RadiusCore + Xero: Key benefit

Designed by accountants for accountants.

Take your Firm's workflow to the next level by connecting desktop Microsoft Excel to Xero. Ensure accuracy when completing annual account workpapers, budgets and forecasts for clients.

NEW: Support for Practice Manager API v3. Enquire to find out more!

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Why connect RadiusCore to Xero

The benefits of connecting RadiusCore with Xero include:

Seamless Dataflow

Pull data from Xero to Excel with ease. Refresh in seconds to stay up-to-date!

Designed for Accountants

Firm-wide access to unlimited Xero organisations. Connect and go!

Data accuracy across platforms

Ensure Excel workpapers, budgets and forecasts are consistent with live Xero data.

Custom Implementations

Built in native Excel VBA code, customise your implementation to suit your exact needs.

What RadiusCore does

Excel Add-on

RadiusCore is an Excel add-on that allows data to flow between Xero, Xero Practice Manager, and Excel. It is designed to work for accountants & bookeepers by ensuring accuracy of workpapers, budgets, forecasts and more!

Improve Workflow

Minimise manual data entry to save time on the most tedious workpapers. Improve reviewer capabilities by comparing Xero data to workpaper calculations. Ensure your manual journals are creating the expected outcome!

Report Packs

Create custom report packs for clients. Use Xero Practice Manager integration to report on staff productivity and more!

What Xero Does

Xero is online accounting software that lets you run your business easily and efficiently.

See your up-to-date cash position

Know how you’re doing financially with secure daily updates from your bank accounts and a clear visual dashboard.

Get paid faster and improve cash flow

Easily create and send invoices with online payments and automated invoice reminders for faster payment.

Run your business from anywhere

Access your business finances anytime, from any internet-connected device, and use the Xero app for iOS and Android.

Connect and collaborate anytime

Invite your team and your advisors to work with you in real time from home, office, or on the go using the mobile app.

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Pricing & Features

Free
$0/month
 

  • One Xero Connection
  • One User
  • Unlimited Reporting
  • Limited customisation
  • Regular Updates
  • Email Support
 
 
 
Coming Soon!
Subscription
$150 NZD/month
excl. GST

  • Unlimited Xero Connections
  • Unlimited Practice Manager Connections
  • Unlimited Users
  • Unlimited Reporting
  • Full customisation
  • Regular Updates
  • Priority Email Support
Enquire Now

Connect RadiusCore to Xero in 3 Steps

Step 1 - Get RadiusCore

Contact Andrew Pullon via email at radiuscore@pkfh.co.nz to enquire about RadiusCore.

Want to try before you buy? We offer a FREE no-obligation one month trial. Contact us via email to get started!

For help with installation, please see our Installation Guide. Key requirements include:

  • Windows 10
  • Microsoft Excel 2016 or newer (e.g. Office-365)
  • .NET Framework 3.5

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Step 2 - Connect to Xero

Open Excel, navigate to Radius -> Options, click on 'Connect'.

For detailed instructions refer to RadiusCore User Documentation.

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Sign in with Xero

Sign in with Xero and authorise RadiusCore to access your Xero data.

Once authorised, any user from your RadiusCore subscription can access every authorised Xero organisation. Designed for accounting firms and bookeepers that need firm-wide access to client information.

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