The award-winning all-in-one Forecasting & Reporting add-on for Xero
Watch the video or click on the app & see what it can do!
View multiple businesses side by side on a Board. Data flows in automatically so you'll never update your actuals again and have a bird's eye view.
View the past, present or future! Create a Board to view your what ifs, a Board to show scenario A (Expansion) vs B (Offshoring), a Board for your next Board meeting - design as many as you need.
It’s multi-tasking: use CrunchBoards to build a complex 3-way cashflow forecast, prepare simple reports or both. This is the past, present and future - all in one place.
The engine that drives CrunchBoards flexibility is also designed to save you time - use our templates, copy KPIs, use our industry reports, create what-if scenarios and more in minutes.
Share Boards with your team, we have controlled permission rights so you can use the data to make better, informed decisions. See where you are, where you've been and where you're going.
6,000+ customers worldwide
We sync with Xero daily and pull in every transaction automatically. It’s big data, for small business. Unlike other reporting add-ons, CrunchBoards integrates forecasting and reporting into one powerful add on. Our clients from Virtual CFOs to creative agencies and bookkeepers or restaurants use our engine to see the past, present or future all in one place. CrunchBoards future-proofs thousands of businesses whether you want to create a complex 3-way cashflow forecast or build some reports for a Board meeting. But, we won’t expect you to take our word for it…
“What an amazing product – takes forecasting to the next level – and is SO much more than just a forecasting product. Clients love this and there’s excellent online support – really really helpful – and quick.”
“We reviewed many options to meet real world requirements and only CrunchBoards met our criteria.“
3x Screen Media
“I’ve used it for over a year and love being able to quickly explore key financial performance metrics and compare performance against plan and previous years. The ability to give different stakeholders tailored views is also really useful. ”
Quick start templates included
Easily create, save & copy your own reports
Works with any vertical for industry KPIs
Set budgets & visualise performance
Online or offline? Share a Board or print a PDF
Birds eye view of businesses
Unlimited Formulas - copy & save them too
Financial & Non-Financial KPIs
Get alerts via email & online if the numbers change
Give your client’s team/investor controlled access to relevant figures
Boards auto-update with Xero & QBO, it’s a live business plan
Financial & non-financial drivers
What if scenarios
Powerful & immediate visibility
Real-time rolling budgets
Create forecasts in 1-click from last year’s actuals
Import budgets or forecasts
Create repeating profiles, build formulas, set growth rates
Set multiple forecasts per account line
Visualise actual performance against target
Actuals automatically update, no more data entry
Click to print and take to the Bank
Full P&L and Balance Sheet with overrides for non-cash forecast
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 and 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.
Find out more or try a Xero Account
Try it for free
Don’t just take our word for it. See how easy it is to create forecasts and business reports in minutes…