FinReportAI turns your Xero, QuickBooks, Sage or Excel data into a branded, client-friendly PDF report — plain English summary, visual charts, key flags — automatically.
Sample report — generated automatically
Quarterly Financial Report · Q1 2025 · GBP (£)
The Golden Fork delivered strong Q1 2025 growth with total revenue of £380,000 and net profit of £115,540. Revenue grew 46% from February to April with gross margin holding consistently at 68.3%. The trajectory heading into Q2 is positive, though staff wage pressures warrant close attention.
Revenue grew 46% this quarter
Staff costs up 32% — review before summer
Begin negotiations early
Business owners don't understand raw data. They need context, clarity, and plain English — not another Excel file to scroll through.
Clients receive spreadsheets they can't interpret, leading to confusion and constant back-and-forth questions.
Creating professional client reports manually takes time accountants could spend on higher value work.
Report quality varies month to month. Some clients get detailed analysis, others get a quick email.
Export a P&L from Xero, QuickBooks, Sage or Excel as a CSV. Upload it through our secure form in under a minute.
Our system analyses the data and produces a professionally designed PDF — executive summary, charts, margin analysis, and colour-coded flags.
Within 15 minutes the finished report lands in your inbox, ready to forward to your client. No editing required.
Every report includes the same professional sections, every time — regardless of how much data you provide.
3-4 sentences your client can actually read. No jargon, no accounting terminology — just clear commentary on what happened and why it matters.
Revenue bar charts, margin progression bars, and revenue mix breakdowns — so clients see the trends at a glance without reading tables.
Green positives, amber watches, red risks — each with a plain English explanation. Clients immediately know what to focus on.
Complete monthly breakdown with every line item, totals, gross margin %, and net margin % — the detail your clients occasionally need.
Upload two periods and the report automatically shows growth percentages vs the prior quarter — the question every client asks answered before they ask it.
Your firm's name, logo, colours, and contact details on every report. Your clients never need to know the report was automated.
Restaurant, consultancy, retail, trades, healthcare — the report adapts its language and line items to the actual business, not a generic template.
Every report is marked confidential. Data is processed securely and never retained beyond 30 days. UK GDPR compliant.
No portal to log into, no dashboard to check. The report arrives as a PDF attachment — ready to forward to your client in one click.
Export a P&L from any of these as a CSV or Excel file and upload it directly. No integrations, no setup.
Unlimited reports for your entire client base. No per-report fees. No setup costs.
No setup fee · Cancel anytime · First report free · Bank transfer or card accepted
First report is free. No setup fee. Takes under a minute to get started.