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

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.

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.

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