Turn your Xero data into a board-ready pack in Syft — single entity or multi-entity groups.

We’ll build a branded financial pack (P&L, Balance Sheet, Cash Flow) with KPIs, an Executive Summary and plain-English narrative. Then we’ll save it as a reusable template and schedule delivery, so your packs ship on time every month or quarter.

We will go over below and more:

1. Using AI commentary carefully (so we do not make $440k worth errors just saying).

2. Creating Industry based report templates.

3. Scheduling live reports.

4. Reusing templates for all connected entities.

You’ll leave with a pre-publish review checklist, a mapping cheat sheet, and a pack structure your team can roll out across clients. 

Fast-track promise: From trial balance to board pack — live. Template saved, delivery scheduled.

What you’ll learn 

• Build once, reuse everywhere: create a branded Syft template with sections, KPIs, notes & disclosures

• Single + Consolidated: publish P&L / BS / CF for single entities and groups (ownership %, eliminations, FX basics)

• KPIs that drive action: choose metrics by industry; add a KPI panel and simple narratives clients understand

• Schedule & share: set recipients & permissions; auto-deliver monthly/quarterly with secure links

• Quality before send: run a review pack for mapping anomalies, comparatives, period close & sign-off

** This webinar will be recorded - all those that book will receive a copy of the recording after the event.

BONUS OFFER FOR WEBINAR ATTENDEES

A bundle of our reporting webinars. Covering: Xero Practice, Partnerships, Trusts, Sole Traders, templates & Xero HQ.

Valued at $462 - purchase today with this webinar and you can get it for $250 - saving over $200!!

Disclaimer:

Whilst we take great care in delivering accurate information in our webinars the information presented and any supplementary materials we may supply, are provided to registrants for educational and information purposes only. Nothing contained in our webinar is to be considered as the rendering of accounting advice for specific sets of circumstances and we recommend that you seek appropriate accounting advice that is tailored to your specific circumstances. No fiduciary relationship is formed by registration in any webinar or associated materials we provide.