Xero reporting, forecasting and consolidation

Built for AI. Made for HI.

Xero ledger → Bizactly → Excel · Group packs · Forecasts · AI
How it helps AI
How it helps professionals

Clean data input

Predictable, uniform datasets instead of fragmented structures.

Standardised group formats

Instant overview

One familiar layout across every entity, editable like a spreadsheet.

Safe context access

Read-only access to live financials, bound by expiring permissions.

Secure AI links

Complete control

Revocable access and a clear log of every call.

Deep trend training

Detail down to individual clients and suppliers for sharper predictions.

Driver-based forecasts

Strategic advisory

Skip the build and start editing live, formula-backed Excel forecasts.

Frictionless calculation

A pre-cleaned group view with eliminations and currencies handled.

Smart consolidated journals

Granular oversight

Drill from the group total straight into any ledger.

Real-time context

Every prompt runs against up-to-the-minute bookkeeping data.

Live Excel refresh

Zero manual labour

No data entry, CSV exports or rekeying mistakes.

See all of it on the features page →

Pricing that counts companies, not seats

Unlimited users on every plan. You pay for the Xero organisations you connect.

Every currency, and the questions →

Your clients’ data, handled properly

Your Xero login is never ours You authorise through Xero’s own secure connection. Your Xero credentials are never entered into or stored by Bizactly.
Company groups keep clients separate Every user belongs to exactly one group and can only ever see the companies in that group.
New IP addresses are verified When data is requested from an address we have not seen, we email the account before anything is released.

Start with one company, free

Connect a Xero organisation and generate your first report before you decide on a plan.

Get started free