ILLUMINATE CONSULTING GROUP
Financial Health Report
Select report type
◈
Single Entity
One company, one set of Xero exports
⬡
Consolidated
Two entities combined — one consolidated forecast
ILLUMINATE CONSULTING GROUP
Financial Health Report
Upload Xero exports to generate your report
Client / Group Name
Reporting Month
Industry FOR BENCHMARKS
P&L — Current Year by Month REQUIRED
📊
Actuals (P&L by Month)
Xero → Reports → P&L → By Month → Export
P&L — Budget / Projected REQUIRED
📋
Budget / Projected
Xero → Reports → P&L → Projected → Export
OPTIONAL — ADDS CASHFLOW SNAPSHOT
Balance Sheet
🏦
Balance Sheet
Xero → Reports → Balance Sheet
Aged Receivables
📥
Aged Receivables
Xero → Reports → Aged Receivables
Aged Payables
📤
Aged Payables
Xero → Reports → Aged Payables
Anthropic API Key REQUIRED
Files processed locally — never uploaded
Reading files…