Management reporting for accountants
Month end for every client, from one workbook.
Pull every client’s figures from Xero, QuickBooks Online or Zoho Books into your own Excel pack. Refresh it in one click, post journals back when you’re done, and stop exporting CSVs at month end.
Online sign-up opens on 20 November.
Before Rows
Month end shouldn’t mean fourteen exports.
Export, paste, fix the formulas, then do it again for the next client.
Each client’s pack refreshes in place, formulas and all.
Journals worked out in Excel, then keyed into Xero line by line.
Post them straight from the workbook, after you confirm.
Log out, log in, find the next client.
Every client sits in one list in the Rows panel.
How Rows helps
Less exporting, more reviewing.
The jobs that used to mean a CSV, a copy and a paste, done from the workbook you already use.
Keep your own reporting pack
Build each client’s pack once, in your layout, with your formulas. Refresh it from the books and your formulas are still there.
Xero · QuickBooks Online · Zoho Books
Months side by side in one run
Trial balance, profit and loss and balance sheet across months, quarters or years. Pick the period once and run.
Xero · QuickBooks Online
Journals with the workings attached
Post accruals, prepayments and corrections from one workbook and attach the worksheet as support. Save them as drafts in Xero to review first.
Xero · QuickBooks Online
Onboard clients in an afternoon
Post contacts, opening balances, invoices and bills from templates, up to 10,000 lines at a time. For a client moving onto Xero, the Xero Conversion Tool posts the opening data.
Xero · QuickBooks Online
Every client, one sign-in
Connect each client once, then switch from the Rows panel. Give each staff member only the clients and reports they need.
Xero · QuickBooks Online · Zoho Books
Ask about a client, in Excel or any AI tool
Ask AI Assist for a client’s unpaid bills or a month’s sales and it builds the table in Excel. Rows MCP gives any AI tool the same figures.
Xero · QuickBooks Online · Zoho Books
A closer look
What it looks like in Excel.
Run reports
Your client pack, refreshed in under a minute.
Choose a report in the Rows panel, set the dates and run it into the sheet. Next month, tick the sheets you want and press Refresh.
- Reports and raw data tables for every platform, from the trial balance to aged receivables
- Formulas you add next to a report survive every refresh
- Refresh one sheet, several or the whole pack, or switch on auto-refresh and it updates each time the workbook opens
- Send the workbook to a client and they refresh it with their own Rows connection
Post back
Journals in Excel, posted after you confirm.
Work out accruals and prepayments where you always do, then post them from the same workbook. Rows checks the template before anything leaves Excel.
- One row per journal line, with a reversal date for accruals
- Debits must equal credits before a journal can post
- Rows lists what will change and asks you to confirm
- Posted lines switch off, so nothing goes twice. Drafts in Xero; QuickBooks Online entries post when you confirm
Ask
Ask about a client. Get a table back.
AI Assist lives in the Rows panel. Ask in plain English and it builds a live Rows table you can refresh, filter and check.
- “Show me all bills for October” becomes a table in a new sheet
- Rows MCP gives any AI tool every client, across Xero, QuickBooks Online and Zoho Books
- Xero Practice Manager data comes through Rows MCP too
Report templates
Start from a template, not a blank sheet.
Open a report template from the Rows panel, point it at a client and run it. Every template works in the free trial, and there are posting templates for journals, invoices, bills, contacts and more.
- Management report
Trial balance, balance sheet and profit and loss as one pack, with comparatives.
Xero · QuickBooks Online - Advanced management report
Map accounts to your own sections and groups, with checks that turn red when the pack doesn’t balance.
Xero - Smart profit and loss
Up to 36 months as a pivot with slicers. Double-click a figure to see the lines behind it.
Xero · QuickBooks Online - Aged receivables and payables
Ageing groups you can edit, with summary and detailed views.
Xero - Smart invoices report
Invoices and bills by contact, with slicers and a timeline.
Xero
Your month, with Rows
Built around the month end you already run.
The same four steps for every client, from the same workbook each month.
- 1
Onboard clients
Post contacts, opening balances and invoices from Excel templates.
Posting templates · Xero Conversion Tool
- 2
Prepare
Post accruals and prepayments, with the workings attached.
Journal template · Capture mode
- 3
Report
Refresh every client’s pack in one click.
Run Report · Refresh
- 4
Close
Review drafts before they post. Every post is logged.
Drafts in Xero · audit trail
Who it’s for
Practices that run month end in Excel.
Sole practitioners and bookkeepers
One person, dozens of clients. One pack per client, refreshed in a click instead of rebuilt.
Growing practices
A standard pack across the team, so every client’s report looks and checks the same.
Outsourced finance teams
Post client transactions in bulk and keep the workings next to them, ready for review.
Security
Your clients’ data stays where it is.
Read live, not copied
Reports read your figures when you run or refresh them. Your data stays in Xero, QuickBooks Online or Zoho Books.
Nothing posts without a yes
Before a post, Rows lists what will change and asks you to confirm. The audit trail logs every post and who sent it.
Access per person
Give each person only the entities they need, and choose which reports they can run for each.
You control the connection
You sign in on your platform’s own page, so Rows never holds that password. Revoke access there at any time.
Where to next
Works with the software your clients use.
Xero
Live reports, posting back and Xero Practice Manager
Rows for Xero
QuickBooks Online
Live reports and posting back
Rows for QuickBooks Online
Rows MCP
Give any AI tool every client’s figures, across Xero, QuickBooks Online and Zoho Books.
See Rows MCPCapture modeNew
Send a bill and get lines back to review. Nothing posts until you say yes. Posts to Xero and QuickBooks Online; reads bills for Zoho Books.
See Capture modeaccountants and finance teams since 2017
to refresh a report
to a reply from support, on working days
Rows is built on the same foundation as DataDear, by the same team, and adds AI Assist, Rows MCP and Capture mode.
4.1 / 5 12 DataDear reviews on G2How do I produce monthly management accounts from Xero?
Run the profit and loss, balance sheet and trial balance from the Rows panel into your workbook, over as many months as you need, or open the management report template. Next month, press Refresh. The same works for QuickBooks Online.
Can I keep using my own reporting pack?
Yes. Run the reports you need into your workbook and build your pack around them. Formulas you add next to a report are still there after every refresh, and with auto-refresh on, a sheet updates each time you open the workbook.
How do I switch between client entities?
Connect every client once, then switch entity from the menu in the Rows panel. Clients on Xero, QuickBooks Online and Zoho Books sit in the same list.
Can I post accruals and prepayments to Xero from Excel?
Yes. Enter them in the journal template, one row per line, with a reversal date if you need one. Rows asks you to confirm, and you can save them as drafts in Xero to approve there.
Does Rows work with Xero Practice Manager?
Yes. Rows connects to Xero Practice Manager as well as your clients’ Xero entities, and Rows MCP gives your AI tool both.
Can I share a report with a client?
Yes. Send them the workbook. If they use Rows, they refresh it with their own connection to their entity. Staff on your licence can refresh the same report for the same entity.
Can I control what each staff member sees?
Yes. Add staff, give each one access to the client entities they work on, and choose which reports they can run for each.
How much does Rows cost?
Rows is a paid subscription with a free trial, and you don’t need a card to start. Every plan includes Xero, QuickBooks Online and Zoho Books, and every template works in the trial.
Run next month end from one workbook.
Free trial, no card needed.
- Connects to Xero, QuickBooks Online and Zoho Books
- Works in Excel for Windows and Mac
- Support replies within 24 hours on working days
Online sign-up opens on 20 November. Until then, email support@rowsapp.com.