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CrunchBoards starts where Xero stops

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.

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Businesses CrunchBoarding

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Boards Built

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Cards Made

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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.

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.

If Xero’s the cake, we’re the frosting!

For you... the accountant

Interpret your Xero clients' data and collaborate with them in a totally unique way, using our powerful Boards.

Create as many Boards as you need to monitor, analyse and assess, one, or many organisations side-by-side. Pulled from synced Xero data, reports are fully customisable, beautiful and completely flexible.

Monitor KPIs or display a visual snapshot of each business on one Board. You can forget logging into individual Xero accounts. Analysed account management has never been so easy!

For you... the accountant & your client

Designed for future thinking practices that want to transform the client experience: CrunchBoards brings their numbers to life.

For example, is your client not great at keeping track of expenditure? Set an alert for them. Cashflow need constant monitoring? Set up a Board and invite them to use it as their collaborative daily management tool.

Help clients effortlessly stay on top of today and easily analyse their business tomorrow.

For you... the business owner

Stay on top of your business data with CrunchBoards. By automatically syncing with your Xero data, we give you the analysis and the answers today to make informed decisions about your business tomorrow.

Spreadsheet analysis is time-consuming, repetitious and prone to formula loss. CrunchBoards makes it simple and easy to get the information you need, bringing your numbers to life.

For everyone... collaborating in teams

Expose only the areas of organisations’ financial data that you want to. 2+ heads are better than one: CrunchBoards empowers you, your clients or your team with secure, beautifully presented real-time financial intelligence.

For example you may not want a Sales Manager to have access to your Xero account, but you do want them to be on top of their sales targets – great! Only share the Income Account Category with them and let them take ownership of their numbers in real-time.

CrunchBoards in action

What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

It's all online

It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.

Automatic import & categorisation

Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.

Invite your team

Invite your team and work together on financials. You can collaborate over your up-to-date numbers.

Run your business

Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.