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Quickly create a set of key financial reports you’ll need when applying for a business loan. The latest data from your Xero accounts is pulled into your pack giving your lender an up-to-date view.
Overview

The free Business Finance Pack app collates many of the reports you need to show your financial situation to potential lenders in New Zealand. It will help you provide the right report and save you time running individual reports. These reports can help you show lenders how your business is performing and whether you’ll have the ability to pay them back. You’ll have key financial information about your business at your fingertips for an informed conversation with your lender, or to keep them updated.

If you need help understanding these reports, or working out the best type of finance for your business, please talk to your advisor. If you don’t already have an advisor you can find one in the Xero Advisor Directory.

Explore all features of Business Finance Pack

Business Finance Pack + Xero

In three easy steps, the Business Finance Pack prepares financial reports directly from Xero to support your application. Simply log in to the Xero organisation you want to prepare reports for.

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Additional info

Shared data

Xero
Business Finance Pack
Reports
Invoices
Bank Transactions
Credit Notes
Manual Journals

App details

By Xero
Added in 2020

Countries

New Zealand

Languages

English

Support

Setup walkthroughIntegration walkthroughContact support

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