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Started by Xero API -   in App Reviews |Reporting

4.9 out of 5 stars
Based on 65 user ratings
If you are a user of Xero and CrunchBoards, tell us how you are getting on and your experience so far. Any tips?

About CrunchBoards

Financial Intelligence for accountants and businesses. Supercharge your accounts package into fast, effortless financial analysis and alerts. For more information, check out CrunchBoards.


Remember if you have questions or need assistance with CrunchBoards, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, check out the CrunchBoards Support Center or this page for information on connecting CrunchBoards to Xero.

We are a small software company (35 people) that has a fairly autonomous structure (using Holacracy - www.holacracy.org). CrunchBoards has helped us make our financial information more visible to all staff so they have greater context within which they can make decisions that affect the business.
Key staff now discuss business-critical choices with the understanding of how they impact, for better or worse, our bottom line.

Andrew Weston  

Crunchboards is an essential tool for planning our business growth -- and has become so in a matter of a few days since installing it. Their support is also top-class. Highly recommended.

Richard Alderson  

At DS Accountancy we pride ourselves on giving our clients the most up to date and relevant information to help them grow their businesses. Whilst compliance work is the backbone of most practices we aim to go beyond this and offer a proactive and efficient service to our clients. We use Xero and Crunchboards to help us do this. Crunchboards has been an amazing tool and the 3 way forecasting allows us to quickly create forecasts based on different scenarios which we can change easily to suit the clients needs. This can be easily tracked and monitored on the boards that are created and look fantastic. The great thing about crunchboards is how the client actually wants to engage in the system due to its stylish looks and intuitive features.

The staff at crunchboards have been extremely helpful and i would highly recommend the product!

Joe David  

We had a visit from Amy back in October 2014 and we have watched Crunchboards grow and develop awesome new features.

We reviewed many options out there, as you could imagine there are hundreds available. We chose Crunchboards as it allows you communicate with clients in terms that they will understand, whilst remaining easy for clients to visually understand with graphs options which continue to expand.
Its easy for both and advisor and clients to navigate, has awesome flexibility in creating KPI "Key Predictive Indicators" (thanks Amy for passing on her clients interesting new way of thinking about KPI) to suit any client's business.

Not only is the product constantly adding new features the team is also so egar to hear feedback and ideas for improvement.

This is a product i am excited to use and would highly recommend.

Josie Attard  

Have have many years of management accounting and reporting experience in corporates and in practice. This product is just awesome. A 'must have' tool for helping your clients to manage and grow a business. 6 out of 5!!!!

Shirley Jackson  

It would have been great to have had CrunchBoards at the start when I set up Komodo Digital. It’s the best forecasting tool we’ve used, it’s incredibly powerful and in contrast to working with spreadsheets there’s no comparison. Pinpointing and exploiting a market opportunity by delivering great services and products is where I want to use my time rather than wrestling with the financial scenarios and what-ifs. CrunchBoards allows me to minimise time spent on forecasting and focus my time on actual delivery.

We use CrunchBoards most days. If a new contract lands then we need to model the effect on top line sales and expenses quickly and easily and with CrunchBoards I can see in seconds the impact on different scenarios across P&L, Balance Sheet and Cashflow thanks to the softwares all-in-one capability. How does the acquisition of a new client affect when we should hire next? CrunchBoards will give me that answer.

I can look at my P&L for the next 3 years or visualise our core KPIs from the forecast. For example what does Wages as a % of overall expenses or sales look like? Advertising expenses as a % of revenue? A great feature is being able to copy scenarios in one click. In an instant you see a completely different outcome of what’s ahead.

Being involved in the technology sector, it is critical to be aware of what’s going on and what’s happening next because what’s happening next is ultimately where you are going to create your revenue and if you’re not preparing for it then you’re always going to be playing catch up. It’s easy to get wrong too which can be costly. CrunchBoards helps us navigate the future, mitigate risks and maximise opportunities.

