Turn a Xero or QuickBooks export into a client pack

How the tool reads your export

• It finds the row of column names and skips the report title, company and period lines above it.

• It leaves out lines that start with “Total” (Total, TOTAL, Total for…, Grand Total), so subtotals are not counted twice, and it lists every line it left out.

• It reads amounts written as 1,234.50, (120.00), -75 or $99. A cell in an amount column that it cannot read is listed on screen and counts as 0 in the totals.

• Reference columns (Num, No., Invoice Number, Account Code, Reference) are kept as text and never totalled.

• No AI is involved: the layout is chosen by fixed rules and every figure is copied from your rows.

Which exports work best

List exports with one row per invoice, bill or transaction: an invoice list, a transaction list by date, a general ledger detail or an aged receivables detail report. Report-style exports with nested sections and computed lines (a profit and loss with indented subtotals and “Net Income”) are not a good fit, because those lines would be read as data.

Limits: .csv or .xlsx up to 10 MB, the first 10,000 rows and 40 columns of one sheet. Packs built in the app can also carry a native Excel chart on the summary; this browser version leaves it out.