Management Accounts

See a dashboard of your accounts: 

Custom reporting is presented to the client via the dashboard on Xero. Here, you can access all relevant information regarding bank accounts, outgoings and payments. 

The dashboard can be tailored from out team based on the level of custom reporting you’re looking for. It can also be used t display data for more than one company – if you are a client who has multiple businesses to run. 

The dashboard will be your first port of call as company owner to have oversight on your accounts. 

Image by Kelly Sikkema

Get help with your invoicing:


Instant Insight are able to complete your sales invoicing on your behalf. 

This can be done in a variety of ways and is personalised to you as a company and what is in your best interests.