Spotlight Reporting is Xero’s Partner of the year 2014 and 2016 awards winner. Spotlight Reporting offers a great range of comprehensive management reports, fully customizable dashboards, three-way forecasting, and franchise reporting that deliver clarity for better decision-making and allow accountants to expand their service options, revenue and client satisfaction.
Fathom is a reporting and financial analysis tool which helps accountants and advisors gain deeper insights into their client’s business performance. Creating dashboards and beautifully tailored management reports has never been easier! Fathom also provides advanced reporting features such as consolidations, benchmarking and tracking category analysis.
Float is cash flow forecasting software that connects to Xero to automatically update forecasts with actual transactions, saving you hours each month and letting you focus on planning the future instead of reconciling the past. Use Float for an accurate, detail-rich short term operational forecast to make business decisions with confidence.
In today’s world, your firm must evolve quickly to meet your clients’ needs. We help firms get started with advisory services, or do it better. From onboarding to certification, to our cash flow forecasting, and insights/reporting platform, to back it all up, we'll help your practice to embrace the future.
DataDear is an Excel add-in which brings the giants of the accounting world together. It provides a live 2-way feed between Xero and Excel - allowing accountants and small businesses to easily download data to Excel-based reporting packs and to post in bulk to Xero.
Infoodle serves the Charity, Church and Community group sector with a CRM and Donor Management system.
Based in New Zealand serving clients around the globe. Infoodle features include Gift Aid, full Xero integration, Donor management, Comprehensive CRM with event, volunteer and documentation management.
No Set up or support fees, Free training.
CaFE helps accountants and bookkeepers monitor their clients’ cash position by using data in Xero to highlight those facing an impending cash shortfall. Avoiding action can then be taken before it becomes critical. A fee of £5 per month per client is charged, of which £2 goes to you.
A2X makes it easy for businesses to account accurately for their Amazon marketplace sales. With A2X’s automated Amazon settlement accounting, Amazon merchants and their accountants save time every month, avoiding the headaches caused by the complexity and volume of Amazon transaction data, and enjoying reconciled accrual accounting for Amazon sales.
OneStop Reporting is a multi-tenant solution for financial reporting and budgeting supporting the reporting processes of an accounting firm. With just a click the accountants can publish reports and commentaries to clients who receive notifications and can access their reports on all platforms. Accountants can also design own customized reports.
Other tools report. Fluidly understands. Meet the first generation of Intelligent Cash flow technology – learning from transactions to highlight threats, maximize opportunities and transform finance. Boost cash coming into your business using smart credit control powered by AI. Forecast and protect your cash flow. It’s time for brains as well as beauty.