ForthGrid

Live Demo — Automated Finance Reporting

Monthly finance report. Built and sent automatically.

ForthGrid connects to Xero, your procurement system, Expensify, and your bank feed on a schedule, pulls the latest figures, assembles a formatted finance report, and delivers it to the CFO and leadership before the working day starts.

ForthGrid · Monthly Finance Report

Watch the automation run

Reads live data from Google Sheets, Xero, Expensify and your bank feed — assembles and delivers the report automatically.

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Under the hood

What happens on the 1st of every month.

In production this automation connects live to each financial system via API. Every figure in the report is pulled fresh on the day. No copy-paste, no stale spreadsheets, no chasing four different teams for their numbers.

01

Scheduled trigger fires

At 07:00 on the 1st of the month, ForthGrid kicks off automatically. No one needs to remember, request, or start anything. The schedule is the only input.

02

Live figures pulled from every source

ForthGrid queries Xero for P&L and revenue, the procurement system for POs and supplier invoices, Expensify for employee expense claims, and the bank feed for cash position and outstanding payables, all in sequence and in under 3 minutes.

03

Report assembled and delivered

All figures are combined into a formatted finance report using the company template and emailed to every stakeholder simultaneously. An audit log is created for every run.

The difference

What month-end reporting used to look like.

Before

Four teams chased. Four exports merged. Half a day gone before a single number lands in front of the CFO.

  • ×Log into Xero, export P&L manually
  • ×Chase procurement for PO and invoice summary
  • ×Download expense report from Expensify
  • ×Request cash position from treasury (often late)
  • ×Merge four exports into one spreadsheet
  • ×Check figures, fix formatting, resolve discrepancies
  • ×Write the summary narrative by hand
  • ×Email the report to each stakeholder individually
After

Schedule set once. Every month the report arrives in the CFO's inbox before 07:15: accurate, formatted, done.

  • ✓ForthGrid queries all four financial systems automatically
  • ✓Live figures pulled direct from source — always accurate
  • ✓No chasing, no waiting, no manual exports
  • ✓P&L, procurement, expenses, and cash in one report
  • ✓Assembled using the company finance template
  • ✓Delivered to all 6 stakeholders simultaneously
  • ✓Consistent format every month — zero drift
  • ✓Takes 2 minutes. Runs while the team sleeps.

The report that used to take half a finance day now takes 2 minutes, and it goes out on time, every time, with figures pulled live from every system.

~4 hours saved per month