Overview
RT Reporting is an easy-to-use cash flow forecasting and financial analysis tool. We enable Accountants, Advisors & Bookkeepers to produce concise and compelling insights for their clients.
We help Advisors produce 3-way forecasts for their SME clients allowing a fast and simple way to plan for the future. Our 3-way forecasting engine is easy to get started with, saving hours of time through automatic mapping of accounts and point and click adjustments.
We provide fantastic insights through our live dashboards and Reports and work closely with users to build the reports that their clients are asking for and deliver the insights in a simple to understand way.
RT Reporting + Xero
RT Reporting directly integrates with Xero allowing you a simple and easy way for you to get real time insights on a small business’s past, present and future financial performance. The RT Reporting integration with Xero allows you to access all of RT Reporting’s functionality, from producing 3-way forecasts, live dashboards, and custom PDF reports that your clients will easily understand and love. RT Reporting is incredibly simple to use and requires no training to get started, once your data is synced building reports and forecasts for your clients is quick and easy with RT Reporting.
Getting started
To connect to RT Reporting, follow these simple steps:
Step 1. Sign Up to RT Reporting
Step 2. Within RT Reporting, click ""Connect New Organisation""
Step 3. Select ""Connect to Xero"" where you will be redirected to Xero
Step 4. Select the Xero Organisation that you wish to connect
Step 5. Syncing will now commence, simply follow the prompts to set up your default accounts
You are ready to go!
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