Automatically generate financial statements from your Xero data.
Free your finance team from the repetitive and time consuming manual task of preparing financial statements. Provide them with accurate and timely financial insights that empower them to make strategic decisions. Analyze your assets, liabilities and equity. Drill down to transaction level details. Slice and dice your data by date, business unit and more.
Homepage
Profit & Loss report
Profit & Loss KPIs
Balance Sheet
Aged Payables & Receivables report & dashboards
The Power BI dashboard can be downloaded for free from Microsoft AppSource.
Click here to access the instructions on how to set up your Pomerol Xero Financial Report.
Please get in touch if you require support setting up the dashboard or you would like the dashboard to be customised to your specific needs.