Financial Health Report

Select report type to begin

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Single Business

One company, one set of Xero reports

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Group / Consolidated

Two related entities combined into one report

Anthropic API Key

Stored in memory only — never saved anywhere

SINGLE ENTITY REPORT

Upload Xero Reports

How to export from Xero: Accounting → Reports → open each report → set your date range → Export → Excel (.xlsx)

ENTITY 1

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Profit & Loss

Xero P&L (.xlsx)

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Balance Sheet

Xero BS (.xlsx)

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Aged Receivables

Xero AR (.xlsx)

Budget / Forecast

Revenue, COGS and OpEx by month (optional)

CURRENT MONTH: YTD: Jul–Feb

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