Built on Xero General Ledger Detail
Export General Ledger Detail from Xero, upload it to FinAI, and get a lens-based performance report with KPIs, structured insights, an AI narrative and interactive Q&A – without changing your accounting system.
No integrations to set up. You stay in Xero – FinAI sits on top of the General Ledger Detail export.
In Xero, open General Ledger Detail, choose the period you care about, include tracking categories for areas/departments, and export as Excel (XLSX). That file is your starting point.
FinAI turns your Xero export into a universal ledger, runs it through the KPI engine and industry packs, then applies the lens system to build a structured performance picture for the period.
You get 4 key KPI tiles per lens, a written AI summary, deterministic insights with top actions, confidence scores, department breakdown and an interactive Q&A panel grounded in this report’s metrics.
Switch between overview, profitability, labour and an industry operations lens (for example hospitality ops). Each lens shows four KPIs only – no noise, no spreadsheets.
The structured insights engine flags positives, negatives, warnings, focus areas and actions. On top, the AI narrative explains what’s going on in plain English, including strategy and risk outlook, without changing the underlying maths.
Ask questions like “Why is profitability low?” or “Which area is most at risk?”. Answers are tied back to the metrics and insights in the report, with clickable chips that jump to the relevant KPIs or departments.
FinAI is designed for businesses already working in Xero who want a sharper performance view – café groups, retail, service businesses, trades, hospitality, SaaS and property. You keep your accountant and your GL. FinAI sits on top.
FinAI does not replace your accounting system, does not post journals and does not guess missing KPIs in the browser. It reads the report your backend produces and renders the output exactly as the engine sends it.
CSV uploads (POS, wages, custom GL, templates) and accountant overrides will live in a separate Accountant Mode console, with mapping and rule-editing tools. This landing focuses on the current Xero General Ledger Detail workflow.
FinAI Lens does not replace Xero or your source systems. It sits on top of the General Ledger Detail export and gives you a lens-based, explainable view of performance for the period you choose.