Xero is the ledger. Your close still runs in the spreadsheet.
Xero reports each organisation separately. Roll up multiple Xero organisations (and QuickBooks Online) into your existing workbook, live, not exported.
Xero is excellent at running a single organisation. Groups, trusts, holdcos, and advisory firms that manage many Xero organisations still rebuild the same pack every month.
Export P&L, export balance sheet, paste, re-link, repeat for org #2 and #3. Xero does not ship a native consolidated view across organisations. The rollup lives in Excel or Google Sheets, which is fine, until the "source of truth" is a pile of stale exports.
What multi-org teams need
- One workbook that already matches the board or family format
- Numbers that refresh when the ledgers move
- The ability to mix Xero and QuickBooks Online when the group isn't all on one product
- Drill-down when someone asks where a consolidated line came from
Why per-org exports stop scaling
With two or three organisations, the monthly export is tolerable. At ten or twenty it becomes the close. Every organisation adds another export to run in the right order, another set of accounts to reconcile against the group layout, and another place a rename or a late adjustment can throw the consolidated number off. The workbook is only as current as the last person to refresh every tab, and that person is doing it by hand.
Live Xero (and QBO) in the file you already use
Genius Sheets connects Xero organisations from the dashboard and pulls P&L, balance sheet, and cash flow into Excel or Google Sheets with the same GS formulas used for QuickBooks Online. Account names sync cleanly for formula matching. Daily refresh. One login across entities. Your layouts stay yours.
If your close is still "export every Xero org into the master file," that is the job we built for.
Mixed groups, one model
Real groups are rarely on a single accounting product. An AU, US, or UK structure might run some entities on Xero and others on QuickBooks Online after an acquisition. Genius Sheets pulls both into the same workbook under one login, so the consolidated view does not care which ledger an entity sits on.
What to look for in a multi-org approach
- It reads each organisation's books directly, so a refresh recalculates instead of rebuilding
- It keeps your board or family layout intact rather than imposing a template
- It supports drill-down from any consolidated line to its source
- It spans Xero and QuickBooks Online, so a mixed group stays in one model
- It absorbs a new organisation without re-plumbing the workbook
Built for multi-org finance teams
Groups, trusts, holdcos, and advisory firms managing many Xero organisations, often alongside a few QuickBooks Online files. If the monthly pack is rebuilt by hand from per-org exports, connect the ledgers instead.
Frequently asked questions
Xero runs each organisation as its own set of books and does not ship a native consolidated view across organisations. Group, trust, and holdco reporting is built outside Xero, usually in Excel or Google Sheets, which is why multi-org teams rebuild the same pack every month.
Yes. Genius Sheets pulls both Xero organisations and QuickBooks Online files into the same workbook under one login, so a consolidated view does not care which ledger an entity sits on. That matters after an acquisition, when a group is rarely all on one product.
Genius Sheets brings each organisation's account names through so your formulas can match on them. Reporting reads cleaner when charts of accounts are reasonably aligned across organisations, but you keep your existing Xero setup and map to your layout in the workbook.
You refresh from the workbook and the formulas pull current figures from every connected organisation, daily. There is no export-and-paste step, so the pack is a recalculation of live books rather than a snapshot that ages the moment it is built.
Yes. The same GS formulas work in both Excel and Google Sheets, so you can keep whichever your team already uses.
See it on your organisations
Bring the pack you rebuild every month. We'll show you the same layout, live across every Xero organisation and QBO file.
info@geniussheets.us