ClosePack pulls your Xero data, bookkeeper RFIs, and cash spend forecasts into one place, then builds the management accounts and cash flow report automatically. Every month. Without the spreadsheet marathon.
Xero holds the actuals. The bookkeeper tracks outstanding items in a separate RFI sheet. Your cash forecast lives in Google Sheets. You're the glue holding it together.
Every month you manually pull trial balances, cross-reference RFI status, update the forecast, and format the management pack. One wrong link breaks everything.
Adding a second client means doubling the manual work. A third client means evenings and weekends. The process doesn't scale because it was never designed to.
By the time the management pack is ready, the month is half over. Cash flow surprises hit before the forecast is even finished.
Link your client's Xero organisation, point to the bookkeeper's RFI sheet, and connect the Google Sheet with expected cash spend. Takes five minutes.
We pull reconciled actuals from Xero, flag outstanding items from the RFI, overlay your cash forecast, and compile everything into a clean management accounts report.
Your management pack and cash flow forecast are ready. Review the numbers, add commentary if you want, and send it to your client. Monthly close, done in minutes.
ClosePack is built by a fractional CFO who got tired of rebuilding the same management pack from scratch every month for every client.
Serve multiple clients without multiplying the manual work. Each client gets their own automated pipeline from Xero to management pack.
Offer management accounts as a service to your Xero clients. ClosePack handles the compilation so your team handles the advisory.
Internal finance teams using Xero with external bookkeepers. Eliminate the monthly scramble to compile reports from scattered sources.
ClosePack exists because no fractional CFO should spend more time building the report than analyzing it.