Finished reports and forecasts from Xero. Yours in live Excel.

Formatted reports, consistent across the group

• One layout applied to every entity and the group
• Auto-populated from the ledger each period
• Easy setup, and edit it like a spreadsheet

AI links: read-only, revocable, time limited

• Connect your AI assistant to your financials securely
• Read-only always — it can look, never change anything
• Every connection expires, and you can revoke it instantly
• Each call is logged against the connection that made it

Forecasts with detail, minimal setup

• Driver-based detail down to customers and suppliers
• Auto-populated from actuals, ready in minutes
• Exports to Excel with the formulas intact

Group reports with smart journals and multi-currency

• Intercompany eliminations posted by smart journals
• Foreign entities translated at the right rates
• One consolidated view, drill down to any entity

Live link to Xero in Excel

• Ledger data flows straight into your workbook
• Refresh in Excel: no exports, no CSVs, no rekeying
• Every entity and period, always current