Andy Greener  

We're a 20 year old business, a 3-site bar group, in the North of England. We've been using CrunchBoards for over 12 months and I now couldn't run my business without it. It has helped us triple our profits in that time frame and made it look easy. It has dramatically reduced our response rates. If things go right or wrong, we’re on it. The speed that you can implement change to leverage success or address warning areas is incredible. In the past, we’d serve customers day in, day out, and we might be running a certain product line at a loss, we just couldn’t see that without CrunchBoards. It’s the full financial picture. I can focus in on my balance sheet when I need to but keep an eye on the operational KPIs day to day. The clarity has made a substantial impact on individual sites and the Group as a whole, we really value that it has united our team on the numbers that matter. “The team absolutely love the visuals. Now, they make an impact. It helps them understand it which makes their lives easier and their performance better. But, you can’t just stare at the numbers you have to focus on what you can do to change them, CrunchBoards brings that message home. We strive for quality service and standards to drive better turnover and now there’s always one eye on our margins and profit.

Martin Greenhow  

We have been blown away with CrunchBoards. We already use and trust Xero for our accounting, but CrunchBoards took it to the next level of driving our business. The data is integrated, the dashboards are clean and simple, and it's all much prettier and easier to understand than spreadsheets, which we hate (which is especially important for a creative agency like ourselves).

Because of Crunchboards, we found that the conversations we have with our accountants at My Accountancy Place began to change. Instead of just looking at the accounts, checking cash and profit, we started to look at the non-financial numbers. We’d been working on our own KPI’s and systems for a while, but having a monthly CrunchBoards meeting means that we now action things a lot faster.

Better yet, we're now discovering that monthly isn't enough, and we're getting access to CrunchBoards ourselves so we can check in and analyse the numbers on a daily basis. Business isn't monthly, so why would our reporting be?

As a professional speaker and the managing director of a marketing agency, it is critical that I'm able to make decisions about our business based on the best information and metrics available. It's been amazing for me to see the impact of these metrics reported against our income, so we can make better decisions not just in the future, but today!

Karen Reyburn  

My bookkeeping practice has two possible weaknesses which every piece of software needs to help me to address.

1. I work from home, so I have all of my client meetings at their premises. This means that I either have print out and carry half my office with me, or the software needs to be available to view and demonstrate on my mobile phone.

2. The value that the software brings to the client has to be obvious as I have been blessed with the charisma of a potato so cannot sell anything.

CrunchBoards deals with both of these points with absolute ease. My client's love seeing the different charts and exploring how we can better monitor and track their data. I have never gone to a client meeting with the intention of selling CrunchBoards. Instead, I know I have it there to show them once they steer the conversation towards a problem that CrunchBoards can help them solve.

Being able to instantly provide my clients with a solution to their problem has resulted in a 100% sign up rate so far. It really is the easiest upgrade/additional service to sell. I love it.


Claire Owen-Jones  

At CBW, the thing that has impressed us most about Crunchboards is the flexibility of the reporting. There are far more options available, so you can tailor the reports to meet your specific needs. It's also extremely intuitive, and the various graphs and charts bring the data alive for our clients.

The reports look great, and there is some functionality in there that allows the end user to play with them. This interaction enhances the financial reporting experience for our clients.

Scott Carney  

Definitely my favourite so far as budgeting and cashflow forecasting is concerned. Takes those 50 tab spreadsheets and turns them into intelligent forecasting. Pair that with the reporting on the boards, and you've got a winning combo.

Chris Hooper  

Crunchboards are now the management reporting and forecasting solution for all of our business clients. Stuart, Craig and Dave in Sydney have made the transition to Crunchboards seamless.

Our firm, Eagle Financial Pty Ltd, have found all other products simply fell short of the mark or were way too cumbersome.

We look forward to introducing Crunchboards to new clients to come, and have already found new client leads because they've heard we use it.

TIP: If Crunchboards make it easy for the public to find local accountant users (similar to Xero), this might be a WIN/WIN for us and Crunchboards.

