01
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
Entity A
Entity B
Group
02
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
🔒 AI access link
AccessRead-only
ExpiresTime limited
Every callLogged
03
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
Actual
Forecast
04
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
Entity A · AUD
Entity B · NZD
Entity C · USD
FX
→
Elim.
Group
Consolidated
Reporting currency
05
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
Query · Bizactly › XeroLive
| Account | Jul | Aug | Sep |
|---|---|---|---|
| Revenue | |||
| COGS | |||
| Gross profit |