Guide library
Practical finance guides built around real Xero workflows.
These pages are designed to answer the operational questions finance teams actually have when they are building reporting, dashboard, automation, and AI workflows on top of Xero.
Cash flow forecasting
What Is a 13 Week Cash Flow Forecast?
Learn what a 13-week cash flow forecast is, why finance teams rely on it, and how to run a practical weekly process that keeps balances, collections, payments, and assumptions current.
Multi-entity reporting
How to Consolidate Multiple Entities in Xero
Learn the common workflow finance teams use to consolidate multiple Xero entities, including mapping, eliminations, FX considerations, and how to reduce the manual month-end process.
Reporting workflows
How to Get Xero Data into Google Sheets
See the common ways finance teams move Xero data into Google Sheets for reporting, models, and operational workflows, plus how to reduce manual exports over time.
Team reporting
How to Send Xero Updates to Slack
Learn how finance teams deliver Xero-based updates into Slack, what makes a summary actually useful, and how to automate recurring reporting without spamming channels.
AI for finance
How to Use AI Safely with Xero Data
See the practical ways finance teams can use AI with Xero data for analysis, commentary, summaries, and follow-up, while keeping controls around source data and review.
Performance reporting
How to Create a Budget vs. Actual Report in Xero
Learn how finance teams approach budget versus actual reporting with Xero data, what makes a variance report useful, and when to extend the workflow beyond standard reporting.
Revenue analytics
How to Turn Xero Invoice Data into a Revenue Dashboard
Learn how finance teams transform invoice data from Xero into a useful revenue dashboard, including the right source fields, metrics, and workflow design decisions.