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Our cash flow forecasting & reporting Software empowers SMEs to quickly gain valuable insight into their financial data to make better decisions.

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.

Explore all features of RT Reporting
RT Reporting
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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.

Reviews & ratings

5.0 out of 5 stars
4 Reviews
5 star(100%)
4 star(0%)
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LK
Linda Klok
Posted
5 out of 5 stars

Superb reporting tool

Tyler and his team are amazing to work with. They developed software that is easy to work with, uses language that business owners understands. I love settings goals with my clients in the software and making clients see what the different outcomes are for different scenarios. This team is always open for suggestions and listen to their clients to make the software even more user friendly. Thank you for an excellent program!
KL
Kenneth LEWIS
Posted
5 out of 5 stars

Amazing forecasting and reporting tool

This application is what we needed to scale our business and generate a new new service and a new level of fees
JL
Jason Lougher
Posted
5 out of 5 stars

Amazing product

Amazing product - does what it needs to without being confusing. The team ask for product development ideas and action them We will be keeping this product!

Additional info

Shared data

Xero
RT Reporting
Accountsshared from Xero to RT Reporting
Reportsshared from Xero to RT Reporting
Manual Journalsshared from Xero to RT Reporting
Journalsshared from Xero to RT Reporting
Invoicesshared from Xero to RT Reporting

App details

Added in 2021

Countries

Australia, Canada, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@rtreporting.com

Contact

+61437820248

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Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.