DataDear is a wonderful Excel Add-In designed for
DataDear takes the Xero Accounting experience to the next level by allowing you to report in Excel with a direct feed from Xero (Intuit Quickbooks coming this September)
Consolidations in 3 easy steps
DataDear magically creates multi-period reports for your group of organisations or franchises.
Connect your Xero organisations to DataDear.
- Authorise through Xero
- Unlimited organisations
- Assign rights to staff
Select the organisations & create a reporting group.
- Create the group in 2 clicks
- Multiple groups allowed
- Multi-currency supported
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.
Choose from a number of parameters which can help you filter the reports to your needs.
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.
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.