Daily Xero-to-Excel Financial Reports

Job ID: 40376870

Budget: £36 – £0 GBP

I need a seamless link between Xero’s API and an Excel workbook that automatically pulls the standard financial reports—Profit & Loss, Balance Sheet, Cash Flow and any other off-the-shelf statements—directly into Excel every day. No custom fields are required; the default columns Xero provides are perfect.

The workflow should:
• Authenticate securely with Xero’s API.
• Drop each report into its own tab in a refreshable .xlsx file.
• Allow a quick manual refresh in Excel (Power Query, VBA, Office Scripts, Python, or comparable approach is fine) in case I want an on-demand update.
• Be simple to maintain if Xero tokens expire or if I need to adjust the date range.

Deliverables:
1. Fully working connection script or add-in.
2. An Excel template pre-wired to the data source.
3. A concise setup/hand-over guide so I can move the solution between machines or re-authorise Xero without hassle.

If the solution can log errors and confirm each daily run, that’s a plus.