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Category · Client reporting

Client reports taking too long to put together?

Clients want monthly numbers and some advice with them, and the pack takes hours when the records are untidy. Here are four reporting tools for bookkeepers. One suits clients with several entities. Three are new, and each says plainly that it has no reviews yet.

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An office desk with a phone beside printed financial charts
Photo: Jakub Żerdzicki on Unsplash

Sound familiar?

Practitioners and clients asking recently, from public posts, paraphrased

Check your ledger first: Xero has its own Analytics, and QuickBooks Online Advanced has custom reports. Look at what your plan already includes on Xero Central and Intuit's site before you add a monthly fee.

Tools worth a look

What each tool says about itself, from its own website or app listing. Checked 14 Oct 2026. The first suits clients with several entities. The other three are new and have no public reviews yet.

dataSights

Clients with several Xero entities, or who want their reports in Power BI or Excel

Australia Australia · Brisbane

Copies your Xero organisations into one database

  • Management reports and board packs that refresh themselves, with consolidation and eliminations
  • Reports run in Excel, Power BI, Google Sheets or Looker Studio
  • Every plan includes unlimited users and reports, and AI Connect, which links your data to Claude, ChatGPT or Copilot
  • No white-label plan. Its site states no white-label or accountant plan and no per-client pricing. It says it is built for finance teams and BI developers
  • Rated 5.0 from 93 reviews on the Xero App Store (checked 12 Oct 2026)
From A$80 a month (1 to 4 Xero entities) · A$130 for 5 to 10 · up to A$390 for 21 to 200 · 14-day trial, no cardVisit site → · Xero App Store →

Streamline Reports

Bookkeepers sending the same few reports to many clients

Country not stated on its site · Streamline Reports LLC

New, no reviews yet

  • Connects to QuickBooks Online or Xero and builds P&L, Balance Sheet and A/R Aging PDFs
  • Sends them from your own Gmail or Outlook, and clients need no login. Pro and Team can bulk-send and schedule
  • Pro and Team put your logo, colours and firm name on the reports. The Free plan adds a "Made with Streamline Reports" footer
  • Its founder says on the site that he has been a bookkeeper for 7 years. Its blog says it won't close your books or write your commentary
Free for 3 clients · Pro $49 a month ($39 billed yearly) for 15 clients, then $3 each · Team $139 ($111 yearly), unlimited clients · currency not stated · 30-day trial on paid plansVisit site →

Advisorli

Bookkeepers who give advice, with packs carrying their own logo

Country not stated on its site

New, no reviews yet

  • Connects to Xero. Its site also mentions QuickBooks and MYOB
  • Board and lender packs, a 13-week cash-flow forecast and a business health score
  • The Practice plan adds a client portfolio dashboard and your logo on all reports, for 4 to 15 businesses
  • Price conflict: its site starts paid plans at Solo $59 a month, but its Xero App Store listing says paid tiers start from $49. We don't know which is current
  • On the Xero App Store since August 2026. The site names no company or founder
Free for 1 business · Solo $59 · Growth $149 (3) · Practice $199 (4 to 15) · Advisor $299 (unlimited) a month · currency not stated · 48-hour trialVisit site → · Xero App Store →

Client Insight

UK bookkeepers who want plain-English packs from Xero data

United Kingdom, as shown on its Xero App Store listing · Beanieverse named as the company

New, no reviews yet

  • Turns Xero data into management packs and forecasts in plain English, with AI-written suggestions
  • Syncs your chart of accounts, tracking categories, transactions, contacts, reports and budgets
  • Reports can be run on demand or scheduled to staff or clients. The listing doesn't mention white-label branding
  • On the Xero App Store since March 2026
Price not stated on its listing · 14-day free trialXero App Store →

Built a reporting tool for practices?

We list newer or niche tools that solve what bookkeepers are asking about, using only what your own site says.

See what bookkeepers are asking →

Picking between them

  1. Sending the same few reports to many clients? Streamline Reports, which is free for 3 clients.
  2. Advice packs with your logo on them? Advisorli's Practice plan. Sort out its price conflict with the maker first.
  3. UK clients on Xero who want plain-English packs? Client Insight. Ask what it costs before the trial ends.
  4. A client with several entities, or one who wants Power BI or Excel? dataSights.

We found no small, newer provider who produces the monthly management accounts for you. If you'd want that, tell us below.

Want a shortlist for your practice?

Tell us which software your clients use and what they ask you for, and we'll reply with the tools that fit.

Email us

info@in2fpa.com

How we pick

Checked 14 Oct 2026 from each tool's own site or app listing. Streamline Reports and Advisorli show a $ sign with no currency, so we show them the same way. dataSights prices are in Australian dollars, stated on its consolidation page.

First Contact is a small marketing team. We aren't paid by any tool on this page and these aren't endorsements. We list newer or niche reporting tools, using only what each says on its own site. We leave out the established reporting platforms, because you already know them. "New, no reviews yet" means we found no public reviews. Spotted something wrong, or want your tool listed? Email info@in2fpa.com.