Your board pack and investor update, from Xero in minutes.
Connect Xero and get the monthly board pack your investors expect: the month's numbers, runway and burn, and a clear account of what went well and what needs attention. Dom, our AI accountant, drafts your investor update from the same figures.
The numbers your board asks for, without the weekend in a spreadsheet.
Built straight from your Xero, in the shape a board expects, with Dom on hand to explain any figure.
Runway and burn
A cash forecast from your own figures: what you burn each month, the lowest point ahead and how many months of runway that leaves.
The monthly board pack
Profit and loss, balance sheet, cash flow and the KPIs you choose, with what went well and what needs looking at.
Your investor update, drafted
Dom writes the update from the same numbers, in plain words. You edit it and send it.
Against your budget
Upload your budget, or use the one in Xero, and see each month against plan.
Ask Dom anything
Why did gross margin move? What happens to runway if we hire two more engineers? Dom answers from your figures.
Ties to your books
Every figure comes from your ledger and ties back to Xero's own reports, so the pack holds up when an investor asks.
On the platform today, set up with Dom.
A guided setup, one step at a time. Every step can be left for later, and Dom picks it up where you stopped.
Connect Xero
Read only while we set up. QuickBooks and Sage work too.
Pick your KPIs
Cash and runway, gross margin, revenue growth, or your own.
Get the pack
Your board pack for the last closed month, built from your books.
Send it
Share it with your board, with the investor update alongside.
Start free and Dom builds your first board pack from your own books.
When you want the full management accounts, the board pack and the downloads, book a call. Our team walks you through your pack and unlocks it.
- ✓Connect Xero, QuickBooks, Sage, NetSuite or Intacct, read only
- ✓Watch your history load and reconcile to your own pack
- ✓Your first board pack, built from your own books
- ✓Dom, our AI accountant, alongside you through the setup
- ✓Your data stored in the EU or the US, as you choose
What finance leads ask first.
We only use Xero. Is that enough?
Yes. Connect Xero and the board pack is built from it. If you also keep a budget, upload it or use the one in Xero.
Does it change anything in Xero?
No. While we set up, the connection only reads your books.
Can our investors see it?
You can invite people to view your workspace, or share the pack itself. You choose who sees what.
Where is our data stored?
You choose before anything is stored: the EU (Frankfurt) or the US (Ohio).
What happens after I start free?
Nothing expires. Dom loads your books and reconciles them, and you watch it work. When you want the full management accounts, the board pack and the downloads, book a call and our team walks you through your pack and unlocks it.
Your first board pack.
Connect Xero today and Dom builds your first board pack from your own books. Book a call and we'll walk you through it and unlock it for your next board meeting.