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Demo : Sample businesses with made-up figures. Nothing here is saved or sent. Connect Xero, free for 14 days
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Scheduled delivery

Report packs

5 packs across 3 connected organisations (plan allows 15).

New pack
Disconnected

Ridgeline Surveying needs reconnecting before its next pack.

Awaiting approval

1 pack is waiting for you to approve. Open the pack, or use the link in your email.

Failed

1 pack did not send last time. The delivery log on each pack says why.

Pack
Monthly management pack
Kauri Joinery Ltd6 reportsLast monthapproval on
Awaiting approval
Weekly debtors update
Harbour Street Physio3 reportsLast week (Mon to Sun)
Sent
Quarterly board pack
Lantern & Loaf Bakery4 reportsLast quarterapproval on
Sent
Month to date for the owner
Harbour Street Physio4 reportsMonth to date
SentPaused
Monthly Profit and Loss
Ridgeline Surveying(disconnected)1 reportLast month
Failed

Open a pack to see its delivery log, approval flow and a live-rendered PDF preview built from sample figures.