Adam Johns  

Absolutely love the product, and the way it integrates with Xero. The team at Crunchboards are extremely helpful and friendly, and truly listen to user feedback.

I have been looking for a product like this for a long while as well as a replacement for Sage forecasting. It has really helped us to deliver our Cloud package.

Looking forward to all the enhancements coming over the next few months.

Simon Pinion  

Fantastic product, intuitive and easy to use.

Elevates the service offering to clients and offers a real time solution for management information ensuring decisions are based on up to date accurate information.

The team at crunchbaords are as impressive as the product itself.

Keep it going ...

Anthony Snoddy  

Specialising in music means we need special solutions for our clients who are either travelling all over the World on tour or devoted to making music in the studio. Our clients need information at irregular times, but they need it to be consistent and meaningful, and to suit their creative side it has to be well designed! For such a modern industry, the accounting and business management solutions are still stuck in the past. Not anymore!

We have introduced our clients to the awesome super charged mix of Xero and CrunchBoards and it has elevated our service offering to another level. The ease in which we can create individual cards for our clients is ridiculously quick, but even more than that we can tailor the cards to analyse any data we need it to. With so many different income streams and jurisdictions to interpret, it was always a very time consuming service for us to offer. However, now our cards are set up and everything syncs to Xero, the management information is just sat there waiting for us!

We are so happy with this product, it's what we have been waiting for, for the past 3-4 years! Hats off to the CrunchBoards team for creating and maintaining such a wonderful solution - you guys rock!!

Scott Sartin  

Number crunching is now so much more!
When it comes to the "crunch" this is it. Tailored solutions provide outstanding individual results. Clients can make well informed business decisions whilst valuing our input more than ever. Win / Win !!!
Thanks for all of the help so far!

Elliot Cargill  

After searching and hoping for a long time now to find a product which can assist with our clients businesses to present up to date and future management figures, in an informative and visually pleasing way, we have finally found the ideal partner in Crunchboards.

The time that Crunchboards saves is invaluable. It has allowed us to focus more on adding value and assisting in business decisions which can influence the future and growth of our existing clients, as well as helping to attract new business.
This along with the assistance from the excellent team at Crunchboards, in which everyone I have dealt with to date have been prompt and very helpful, is why our own team is excited about our future and the capabilities we have to work with our clients. In particular, Helen’s enthusiasm and support has been very much appreciated.

We look forward to having a long future working with Crunchboards.

Marcus Wallen  

When Team CB met Team CB it was a match made in heaven! At Charlton Baker, we have always been very proactive when it comes to providing valuable business insight to our clients, but we have been restricted in growing this service offering like many others due to the limited solutions available.....until now.

CrunchBoards is everything we have been waiting for and more. From seamless real time syncing with Xero, to easy design and replication of reports, flexibility of data analysis and KPIs, good looking output, time defying Scenario preparation to help us see the future in seconds, and so much more! With the future updates to follow, we are super excited.

Turning numbers into words for our clients is what we do, but CrunchBoards has left us lost for words it's so good.

Not forgetting of course the @Crunchie UK team have been fantastic to work with!

Xero Administrator  

Fantastic product! It takes accounting services to the next level. Great support team, always happy to help and very quick in responding.

Diana Britton  

Fantastic support from the team at Crunchboards and a fantastic product. Always adding new features. Great to be able to focus on a forward thinking service for clients and this is the tool that really enables that. Love it.

Olly Evans  

As a one man practice, I never expected to be in a position to offer clients everything that CrunchBoards gives them without charging the world for it due to the amount of effort that I would have had to put in.
But now I can with very little effort whatsoever. From day one all the team at CrunchBoards have been amazing with their knowledge and support and have helped me immensely with my transition to using their product.
It's another game-changer for me and my clients and every time I either show them the reporting or give them forecasts you can see their amazement in getting it. It's opened up another avenue for me and I can't say enough how wonderful it is!

