Xero

Access Real-Time Financial Insights Without Manual Reporting

Automate financial report generation from Xero for instant access to balance sheets, profit and loss statements, and cash flow analysis.

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Painpoint

Finance teams waste hours logging into Xero repeatedly to pull reports for decision-making, creating delays in strategic planning and executive briefings.

Autohive solution

Autohive retrieves balance sheets, P&L statements, trial balances, and aged receivables reports on-demand, enabling automated dashboards and real-time financial visibility without manual intervention.

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The Challenge

Finance teams and business leaders face constant pressure to provide accurate, timely financial insights, but manual reporting creates significant obstacles:

  • Repetitive report generation: Finance staff log into Xero multiple times daily to pull the same reports for different stakeholders
  • Delayed decision-making: Manual report retrieval slows down strategic planning, budget reviews, and executive briefings
  • Inconsistent formatting: Different team members export reports differently, creating confusion and version control issues
  • Limited real-time visibility: Stakeholders lack instant access to current financial performance without requesting custom reports
  • Time-consuming cash flow tracking: Manually analyzing aged receivables and payables reports consumes hours that could be spent on strategic analysis

The Autohive Solution

Autohive eliminates manual financial reporting by automatically retrieving key financial statements and aging reports from Xero, enabling real-time dashboards and automated distribution workflows.

Automated Financial Statement Retrieval

Autohive pulls balance sheets, profit and loss statements, and trial balances directly from Xero on-demand or on a scheduled basis. Reports are formatted consistently and delivered automatically to dashboards, email, or collaboration tools.

Cash Flow Intelligence

Aged payables and receivables reports are retrieved automatically, giving teams instant visibility into outstanding invoices, overdue payments, and cash flow projections without manual analysis.

Multi-Tenant Reporting Consolidation

For organizations managing multiple Xero accounts, Autohive identifies all tenant connections and consolidates financial data across entities, enabling centralized reporting and inter-company analysis.

Benefits

  • Save hours weekly - Eliminate repetitive report generation and manual data exports from Xero
  • Faster strategic decisions - Provide executives with real-time financial data without waiting for manual report preparation
  • Consistent reporting - Standardized report formats ensure everyone works from the same accurate data
  • Proactive cash flow management - Automated aging reports flag collection priorities and payment obligations before they become critical
  • Scalable insights - Support growing organizations and multi-entity reporting without increasing finance headcount

How It Works

  1. Schedule report retrieval - Autohive pulls balance sheets, P&L statements, trial balances, and aging reports from Xero automatically
  2. Transform and analyze - Financial data is formatted, analyzed, and enriched with trends, variance analysis, and forecasts
  3. Deliver insights - Reports are distributed via email, Slack, dashboards, or business intelligence tools in real-time
  4. Enable self-service - Stakeholders access current financial data on-demand without requiring finance team intervention

Getting Started

  1. Sign up at app.autohive.com
  2. Connect your Xero integration from the marketplace
  3. Configure your automated reporting workflows and delivery schedules
  4. Deploy your agents and provide stakeholders with instant financial visibility
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