Free ScaleXP download
Management Accounts Template and Reporting Pack
ScaleXP’s free management accounts template is a ready-made management reporting pack in PDF, with space for your own figures and commentary. Fill in the form and we’ll email it to you. Reporting to directors or investors instead? Use the board pack template.
Inside the pack:
- Highlights and challenges, with space for commentary
- Profit and loss, balance sheet and statement of cash flow
- Forecast against budget
- KPI pages: revenue, revenue waterfall, gross margin, revenue per customer, LTV vs CAC, customer growth and operating profit
- Conclusions to close the month
How does ScaleXP ease the reporting burden?
Collecting data and tracking metrics is a tedious, time-consuming task that can lead to feeling more like a historian than a CFO.
ScaleXP eases the reporting burden on finance teams with smart reports which can:
- Track the company’s performance across multiple budgets and forecasts with ease.
- Create visually stunning charts and graphs in just a few clicks with the drag & drop builder.
- Share dashboards with the board, by department or user.
How do you share management accounts with stakeholders?
Providing data across departments, as well as to the CEO and board, can take days. ScaleXP makes it easy to share your insights:
- Instant financial consolidation guarantees readily available group results.
- Provide granular data on actual performance vs. budget or latest forecast by department across entities.
- Update graphs with drag & drop, and click to share interactive data.
What our customers say
ScaleXP is great at calculating MRR by click of a button compared to
manual excel system which was very time consuming... 
Xero App Store Review Thanks to ScaleXP we're now producing more insights, faster and with greater accuracy.
The system is intuitive, user friendly and constantly improving. The team made us
successful with the product from the outset. Xero App Store Review ScaleXP has given us hugely improved visibility on what is happening in the business
and saves hours every month on reporting. Xero App Store Review ScaleXP is great at calculating MRR by click of a button compared to
manual excel system which was very time consuming... Xero App Store Review Thanks to ScaleXP we're now producing more insights, faster and with greater accuracy.
The system is intuitive, user friendly and constantly improving. The team made us
successful with the product from the outset. Xero App Store Review ScaleXP has given us hugely improved visibility on what is happening in the business
and saves hours every month on reporting. Xero App Store Review Management accounts pack FAQs
What is a management accounts template?
A management accounts template is a ready-made layout for the monthly report that finance prepares for the leadership team: profit and loss, balance sheet, cash flow, a forecast against budget, the KPIs the business runs on, and commentary on each. The ScaleXP template is a PDF pack you adapt with your own figures and comments.
What should a management reporting pack include?
Most management reporting packs open with highlights and challenges, then cover the profit and loss against budget, the balance sheet, cash flow and cash position, a forecast, and the KPIs that matter to the business, such as revenue growth, gross margin and customer numbers. Each page carries a short commentary, and the pack closes with conclusions. The ScaleXP pack follows that order.
What is the difference between management accounts and a board pack?
Management accounts are the detailed monthly numbers for the people running the business. A board pack is shorter and higher level, written for directors and investors, and usually adds strategy, risks and the decisions the board is asked to make. ScaleXP also offers a free board pack template.
Is the management accounts pack free?
Yes. Fill in the form on this page and ScaleXP will email the pack to you.
Can ScaleXP produce management accounts from my own data?
Yes. ScaleXP builds management accounts packs and dashboards from Xero, QuickBooks or Zoho Books, including budget vs actuals by department across entities.
Can I share packs with the board?
Yes. You can share dashboards with the board, by department or by user.