Accountant Toolkit
Accountant Toolkit
Daily workflow tools built from Xero data. Updated each time the data refreshes.
Action items
Overdue Invoices
1
Total Overdue
73,971
Transaction Anomalies
8
Quick links
| Area | What it shows |
|---|---|
| Debtors | Overdue invoices with suggested chase actions |
| Anomalies | Transactions that look unusual vs historical patterns |
| Cash Forecast | 13-week rolling cash projection |
| Suppliers | Spend concentration, payment timing, optimisation flags |
| Working Capital | Cash conversion cycle, growth vs cash, director's loan |
| Seasonality | Normal revenue shape across the year, high and low months |
| Profit vs Cash | Cumulative profit against cash on hand over time |
| Cost Structure | Labour and cost categories as a share of revenue |
| VAT Prep | Tax summary and exception flags for return preparation |