Your Reporting Cycle, Mapped Out
Before you write a single word of strategic narrative, the financial section has already consumed most of your reporting cycle.
~8 hours of manual work, repeated every single month across 3 to 4 reporting days
Your investors will read it in 10 minutes.
The Same Cycle, A Different Role
Connect your Xero or QuickBooks once. The financial work that consumed your reporting cycle runs automatically.
The financial section builds itself
P&L, variance analysis, KPI dashboard, and AI-written commentary generated from your live Xero data before you open Excel.
Every variance traced to its source
Account-level changes are traced to the specific transactions behind them. The question your board is about to ask already has an answer.
Nothing reaches your investors unscanned
Every transaction is checked before your report goes out. Irregularities and categorisation issues are flagged before you hit send.
Your job is to review and send
Read the financial section, add the strategic narrative only you can write, and send. The reporting cycle that used to take 3 days now takes an hour.
That same reporting cycle now looks like this.
Same ~8 hours of work. Now fully automated except the final review.
You add the strategic narrative. Your investors see the result.
From Xero to investor update in four steps
Connect your accounting system once. The platform handles the financial work. You focus on the strategic narrative your investors actually need 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.
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 of your investor update builds itself from your live data: P&L, variance analysis, AI-written commentary, KPI dashboards. Every number traced to source.
Executive Summary
Generate a New Summary
Custom settings for your summary.
Reporting Period:
Review
See the numbers and the reasoning behind them. Override where your business context dictates. Add the strategic narrative only you can write.
Send
Your 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 investors without your sign-off.
The Board Pack, and the Meeting That Follows
Your directors come prepared. They'll ask where the projections came from, what's behind the variances, and what happens to cash if growth slows. The spreadsheet you spent three days building has to answer all of it.
Hmm...
| Account | Actual | Budget | Variance |
|---|---|---|---|
| Revenue | $340K | $320K | +$20K |
| Cost of Goods Sold | ($142K) | ($131K) | ($11K) |
| Gross Profit | $198K | $189K | +$9K |
| Gross Margin % | 58.2% | 59.1% | −0.9pp |
| Operating Expenses | ($163K) | ($148K) | ($15K) |
| EBITDA | $35K | $41K | ($6K) |
| Forward Projections — Q2 2026 | |||
| Projected Revenue | Basis: +15% growth assumption | $391K | |
| Cash Runway | Basis: current burn rate | 14 months | |
Where does this revenue projection come from?
Why is gross margin trending down?
What's driving the OPEX increase?
What happens to cash if growth slows to 8%?
Walk us through the variance to budget
Hmm...
| Account | Actual | Budget | Variance |
|---|---|---|---|
| Revenue | $340K | $320K | +$20K |
| Cost of Goods Sold | ($142K) | ($131K) | ($11K) |
| Gross Profit | $198K | $189K | +$9K |
| Gross Margin % | 58.2% | 59.1% | −0.9pp |
| Operating Expenses | ($163K) | ($148K) | ($15K) |
| EBITDA | $35K | $41K | ($6K) |
| Forward Projections — Q2 2026 | |||
| Projected Revenue | +15% growth assumption | $391K | |
| Cash Runway | Current burn rate | 14 months | |
Where does this revenue projection come from?
Why is gross margin trending down?
What's driving the OPEX increase?
What happens to cash if growth slows to 8%?
Walk us through the variance to budget
The pack takes three days. The questions take two hours. Every number has to hold up.
The Same Meeting, With Every Answer Prepared
Connect your Xero or QuickBooks once. The financial foundation generates automatically, the Budget Agent builds your projections with every assumption documented, and the questions your directors will ask are answered before they ask them.
The financial foundation is ready before the meeting starts
P&L, budget vs actual, and AI-written variance commentary generated from your live accounting data. You open the meeting with the numbers already analysed.
Forward projections your directors can challenge
The Budget Agent builds your 3-way forecast from operational drivers with a documented assumption at every line. Revenue at $391K because the last 6 months averaged 14.2% MoM. The logic is there to interrogate.
The follow-up questions are already answered
Account Intelligence traces every variance from the account level down to the specific transactions behind it. The question your director is about to ask has an answer in the pack.
Nothing surfaces in the meeting that you didn't already know about
Transaction Intelligence scans every transaction before the meeting. Irregularities and anomalies are flagged before they become boardroom surprises.
The questions don't change. What changes is you already have the answers.
Revenue up 17.6% on prior year — two new enterprise contracts signed in October.
OPEX up $15K — two planned engineering hires, both approved in last quarter's budget.
Cash runway at 14 months on current burn — modelled at 8% growth, still 11 months.
AI Financial Analysis
Account Intelligence
Revenue Growth — Q1 2026 vs Q1 2025
Where does this revenue projection come from?
Why is gross margin trending down?
What's driving the OPEX increase?
What happens to cash if growth slows to 8%?
Walk us through the variance to budget
Revenue up 17.6% — two new enterprise contracts in October.
OPEX up $15K — two planned engineering hires, approved last quarter.
Cash runway at 14 months — still 11 months at 8% growth scenario.
