Xero
Xero organisations with GBP, EUR or USD as their base currency.
Explore Xero reportingXero integration
Xero reporting across your property companies
Connect selected Xero organisations, review account mappings and compare financial reports in one portfolio workspace.
Check your company is eligible
Xero organisations with GBP, EUR or USD as their base currency.
Connect and review
Authorize Xero, then explicitly select the organisations and destination portfolio. Confirm the selection to queue the first sync. Source reports retain Xero account detail; Standard reports use the mappings you review and apply.
Financial reports you can compare
- Historical profit and loss, balance sheets and trial balances.
- Source account detail and Standard reports using mappings you review.
- Saved reporting dates, sync status and visible mapping gaps.
Review one company in its native currency, or use GBP management presentation. EUR and USD presentation requires exchange-rate coverage for the selected periods.
Keep the reporting controls visible
Check the selected organisations, reporting dates and latest successful sync. Compare imported figures with the same reports and dates in Xero.
Reports use the latest successful saved sync. Opening a report does not refresh the ledger data. Review the data date, warnings and mapping coverage, then request a new sync when required.
The reporting connection does not create or change invoices, journals, payments or account codes in Xero. Disconnecting stops future imports; use the app's removal controls separately to manage retained reports.
Forecasts, AI commentary, automatic property KPIs, investor-pack generation and statutory consolidation are outside the current offer.
Explore multi-company Xero reportingKeep your accounting platforms
One portfolio view, even when companies use different software
Connect each company through its accounting provider. Use saved financial reports and reviewed mappings to compare companies in the same workspace.
QuickBooks Online
QuickBooks Online companies with GBP, EUR or USD as their home currency. QuickBooks Desktop is not supported.
Explore QuickBooks Online reportingFreeAgent
UK limited companies using GBP as their base currency. Sole traders, partnerships and non-GBP FreeAgent companies are outside the current supported scope.
Explore FreeAgent reportingThe connection reads accounting data. It does not create or update invoices, journals or payments in your accounting platform. Portfolio totals support management reporting; they do not perform statutory consolidation or automatic intercompany eliminations.
Start free trial
Bring your Xero reports together
Create an account, choose a plan and complete checkout. A 21-day trial is available once per eligible portfolio; payment details are collected and billing starts after the trial unless cancelled. Review company eligibility before subscribing.