The power of tracking categories in Xero, and How to get even more value from them
Xero recently made improvements to tracking category reporting, making it easier to slice and view your P&L by categories like departments, locations, products, or projects. These updates mean you can now access more structured insights without diving deep into the report editor.
While these improvements are helpful, businesses often need faster, more flexible reporting and insights that go beyond just the P&L.
That’s where Roveel comes in.
What Xero Tracking Categories offer now
View P&L by categories without custom report building
Compare key segments of your business, such as locations or product lines
A straightforward way to organise financial data
These improvements are great for getting a clearer view of your P&L. However, reports still require some setup, and the insights are mostly limited to financial statements.
How Roveel Expands on Tracking Categories
Roveel leverages your Xero tracking categories across your entire business reporting, not just the P&L:
Instant P&L by tracking category with unlimited columns (not limited to 100 tracking categories as you are in Xero and other reporting tools)
Full business insights – analyse sales, customers, products, and suppliers
No report editor required – insights are ready instantly
Clean, easy-to-read format – no exporting to Excel needed
With Roveel, tracking categories become a tool for faster, more flexible decision-making across your business, not just a feature in your accounting software.
From Improved P&L to Full-Business Insights
Xero’s recent improvements make tracking categories more accessible, but Roveel helps you unlock their full potential, giving you instant, comprehensive insights across the business all in one place.
Bringing Reporting Back to What Matters
Good financial reporting shouldn’t feel like a monthly obstacle course. It should support better decisions, clearer conversations, and more confidence in the numbers.
Tracking Categories have always had that potential in Xero. The challenge has never been the data, it’s been turning that data into insight without friction.
For many teams, solving that gap is the moment reporting finally becomes less about effort, and more about understanding what the numbers are really saying.