Phillip Davies  

Operating on the cutting edge of innovation, we wanted a forecasting product that complimented our existing suite of add-ons and services with the core foundation being Xero. Spreadsheets were killing us and making us look bad. I feel like Crunchboards was made just for me in that it ticks all the boxes of being easy to implement, run various scenarios, auto-udpates via Xero and be shared with clients as a real-time dashboard. This now forms part of our core-offering to clients alongside Xero. I think I can still hear clients mouths hitting the ground the first time they see it and we are able to keep an eye on whats going on and jump in when needed as a massive value add. Thanks Stuart and CB team! :)

Brad Turville  

Amazing ! This is management reporting from here on end of. No comparison.

And then.. just when you think it can't get any better - Scenarios. Boom goodbye Excel hello future.

ps thanks for all the help to the CB team they were amazing throughout!! (Especially Helen :))

Ian Woollard ACA  

What an amazing product - takes forecasting to the next level - and is SO much more than just a forecasting product. Clients are going to love this, and excellent online support - really really helpful - and quick.

Sarah Leonard  

I have been looking around for cash forecasting tools and am delighted to have chosen Crunchboards, the team support that I have received in my first 2 weeks has been outstanding. I have hit them with some challenging issues and they have overcome every one of them in a professional and reliable manner. I am now on track to get the reports that I need for my clients. I am really looking forward to the coming releases in Q4 as I can see these being integral to how I will be using Crunchboards.

Ruth Howe  

We had looked around for quite a while for the perfect solution to our business advisory service, and had been quite disappointed with the quality and scalability of these solutions....until CrunchBoards came along!
We've been using the software for more than 6 months now, and whether it's building consistent boards across our client base, or bespoke boards tailored to the clients own KPI's (using some non-financial information), CrunchBoards provides us with the perfect visual solution without having to manipulate excel or Google Sheets.
The cash flow forecasting tool allow us to go one step further and work through some 'what if' analysis with clients. Furthermore, the service provided from Hannah, Amy, Ross and the team is top notch.
We are certainly another very happy Crunchboards partner!

Martyn Raftery  

I'm a big CrunchBoards fan. Along with Expensify and InvoiceSherpa it is one of my top 3 Xero integrations. We have been using CrunchBoards for more than a year and really value being able to quickly explore key financial performance metrics and compare performance against plan and previous years. The ability to give different stakeholders tailored views is also really useful. I hope Xero realise that 3rd party integrations are a key source of Xero wonderfulness and the best thing Xero can do for clients is to support integration partners and continue to develop the core rather than compete with new functionality they don't do as well.

Scott Robinson  

Amy, Hannah and their CrunchBoards team really get it with respect to the forecasting needs of small business clients. We reviewed many options to meet real world requirements and only CrunchBoards met our criteria.
It's like boarding a train, safe in the knowledge that you will reach your destination and enjoy the journey with first class service.

Colin Hunt  

The need for improved management reporting for clients has been a focus for a while - we appreciate that although we might like pages of numbers, it's not always what clients want! I looked at Spotlight and CrunchBoards but was impressed with the Forecasting functionality within CrunchBoards and the decision was made! We're now part way through the on boarding process and the training has been superb. Can't wait to 'go live' with sending boards to our clients next month!

Debbie Boulton  

CrunchBoards is a brilliant product. It has allowed us to deliver amazing analysis to clients effortlessly. I was downloading data and manipulating in Excel to produce management packs to clients which is just not sustainable. Boards are quick and easy to set up, and once set up update automatically. So, if we spot a trend to investigate further, we simply set up a new board.

Even better, I have secured new clients by demo-ing CrunchBoards. One specifically based on the forecasting and budgeting capabilities. So, as well as giving current clients a great service, it's helping me grow my own business.

