ListMyDocs
ListMyDocs creates automatic lists of PDF documents in Excel, with text recognition and pre-accounting features.
HeyPragmatic GmbHPrice not published
Flex Financial Reporting
by QUICK WIN DEVELOPMENT WA PTY LTDMicrosoft 365Price not published
Connects Xero financial data to Excel Online for filtering, reporting, and analysis.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Flex Financial Reporting connects Xero accounts to Excel Online through OAuth authentication. It imports data from Xero areas such as invoices, payments, accounts, and contacts, with filters for dates, statuses, and multiple criteria. Imported data can be formatted, placed in selected worksheet locations, joined or combined across tables, and refreshed. Filter configurations are saved with the spreadsheet.
Key capabilities
from the Microsoft Marketplace listingXero account connection
Connects to Xero accounts through OAuth authentication and can access organizations permitted for the account.
Financial data access
Fetches data from Xero endpoints including invoices, payments, accounts, and contacts.
Data filtering
Supports date ranges, status filters, cell references, multiple criteria, and saved filter configurations.
Worksheet data display
Formats imported data, labels columns, flattens nested structures, and places data in selected worksheet locations.
Table operations
Joins tables by common fields, combines tables, separates tables by unique column values, and refreshes individual or all tables.
Use cases
- Accountants and bookkeepers can create client-specific financial reports and reusable reporting templates.
- Financial analysts can combine Xero data with other business metrics and create dashboards, charts, and visualizations.
- Financial controllers can use direct source connections for month-end and period-end reporting.
Who it's for
Named users include accountants, bookkeepers, financial analysts, business owners, managers, and financial controllers.
How it compares
Flex Financial Reporting uses an unknown pricing model, cloud deployment, and has an update date of Aug 2026. ListMyDocs, Form15 AI, and CompareSheets also use unknown pricing models and cloud deployment, with update dates of Apr 2025, Nov 2025, and Aug 2025. Payment Journal Import and Purchase Invoice Import use paid pricing models, cloud deployment, and have update dates of Jan 2026.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| ListMyDocs | Price not published | Cloud | |
| Form15 AI | Price not published | Cloud | |
| CompareSheets | Not in catalog | ||
| Payment Journal Import | Paid | Cloud | |
| Purchase Invoice Import | Not in catalog | ||
In the catalog
98 plugins in Excel · Finance
Price distribution: 1 free, 1 freemium, 21 paid, 75 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«Flex Financial Reporting for Excel Online Flex Financial Reporting bridges the gap between Xero accounting software and Excel Online, allowing you to easily access, filter, and analyze your Xero financial data within the familiar spreadsheet environment. This integration eliminates the need for manual data …»
Official marketplace listing
Marketplace
Publisher
QUICK WIN DEVELOPMENT WA PTY LTD
Updated on marketplace
Facts verified