From your accounting data to a board-ready financial report
Everything from data connection to finished report, handled by the platform so you focus on the decisions that matter
Connected, governed data
Persistent live connection to Xero and QuickBooks. Every number computed from source data, with a full audit trail on every output.
Reporting and analysis, automated
AI-written variance commentary, financial health assessments, executive summaries, and KPI dashboards generated every cycle from your live data.
Planning work done by agents
AI agents build your 3-way budget, construct your reports, and generate your dashboards. You review, adjust, and approve.
Every tool your reporting and planning cycle needs
Every feature runs from your connected Xero or QuickBooks data so your reporting cycle produces the same professional output every time without rebuilding from scratch
Budgeting and Planning
Your 3-way budget built from your live accounting data, with every assumption documented and justified at the cell level.
- Revenue, headcount and cost assumptions modelled from operational drivers
- P&L linked through to balance sheet and cash flow automatically
- Review the reasoning behind every line item, override where your business context dictates, and approve
Variance Report
Variance commentary generated from your live data, explaining what changed, why it changed, and which line items drove the movement.
- Budget-vs-actual comparison across every account with written explanations
- Drills from top-level variance to the specific accounts and transactions driving it
- Consistent methodology and structure every reporting cycle
Account Intelligence
Root cause analysis that traces account-level changes down to the specific transactions behind them, so you know exactly what your board is about to ask before they ask it.
- Drills from account-level change to the transactions and categories driving it
- Surfaces the vendors, customers or cost centres responsible for the movement
- The answer your board wants, without the manual investigation
Transaction Intelligence
Anomaly detection that scans every transaction before your report goes out, flagging irregularities, categorisation issues and patterns that should not reach your board.
- Flags unusual transactions, duplicate entries and categorisation mismatches
- Catches data issues before they appear in your financial section
- Every flagged item is traceable and documented in the audit trail
Business Review
The financial section of your board pack or investor update, generated from your live Xero or QuickBooks data in under a minute.
- P&L, variance analysis and financial commentary in one structured report
- Financial health assessment with categorised insights, risk flags and recommendations
- Review, add your strategic narrative, and send
Executive Summary
An overview of your financial health generated from your accounting data, covering key trends, risk signals and performance indicators every reporting cycle.
- Covers P&L performance, cash position, working capital and key risk flags
- Categorised insights structured so your board can interrogate the reasoning
- Generated alongside every Business Review so the narrative is always current
Your reporting cycle, from connection to board pack
Connect your accounting system once. The platform handles the financial work. You focus on the judgment and strategy your board actually needs from you.
Connect
Link your Xero or QuickBooks in under 5 minutes. Your data syncs automatically from that point on. No monthly exports, no manual uploads, no re-keying.
Xero
Connect your companies directly from Xero.
No companies connected yet
QuickBooks
Connect your companies directly from QuickBooks.
No companies connected yet
Generate
The financial section builds itself from your live data: P&L, variance analysis, AI-written commentary, KPI dashboards. Every number traced to source, every cycle.
Builds your 3-way budget with every assumption documented at the cell level.
“Revenue projected at $340K based on 14.2% average MoM growth over the last 6 months.” That is the reasoning you review, not just the number.
Financial Statements
Profit and Loss Statement
Generates forward-looking projections with scenario modelling and documented assumptions.
Base, upside, and downside scenarios, each with a full P&L, balance sheet, and cash flow. Every growth rate explained. Investor-grade projections your board can interrogate.
Review
See the numbers and the reasoning behind them. Override where your business context dictates. Add the strategic narrative only you can write.
Builds customised financial dashboards from natural language instructions.
Tell it what your board tracks. It configures the KPIs, selects the visualisations, and arranges the layout. Your live data, structured the way you need it.
Constructs the financial section of your board pack or investor update as a professional PDF.
P&L, variance analysis, financial health assessment, KPI dashboards. Structured and formatted, ready to send. You add the strategic narrative.
Send
Your board or investors receive a complete, professional financial section. Every figure traceable, every assumption documented, every month.
Numbers from source data
Every figure is computed from your accounting system through validated pipelines. Not generated by a language model.
Every assumption explained
The Budget Agent documents its reasoning at every line item so you review the logic, not just the number.
You stay in control
Agents propose. You review, override where your business context dictates, and approve. Nothing goes to your board without your sign-off.
The grunt work is delegated. The judgment stays with you.