Looking for a flexible budgeting and forecasting solution that enables you to capture at tracking category level - either for departments or products or both and also include in variance reports. Have more than one Xero set of books - then use our solution to prepare group reports. Need to incorporate non financials into your reports - we can help there too.
Financial Driver + Xero
Use your Xero structures to build Budget and Forecast templates and compare to actuals. We bring in your chart of accounts, tracking categories and associated data held at that level for Profit and Loss, Balance Sheets and even transactional if required. We are not limited to account lines only and additional data can be loaded to help with reporting.
We use your Xero structures to build our application, thus mirroring your business including tracking categories. Because we recognise your structures we can bring in new accounts when added. Data at tracking category level can be loaded and reported in Financial Driver. Use the application to build standard charts of accounts and bring in more than one Xero company data to prepare Group Reporting.