Regular reporting
Save the companies, dates and columns for a client report, then refresh it whenever new information is required.
FOR ACCOUNTANTS AND BOOKKEEPERS
Prepare repeatable Xero-to-Excel work while keeping every client company clear.
Each accountant or bookkeeper can use their own KX Lite Excel workspace for client reports, multi-company review, account matching and supporting documents. The source client stays clear when several companies appear in one result.
CLIENT CONTEXTREPEATABLE WORKREVIEW EVIDENCE
FOR THE WORK YOU HANDLE YOURSELF
Set up recurring client work once, then use it again.
Account matching
Use GL Cross-Match to line up different Charts of Accounts and review uncertain matches.
Supporting documents
Keep the report, its source choices and available invoices or attachments together for later review.
A CLEAR PRODUCT BOUNDARY
KX Lite supports the finance work. It is not practice-management software.
Accountants and bookkeepers can use KX Lite where an independent Excel workspace fits the engagement. It does not recreate Xero Partner Hub, manage the practice or turn separate installations into a centrally administered practice network.
Discuss your practice workflow