Xero Multi-Entity Consolidation:
All Your Organisations in One Dashboard
Connect 3+ Xero files, MYOB, QuickBooks, or Square, and see everything in one place. Type what you want in plain English. AI builds the dashboard. Auto-email PDF/Excel to your team daily.
→ Dashboard built in 3 seconds. No formulas. No Excel.
14-day free trial • No credit card required • Enterprise-grade security
Your Business Data is Scattered Across 4 Different Platforms
Xero for accounting. Square for sales. MYOB for payroll. QuickBooks for the other entity.
Where do you go to see the full picture?
"I use Xero for accounting and Square for sales - they don't talk"
Square shows you today's sales. Xero shows you last month's expenses. But which products are actually profitable after accounting for staff costs and rent? Export both. Open Excel. Pray.
"3 locations, 3 Xero files, 3 hours of Excel every month"
Each store has its own Xero organisation. To see consolidated P&L, you export 3 reports, paste into a master spreadsheet, fix the formatting, add formulas... every single month.
"I just want to ask 'how did we do last week?' and get an answer"
You know what you want to see. But getting it means navigating Xero's report builder, setting date filters, choosing columns, exporting... You're not an analyst. You're a business owner.
"By the time I pull the report, the data is already old"
Manual reporting takes so long that by the time you've compiled everything, the insights are stale. You need real-time visibility - especially for cash flow and sales performance.
XRunning Multiple Xero Organisations? Here's What Xero Can't Do:
Consolidated P&L across entities
See group revenue and expenses in one report
Same-store sales comparison
Which location grew faster this month?
Group cash position
Total cash across all bank accounts, all entities
Cross-entity aging report
Who owes you money across all companies?
Entity performance ranking
Which franchisee is underperforming?
Unified budget vs actual
Track group budget against combined actuals
Intercompany eliminations
Remove internal transactions from group view
One-click board report
Combined PDF for directors without Excel
Xero's "HQ" feature shows some multi-org data, but it's limited to Xero Premium pricing and doesn't do true consolidation or AI-powered insights.
You don't need better spreadsheet skills. You need a layer that connects everything.
Xero, MYOB, QuickBooks, Square - they're all great at what they do. But they weren't designed to work together. ReportingMate sits on top of all of them, gives you one unified view, and lets you ask questions in plain English.
Connect once. See everything. Ask anything.
Just Ask. AI Builds the Dashboard.
You're a business owner, not a data analyst. ReportingMate's AI understands plain English.
Type what you want to know. AI writes the API calls, fetches the data, and builds the chart.
"How did Melbourne compare to Sydney last month?"
"Show me who owes us money and for how long"
"Will we have enough cash in 3 months?"
What Happens When You Ask a Question:
AI Understands Intent
Parses your plain English question
Writes API Calls
Generates Xero/MYOB/Square queries
Fetches & Combines
Pulls data from all connected platforms
Builds Dashboard
Creates charts and insights instantly
You never see the technical complexity. Just answers.
Revenue by Location
Last 30 daysYoY Comparison
Try It Yourself - No Sign-Up Required
Pick your business type. Ask a question. See how AI builds dashboards from plain English.
Try ReportingMate - No Login Required
Select a business type, then ask a question
Select a business type above to try a sample query
Your Accounting Software Wasn't Built for Business Intelligence
Xero and MYOB are brilliant for compliance - BAS, P&L, Balance Sheet. But when you need operational insights to actually run your business?
- Can't see hourly revenue to optimise staffing
- Can't calculate per-product profitability
- Can't consolidate multiple Xero organisations
- Can't get SaaS metrics (MRR, churn, CAC)
- Can't compare same-store sales across locations
- Can't auto-email reports to your team
What ReportingMate Unlocks
- Hourly revenue breakdown by location
- Food/product cost per item sold
- One-click multi-entity consolidation
- Real-time SaaS metrics (MRR, ARR, churn)
- Same-store sales YoY comparison
- Daily PDF reports auto-emailed at 9 AM
Everything You Need for Financial Intelligence
Transform your accounting data into actionable business insights
AI Chat Interface
Build Dashboards by Talking
Simply describe what you want in plain English. 'Show me revenue by location for the last 30 days' - ReportingMate AI builds it instantly. No formulas, no drag-and-drop, just conversation.
