Xero - OneStop Reporting

The ultimate reporting tool

OneStop Reporting & Xero integration gives you a powerful solution for reporting, budgeting, forecasting and consolidation.

Seamlessly integrated with Xero

OneStop Reporting is a well-proven product with more than 35, 000 users worldwide, integrated with multiple ERP-systems. With just a click, accounting firms can easily publish reports and commentaries to their clients. End users receive notifications and can access their reports across all platforms. What really makes OneStop Reporting stand out versus many other reporting systems is our Excel-based report designer. This enables accountants to build their own customized reports in a very familiar environment.

Features

Reporting Portal

From the reporting portal, you can operate all of your reporting and forecasting prosesses.

Customize

Accountants can also design customized reports and forms with our powerful Excel-based report designer tool which is fully integrated with Xero.

Automatic distribution

Improve the flow of information internally and to clients through automatic distribution of reports and report packages

Commentaries

You can share and publish standard report packages and add commentaries before distributing to clients.

Marketplace for report templates

With OneStop Reporting, you get a wide range of financial report and forecasting templates that are instantly available to use.
All report templates are created with access to Xero system tables and fields.
As a Super user, you can edit the report templates that are included in OneStop Reporting or you can create your own.

30 day free trial

1. Start free trial

Provide required information and accept the terms. You will automatically be redirected to our OSR Portal page.

2. Sign in with your email

You will receive an automated email, with user information and log-in instructions.

3. Get data

Log-in and follow the instructions in the wizard. That´s it, you are all set and ready to test all functionalities.

What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

  • It’s all online, so you can work when and where you want to. Just log in with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more. 

Find out more or try Xero Accounting Software for free.

How to connect?

Connect OSR Portal to your Xero account by following this step-by-step process.

Customize data import
As an OSR Portal user, you can specify which data dimensions you would like to import from Xero. For example, if you only need to report on the Account and Payment dimensions, you can simply select these in OSR Portal.

Automatic data import
You can also set up scheduled data import jobs, so that OSR Portal retrieves data from Xero every week, every day or every hour.

Get started today!

We would be happy to give you a demonstration of the OneStop Reporting solutions and show how they can significantly simplify your reporting and forecasting processes.
Or you can try it yourself, completely free for 30 days.

Contact OneStop Reporting

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