Simon Lee  

We have been searching for a cloud based management accounting package for sometime. Following the demonstration of the Crunchboard package is was obvious we had found the crucial partner we had been looking for. The on boarding process was fantastic and ensured we were ready to launch the service to our clients. The service is now live and provided to every cloud based client as standard. They love the information and the fact we go the extra yard for them. A no brainer

Phil Ellerby  

Paul Redmond from RDA Accountants and I usually do not write reviews, however CrunchBoards is the BEST add on that Xero has from an Accountants point of view. You can really get under the skin of a business and help the business owner increase profitability make instant business decisions, based on the most up to date information available.
Their cashflow modelling is the best that I have used in my 30 years in this business. The other consideration that I really like is if you suggest improvements or ask for something they will always take your recommendation seriously. Their training is great also.
But most important the team are nice people to work with and they love what they do

Paul Redmond  

When I saw CrunchBoards at the recent Xero roadshow, I had that same feeling of utter excitement that I had when I first saw Xero. We invested in it straight away and are currently going through the onboarding process. So impressed with all the help we are receiving to make the best use of this very powerful package and so looking forward to rolling it out to all our clients. Really enjoying being an accountant these days!

Penny Rowden  

Crunchboards is amazing! This add-on has done wonders for our business and has really increased our profitability. Within a week of signing up as a partner we took an extra £700+vat of fee income. It really has paid for itself.

David Jones  

I am LOVING the product - I am able to achieve stuff simply that I have been working on for years THANK YOU

Cate Harrison  

Crunchboards is another exciting development in the accounting game. Combining the power of Xero data with the flexibility of Excel is true genius.
We use Crunchboards as a collaborative tool for our clients, easily bringing historical data to life rather than numbers of a printed page, and more importantly providing a great base to explore the future with clients.
Amy's support even with the disadvantages of Timezones has been amazing! It is truly a honour to be a Crunchboards partner.

Stephen Simpson  

Fantastic product – so much so we have convinced all of BDO in NZ to adopt it! Seriously.
Like so many before us, we had been spending too much time, by too few people, drilling through client financial info to find those jewels of information that can be displayed in a meaningful set of Excel-based KPIs. Not anymore. I can now get grads preparing fantastic looking boards for our clients. It is that intuitive to use, even easier to replicate and spread across a practice.
But it gets better. People need to take some time and invest it in the Scenario functionality. So much easier to use than the others. Combine that with some well-thought out email alerts and you are dealing in real time, right alongside your client.
For us, it’s about harnessing the conversation opportunity with our clients. This is exactly what CrunchBoards allows you to do. With the live updates from Xero, you are dealing with live data, not static dashboards.
And I must add that the support from Amy & Hannah is an absolutely first-class. Thanks heaps, I think Xero and CrunchBoards just saved accounting. 

Andrew MacDonell  

CrunchBoards has become crucial to the way we operate Clear Business Dynamics. As a relatively new business it is important to understand our current position across a range of KPI's.

Before CrunchBoards we were using other tools which only showed us high level data and left out the context and relationships that we needed to make key growth decisions.
Having first seen the product in October last year i am impressed at the consistency of the products development and the commitment to creating a valuable knowledge base to help us get the most from the product.

By far the leading performance management tool in the Xero eco system.

Michael Macolino  

We at Moore Stephens, an accounting firm in the Adelaide CBD, understand the value of real-time management information. My role is to keep our clients abreast of key industry developments, particularly with regard to the burgeoning trend towards cloud accounting and the many benefits that it provides.

As a Xero Gold Partner, we recently investigated a number of Xero add-ons in relation to dashboard management reporting and Crunchboards certainly stood out from the crowd.

Crunchboards allows us to provide real-time information and is customisable and scalable to suit business' needs, whether using monthly or quarterly dashboards.

Peppe Fusco  

I have had a great experience with the product. For me, this has been my favorite add-on since discovering bill.com with Xero. I had some complex project reporting needs from data in Xero and their software handled it amazingly! Fathom/Spotlight both couldn't handle it but Crunchboards did. Now I can provide beautiful visualized reports to my larger clients and wow them with all the insights we can pull from it. Highly recommend them! Waiting for PDF exports of the dashboards and then I'll be one extremely satisfied customer.

