See up-to-date reports when you need them.
Decide what goes into each of your reports.
Use formulas to compare actual and budgeted amounts.
See how your business is performing.
View up-to-date financial and accounting reports and budgets for any period. There's no more waiting for month-end.
Tailor the content and layout of your reports and reuse customised report layouts.
Insert formulas to calculate variances between columns in your reports.
See how your business is performing with accurate financial reporting.
Create a finalised, read-only version of reports that can't be edited. Archive older reports and restore them later if necessary.See how to publish reports
Browse all your reports – whether draft, custom, published or archived – and search them by title, date or author.See how to search reports
Set a lock date to stop changes being made to transactions relating to a past period when reports are being prepared at the end of the year or at the end of a sales tax period. Only people with the advisor user role can set, change or remove lock dates.See how to set a lock date
Export reports as a PDF to print or share by email - or export them into a spreadsheet for more analysis or data manipulation.See how to export reports
Xero became a really critical tool for us as we took on more staff.