25 free templates, zero setup time.
Included with every plan at no extra cost. Use them as they are, or customise them however you need. Point any template at a consolidation feed and it reports across all your Xero organisations and MYOB company files.
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Financial Statements · 4 templates
Profit and Loss
A series of reports to analyse your Profit and Loss statements, including budget analysis and financial performance charts.
Balance Sheet
Analyse your Balance Sheet statements, including monthly variance reporting.
Trial Balance
Analyse debits and credits posted to your chart of accounts.
Cash Flow
Monthly cash flow statements and position tracking.
Transactions · 1 template
Transactions
Review and analyse General Ledger detail posted to Xero.
Receivables & Payables · 4 templates
Aged Receivables
Report and reconcile money owed to you by your customers.
Aged Payables
Report and reconcile money you owe to your suppliers.
Receivables Reconciliation
Reconcile a single month of transactions to your Trade Debtors account.
Payables Reconciliation
Reconcile a single month of transactions to your Trade Creditors account.
Migration · 1 template
DataDear Replacement
Familiar report formats for users transitioning away from DataDear.
Need something else?
This isn’t the full list. We have other templates, including custom ones, not yet published on our website. Give us a call first — there’s a good chance we have what you’re after.
Customise Them Yourself
All templates are fully editable and built using standard Microsoft tools, including Microsoft Fabric, Power BI and Excel. You can customise them yourself to suit your business needs.
Need Expert Assistance?
Our team or one of our trusted partners can help customise an existing report or develop a tailored solution through a consulting engagement.
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