Excel reporting built for finance teams

Monthly close, AR aging, cash flow, and board packs — layout designed once, delivered on a schedule from Xero, Stripe, Google Sheets, or Airtable. QuickBooks is coming soon.
Set up scheduled reportsFinance templates
Example workflow
Monthly close pack on autopilot
Example workflow
AR aging without pivot rebuilds
Example workflow
Stripe payout summary for boards

Finance workflows

Monthly close from Xero
WorkflowTemplate
Monthly close from QuickBooks (coming soon)
WorkflowTemplate
Google Sheets weekly KPI
WorkflowTemplate
Stripe payout summary
WorkflowTemplate

Reconciled monthly Excel packs for fractional CFOs and accounting firms — figures copied from the source, never retyped by AI.

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