Microsoft Excel + Xero
Generate Financial Forecasts from Xero Data in Excel
Create comprehensive financial forecasts by using data from Xero and generating reports in a Microsoft Excel spreadsheet. This automation aids financial analysts and business owners in planning and making informed decisions based on financial predictions.
New Financial Data
Triggers whenever new financial data is updated in Xero.
Update Forecast Report
Generates and updates financial forecast reports in Excel.
See more Microsoft Excel to Xero integrations or use AI to customize your automation.
or pick a common variation below
How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Generate financial forecasts from Xero data in Excel"
Generate financial forecasts from Xero data in 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.
Sure! Connecting
+ 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
Create Xero Inventory Item
Creates a new inventory item in Xero
Create Xero Contact
Creates a new contact in Xero
Search Xero Inventory
Searches for inventory items in Xero
Low Quantity Xero Item
Triggers when inventory items fall below a specified threshold
App details
Microsoft Excel
Microsoft Excel is a spreadsheet program used for data analysis, visualization, and complex calculations. Read, write, and manipulate data for powerful data management and reporting.
Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.
Related apps
Get Started with DryMerge
Sign up for a free trial and start automating today.