Variance Report
Q1 2026 vs Q1 2025
| Account | Q1 2026 | Q1 2025 | Var % |
|---|---|---|---|
| Revenue | $340K | $289K | +17.6% ▲ |
| Gross Profit | $198K | $171K | +15.8% ▲ |
| Operating Expenses | ($163K) | ($148K) | -10.1% ▼ |
| EBITDA | $35K | $23K | +52.2% ▲ |
Where does this revenue projection come from?
Why is gross margin trending down?
What's driving the OPEX increase?
What happens to cash if growth slows to 8%?
Walk us through the variance to budget
You add the CEO perspective. Your directors see a financial foundation they can interrogate.
From Your Accounting System to the Boardroom, Prepared
Your directors will interrogate the numbers, challenge the projections, and ask what happens if assumptions don't hold. Every step below is designed so you already have the answer.
Connect
Link your Xero or QuickBooks once. Your data syncs automatically before every board cycle — no manual exports, no re-pulling figures the morning of the meeting, no explaining to your board that the numbers are “as at last Thursday.”
Xero
Connect your companies directly from Xero.
No companies connected yet
QuickBooks
Connect your companies directly from QuickBooks.
No companies connected yet
Generate
The Budget Agent builds your 3-way board pack financials from operational drivers — revenue from units and price, headcount from roles and loaded salary. Every material line has a documented assumption your directors can interrogate, not just a number they have to take on faith.
Financial Statements
Profit and Loss Statement
Review
Before you walk into the boardroom, you review what the agent built. Every cell has a comment explaining the reasoning. You see the logic your directors are about to challenge. Override where your business context says otherwise. Approve when it holds.
Present
You walk into the boardroom with a complete financial foundation — P&L, variance analysis, forward projections, AI-written Account Intelligence — ready to present. Your directors ask where a number came from. You already know. The audit trail logs every figure back to source.
Every figure traced to source
Every number in your board pack is computed from your Xero or QuickBooks data through validated pipelines — not generated by a language model. When your directors ask how a figure was produced, the audit trail already has the answer.
Projections your directors can challenge, not just read
The Budget Agent documents its assumptions at every line. Revenue at $391K because the last 6 months averaged 14.2% MoM growth. Your directors push back on the logic — and you've already reviewed it before they see it.
You reviewed it before they saw it
Agents build and propose. You review, override where your business context dictates, and approve. Nothing reaches the boardroom without your sign-off. The FC's judgment stays in the loop at every step.
Every New Entity Makes the Consolidation Harder
One entity was manageable. Two was workable. Three is a week of work — and you still have more entities coming.
Adding a new entity is good news for the business. For the Finance Controller, it's another week added to close.
One Consolidated View, Built Automatically
Connect each entity once. Claryx handles the chart of account mapping, intercompany elimination, and currency conversion — and produces a unified group P&L, balance sheet, and cash flow every cycle.
Live connection to every entity
Connect each entity's Xero or QuickBooks once. Every cycle, Claryx pulls the latest data automatically. No monthly exports, no manual assembly.
Intercompany eliminations applied automatically
Every intercompany loan, management fee, and intragroup transaction is identified and eliminated. The consolidated P&L reflects only external revenue and cost.
Multi-currency converted at the right rates
Balance sheet items at closing rate, P&L items at average rate. FX movements calculated automatically. No manual rate lookups or restatement errors.
Entity drill-down preserved at every level
The consolidated view is always one click from the entity detail. Add a new entity and it joins the group view automatically. The structure grows with you.
The same chart — with Claryx absorbing the complexity instead of adding it to your workload.
The consolidation that used to take a week now runs automatically before you open the file.
From Multiple Entities to One Consolidated View
Connect each entity once. Claryx handles the consolidation mechanics every cycle — so your time goes to the group narrative, not the spreadsheet.
Connect
Link each entity's Xero or QuickBooks separately. Claryx maps their charts of accounts into a unified group structure. Add a new entity and it joins the consolidated view within minutes — no rebuilding the consolidation model from scratch.
Consolidate
Claryx identifies every intercompany transaction, applies the eliminations, converts each entity at the correct currency rate, and produces a unified group P&L, balance sheet, and cash flow. The mechanics that used to take days run automatically before you open the file.
Review
Review the consolidated financials by entity, by account, or across the group. See which eliminations were applied and why. Override any mapping or elimination where your group structure requires it. The consolidation logic is transparent — not a black box.
Present
Your board sees a consolidated group P&L, balance sheet, and cash flow — with entity drill-down, intercompany eliminated, and every currency converted correctly. What used to take a week of Excel now takes minutes to generate and an hour to review.
Eliminations that balance
Every intercompany flow is matched, traced, and eliminated. The consolidated P&L reflects what the group earns from external customers — not the gross of internal transactions.
Currency conversion at the right rates
Closing rate for balance sheet items, average rate for P&L. FX movements calculated and visible. No more manual rate lookups or restatement errors.
Entity drill-down at every level
The group view is always one click from the entity detail. Add a new entity and it joins the consolidated view automatically. The structure grows with the group.