Management Reporting Package for Bookkeepers with Xero
The Problem
The monthly board package for Small Business Bookkeeping is 40 slides of hand-built variance analysis, and by the time it's done the data is already stale.
What We Build in Xero
AI pulls actuals from QuickBooks Online, compares to budget and prior year, writes narrative commentary on drivers, and publishes the board deck on day 5 — controller spends Friday on strategy, not copy-paste. Purpose-built for teams running Xero — uses the native API or agent integration so nothing leaves the system of record.
Xero Integration Approach
Audit your Xero configuration
We map the specific Xero objects, custom fields, and workflows the automation needs to touch for your small business bookkeeping practice.
Build on the Xero API or agent
Integration happens inside Xero — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Xero with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Xero instance
30-minute call. We'll look at your actual Xero setup and show exactly how this workflow fits.