Scaling with Xero: Automating Consolidated Reporting

Part of the “Scaling with Xero: How far can you go?” series

As you scale, the reporting stakes get higher. Investors want insights, execs want clarity, and regulators want precision. But with Xero unable to give you a consolidated view across multiple entities, currencies, and regions... what options do you really have?

In this session, we explore how you can solve complex reporting and consolidation requirements, without resorting to costly ERPs..

Meet the panel:

• Jack Thiel: APAC Commercial Lead at Mayday
• Kev Wiegand: Founder at dataSights
• Theresa Cantrell: Financial Analyst at Wizard Professional Services
• Tyler Caskey: Partner at TheBeanCounters

What we’ll cover:

• How to handle simple reports with Xero, and when the native Xero reporting isn’t enough
• How tools like dataSights are helping teams automate consolidation of financial (and non-financial) data
• The key reporting and consolidation functionality that most finance leaders aren't taking full advantage of
• Best practices from finance teams reporting across 50+ entities

This session is designed for data-driven CFOs, analysts, and anyone trying to wrangle reporting from multiple entities, and multiple sources, with a Xero-first approach.