DOWNLOAD to Excel
Used to refresh data feeds from Xero which are built into Excel reporting packs of all sorts. This approach allows accountants and business owners who love data, to keep using their personally customised Excel based reporting packs.
POST from Excel
By acting as an effective platform through which data can be transferred from a spreadsheet to Xero, with a single click, together with your spreadsheet as a supporting attachment, whether its a journal, an invoice, a bill, a purchase order or a bank transaction.
DataDear is beyond a mere data download tool – it LINKS your Xero organisation(s) to your spreadsheet
Maximise the potential of the cloud
Extend the cloud capabilities to your spreadsheet and keep using your reporting pack. No need to train your staff in other reporting packs – nothing beats Excel!
Boost your revenue across the practice
Faster generation of reports applied across all your clients – reduce your costs and engage with new clients moving to the cloud.
Create tailored reports connected to Xero
Invest in a robust reporting pack for your practice or a consolidation model for a group of companies and populate the values with a refresh using DataDear.
DataDear is a wonderful Excel Add-In designed for
DataDear takes the Xero Accounting experience to the next level by allowing you to work on Excel and retrieve and push data from Xero (Intuit Quickbooks coming this September)
Killer features for accountants
Key features which make DataDear the ideal companion for accountants using Xero accounting software
MULTIPLE PERIOD TRIAL BALANCE
Create the full trial balance in MTD or YTD for a number of months, quarters or years directly from your Excel.
MULTIPLE PERIOD P&L & BS
Generate multiple period Profit and Loss and Balance Sheet reports for your clients.
BACKUP YOUR CLIENT DATA
Backup all your clients’ organisations in just a click (ideal for the cloud skeptic clients).
COLLABORATE WITH STAFF & CLIENTS
Share some or all Xero connections with your staff and clients. You can also share specific data tables & reports.
Refresh your report data with a click or activate automatic refresh to selected sheets.
ACCRUALS & PREPAYMENTS
Post all your accruals and prepayments, through 1 workbook with 1 simple click, with all supporting workings.
MIGRATE NEW CLIENTS & DATA
It is easier to migrate new clients using DataDear’s POST templates such as journals, invoices and bills.
CHART OF ACCOUNTS
Edit COA codes and descriptions, add new accounts or archive existing accounts directly from Excel.
Keep using your reporting packs by linking to your existing reports which are based in Excel.
CONSOLIDATING GROUP OF COMPANIES
Build Excel consolidation models and refresh data across a group of companies with a click.