Xero Business Snapshot pilot program

A beautiful visual report designed so advisors and their clients have clarity on where the business is at, and can start meaningful conversations to achieve their goals.

Register today
It’s sometimes tricky to get an understanding of how a business is really doing.

Business Snapshot makes it quick and easy to see how a business is performing. Spot trends and draw insights through beautifully designed visuals of your financial results.

When you register for the Business Snapshot pilot, you will gain access to our early version and future planned improvements – so you can start deeper conversations with your clients and they can succeed further, faster.

Join us in creating the future Business Snapshot experiences.

Business Snapshot beautifully displays a range of financial metrics including Income, Expenses, Profit, Debtor & Creditor Days, Cash and Balance Sheet metrics in one simple view. Allowing you to spot trends over time and evaluate where a business is at over the time periods of last month, last quarter and last financial year. We’ll be adding new features as we go, and would love to hear what you think.

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Keep your eyes peeled for pilot improvements.

Future iterations of the pilot will be based on you and your clients feedback. As the experts and everyday users, you and your clients have the ability to influence the future of this feature. The current pilot period is set to start in February 2020.


Thanks for your interest, this pilot has now closed due to significant early demand.

Watch this space for more to come soon!