Standard reports answer standard questions, and Xero's are excellent at that. But the best questions don't have a report. Why did margin fall, and who caused it? When does cash get tight if your biggest customer pays late? Which costs are creeping, and which supplier's behind it?
This guide is a library of ready-to-use prompts for exactly those questions, written for Claude and your Xero data. It starts with the everyday judgement calls, builds up to a full management accounts pack and multi-entity consolidation, then shows you how to create interactive dashboards where every number can show its workings. Hover a P&L line and see what's behind it. Click it and see the transactions.
This isn't theory. Our own CFO runs his month-end this way - board pack, management accounts, consolidation, all built through Claude on Tugger data.
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