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Behind The Reports

Real stories and insights from teams automating finance

The Xero Cash Flow Statement Problem: Why the Native Report Isn't the One Your Board Wants

The Xero Cash Flow Statement Problem: Why the Native Report Isn't the One Your Board Wants

Three reports named 'Cash Flow', none of them the one the bank asked for.

6 mins read

15 Jun 2026

The Best Xero Reporting Add-Ons in 2026: Fathom, Spotlight, Syft & Where They Stop

The Best Xero Reporting Add-Ons in 2026: Fathom, Spotlight, Syft & Where They Stop

Five reporting software walk into a Xero org...

10 mins read

8 Jun 2026

How to Handle Intercompany Eliminations in Xero: A Practical Month-End Walkthrough

How to Handle Intercompany Eliminations in Xero: A Practical Month-End Walkthrough

The month-end ritual nobody put in the job description.

9 mins read

7 Jun 2026

Multi-Currency Reporting on Xero: What It Handles, and Where You're On Your Own

Multi-Currency Reporting on Xero: What It Handles, and Where You're On Your Own

Three currencies, two reporting rates, and a balance sheet that refuses to balance.

10 mins read

2 Jun 2026

Intercompany Eliminations in Xero: Why They're Deceptively Hard

Intercompany Eliminations in Xero: Why They're Deceptively Hard

It looks like a calculation. It behaves like a logic problem.

8 mins read

29 May 2026

Custom Xero AR Aging Report

Custom Xero AR Aging Report

A spreadsheet that finally knows which customer is 47 days late, and who promised to pay on Friday.

8 mins read

25 May 2026

Why Xero Can't Tell You Next Month's Cash

Why Xero Can't Tell You Next Month's Cash

Last month's cash is history. Next month's cash is what keeps you up at night.

9 mins read

11 May 2026

Xero Tracking Categories: The Two-Limit Problem That Breaks Management Reporting

Xero Tracking Categories: The Two-Limit Problem That Breaks Management Reporting

If your gut tells you there's a better way of doing this, trust your instincts.

5 mins read

4 May 2026

Xero Multi-Entity Consolidation: What Native Xero Gives You, And What It Doesn't

Xero Multi-Entity Consolidation: What Native Xero Gives You, And What It Doesn't

Switching between Xero organisations, misaligned chart of accounts, and a Friday gone.

9 mins read

27 Apr 2026

How Book&Entries Uses Cheetah to Stay Lean Without Losing Depth

How Book&Entries Uses Cheetah to Stay Lean Without Losing Depth

A case study in doing more with less — by refusing to do the same work twice.

5 mins read

21 Apr 2026

Xero Budget vs Actual Reports: Why the Native One Falls Short (And What Good Looks Like)

Xero Budget vs Actual Reports: Why the Native One Falls Short (And What Good Looks Like)

Two columns, one variance, a lot of quiet frustration.

6 mins read

21 Apr 2026

Management Accounts from Xero: What They Should Look Like (And Why They Rarely Do)

Management Accounts from Xero: What They Should Look Like (And Why They Rarely Do)

Senior rates for junior work, repeated monthly.

6 mins read

16 Apr 2026

How Accounting Firms Can Improve Margins (Without Affecting Headcount)

How Accounting Firms Can Improve Margins (Without Affecting Headcount)

The only thing worse than a blank timesheet is one filled with automatable hours.

5 mins read

11 Apr 2026

What Good Xero Reporting Actually Looks Like for F&B Operators

What Good Xero Reporting Actually Looks Like for F&B Operators

A love letter to anyone who's manually consolidated four outlets at midnight.

8 mins read

9 Apr 2026

Custom Xero Reports for Retail Businesses in Singapore

Custom Xero Reports for Retail Businesses in Singapore

A spreadsheet that finally knows what a SKU is.

3 mins read

8 Apr 2026

How to Use Claude Cowork to Build a Consolidated Xero Report Across Multiple Organisations

How to Use Claude Cowork to Build a Consolidated Xero Report Across Multiple Organisations

Look ma, no manually touching spreadsheets

6 mins read

5 Apr 2026

Building Custom Reports with the Xero API

Building Custom Reports with the Xero API

A practical guide to the pitfalls and complexity you'd want to know before starting

8 mins read

14 Mar 2026

Xero Custom Reports: 5 Ways to Build Them in 2026

Xero Custom Reports: 5 Ways to Build Them in 2026

The definitive guide to get the exact report you need

14 mins read

22 Jan 2026

Is AI Really Taking Away My Finance Job?

Is AI Really Taking Away My Finance Job?

The question that's been silently on our minds since ChatGPT's release

8 mins read

9 Dec 2025

What I Learnt Building 100+ Reports by Hand

What I Learnt Building 100+ Reports by Hand

Spoiler: They should just all be automated

6 mins read

25 Nov 2025

Why I’m Chasing an Idea That Doesn’t Scale

Why I’m Chasing an Idea That Doesn’t Scale

Someone had to save finance teams from Excel PTSD even in the age of AI

4 mins read

10 Nov 2025

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