Start with one management pack

See how your monthly Xero reporting could work with Finenza.

Tell us a little about your practice and current reporting workflow. We can start with one complete management pack, prepared for your team to review and deliver.

Free First Management Pack White-labelled and reconciled before delivery Your practice stays client-facing

A good fit if

Your practice already provides recurring management accounts.

You provide recurring management accounts

Your practice already prepares monthly reporting packs, management accounts or Virtual FD/CFO reporting for clients.

Xero is part of the reporting workflow

Client reporting is built from Xero data and follows a recurring monthly process.

Reporting production is using valuable team capacity

Your team is repeatedly preparing comparisons, receivables, KPIs, formatting and finished reporting packs.

Your practice stays client-facing.

Your team reviews the finished pack, keeps the client relationship and retains final professional judgement.

Remote collaboration
Finenza works remotely with UK accounting and bookkeeping practices.

Direct email
contact@finenza.co

Free first pack

Tell us about your current reporting process.

A few details are enough to start. You do not need to prepare a detailed project brief.

Name

Work email

Practice name

Monthly management-reporting clients (optional)

How are your management packs currently prepared?

What would you like to improve about your current reporting process? (optional)

Please do not submit confidential client data through this public form. We will agree an appropriate sharing method before any financial data is provided.

Prefer to talk first?

Book a 20-minute management reporting call.

If it is easier to explain your current workflow in conversation, choose a convenient time and we can talk through it together.

Book a 20-minute reporting call →

No project brief required.

Low-risk first step

Start with one pack and choose the data handoff that works for your practice.

Your first management pack can use your practice's own Xero figures or anonymised client exports. If the service fits, we can agree the most practical monthly handoff for ongoing work.

See how your monthly Xero reporting could work with Finenza.

Tell us about your current reporting process.

Thanks. Your enquiry has been received.

Book a 20-minute management reporting call.

Start with one pack and choose the data handoff that works for your practice.