Xero Dashboards & Reports
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Centralize & Simplify
Automatically bring in your Xero data
- Extract your vital finance and accounting data in 60 seconds.
Customized to your organization
- Your business is unique. Bring in your own chart of accounts and tailor your reporting.
Focus on what is important to your growth
- Transform your Xero data into simple, yet meaningful visualizations using dashboards and Updates.
Analyze & Collaborate
Keep your teams engaged
- Collaborate with your finance and accountings teams around your Xero data and deliver actionable insights.
Create a cadence, build a rapport
- Leverage your Xero data and keep your organization involved with agile decision making and promote a transparent culture.
Spend more time on the why, not the what.
- Automatically build dynamic reports from your Xero data and spend your valuable time on strategic initiatives.
Xero Consolidated Reporting
- Connect multiple Xero entities in just a few minutes.
- Use our formula builder quickly consolidate the same metrics across multiple entities to create consolidated financials reports.
- Display your high-level, consolidated data with individual entity data to dig into granular data and make more informed decisions.
- Create an Update template to automatically send out your financial reports on a regular basis.