DataDear for Business

Discover how DataDear can help business
automate their finance operations
Request DemoTry DataDear for Free

DataDear for Businesses

Discover how DataDear can help businesses
automate their finance operations
Request DemoTry DataDear for Free
datadear download icon white GET & REFRESH to Excel

Get used to generate reports and refresh data feeds from Xero and QuickBooks Online. This approach allows accountants and business owners who love data, to keep using their personally customised Excel based reporting packs.

datadear post icon website  EDIT & POST from Excel

By acting as an effective platform through which data can be transferred from a spreadsheet to Xero and QuickBooks, 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.

HELPING BUSINESSES EVERY STEP OF THE WAY …

Setup

Configuration & Migration

Preparing

Business Data

Reporting

Reports & Dashboards

Retention

Data Retention

WHY DATADEAR?

DataDear gives additional power to finance teams – it LINKS your Xero, QuickBooks, WorkflowMax, HMRC companies to your spreadsheet

Greater Efficiency

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!

More Revenue

Boost your revenue across the business

Faster generation of reports and fancy dashboards which provide meaningful data and kpis to management.

Better Reporting

Create tailored reports connected to the cloud

Invest in a robust reporting pack for your business and populate the values with a refresh using DataDear.

Used by 5,000+ accountants & bookkeepers worldwide

DataDear is a powerful Excel toolbar connected to &

Connect your Xero Accounting and QuickBooks Online to your spreadsheet to refresh and push data directly from Excel

⭐⭐⭐⭐⭐

Rated 5 stars on the Xero and QuickBooks marketplace
Top 25 app in the Xero marketplace

DataDear Excel Toolbar

Discover DataDear

  • Refresh data in Excel
  • Powerful Excel toobar
  • Standard & new reports
  • Access to staff
  • Push data in Xero & QuickBooks
  • Central Dashboard
  • Consolidate group of companies
  • Designed for finance teams

Killer features for businesses

Key features which make DataDear the ideal companion for finance teams using Xero and QuickBooks online 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.

  • REPORT AGAINST TRACKING CATEGORIES

    Generate reports and models for single or group of companies based on tracking categories / options

  • COLLABORATE WITH STAFF & CLIENTS

    Share some or all Xero connections with your staff. You can also share specific data tables & reports.

  • REFRESH DATA

    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.

  • LOAD & EDIT DATA

    It is easier to migrate data or edit existing data 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.

  • REPORTING PACK

    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.

ONE-CLICK INTEGRATION

You are a click away from connecting your business to DataDear Excel Add-In.

2-WAY COMMUNICATION

You can pull from and push data back in the cloud directly from your Excel.

TABLES & REPORTS

DataDear fully utlizes the integration giving you access to all tables & reports.

DATA CLOUD

Your data remains securely stored on in your accounting software.

Free 30 day trial • No credit card required • No obligations