Runs on Claude, connected to your actual Xero data — replicated into infrastructure you own, not ours. Nothing posts to your ledger without your sign-off, ever.
Built for Xero-based finance teams in professional services, property, healthcare, NDIS, not-for-profit, and recruitment — $5M–$50M revenue, no dedicated FP&A function.
"The close takes 5–8 business days, and you already know exactly which steps are the slowest and which ones you’re doing manually that you shouldn’t be."
AI Month-End Close — specific, named deliverables, not a vague checklist.
The board pack"The variance commentary for the board pack takes 3–4 hours every month and feels like the same document with different numbers."
AI FP&A Agent — board commentary and the ad-hoc question, answered before you leave the room.
The ad-hoc question"When the CEO asks what we’re spending on contractors across all three entities this quarter, the honest answer today is Xero, reports, paste into Excel, twenty minutes, come back."
Answered in 30 seconds, not 20 minutes.
Intercompany"For group clients, intercompany is a recurring headache — a spreadsheet reconciled by hand every month, two hours, and it’s always wrong the first time."
Multi-entity & intercompany reconciliation is a named deliverable, not an add-on nobody built.
Connect your Xero account and see what it finds on your actual last close, not a demo.