Nicholas Bird  

We have just signed up to Crunchboards and I am really looking forward to getting this out across our entire client base, enabling us to move up a few gears in terms of the services we provide for our clients. As finance directors and managers for our clients, I can see this being the key tool going forward for communicating effectively financial information to non finance people. I met the guys from Crunchboards at the Xerocon in February and really liked what I saw. Whilst I have found Sage Forecasting very useful over the years, this is clearly from the current century! The management accounts and KPI potential here is immense and clients will absolutely love it.

Gary White  

I am so grateful that I was recommended CrunchBoards - to say I was blown away when I saw how easy it was to produce amazing management reports is an understatement!

I must say also they've been a joy to deal with and I am SO excited about making CrunchBoards an integral part of my service in the future!

Jason Blackman  

I cannot praise the team at CrunchBoards highly enough especially Helen for her above and beyond call of duty! When they say you are hand held through the software you truly are.

The software is intuitive and easy to use. It integrates seamlessly with Xero and gives you the ability to analyse your data in a much more understandable way. Not everyone is an accountant, so it lets us accountants explain the bones of a business to a client in a format they "get". Real time really is real time with CrunchBoards.

Love it , love it love it!!!

Joanne Halsall  

Hi Jeff,

Thanks for the message - it seems that you've missed a bit of the app as you can do exactly what you want to achieve with regards to re-sizing cards. You could have one huge Card to fill the entire screen for example.

Resizing and adjusting the layout of your Boards, including reordering the position of Cards is a really simple process in the "Edit" mode for Boards. Please see this video here: http://vimeopro.com/crunchboards/tv/video/113638206

Our support team is also on hand to give you a tour as well via our an in-app messenger, which is available in the top right of your screen under the help dropdown (that's also where the tutorials, videos and docs are).

We'll follow up with you personally now, so we can answer any more questions you have.

Speak soon!

Amy Harris  

There are a lot of positive reviews for this add on but I'm not seeing it. I've been dying for a great visual reporting add on to Xero Sadly this one isn't it for me.

There is a ton of great information in there and the flexibility in creating the data you want to access is extensive, but the interface is just bad. The whole card concept doesn't work. You're limited to a little box for data/charts/graphs that should be taking up a full screen. You can't resize the cards to the size you need them to be. Because you're limited to these small cards the text is virtually unreadable unless you zoom in the browser page.

Things get even worse on an iPad.

The potential for this to be a great add on is there. They just need to rethink their entire design philosophy because it just doesn't work.

Additionally, as a small business $50 a month is a bit too much. If you're an accountant that is using this for multiple clients that is not much, but there should be a small business price of about $20 a month.

I guess I can't post in a review more than once. Makes sense..

WRT sizing, I see now that you can resize the windows as Amy mentions below. I missed that because it's only available when creating a card. Once a card has been created, even in edit mode, you can't change the size of it unless you "add a new card" which isn't intuitive. Once in "add a new card" mode then existing cards get the option to resize. Seems like that should be available when editing a card.

Jeff Singer  

CrunchBoards is a fantastic analytical tool allowing you to show a client the key metrics in a wonderfully visual way.

Superb integration with Xero. Forecasting tool is very easy for clients and accountants to build and understand. Granular permission rights allow various stakeholders of the business access to various boards. Utilises tracking codes within Xero to compare results between sales teams, geographic locations etc.

Its going to save allot of the old excel spreadsheet crunching while still retaining the power of excel to build KPI metrics and formulas.

And that's just the client focused side!

Linking all your top clients can allow you to set alerts to monitor key business indicators on one page and receive an email when one may reach a target or fall behind expected outcomes, allowing you to be proactive at contacting your clients with much greater ease.

Cant wait to see what extra features are released in the future of this add on.

Alex Pearce  

I've always enjoyed budgeting and forecasting for clients and now CrunchBoards has made it even more fun. I'm looking forward to all the developments in their pipeline.

Bonita Cory  

This Add-on is a must if you are looking for intelligent reporting for your business.

It gives you the detail you need to see where you have been and also forecasts to see where you are going, this is invaluable if you are looking to approach banks for finance or give investors or decision makers the key data for the business.

