Create Financial Reports from Xero in Microsoft Excel
Generate comprehensive monthly financial reports from your Xero data directly into a Microsoft Excel sheet. This automation helps accountants and financial managers present clear financial overviews and make informed decisions for the business.
New Month End
Triggers when the month ends in Xero.
Generate Excel Report
Creates a detailed financial report in Microsoft Excel.
See more Microsoft Excel to Xero integrations or use AI to customize your automation.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Create financial reports from Xero in Microsoft Excel"
Create financial reports from Xero in Microsoft Excel
DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
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Your workflow is ready to go!
Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Frequently Asked Questions
Our Capabilities
See what DryMerge can do with Microsoft Excel + Xero.
Update Sheet
Updates an existing Excel sheet
List Sheets
Lists all sheets in an Excel workbook
Read Sheet
Reads the contents of an Excel sheet
New Microsoft Excel Workbook
Triggers when a new Excel workbook is created
Added or Updated Microsoft Excel Row
Triggers when a new row is added or an existing row is updated in a Microsoft Excel worksheet
New Invoice
Triggers when a new invoice is created in Xero
Updated Invoice
Triggers when an existing invoice is updated in Xero
New Contact
Triggers when a new contact is added in Xero
Updated Contact
Triggers when an existing contact is updated in Xero
New Payment
Triggers when a new payment is made in Xero
New Bill
Triggers when a new bill is created in Xero
Updated Bill
Triggers when an existing bill is updated in Xero
App details
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