Xero
Xero organisations with GBP, EUR or USD as their base currency.
Explore Xero reportingFor owners and group finance staff
Management reporting across your companies
Connect Xero, QuickBooks Online and FreeAgent companies and compare their saved financial reports. Review account mappings before using a common reporting chart across your group.
Watch the existing 84-second product tour
Keep 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.
Monthly group reporting
Compare the companies. Review the changes. Keep the same pack.
Build a GBP Standard management pack from saved reports with verified current and comparative coverage. Check the reporting month, reviewed mappings and warnings before using the figures.
Company and monthly comparisons
See current-month company columns, combined current and previous totals, and absolute and percentage changes. P&L uses monthly flows; balance sheets use month-end balances.
One run, PDF and Excel
Review a generated pack, then download the same run as a PDF or a genuine Excel workbook. Dates and warnings travel with the figures.
Reusable personal templates
Save your company selection and optional trial-balance appendix for your own reporting workflow. Reopen a template to select the latest eligible month.
Management reporting before intercompany eliminations and ownership adjustments. It does not provide statutory consolidation.
View and download the fictional sample management packSee the product
From portfolio overview to the detail behind a report.
An 84-second narrated tour of the actual application using fictional property companies. This tour shows the GBP Xero workflow. QuickBooks Online and FreeAgent now connect to the same reporting workspace; check each provider’s eligibility and setup steps. Follow company selection, profit and loss, balance sheet, mappings and trial balance, with captions available.
Illustrative demo data · Narration and captions · Play when you are ready
Read the accessible transcriptReview the connection steps for Xero, QuickBooks Online and FreeAgent. Xero and QuickBooks Online support GBP, EUR and USD companies; FreeAgent supports UK GBP limited companies. Check dates, mappings and exchange-rate coverage before comparing GBP management reports. The portfolio reporting guide explains the review process, and Xero property reporting covers a Xero-based SPV workflow.
Platform pillars
A clear view of your portfolio reports
Portfolio dashboards and reviewed account mappings bring profit and loss, balance sheets, and trial balances together.
01
One portfolio view across your accounting platforms
Choose the companies in your portfolio and review their financial position using saved accounting report data.
02
Standardised chart of accounts for clean roll-ups
Review each company's account mappings before using Standard reports to compare companies on a common chart.
03
Profit and loss across your selected companies
Review revenue, costs, and profit by reporting period in Source or Standard view.
04
Balance sheet reporting for your portfolio
Compare assets, liabilities, and equity for your selected companies and reporting dates.
05
Trial balances with visible mapping gaps
Inspect Source debit and credit balances, then review Standard net balances and unclassified accounts.
Portfolio control
One portfolio view across your accounting platforms
Bring selected companies into one dashboard, with reporting dates and sync status visible alongside the figures.
- バSelect the connected companies to include in your portfolio view.
- バReports use the latest successful saved sync, rather than live ledger balances.
- バCheck the data date and sync warnings before relying on a report.
Review your mappings
Standardised chart of accounts for clean roll-ups
Map imported accounts to a common reporting chart, with each company's mapping choices available for review.
- バReview proposed account mappings before applying them.
- バUse Source reports to inspect the imported account detail.
- バResolve unmapped accounts before treating Standard classifications as complete.
Profit and loss
Profit and loss across your selected companies
Compare historical income and expenses across reporting periods and selected companies.
- バView revenue, costs, and net profit by period.
- バSwitch between Source classifications and your reviewed Standard mappings.
- バExpand report sections to inspect the accounts behind a total.
Balance sheet
Balance sheet reporting for your portfolio
Review assets, liabilities, and equity at the selected reporting dates using saved accounting balances.
- バCompare the financial position of selected companies.
- バInspect Source accounts or group them using Standard mappings.
- バRead closing balances at each reporting date; balance sheet totals are not period sums.
Trial balance
Trial balances with visible mapping gaps
Inspect account balances and mapping coverage before using your portfolio reports.
- バSource view offers net balances or separate debit and credit columns.
- バStandard view uses net balances and your account mappings.
- バUnclassified balances stay visible so missing mappings can be reviewed.
How it works
From Xero connection to reviewed reports
Choose your companies, wait for the first sync, and review account mappings before using Standard reports.
1
Choose your plan
Create an account and complete checkout. Eligible portfolios can receive one 21-day trial.
2
Connect your accounting platforms
Authorize Xero, QuickBooks Online or FreeAgent, then confirm the company and destination portfolio. Check provider and currency eligibility before connecting.
3
Wait for the first sync
Confirming your selection queues the first sync. Check each company's status before opening its reports.
4
Review account mappings
Inspect and apply the mappings you want to use in Standard reports. Review any unmapped accounts.
5
Review and refresh reports
Open your dashboard, profit and loss, balance sheet, or trial balance. Request a new sync when you need updated figures.
Security
Data protection built-in
We take a conservative approach to data handling and share a clear security roadmap during onboarding.
Data minimisation and hashed IP storage for leads
Server-side processing for data sources and email
SOC 2-aligned controls and formal audits (roadmap)
Granular access controls and audit logs (roadmap)
FAQs
Product FAQs
Details on integrations, security, and how Clarity Ledger fits into your finance stack.
Frequently asked questions
Built-in clarity on setup, security, integrations, and reporting.
Starter costs £49 monthly or £490 annually for up to 5 companies; Growth costs £149 or £1,490 for up to 20. Portfolio costs £249 or £2,490 for up to 50 and requires capacity confirmation before checkout. Your rate is guaranteed for your first 12 months from subscription start, including any trial, while you keep the same plan and billing frequency. No increase is scheduled automatically after 12 months. New subscriptions are subject to availability.
Start free trial
Ready to see it in action?
Connect Xero, QuickBooks Online or FreeAgent and review your account mappings and financial reports. A 21-day trial is available once per eligible portfolio.