Management accounts, ready on the first of every month
No accountant, no spreadsheet, no scramble at month end. CFO Pal builds a full management accounts pack from your Xero, QuickBooks or Sage data automatically: the same document you would hand to a bank or a board, built the same way every month.
A real board pack, not a dashboard export
P&L, balance sheet, the statutory liability split, key ratios and customer concentration: the sections a bank or investor actually reads, generated by the same builder every month.
Figures that reconcile, never estimated
Every section is checked against the accounting platform's own printed totals before it is shown. Where a figure cannot be derived honestly, working capital, or when a liability cannot be placed as due within or after one year, the pack says so rather than substitute a nearby number.
Written commentary, not just numbers
Plain-English explanation of what moved and why, alongside the figures. No jargon, no acronyms: written for a business owner, not an accountant.
Real peer benchmarks included
Companies House quartiles for your sector and published UK figures, each sourced and dated, so a reader can judge your numbers against real businesses rather than take your word for it.
Most "management accounts" are a monthly scramble
Done manually, a management accounts pack means exporting reports from your accounting software, rebuilding them in a spreadsheet, and writing the commentary yourself: a few hours every month, or a fee to your accountant to do it for you. CFO Pal generates the same pack automatically, from the same connected data, every month without the rebuild.
Try it free for 14 days
Connect Xero, QuickBooks, or Sage. See your numbers in minutes. No card required.
Start your 14-day free trialFrom £199/month + VAT after trial · Cancel anytime