows only - limited to computers where the add-in is installed

Easy Maintenance

Excel Web Add-in: Automatic updates with zero downtime or user action
Excel Desktop Add-in: Manual updates required on each computer

Data Source Support

Excel Web Add-in: Xero integration only
Excel Desktop Add-in: Supports both Xero and QuickBooks Online

Important Note: Reports created in the Excel Desktop Add-in are not compatible with the Excel Web Add-in, and vice versa. Each platform maintains its own optimized report format.

Who Benefits from Flex Financial Reporting?

The Excel Web Add-in is designed to serve various financial professionals and business users:

Accountants and Bookkeepers

Create custom financial reports tailored to specific client needs
Reduce manual data entry and processing time
Maintain data accuracy with direct Xero connection
Develop reusable reporting templates

Financial Analysts

Perform advanced analysis on financial data using Excel's powerful tools
Create dynamic dashboards with real-time Xero data
Combine financial data with other business metrics
Generate custom visualizations and charts

Business Owners and Managers

Get immediate insights into financial performance
Create custom reports without specialized accounting knowledge
Make data-driven decisions with up-to-date information
Reduce dependency on accounting staff for basic reporting

Financial Controllers

Streamline month-end and period-end reporting processes
Create consistent reporting across the organization
Maintain data integrity with direct source connections
Reduce time spent on manual data compilation

Comprehensive Data Access

Access a wide range of Xero data endpoints for complete financial reporting and analysis:

Core Financial Data

Invoices
Payments
Credit Notes
Purchase Orders
Quotes
Repeating Invoices

Banking & Transactions

Bank Transactions
Bank Transfers
Bank Summary
Overpayments
Prepayments
Batch Payments

Reports & Analysis

Profit and Loss
Balance Sheet
Trial Balance
Executive Summary
Budget Summary
Budgets

Payroll

Payroll AU
Payroll NZ
Payroll UK

Setup & Configuration

Accounts
Items
Tax Rates
Journals
Manual Journals

And More

All major Xero endpoints
Nested data structures
Line item details
Related entity data

How It Works

Getting your Xero data into Excel is simple with our streamlined 6-step process:

Connect

Authorize Flex to access your Xero account through secure OAuth authentication

Select

Choose the type of data you want to work with from our comprehensive list

Filter & Customize

Apply filters and add custom columns with Excel formulas like =[Amount] * [Quantity]

Display

View your data in Excel, automatically formatted for readability

Analyze

Use Excel's familiar tools to analyze, chart, and report on your data

Refresh

Update your data with a single click whenever you need the latest information

Advanced Features

The Excel Web Add-in includes powerful features designed for modern financial reporting and analysis:

Secure Proxy Architecture

Enterprise-grade security with encrypted data transmission. Your data travels securely from Xero through our encrypted gateway directly to your spreadsheet.

End-to-end encryption
Enterprise-grade security

Smart Data Tools

Advanced Join, Combine, and Separate tools for sophisticated data analysis and reporting across multiple datasets.

Multi-table operations
Advanced data manipulation

Custom Columns

Create calculated fields using Excel formulas with field names in brackets. Build complex calculations and custom metrics.

Excel formula support
Custom business metrics

Dynamic Filtering

Use sheet references for dynamic date ranges and parameters. Create reports that automatically update based on cell values.

Sheet-based parameters
Auto-updating reports

🚀 Now Available in Microsoft AppSource

The 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.

Enhanced User Experience

Every aspect of the user interface has been designed for efficiency and ease of use:

Efficient Workflow

Thoughtfully designed interface that reduces clicks and speeds up financial reporting tasks.

Unified Interface

Single panel for Add Table and Refresh Selected operations with intelligent mode switching.

Smart Error Handling

Comprehensive validation and user-friendly error messages with actionable solutions.

First-Run Experience

Guided setup for new users with clear instructions and helpful tips.

Connection Management

Easy switching between Xero organizations with saved preferences and settings.

Optimized Design

Optimized for desktop and laptop screen sizes with seamless Excel integration.

Easy Installation Options

Get started with the Excel Web Add-in in just a few clicks:

Direct Installation

Recommended

Install directly through Excel's Add-ins interface. Works with both personal and work/school Microsoft accounts.

Open Excel (any supported version)
Click the Add-ins button in the ribbon
Search for "Flex Financial Reporting"
Click Add to install
The FLEX tab appears in your ribbon

Microsoft AppSource

For Organizations

Ideal for IT administrators who want centralized deployment and management across the organization.

Go to the Flex Financial Reporting AppSource listing
Click "Get it now"
Sign in with work/school account
Choose deployment scope
Follow guided installation

Technical Advantages

Built on modern web standards and designed for the future of financial reporting:

Future-Ready Architecture: Built for modern web standards and emerging technologies
Enhanced Security Model: OAuth 2.0, encrypted transmission, secure token management
Optimized Performance: Designed for large datasets and complex operations

Automatic Maintenance: Updates and security patches applied automatically
Cross-Platform Ready: Architecture designed for multi-platform expansion
Scalable Infrastructure: Cloud-based architecture that grows with your needs

Technical Specifications

Detailed technical information for IT administrators and technical users:

Platform Compatibility

Excel Online: Full compatibility with Excel for the Web
Desktop Excel: Excel 2016, 2019, 2021, Microsoft 365
Operating Systems: Windows, Mac
Browsers: Chrome, Edge, Firefox, Safari

Data Security

Authentication: OAuth 2.0 for secure Xero access
Transmission: End-to-end encryption (HTTPS/TLS)
Token Management: Secure, automatic token refresh
Data Storage: No sensitive data stored locally

Performance

Data Processing: Optimized for large datasets
Response Time: Fast data retrieval and display
Memory Usage: Efficient memory management
Scalability: Handles complex multi-table operations

Configuration & Updates

Storage: Filter configurations saved with spreadsheet
Updates: Automatic updates maintain Xero API compatibility
Deployment: Zero-configuration installation
Maintenance: No manual intervention required

Getting Started

Ready to experience the future of financial reporting? Getting started is simple:

Install

One-click installation from Excel's Add-ins interface

Connect

Quick authentication with your existing Flex account

Analyze

Immediate access to all your Xero data and advanced features

View Full Documentation Manage Connections

Experience the Future of Financial Reporting

The Excel Web Add-in represents a significant leap forward in financial reporting technology. Built for the modern Excel, designed for the future.

Contact Support