Board Reporting Software for Xero and QuickBooks Online (2026)

The best board reporting software for Xero and QuickBooks Online depends on who reads the pack. Fathom, Spotlight Reporting and Joiin suit groups and advisors, Syft suits dashboard-led teams, Jirav suits forecasting-led companies, Diligent Boards distributes board books rather than building them, and ScaleXP builds automated board packs with SaaS metrics.

ScaleXP publishes this comparison. Competitor details come from each vendor's own website and were checked on October 24, 2026. Pricing is not compared here; see each vendor's site.

What good board reporting software does

• Connects to the ledger. It pulls actuals straight from Xero or QuickBooks Online, so nobody rekeys numbers.
• Builds the pack automatically. Statements, KPIs and charts refresh each month without rebuilding slides.
• Shows performance against plan. Budget and forecast sit next to actuals, with variances explained.
• Consolidates, if you have a group. Several entities and currencies roll into one view, with eliminations.
• Adds the metrics your board asks for. For SaaS boards that means ARR, MRR, churn and pipeline, not just the P&L.
• Leaves room for commentary. Finance explains the numbers before the board reads them.
• Lets directors drill down. A question in the meeting can be answered from the underlying transactions.

If you are still deciding what the pack should contain, start from our free board pack template; for the monthly numbers underneath it, use the free management accounts template.

Board reporting software compared

How each tool describes itself on its own website, checked October 24, 2026. "Not listed" means the vendor's site does not say.

Fathom

Fathom offers "all-in-one reporting, analysis & forecasting": custom management reports that combine commentary, charts, tables and statements, KPIs, three-way cash flow forecasts and consolidation. It names accountants and bookkeepers, small and medium businesses, and franchises and groups. It suits advisors reporting for many clients and groups that want forecasting in the same tool. See our Fathom alternatives comparison.

Syft

Syft describes itself as "Dashboards, Consolidations, Forecasts, Reports". Its help center documents consolidation across Xero, QuickBooks Online and other ledgers, forecasting and budgeting, and KPI Scorecards. It suits teams that want visual dashboards and scorecards alongside the reports.

Spotlight Reporting

Spotlight Reporting covers "Reporting, Forecasting, Consolidation & ESG", from "the Big 4 to... accounting firms, franchises, SMEs and Not for Profits". It consolidates up to 75 entities (500 with Spotlight Multi), offers three-way forecasting and budgeting, financial and non-financial KPIs, and lets you insert custom PDFs or images "for board pack reporting".

Joiin

Joiin is "Smarter Financial Reporting and Consolidation" for multi-entity groups, finance teams and advisors. It creates "branded, polished client or board packs", handles group structures, currencies and eliminations, supports percentage ownership, and combines financial, sales, KPI and non-financial data.

Jirav

Jirav is an "all-in-one forecasting, budgeting, reporting, and dashboarding solution" for small and midsize companies, CFO firms and VC-funded companies. It produces financial and investor packages and combines accounting, workforce and operational data. It connects to one accounting system, so groups need another tool to consolidate.

Diligent Boards (a board portal)

Diligent Boards is "AI-powered board management software" for governance teams, directors and board administrators: board-book preparation, secure distribution with permissions and audit trails, minutes and voting. It does not build financial reports from the ledger and lists no Xero or QuickBooks Online integration, so it complements reporting software rather than replacing it.

ScaleXP

ScaleXP creates fully automated presentations, such as board packs, from accounting and CRM data, with transaction-level drill-down, AI-written commentary, charts and your brand colors. It connects Xero and QuickBooks Online with HubSpot, Salesforce, Pipedrive and Stripe, consolidates up to 50 entities across Xero, QuickBooks Online and Zoho Books, and calculates 30+ SaaS metrics, so ARR, MRR and churn sit next to the accounts. It suits in-house finance teams at SaaS and multi-entity companies.

Limits: ScaleXP connects only to Xero, QuickBooks Online and Zoho Books, and it is not a board portal: use a portal if you need secure board-book distribution, minutes or voting.

How to choose

• Do you need reporting, a portal, or both? Reporting tools build the pack; portals distribute it.
• How many entities? Compare published limits; Jirav does not consolidate several ledgers.
• What does your board ask for? SaaS metrics, pipeline, non-financial KPIs or three-way forecasts point to different tools.
• Who prepares it? Advisors reporting for many clients weigh tools differently from an in-house finance team.

Frequently asked questions

Sources

• Fathom: home, consolidated reporting
• Syft: home, consolidations, KPI Scorecards
• Spotlight Reporting: home, feature guide
• Joiin: home
• Jirav: home, integration capabilities
• Diligent: Diligent Boards, integrations

All vendor pages checked October 24, 2026.