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Make light work of financial reporting. View and share interactive reports and budgets in real time – no more waiting for month end to find out how your business is performing.
Drill down into the figures in Xero and tailor reports and measure specific KPIs for your business. Share information with your advisor, or have them create and publish reports on your behalf.
Get the insights you need to grow your business. Use custom columns, formulas, text blocks and drag-and-drop accounts to edit the report to suit your business.
Make your customised reports the defaults for your business, so you can readily run them and get updates whenever you need to.
Quickly prepare a detailed budget or import an existing one, and compare financial performance against actual or selected periods.
Use the Xero performance dashboard to see powerful key performance indicators, and discuss the metrics with your accountant or bookkeeper to get a full understanding of the numbers and help your business thrive.
Formulas let you calculate variances between any columns on your reports – whether actuals versus budget, or actuals versus other actuals.
Track how specific areas of your business are performing. You decide what to track – it could be departments, regions, rental properties or sales staff.
You can use lock dates to close off your accounts at the end of reporting periods such as tax time and the end of financial year.
You can export reports as a PDF, or export data to a spreadsheet with the formatting and formulas kept intact.