Multi-Account Consolidation
One View Across All Entities
Connect multiple Xero organisations, MYOB files, or Square locations. See consolidated P&L, revenue comparison, and inter-company analysis in a single dashboard.
Automated Email Reports
Daily/Weekly/Monthly Delivery
Schedule reports to auto-email as PDF, Excel, or Word to your team. Include AI-generated insights in the email body. Never manually export again.
Industry-Specific Templates
50+ Pre-Built Dashboards
AI detects your business type and recommends templates built for cafes, retail, construction, healthcare, SaaS, and more. One-click install, fully customisable.
Zero Data Storage
Bank-Grade Security
Your financial data is never stored on our servers. We use read-only OAuth connections and process data in real-time. Data sovereignty compliant with regional processing.
Real-Time Updates
Always Current Data
Dashboards update in seconds, not hours. See today's revenue, yesterday's reconciliation status, and month-to-date performance without waiting for batch syncs.
Real Dashboard Examples
See the types of dashboards you can build with data from your accounting platforms
Multi-Location P&L
Consolidated from 3 Xero organisations
Location Breakdown
50+ Industry-Specific Templates
AI detects your business type and recommends templates built for your industry. One-click install, fully customisable.
Daily Flash Report
Hourly revenue breakdown, peak hours, top products, staff productivity
Food Cost Analyzer
Cost per dish, waste tracking, supplier price trends, menu profitability
Labor Cost Optimizer
Labor % by shift, revenue per labor hour, optimal staffing forecast
Why Cafes & Restaurants need this: Restaurants operate on 5-10% margins. ReportingMate shows per-dish profitability that Xero simply can't calculate.
What Xero Can't Do (But ReportingMate Can)
Xero is great for compliance. ReportingMate is great for running your business.
From Sign-Up to Dashboard in Under 5 Minutes
No complex setup. No data migration. Just connect, build, and share.
Connect Your Accounts
Securely link Xero, MYOB, QuickBooks, or Square using OAuth. Read-only access - we never modify your data. Connect multiple accounts to consolidate.
AI Analyzes Your Business
Our AI examines your chart of accounts, transaction patterns, and expense categories to detect your business type and recommend relevant templates.
Build or Choose Dashboards
Install recommended templates with one click, or chat with AI to build custom dashboards. 'Show me revenue by product category with a date filter' - done.
Schedule & Export
Set up automated email delivery - daily, weekly, or monthly. Export as PDF, Excel, or Word. Include AI-generated insights in every report.
See How Simple It Is
Select Platform
Real Businesses. Real Problems. Real Solutions.
See how businesses like yours use ReportingMate to get answers faster
Cafe Owner with 3 Locations
Each location has its own Xero organisation
The Problem:
- • 3 separate Xero logins to check each location
- • Exports 3 P&L reports into Excel monthly
- • Manually calculates which store is most profitable
- • Can't see labour cost % by location in real-time
- • Takes 4+ hours every month
With ReportingMate:
- • One dashboard shows all 3 locations
- • Types: "Show me profit by location this month"
- • AI creates comparative chart instantly
- • Daily flash report emailed at 9am
- • Takes 30 seconds
Franchise Manager (8 Franchisees)
Each franchisee runs their own Xero file
The Problem:
- • Can't see consolidated group revenue
- • No visibility into which franchisee is underperforming
- • Royalty calculations done in spreadsheets
- • Board reports take a week to compile
- • Issues discovered too late
With ReportingMate:
- • Types: "Which franchisee is underperforming?"
