Product
CrunchSync connects the Xero organisations you authorise to a defined data range in your Google Sheets workbook, then refreshes that range on demand or on a schedule. Setup is guided: we work through the first connection with you and confirm which reports, periods and accounts the workbook needs before the trial starts.
What it is
CrunchSync holds an authorised connection to a Xero organisation. You grant the authorisation inside Xero, the way you would for any other connected application, and you can withdraw it there. Each organisation is authorised on its own, so a firm connects a client portfolio one organisation at a time rather than through a single shared login.
Inside your workbook, CrunchSync writes to a defined data range: a block of cells agreed during setup, best kept on its own data tab. Everything else stays out of its path. Your formulas read the range, your presentation tabs read the formulas, and the report your reader opens is still the one your team designed.
That range refreshes when you ask for it, or on a schedule you set. The workbook stays yours. It remains in your Google Drive under your sharing permissions, and CrunchSync does not move it, republish it, or put your reporting behind a separate dashboard that only some of your colleagues can open.
CrunchSync is an independent product and is not affiliated with Xero. Xero is a trademark of Xero Limited.
From request to refreshed report
One field. We use the address to reply, and the page and plan you clicked to understand what you were reading before you asked.
Setup is guided rather than self-serve, and that is deliberate. You authorise the organisation inside Xero; we work through the connection with you instead of leaving you with a wizard and a support article.
We confirm what your reporting pack actually requires, and where each data range should land in the workbook. This is the step that decides whether next month is a refresh or another rebuild.
The data range updates in place. The formulas, charts, commentary and sharing permissions around it are untouched, because CrunchSync writes only to the range you defined.
A connection is only half the job. The other half is a workbook that can absorb new data without a person repairing it, and that comes from five decisions taken before the first refresh runs.
Who it is for
A firm runs the same reporting pack across many clients. Each Xero organisation is authorised separately, and one workbook structure is reused per client, so the pack is designed once and the data range is the part that changes.
Read the management accounts guideA group view only holds together if periods and account mappings agree across entities. Standardise those first, then build the group from defined data ranges instead of tabs copied between files.
Read the consolidated reporting guideThe reporting already lives in a workbook people trust and know how to read. Keep it. Only the data range behind the formulas is refreshed, and the file stays in your Drive under your sharing permissions.
Read the Xero and Google Sheets guideThis page does not publish a list of Xero reports and objects. A list is the thing that goes stale first and gets read as a promise. Instead, the reports, periods and accounts your workbook depends on are confirmed with you before the trial starts, so anything that is not covered comes up in the setup conversation rather than after you have paid for a month.
Report design
A refreshed number and a correct number are separate claims. Controls should fail where a reviewer will see them, near the front of the pack, rather than in a tab nobody opens during month-end.
Pricing
29USD / month
3 Xero organisations
Request a trial99USD / month
25 Xero organisations
Request a trial149USD / month
100 Xero organisations
Request a trialPrices in USD, billed monthly. 14-day trial, no credit card required.
Compare what each plan includesLeave your work email. We reply, ask which reports you produce today, connect your first Xero organisation with you, and open full access for 14 days. No credit card is required to start.