Xero Integrated Reports without the limits
Reduce the time financial reporting takes from days to just a few minutes as we enhance your XERO’s report capabilities.
Customised financial reporting integrated with your XERO platform
XERO is a great accounting tool – but you’re often restricted by its limited reporting capabilities. This means having to manually put together financial reports, which can be very time-consuming and repetitive.
Metric Bits can build bespoke customised reports connected to your XERO, to make your suite of reports more informative and powerful.
Our XERO Modular Board Pack enables you to consolidate data, add insights and create comprehensive financial reports that automatically update in just a few clicks.
Every business is unique and has its own evolving requirements. So, we offer you a bespoke financial reporting product to help you succeed.
Introducing the XERO Modular Board Pack for customised reports on demand
Generate complete financial reports using accounting software you and your team are familiar with. Our Modular Board Pack solution customises your XERO reports to exactly what you need, whenever you need it.
Intuitive and flexible, our Board Pack Base Module empowers your business with the following capabilities:
- Move away from printing Board Reports to interactive Digital Board Room
- However, if printing is necessary, you still can PDF the report
- Direct XERO integration
- Automatic currency conversion
- Consolidate multiple entities
- Choose consolidation elimination rules
- Provide relevant KPIs, charts and graphs
- Insert comments and notes directly from Power BI
- Consolidated P&L vs Budget and an unlimited number of Forecasts
- Consolidated Balance Sheet vs Budget and Forecasts
- Debtors & Creditors reporting
- Ability to drill down to transactions, see invoice items, descriptions etc
- Ability to slice and dice any report down to a single or a few selected Organisations and/or Tracking Categories
- Custom Chart of Accounts subgroups
- If your organisation uses 445 Calendar, we have a reporting tool for you as well
- Training
Board Pack Modules
At Metric Bits we understand that every business is unique, and one solution can’t fit everyone. So we developed a few fantastic modules to enhance the Base Board Pack.
Cash Flow Module
Insert an automated cash flow report
- Built using Indirect method (based on movements in P&L and Balance Sheet accounts)
- Have as many groups and subgroups as you like
- Reconcile End of Month position against period opening and closing balances
- Compare actuals vs budget and forecasts
- Enter commentary
- Choose to see consolidated result or by individual entity
Planning Module
Move away from planning in excel to Power BI
- Actuals, Budgets, Forecasts, What-Ifs are saved as separate scenarios
- Ability to enter scenarios from scratch
- Ability to copy existing scenario into a new one and adjust numbers (for example, copy previous years actuals into new years budget)
- Planning on the most granular level (Tracking Categories)
- Ability to see Rolling Forecast
- Insert comments to each cell
- See the history of changes in any cell, including who made the change and when
- Training
Sales Dashboard Module
Interactive Sales Dashboard to enchance visibility
- View your sales in a dashboard format
- See how sales were progressing through the selected period
- Sales breakdown between New and Existing Customers
- Identify New Customers
- Identify Customers that were Lost
customisations
In case the base report with all the add-ons is not exactly right for you, we can bring much more
- If you don’t like how the report looks, we can completely change it to match your needs (colours, fonts, icons etc.)
- Many of our clients include Non-Financial Data in their reports – we are happy to teach you how to import it and create custom calculations for this
- Add extra pages as required
- Create new KPIs that are specific to your Organisation
- Modify the Planning Module to include Driver-Base planning and much more
- Customisation for Chart Of Accounts
- Easy Reconciliation of Inter-Company Accounts
In case you might be worried about the complexity of the upkeep and staying up to date with the latest technology, we provide Post Implementation Care too. With Managed Services, you get:
- Data hygiene and integrity checks daily
- Visual updates when released
- New features implementation
- Modelling improvements
- 2 hrs support per month
- Data Back-Ups
Ready to discuss XERO customised reports?
Get in touch to create a fully customised reporting framework integrated with XERO that saves so much time, effort and resources.
We have the perfect XERO financial reporting solution to improve your presentations and help your Board make more informed decisions for the business.
How We Work
Say goodbye to time-consuming, tedious and repetitive board financial report preparations that tie your team up for days. At Metric Bits, we make the XERO reporting process simple.
Here’s how we collaborate with you.
Our initial discovery session
This is where we discuss your needs and requirements, including your expectations of us.
Strategise the best plan for you.
We consider all your areas of concerns and analyse your systems to come up with a plan on how we can enhance them to improve your financial processes.
Afterwards, our team presents the final proposal for your approval.
Collaborate with you to ensure implementation success
We lead the development work. During this stage, multiple workshops are held with you to ensure we are on the same page while implementing the right solutions for your business.
We check everything
Here, we ensure that everything is working successfully. This includes test-driving your solutions and getting feedback so we can incorporate any needed adjustments.
Delivering the solutions to you
We hand over your ideal financial framework for your business and train your team to ensure you can utilise these platforms well. Now, you can take your reporting, budgeting and financial planning to the next level.
Let’s take your reporting to the next level
Are you ready to make your XERO reporting systems work for you?
Metric Bits knows how to best consolidate and refine your financial tools to ensure you have the reports you need for smarter business planning and analysis.
We would love to know more about your business.
Contact us today or book a complimentary discovery session.
