Private access — onboarding groups one at a time
Consolidated reporting for groups
running on Xero
Xero stops at the organisation boundary. This doesn't. Consolidate P&L and balance sheet across every entity, in one reporting currency, with the variance analysis to explain what moved and why.
Every capability, one platform
Consolidated P&L and balance sheet
Every entity rolled into one statement, at month, quarter, year or financial-year-to-date. The balance sheet is taken at period end rather than summed, because a quarter's balance sheet is a position, not a total.
Multi-currency, done properly
Average rate for the P&L, closing rate for the balance sheet, stored per period so restatements reproduce. Missing rates are surfaced, not silently treated as zero.
Variance with per-entity drill-down
Ranked movers between any two periods, expandable to see which entities drove each one — and the per-entity figures reconcile exactly to the group number above them.
Cash and working capital
Cash, receivables, payables, debt and working capital across the group and per entity, with current and quick ratios tracked over time.
Close controls on every ledger
Close lag, duplicate journals, missed recurring entries and amount outliers, run across every entity at once rather than one at a time.
How the controls work →Reporting groups
Named sets of entities — a region, a division, a closed company and its successor — shared across the team and available on every report.
Questions we get asked
How do you consolidate a P&L across multiple Xero entities?
Each entity's chart of accounts is mapped to a shared group chart of accounts, so accounts that mean the same thing across entities roll up to the same line. Figures are pulled from Xero per entity per month, translated into one reporting currency, then summed. Unmapped accounts are excluded from the totals and reported separately, so a mapping gap understates visibly rather than silently.
Can Xero consolidate multiple companies?
Xero does not consolidate across organisations natively. Each Xero organisation is a separate ledger with its own chart of accounts, and Xero's own reports stop at the organisation boundary. Consolidation across entities needs a layer above Xero that reads each organisation through the API and rolls the results up.
How is foreign currency handled when consolidating?
Profit and loss is translated at the average rate for the period, and the balance sheet at the closing spot rate — the standard treatment. Rates are stored per month per currency, so a restated period reproduces the same figures. Where a rate is missing the affected total is flagged rather than quietly understated.
What happens when an entity is closed or migrated to a new company?
The closed entity keeps its history and stays selectable, but stops being synced and drops out of the default 'all entities' selection. Reporting groups let you view a closed entity and its successor together as one line, so a migration mid-year does not break the comparatives.
Do you need to change anything in Xero?
No. Reporting reads from Xero through the API and writes nothing back. Your charts of accounts, tracking categories and existing reports are untouched — the mapping to a group chart of accounts happens on our side.
See it on your own numbers
We onboard groups one at a time, with setup done alongside you rather than handed over. A call is the fastest way to know whether it fits.
Book a call →