Consolidations for Xero

Easily consolidate a group of companies
directly from Excel using DataDear

Consolidations for Xero

Easily consolidate a group of companies
directly from Excel using DataDear

DataDear is a wonderful Excel add-in designed for &

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

DataDear magically creates multi-period reports for your group of organisations or franchises.

1.

Connect

Connect your Xero organisations to DataDear.

  • Authorise through Xero
  • Unlimited organisations
  • Assign rights to staff

2.

Group

Select the organisations & create a reporting group.

  • Create the group in 2 clicks
  • Multiple groups allowed
  • Multi-currency supported

3.

Generate

In Excel, select the group & generate reports.

  • Multi-period reports
  • Parameters window
  • Use tracking categories

Some of the unique features when consolidating group of organisations or franchises.

  • Consolidated Trial Balance

    Choose between consolidated aggregate data or unconsolidated data in the same sheet.

  • Other Consolidated Reports

    Choose between the Trial Balance, Balance Sheet and Profit and Loss reports.

  • Compare Across Different Periods

    Choose a date, the number of comparative periods and the reporting period.

  • Parameters Window

    Choose from a number of parameters which can help you filter the reports to your needs.

  • Tracking Categories

    Filter with multiple tracking categories and up to 2 tracking options used across the group.

  • Design your reports

    Reports are generated in Excel – design your management reports easily using native Excel functionality.

  • Multi-currency Consolidations

    Choose a group base currency and reports are converted to this base currency, according to a live exchange rate feed.

  • Add More Organisations

    Easily add other organisations to your existing reporting group and update your reporting with a refresh.

  • Integrate with your Reporting Pack

    Integrate the Consolidated reports with your Excel-based reporting pack for a direct feed with Xero.

  • Ideal for Franchises

    Join the thousands of groups and franchises who are already using DataDear for their consolidations.

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