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274 votes
Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.
We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets.
For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store.
We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned.
We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value…
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Syed Samir Ahmad
supported this idea
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4 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment Syed Samir Ahmad
commented
Luke has described the two real gaps precisely. Worth adding for anyone hitting them today: both are solvable outside the official connector. Xero's public API does expose transaction-level detail (bank transactions, invoices, journals), and the open source Xero MCP server can be adapted to hold connections to several organisations at once. Our practice runs exactly this setup for scheduled multi-entity work, including reconciliation-grade transaction pulls, on both Mac and Windows. These limits sit in the official connector's design rather than the platform, so native support for both would make the integration what it should be. Happy to compare notes on the setup, I am easy to find on LinkedIn (same name as this comment).
Syed Samir Ahmad
supported this idea
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16 votes
Hi everyone, thanks for sharing this idea and adding your feedback.
We understand why being able to connect Claude across multiple Xero organisations could be helpful, particularly for advisors and bookkeepers who work across several clients or entities. The idea is to allow a single Claude connection to access multiple organisations, removing the need to reconnect or switch between organisations when working across different datasets.
We've updated the status of this idea to Gaining Support. If this would be useful for your workflow, please add your vote and share more about how you'd use it.
An error occurred while saving the comment Syed Samir Ahmad
commented
Duyen, well said. Holding companies, family groups and related trading entities under one login is exactly the scenario where the single-org connector falls short, and intercompany journals and consolidated views are where multi-org access pays off most. As mentioned in my earlier comment, we adapted the open source MCP setup to handle this for our own practice, so it is workable today. Happy to compare notes if useful, feel free to reach out to me on LinkedIn (same name as this comment). Fully agree native support is the right long-term answer.
An error occurred while saving the comment Syed Samir Ahmad
commented
Strong support for this idea. Worth noting for others hitting the same wall: this is solvable today. Xero's API supports custom connections, and the open source Xero MCP server can be adapted so Claude holds connections to multiple organisations in one session. We run this daily in our practice across several client orgs, on both Mac and Windows, so the single-org limit is a connector design choice rather than a platform constraint. Native support in the official connector would still be the right outcome for most users. Happy to share what we learned building ours if useful.
Syed Samir Ahmad
supported this idea
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Reading this thread as a CA who builds AI workflows on Xero: the gap is real but it is no longer blocked on Xero. Xero's public API exposes each organisation's trial balance and transaction detail, and the open source Xero MCP server can be adapted so Claude connects to several organisations in one session. We use that setup in our practice to produce a consolidated trial balance across a client's group in a single Excel workbook, with the P&L, balance sheet and cash flow built from it, intercompany eliminations included. The native feature would still be the right outcome, and after 14 years and 273 votes it is hard to understand its absence, but nobody in this thread should feel stuck waiting for it. Happy to compare notes, I am easy to find on LinkedIn (same name as this comment).