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FinAI Lens
Start a new Xero report

Step 1

Upload a Xero General Ledger Detail export.

Export the General Ledger Detail report from Xero as an Excel file for the period you care about. Upload it here and FinAI will turn it into a lens-based report with KPIs, narrative and Q&A.

New FinAI report from Xero

Required: Xero General Ledger Detail exported as XLSX. Other upload formats (POS CSV, wages, templates) are no longer supported in this view.
A short ID to recognise this business on this device (no spaces, for example butler_cafe). FinAI uses this to remember settings for future reports.
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How to get the Xero file

In Xero

1. Open Accounting → Reports → General Ledger Detail.
2. Choose the date range you want this FinAI report to cover.
3. Set the report to show all accounts and include any tracking categories you use for areas / departments.
4. Click Export → Excel (XLSX).

What FinAI will do

FinAI runs the export through its universal ledger engine, calculates KPIs, applies the right lens pack for your industry, and produces a report with:

  • 4 key tiles per lens (overview, profitability, labour, industry ops)
  • Structured insights and top actions
  • An AI narrative summary and risk view
  • Interactive Q&A grounded in this report

Accountant and CSV uploads

CSV uploads (POS, wages, custom GL, FinAI templates) are now reserved for a future Accountant Mode console with advanced mapping and override tools. They are not available in this public upload flow.