Keep Excel-native analysis and reusable Xero work.
Retain guided data selection, saved workspaces, multi-company results, GL Cross-Match, evidence packs and visible KX Credit estimates.
KX SUITE · IN DEVELOPMENT
The ERP-capability bridge beyond standard Xero.
KX Suite is a streamlined ERP system for growing businesses that are outgrowing standard Xero capability but are not ready for the cost, complexity and disruption of moving to a larger ERP such as NetSuite, Microsoft Dynamics 365 or SAP Business One. It keeps Xero as the accounting system of record and adds the central administration, financial control, operational workflows and decision support needed to run a more complex organisation.
Give the organisation one governed operating hub.
Manage companies, employees, module access, approval authority, workflows, audit evidence and company identity centrally.
Expand capability without replacing the ledger.
Add finance, reporting, planning, sales, purchasing, inventory, production and operational control while Xero remains the accounting system of record.
DESIGNED FOR DIGITAL RECORD READINESS
Make record readiness part of the way the finance team works.
KX Suite is being designed to extend individual analysis into centrally governed preparation, exception review and approval across a growing business.
Use a consistent review path.
Apply shared methods to company, group and operational finance work while keeping the source and responsible people visible.
Separate preparation from approval.
Keep permissions, review decisions and supported actions attributable as information moves through the organisation.
Retain the evidence behind outcomes.
Connect results with source context, exceptions, approvals and history so important work can be explained later.
INTENDED KX SUITE CAPABILITY
One connected operating environment around Xero.
KX Suite connects the work that usually fragments across spreadsheets, add-ons and manual processes. Each capability remains tied to the selected company, responsible person, permission, approval and supporting history.
Turn source data into reusable management information.
- KX Lite data workspaces, queries and templates
- Financial, management, executive and operational reports
- Report groups, subgroups, custom subtotals and blueprints
- Source trace, reconciliation, warnings and assurance results
- Excel, print and governed delivery outputs
Benefit: decision-makers receive repeatable reports with the source, scope and quality checks still visible.
See performance across entities and operating structures.
- Company groups and common reporting structures
- GL Cross-Match and retained mapping decisions
- Intercompany matching, reconciliation and eliminations
- Hierarchical cost centres and tracking-based structures
- Entity detail, currency rules and traceable exceptions
Benefit: group and divisional results remain explainable down to the companies and mappings behind them.
Move from analysis to controlled business action.
- Receivables, customer exposure and collection workflows
- Purchase orders, supplier bills and purchasing controls
- Sales invoices, credits, contacts and manual journals
- Account, tax, tracking, contact and item validation
- Prepare, approve, write, read back, reconcile and audit
Benefit: authorised work can reach Xero without bypassing human approval, source authority or duplicate prevention.
Organise products, purchasing and stock decisions.
- Product groups, subgroups, units and master data
- Supplier relationships, pricing and tax settings
- Reorder analysis, approvals and purchasing budget checks
- Multiple warehouses, stock locations and stocktakes
- Controlled item creation, updates and adjustments
Benefit: stock decisions connect to suppliers, budgets, approvals and accounting instead of living in isolated spreadsheets.
Connect operational plans to their financial effect.
- Kits, bills of materials and component relationships
- Work orders, production runs and material movements
- Work in progress, production costing and variances
- Budgets, forecasts, cash flow and scenario foundations
- Planning handoffs from cost centres and purchasing
Benefit: production and planning decisions can be reviewed alongside capacity, cost, cash and accounting consequences.
Make responsibility, authority and history explicit.
- Employee, module, submodule and action permissions
- Separate preparation, approval and Xero-write authority
- Tasks, schedules, notifications and workflow foundations
- Payroll, workforce, logistics and wider operating modules
- Audit records, recovery evidence and governed KX Ai
Benefit: the organisation can grow without losing who may see, prepare, approve or action each piece of work.
KX Suite is in development. This describes the intended product scope; individual module availability and verified release readiness will be stated as development progresses.