Everything in, everything out, one hub
Connect every source once; get board-ready outputs you can trust and drill to source. Pick any piece to see how it works.
Inputs
ERP & accounting systemsMicrosoft Dynamics 365 Business Central, Xero, Sage Accounting (cloud) and QuickBooks Online sync on a schedule. Any other ERP (SAP Business One, NetSuite, Sage 200, Acumatica, Odoo) sends its scheduled export straight in, reconciled like everything else. No copy-paste, no month-end export ritual.Spreadsheets & filesDrop in the spreadsheets the business already runs on: invoices, journals, budgets, chart of accounts. We read them, check every row and total against the file itself, and tell you if anything didn't land.Bank balancesConnect your bank by open banking and each period-end balance is tied out against the bank account in your ledger, so cash on the pack is a figure the bank confirms.Budgets & plansLoad the budget, the forecast and last year's figures. Every actual is measured against each of them, side by side.FX ratesMulti-entity, multi-currency groups translate on a rate table you upload (average for flows, closing for balances), applied consistently everywhere.PayrollPosted Xero Payroll UK runs feed the hub as balanced staff-cost journals, so the biggest line in most budgets is current and accurate. Built for books kept outside Xero (Xero accounting already carries its own payroll postings).Group entitiesEvery entity in the group reports into one hub. Subsidiaries stay in their own systems; you see them all without ever touching their books.Operational dataThe numbers that explain the numbers (units shipped, active customers, utilisation) live alongside the finance, so the pack tells the whole story.
Outputs
Board packsA board-ready pack with commentary, charts and figures that tie, generated straight from your data. Review it and send it.Statements & fundsCompany, group, charity or fund: the hub produces the statement that fits, with fund accounting and restricted/unrestricted splits handled properly.Variance & cashflowActual vs budget, prior year and latest forecast, with every variance explained. Plus a cashflow built from real movements.What-if scenariosDrag price, volume or cost and watch profit move in front of the board. Save a full scenario and the P&L, balance sheet, cash and runway roll forward from it.ConsolidationRoll every entity into one set of group numbers, with intercompany trading eliminated by rules you define, mismatched balances flagged and currencies translated on your rate table.Drill to sourceEvery figure is a door. Click the board number, drop to the account, then to the journal lines or invoice records behind it. Nothing is a black box.Alerts & deliveryThe pack lands in directors' inboxes every Monday morning, or whenever you send it. KPI thresholds you set are checked daily, so nothing waits for the next meeting.Ask the numbersAsk a plain-English question about any metric in your workspace, like "overheads by account for Q2?", and get an answer that shows the figures and the query behind them.