Advanced Reporting
Turn your numbers into insight. We provide tailored management reports, cash flow analysis and performance tracking so you can see what’s working, fix what’s not, and plan ahead with clarity.
Turn your numbers into insight. We provide tailored management reports, cash flow analysis and performance tracking so you can see what’s working, fix what’s not, and plan ahead with clarity.
Features
Understanding your numbers shouldn’t be complicated. With clear financial reports and visual dashboards, you’ll always know how your business is performing. From cash flow and profitability to outstanding invoices and key performance indicators, your financial data is presented in a way that makes it easy to monitor performance and make confident business decisions.
Receive clear, professionally prepared Profit & Loss and Balance Sheet reports on a regular basis so you always understand how your business is performing. We ensure figures are reconciled, accurate and easy to interpret, giving you full visibility over revenue, expenses, assets and liabilities.
Profit does not always mean cash in the bank. Cash flow reporting shows exactly where money is coming from and where it is going, helping you anticipate shortfalls, manage supplier payments and make confident financial decisions.
Stay on top of what’s owed to you and what you owe to others. Aged receivables and payables reports provide a clear breakdown of outstanding customer invoices and supplier bills, grouped by how long they’ve been overdue. This makes it easier to follow up unpaid invoices, manage upcoming payments and maintain healthy cash flow.
Xero’s KPI dashboards provide a quick visual overview of your business performance. Key metrics such as cash flow, revenue, expenses and outstanding invoices are displayed in one place, helping you monitor performance and make informed decisions with confidence. On supported Xero plans, dashboards can also be customised to highlight the metrics that matter most to your business.
As a Xero user, you’ll have access to a wide range of report templates to help you understand your business performance. Create as many reports as you need, customise them to suit your requirements and save them for easy access. With flexible formatting and filtering options, your reports can be tailored to show exactly the information you want to see. Some reports you may find useful include:
Other Services