Xero Support and Custom Reports

 Bradley Sam Consulting provides specialised support for organisations using Xero for financial management and reporting. Services focus on maintaining reliable financial data, improving chart structures and delivering customised reporting solutions that support better business decisions. 

 • Maintaining and optimising the Xero chart of accounts, ensuring it supports accurate financial reporting and operational needs. 

  • Configuring and maintaining Xero financial settings, tracking categories and reporting structures.  

 • Designing and developing custom financial reports and dashboards to provide clear and actionable insights. 

 • Extracting and preparing Xero financial data for advanced reporting and analysis. 

 • Integrating Xero data with reporting platforms such as Power BI and Excel. 

 • Gathering business requirements and translating them into practical reporting and system improvements. 

 • Supporting data reconciliation, validation and financial data integrity. 

 • Developing documentation and user guides to support reporting processes and ongoing system use. 

 • Supporting system integrations and automated data extraction for reporting environments.