For Accounting & Bookkeeping Firms
Build custom reports for your clients in Excel using live Xero & QuickBooks data
Scott’s makes it quick & easy for firms to build flexible financial reports in
excel that give your clients the insights they need
Accounting & Bookkeeping firms use Scott’s Add-ins every day to:
- Sync real-time general ledger data from Xero & QuickBooks to Excel
- Save hours each month when building & updating reports
- Create a Trial Balance when analyzing accounts and making adjusting entries
- Deliver powerful insights & dashboards to clients
- Compare & consolidate multiple Xero & QuickBooks entities
Key features for Accounting & Bookkeeping firms
Xero & QuickBooks
integrations
1-click recalc to
update in seconds
Custom functions for
quick & easy building
Connect multiple
entities to one report
How It Works
Add
Add the add-in from Excel... it’s easy
Create
Create beautiful sheets using new functions like =GL and =RANGE
Recalc
Recalc your workbook in seconds with real-time accounting data
