Monthly management accounts built straight from your Xero data
Secure checkout. Your download link is sent as soon as payment clears.
The Xero Management Pack turns a straight copy of your Xero chart of accounts and transactions into a complete set of monthly management accounts: a cover and contents page, an executive summary with automatically written key messages, a visual dashboard, a detailed profit and loss account against budget, a balance sheet, a cash flow statement, a 12-month trend and 18 financial ratios with traffic lights. Pick a month and the whole pack updates – ready to print or PDF for the directors, the bank or investors.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Key figures against budget, financial position, ratio scorecard, automatic key messages and two charts. What you do: write your overview in the yellow commentary box.
Step 2
Every income and cost account – month, year to date and full-year budget, with variances. What you do: write commentary on results in the yellow box.
Step 3
Assets, liabilities and equity at month end, last month end and start of year. What you do: write commentary on the financial position.
Step 4
Where cash came from and went, month by month and year to date, reconciled to the bank. What you do: write commentary on cash.
Who it is for
Quick start
Your file is only released once payment has cleared.
You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your download link arrives as soon as payment clears.
We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
Visit AML Accountancy Solutions
