Reports

The documents a business owner normally pays for or loses a weekend to. Pick one, and your connected Claude builds it from your live Xero data: not a static PDF, but an interactive document you can explore on screen and export to share.

Each report is a recipe held on the server: the exact queries plus how to read them plus how to lay it out. Claude runs it against the current numbers, so the report is always current, and it gets better as the models do. Every figure traces back to a query you can check.

Your figures refresh once a month, when the books close, so these reports run on a monthly and a quarterly rhythm.

Your figures are current to 2026-05-31.

Every month

Your full management-accounts pack: P&L for the month and year to date, cash and working capital, debtors and creditors, and a plain commentary on what moved. The same numbers your bookkeeper prepares, now vivid and interactive, so you can explore and understand them yourself.

Every quarter

A board-ready briefing as a browsable, multi-tab document: results against the prior quarter, cash and runway, client concentration, the real risks, and the decisions ahead. Export it to a deck or PDF for the meeting.

A clear read on your tax and compliance position: VAT, a provisional-tax estimate, overdue debtors, and whether cash covers what is due, each scored so you can see where to focus. Built to help you understand the picture and have a sharper conversation with your accountant, who still does the filing.