Beautiful & flexible financial intelligence
Accountant or business owner? We let you view your data the way you want to.
Complete 3-way forecasting and email alerts compliment the powerful analysis engine.
CrunchBoards starts where Xero stops
Xero is small business accounting software that lives in the cloud.
CrunchBoards exposes Xero data to get under the hood of any business.
For accountants and bookkeepers...
For the first time, a complete practice management and client experience tool.
View multiple Xero organisations, the way you want to, side by side and collaborate with clients in real-time.
For business...
Analysis, forecasting, alerts...you name it.
Complete flexibility is guaranteed, so ditch the spreadsheets and plan the future of your business today.
Collaborate with your advisor, team or stakeholders with ease.

A sample of our customers

For pro-active accountancy practices of all sizes and the businesses they represent.

8 core areas

Goodbye Spreadsheets

For the first time since Excel, you have a blank canvas with our real-time Boards & Cards. This is dynamic data design, display and sharing.

Designed for Real Needs

Our 3-way P&L, balance sheet & cashflow forecasting Scenarios give you unlimited, powerful flexibility.

Complete Clarity

Every transaction from the dawn of time is exposed for analysis & forecasting. Get under the hood of a business & create real, operational KPIs with our Formula Builder.

Autopilot Automation

Automated syncs with Xero. We monitor your business or clients in the background for you. Set up unlimited Alerts once then benefit daily.

Limitless Organisations

Manage your practice with ease: visualise multiple clients side by side in Cards, grouped on internal practice Boards.

Limitless Users

Delight & invite clients, team members, stakeholders – you decide. Collaboration has no restrictions.

Limitless Boards

Your data, your way. Build & share Boards with clients, advisors, investors, or staff. Businesses have never been visualised like this before.

User Permissions

Expose Xero data to key staff. Turn on or off Account Categories with ease and create bespoke Boards to drive business performance forward.


Businesses CrunchBoarding


Boards Built


Cards Made


KPIs Created

Complete Control

Control over what you build, how you visualise the data, who you share the data with and where you are, never matters. The why, has infinite possibilities.

Unlocking it all

Every transaction from the beginning of time is imported into CrunchBoards. Create simple or complex formulas (KPIs) for operational, retrospective or future analysis with our powerful Formula Builder.

Drill into the detail with Tracking

CrunchBoards is an operational real-time reporting engine. Tracking data from Xero can be analysed as easily as all of your data.

Forecasting that works

Simple budgets or complex forecasts. CrunchBoards is a real-life forecasting solution to rival Excel. Multiple forecasting methods at your disposal; layering of forecasts can feed the same account line; and complete visibility over every transaction.

Complete visibility

We haven’t stopped there with forecasting. We’ve built an accounts package engine that effortlessly calculates VAT/GST, and all derived balance sheet calculations to emulate real-life business operations into the future. Multiple Scenarios can be built and compared side by side on Boards for the ultimate decision making tool. This is a real 360º view.

Autopilot on demand

We work harder for you so you don’t have to. Every time we sync with Xero, automatically, 3 times a day, we check the balances of any account you need to monitor. When an event is triggered, notifications are sent immediately: we monitor your organisations even while you’re sleeping.

We're here for you

100% responsive design

We're serious about collaboration, anywhere you want to be.

World class training & support

We're serious about your on-Boarding.

99.9% uptime since our launch

We're serious about your service & security.

Why switch?

From Excel, only using Xero or other reporting Add-ons

Get Started

“When we discovered CrunchBoards we had 2,000 clients on various accountancy software packages, just over 100 of those running Xero. CrunchBoards changed the game. We are moving our entire practice to Xero to use CrunchBoards. The single ledger changed everything, this is the next monumental shift in our industry.”

Will Taylor, Lucraft Hodgson Dawes.

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