Custom Xero reports designed specifically for your needs
Built for clarity. Designed for decisions.
Seamless Xero Integration
We work directly with your Xero data — invoices, journals, line items, transactions — and transform it into:
Without adding complexity or changing how you work in Xero, we elevate the output — drawing clearer insights from the same familiar workflows. From tracking project profitability to consolidating group results, we build reports around how your business actually runs — not around system constraints.
Discovery-led Consultation
We begin with a focused discussion to understand what you're trying to achieve — even if it’s not fully defined. Together, we clarify:
Our experienced team of financial analysts and engineers have built, systemised, and automated hundreds of reports across a wide range of businesses — F&B, professional services, retail, education, etc. We understand the nuances behind different stakeholder needs, and design reports accordingly.
Discovery-led Consultation
We begin with a focused discussion to understand what you're trying to achieve — even if it’s not fully defined. Together, we clarify:
Our experienced team of financial analysts and engineers have built, systemised, and automated hundreds of reports across a wide range of businesses — F&B, professional services, retail, education, etc. We understand the nuances behind different stakeholder needs, and design reports accordingly.
Speed with Traceability
Our reports sync directly with Xero — eliminating manual updates. They’re built for speed without sacrificing transparency:
This means your team can move fast while staying confident in how the numbers are derived — whether you're reviewing internally or presenting to external stakeholders.
Versatile and Business-Specific
Xero is great for standard reports, but when it comes to deeper insights, layered metrics, or decision-ready formats, we often need tailored solutions to:
We support a wide range of data sources, logic, layouts, and visualisations — designed to match how your business operates and how decisions are made.