- • AI shows ranked performance dashboard
- • Automatic royalty calculation from revenue
- • Weekly board PDF emailed automatically
- • Problems spotted in real-time
Retail Chain (5 Stores with Square POS)
Square for sales, Xero for accounting - separate systems
The Problem:
- • Square shows sales but not expenses
- • Xero shows expenses but not product-level sales
- • Can't see true product profitability
- • No same-store sales comparison
- • Two logins, no unified view
With ReportingMate:
- • Connect both Square and Xero
- • Types: "Show product profitability by store"
- • AI combines Square sales + Xero costs
- • Same-store sales comparison built-in
- • One dashboard, complete picture
Accountant Managing 20+ Clients
Needs to create value-add reports for each client
The Problem:
- • Each client wants customised reports
- • Manually exports and formats for each client
- • Can't offer real-time dashboards at current fee
- • Advisory services limited by time constraints
- • Hours spent on reporting, not advising
With ReportingMate:
- • Connect all 20 client Xero files
- • Set up dashboards once, auto-refresh forever
- • Schedule client reports to email automatically
- • AI insights help you advise, not just report
- • Scale advisory without hiring
Export & Share Your Way
Download, email, or schedule - your reports, your format, your schedule
PDF Reports
Professional layouts with company branding, high-res charts, multi-page for detailed reports
Excel Export
Multiple sheets, formulas preserved, pivot tables, raw data for power users
Word Document
Narrative format with executive summary, detailed analysis sections, board-ready
Email Automation
Schedule daily/weekly/monthly, multiple recipients, AI insights in email body
Schedule Reports in Seconds
Schedule Report: Daily Flash Report
Simple, Transparent Pricing
Start free. Upgrade when you need more. Cancel anytime.
Starter
For a single Xero or MYOB account
14-day free trial
- 1 accounting connection
- 5 dashboards
- Email reports (weekly)
- PDF & Excel export
- 10 industry templates
- Email support
Professional
For multiple entities that need consolidating
14-day free trial
- Up to 5 accounting connections
- Unlimited dashboards
- Email reports (daily)
- All export formats
- 50+ industry templates
- AI chat builder
- Multi-account consolidation
- Priority support
Enterprise
For complex reporting, custom controls, and SSO
- Unlimited connections
- Unlimited dashboards
- Real-time scheduling
- Custom templates
- SSO / SAML
- Dedicated account manager
- API access
- Custom integrations
- SLA guarantee
Your Data Stays in Your Region
ReportingMate is built for businesses with data sovereignty requirements. We process data in regional data centres (AU, US, EU, UK), never store your financial records, and comply with GDPR, Privacy Act, and regional data protection laws.
Read-Only Access
We can never modify your Xero, MYOB, or Square data
Zero Storage
Financial data processed in real-time, never stored
Regional Data Centres
Processing in AU, US, EU, or UK based on your location
Full Audit Trail
See who accessed what, when, from enterprise plans
SOC 2 Type II
Enterprise-grade security compliance
Frequently Asked Questions
Everything you need to know about ReportingMate
Who Uses ReportingMate?
From single-location cafes to multi-entity enterprises
Hospitality Owners
Cafes, restaurants, and bars tracking daily revenue, food costs, and labor efficiency
Multi-Location Retailers
Franchise groups and retail chains comparing same-store sales across locations
Business Owners
Owners who want operational insight beyond the compliance reports
Accountants & Bookkeepers
Professionals managing multiple client Xero/MYOB accounts efficiently
CFOs & Finance Teams
Finance leaders needing consolidated reporting across entities
Board & Investors
Stakeholders receiving automated monthly board packs and investor reports
AI-Powered Financial Reporting for Modern Businesses
Why Businesses Need Better Reporting Than Xero Provides
Xero, MYOB, and QuickBooks have transformed how businesses manage their accounting. With millions of subscribers worldwide, these platforms have become the backbone of day-to-day financial management. But there is a gap: while these platforms excel at compliance and bookkeeping, they weren't designed for the operational business intelligence that drives growth.
