Professional Services 4 months

Financial Reporting Dashboard for Multi-Entity Business Group

Consolidated financial dashboard for a business group with 6 entities on Xero. We replaced their monthly spreadsheet consolidation with real-time financial visibility across all companies. Key results: 90% reduction in monthly consolidation time Real-time P&L across 6 entities $95k annual savings on finance admin Daily cash flow visibility for first time

Australian Business Group

Dashboards & ReportingWeb Application DevelopmentXero IntegrationCustom Software Development

90%Reduction in monthly consolidation time

Real-timeP&L visibility across 6 entities

$95kAnnual savings on finance admin

DailyCash flow visibility for first time

Understanding the Problem

The Challenge

A business group running six companies across hospitality, property, and services had each entity on separate Xero organisations. The CFO spent the first week of every month manually exporting from each Xero account, consolidating in Excel, and building reports for the directors. Intercompany transactions made it even more painful. The directors wanted to see how the group was performing weekly, but the finance team simply could not produce reports fast enough. Cash flow across the group was a constant worry because nobody had a consolidated view.

Strategic Implementation

The Solution

We built a financial reporting dashboard that connects to all six Xero organisations via API. The CFO and directors see consolidated P&L, balance sheet, cash flow, and aged receivables — updated daily. Each entity can be viewed individually or as a group. Intercompany transactions are flagged automatically. Automated reports land in directors' inboxes every Monday morning. Budget vs actual tracking highlights variances before they become problems.

Technologies Used

ReactNode.jsPostgreSQLAWSXero API

How We Did It

Our Approach

Financial Mapping

2 weeks

Mapped the chart of accounts across all six entities, identified intercompany transaction patterns, and defined the consolidation rules with the CFO.

Dashboard Design

2 weeks

Designed CFO, director, and entity manager views. Focused on the numbers that drive decisions — cash flow, profitability by entity, and key ratios.

Xero Integration & Build

8 weeks

Connected all six Xero organisations, built the consolidation engine with intercompany elimination, and developed the dashboards with drill-down to transaction level.

Validation & Launch

3 weeks

Ran parallel reporting for one month — compared dashboard figures to manual consolidation. Trained the finance team and directors.

Our CFO used to spend a week every month building consolidated reports. Now the dashboard does it automatically. I check the group cash position on my phone every morning. We have never had this level of visibility before — and it has changed how we make decisions.
Group DirectorAustralian Business Group

Measurable Outcomes