QuickBooks + Xero integrated

The Financial Reporting Tool
Built for Accounting Firms

Connect your QuickBooks and Xero clients to standardised, professional financial reports. Generate complete report bundles as PDFs in seconds.

Start for free See how it works
Report Craft - Profit and Loss Statement

Connect all your clients in three easy steps

QB

1. Connect

Link QuickBooks or Xero

2. Select reports

Choose from 12+ report types

3. Generate PDF

Professional reports in seconds

Financial Statements

Every report your clients need, in one place

Profit & Loss, Balance Sheet, Trial Balance, Cash Flow, Tax Schedules, Appropriations and more. All formatted to a consistent, professional standard regardless of whether the data comes from QuickBooks or Xero.

  • Standardised layout across all accounting packages
  • Comparative periods with percentage analysis
  • Sub-account drill-down and parent/child grouping
Balance Sheet Report

All Your Clients.
One Reporting Standard.

Whether your clients use QuickBooks or Xero, Report Craft normalises the data and produces identical, professional financial reports. No more inconsistent formatting between packages.

QB

QuickBooks Online

Full OAuth integration

Xero

Xero

Full OAuth integration

Trial Balance Report
Detailed Analysis

Trial Balance with full account detail

Every account, every debit and credit, laid out clearly with comparative periods. Parent accounts automatically roll up sub-account totals. Sort keys keep everything in your preferred order.

  • Debit and credit columns with balancing totals
  • Automatic parent/child account hierarchy
  • Net movement calculations built in
PDF Generation

Bundle everything into one professional PDF

Select the reports you need — front cover, compilation report, declaration, P&L, balance sheet, tax schedule, notes and more — and generate a single, print-ready PDF with page numbers, headers and footers.

  • 12+ report types in a single bundled PDF
  • Front cover, compilation report, and declaration included
  • Automatic headers, footers and page numbering
Multiple Reports PDF Bundle

Every report type you need

From front covers to detailed sub-account breakdowns, Report Craft covers the full suite of financial reporting.

Front Cover

Branded cover page with firm logo

Compilation Report

Professional compilation letter

Declaration

Trustee or director declaration

Profit & Loss

Income and expense statement

Balance Sheet

Assets, liabilities and equity

Appropriation

Income distribution statement

Tax Schedule

Federal taxation schedule

Trial Balance

Full debit/credit listing

Cash Flow

Cash movement analysis

Sub Accounts

Detailed account breakdown

Notes

Notes to the financial statements

Comments

Customisable commentary

Frequently Asked Questions

Which accounting packages are supported?
Report Craft currently integrates with QuickBooks Online and Xero via OAuth. Both packages produce identical, standardised reports — so your output looks the same regardless of which package your client uses.
How does the data sync work?
When you connect a client, Report Craft fetches all accounts and up to 5 years of period data from the accounting package. Data is cached locally and can be refreshed at any time with a single click.
Can I customise the reports?
Yes. You can add notes, comments, and adjust account groupings. The compilation report, declaration, and front cover all support custom text. Your firm's logo appears on every report.
How is the PDF generated?
Report Craft renders all selected reports into a single, print-ready A4 PDF with proper headers, footers, and page numbers. The PDF is generated server-side using a headless browser for pixel-perfect output.
Is my data secure?
All connections use OAuth 2.0 — we never see your clients' passwords. Data is encrypted in transit and at rest. Two-factor authentication is available for all accounts.

Stop wrestling with report formatting.

Connect your clients, select your reports, and generate professional PDFs — all in one place.

Get started for free