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Your No-code and AI Automation PartnerAutomate Financial Reports with Power BI & Xero
Automatically generate monthly and quarterly financial statements like P&L, balance sheet, and cash flow from accounting systems, then export to your preferred format for analysis and review.
When Report Created
1. Trigger Report Generation
Schedule reports in Xero.
Generate Data Visualization
2. Create Visual Reports
Use Power BI to visualize data.
Format for Output
3. Prepare Export Formats
Convert reports to PDF/Excel/Slides.
Export Document
4. Automate Export Process
Export reports to desired format.
- Repeat -
Automation Benefits
Benefits of Automated Financial Reporting
Gain insights into the advantages of streamlining financial statement generation and distribution.
Enhanced Data Accuracy
Reduce human errors by automating data transference.
Speed Up Report Preparation
Efficiently generate reports without manual inputs.
Better Financial Insights
Obtain consistent and insightful data at your fingertips.
Cost Efficiency
Cut down on labor hours dedicated to manual report generation.
Streamlined Workflow
Integrate effortlessly with daily business operations.
Greater Collaboration
Facilitate easy sharing and collaboration with stakeholders.
Features
Key Features
Explore the essential features of our financial reporting automation system tailored for efficiency and accuracy.
- 1Seamless Integration with Xero
Directly link your accounting data from Xero for report creation.
- 2Multi-modal Export Options
Export your reports to PDF, Excel, or Google Slides.
- 3Scheduled Reporting
Set up intervals for automatic report generation and delivery.
Outcomes
Expected Outcomes
Discover how automating your financial reporting can drive better transparency and streamline processes.
40%
Time Savings
99%+
Improved Accuracy
3x
Enhanced Reporting Speed
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FAQ
Financial Reporting Automation FAQs
Get answers to common questions and learn how automated financial reporting can transform your business practices.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.