Period performance
Drop in a bookkeeping export. Columns are mapped to a standard schema — date, type, DR/CR, net, VAT, account, contact and description — then charted.
Connect your Xero company
Authorise read-only access, choose a company, then bring its bookkeeping lines into these performance displays.
Or use a file
Export “Account Transactions” from Xero as CSV. It stays in your browser.
What live connection would add
These insights need transaction-level bookkeeping data — they cannot be derived from a set of statutory accounts. Connect a Xero company or upload an account transactions export above to add a month-by-month, customer-level view.
- Revenue by stream, product or customer
- Customer and supplier concentration
- VAT position across the period
- Month-by-month trading trend
- Aged debtor and creditor profiles