Consider a cafe owner with three locations. They need to know which location is most profitable per square metre, which hours are understaffed, and which menu items are losing money after accounting for waste. Xero shows them total revenue and expenses - but not the operational insights that would help them make better decisions.
The Rise of AI in Financial Analytics
Artificial intelligence is transforming how businesses interact with their financial data. Instead of navigating complex report builders or learning spreadsheet formulas, business owners can now simply describe what they want to see in plain English. "Show me revenue by product category for the last quarter compared to the same period last year" - and the AI builds it instantly.
ReportingMate brings this capability to businesses using Xero, MYOB, QuickBooks, and Square. By connecting directly to these platforms via secure OAuth APIs, ReportingMate can analyze your financial data in real-time and generate insights that would take hours to compile manually.
Multi-Entity Consolidation: A Game Changer for Growing Businesses
One of the most requested features for Xero users is multi-organisation consolidation. Businesses with multiple locations, entities, or franchises need to see their complete financial picture in one view. While Xero offers some multi-org features in higher tiers, ReportingMate provides true consolidation across any combination of Xero organisations, MYOB files, and even Square POS data.
This means a retail group with five stores across multiple cities, each with its own Xero organisation, can see consolidated P&L, same-store sales comparisons, and inventory levels across all locations in a single dashboard. No more exporting to Excel and manually combining spreadsheets.
Industry-Specific Templates: Built for How You Actually Work
Generic financial reports don't account for industry-specific metrics. A restaurant needs food cost percentage and labour cost by shift. A SaaS company needs MRR, churn, and CAC. A construction business needs job profitability and cash flow runway calculations. ReportingMate includes 50+ pre-built templates designed for specific industries.
When you connect your accounting software, ReportingMate's AI analyzes your chart of accounts and transaction patterns to automatically detect your business type. It then recommends the most relevant templates - a cafe sees different recommendations than a professional services firm or a medical practice.
Automated Reporting: Never Export Manually Again
How much time does your team spend each week exporting reports from Xero, formatting them in Excel, and emailing them to stakeholders? For many businesses, this is hours of work that could be automated. ReportingMate allows you to schedule any dashboard to be automatically emailed as a professional PDF, Excel file, or Word document.
Set your Daily Flash Report to email at 9 AM each morning. Schedule weekly board packs for Monday delivery. Send monthly investor reports on the 1st. Each email includes AI-generated insights summarizing the key takeaways, so recipients get actionable information without needing to open attachments.
Data Security and Regional Processing
Businesses, particularly those in regulated industries, have legitimate concerns about where their financial data is processed and stored. ReportingMate addresses these concerns with a zero-storage architecture: we never store your transaction data, customer information, or financial records on our servers.
When you view a dashboard, data is fetched in real-time from Xero or MYOB, processed to generate visualizations, and displayed in your browser. Once you close the page, the data is not retained. Processing occurs in regional data centres (AU, US, EU, UK), ensuring compliance with GDPR, Privacy Act, and other regional data protection requirements.
ReportingMate vs Manual Excel Consolidation
Stop wasting hours every month on spreadsheet gymnastics
Manual Excel Consolidation
- 2-4 hours per month compiling reports
- Export from each Xero org separately
- Copy-paste into master spreadsheet
- Fix formatting and formulas manually
- Data is stale by the time you finish
- Error-prone manual process
- No real-time visibility
ReportingMate AI Consolidation
- 5 minutes to consolidated dashboard
- One-click connection to all Xero orgs
- AI builds reports from plain English
- Auto-formatted professional output
- Real-time data, always current
- Zero manual errors
- Auto-email to stakeholders daily/weekly
Save 24+ hours per year on financial reporting
At $100/hour, that's $2,400+ in time savings - ReportingMate pays for itself in month 1
Ready for Financial Dashboards That Actually Help?
Connect your Xero, MYOB, or Square account in 2 minutes. Build your first dashboard by chatting with AI. Auto-email reports to your team tomorrow morning.
14-day free trial • No credit card required • Cancel anytime