The great thing with Crunchboards is that you can display the lists of numbers that us accountants love or display the results graphically so anyone without a financial understanding can still see trends etc.

There is functionality to allow certain users to see certain areas only. The example being a salesman can see targets for sales and how they have performed against those targets but they cannot see cash at bank or profits.

All in all a great addition if you are a Xero user.

Brian Mason  

For me, it's simple. I want to give my clients the kind of service that they rave about. I've been in this game for over 30 years and I've worked with countless business owners (and I'm an accountant!) but that's the point - I've never witnessed anything like this. My clients are hooked. I genuinely love tech and finding newer and better ways to work and CrunchBoards delivers massively for my own practice here too. I would never go back to historical reporting apps or spreadsheets. CrunchBoards is the future.

Amanda Fisher  

After working at Xero for the past few years. I decided to venture back to being an accountant. And so, when I made the move, I picked the Best of the Best Add-ons to use and Crunch Boards is one of those !!! I really appreciate the work the team has put into their product, training and service (which seems to be round the clock).

I am Very happy to be one of the founding accounting partners in Oz and have rolled out CB to every client I have.

Daniel Moore  

After not believing that Crunchboards could be that good, I was nervous to begin with and kept asking what is the catch. I ca't see one yet. The amount of time it will remove in exporting data from accounting software and punching it through Excel to report and analyse will be huge; can't wait for all of my clients to see it, and to allow something I have always dreamed of to happen - to have real time data to discuss with my clients and what the plans look like for their future, this will be awesome; can't wait for non financial data to come into play soon as well.

Amy's follow up through the pre-sales process was first class.

Michael Harvey  

We're a business with a game plan. CrunchBoards is left field. For us, it's the answer to our 'I wish/dream team' moments. We genuinely didn't think client management existed in this way and the intelligence and experience we deliver on the ground is the home run. Don't get CrunchBoards confused with other reporting tools or spreadsheets, the platform they've built is insanely flexible so it works for our diverse range of clients. We have small businesses using CrunchBoards right up to multi-million turnover global entities. Due to our assorted client mix we are working with people who have varying skills sets and understanding of their financials. CrunchBoards can communicate to them all and at the appropriate levels. Get on-board...!

Carpenter Box Xero Admin  

Often when you give a business owner any report - P&L / Balance Sheet etc they glaze over looking at a row of figures. CrunchBoards gives them the opportunity to see how their business in performing in a graphical way that they can understand. Clients are taking more of an interest.

Rosemary Wenham  

Just fantastic. I love the ease I can create a board and apply the same or similar board to another entity. Every client I've shown has gone "Wow". A weekly report for a restaurant now takes a minute instead of importing to an excel spreadsheet and checking data to ensure it is right.

Martin Tunley  

Real time financial intelligence, Crunchboards is the most exciting add on I have used with Xero. Our clients enjoy the graphical and exciting ways to clearly show the real time performance of there business, we have used it across a number of types of businesses including Hospitality and Pharmacy. Crunchboards creates conversation with our clients and allows us advisers to see visual real time KPI's.

The ease of use is one of the many reasons why Crunchboards is streets ahead of it's competitors.

Congratulations to Amy and Hannah for creating a real innovative game changer as a reporting Add on to Xero!!!

Tom Paine  

Probably the most incredible application I have had the privilege of working with. Our current clients are absolutely blown away by the richness of the information and the ability to adapt in such a short space of time.

Gone are the days of sweating over pivot tables and charts using dated data.

This is a game changer!! We love it!!

Ryan Coates  

Fantastic Product!

Flexible and easy to use, great for use across a range of industries.

I completely agree with those who have written before me.... this product will have an impact on how accountants work, giving them (and other Business Advisors) the ability to really help their clients grow their business.

Being able to track in real time, using custom formulas, the insights gained are far more valuable then what has been available prior via other products and/or excel spreadsheets.

Great looking product, presents the data well.

Great work, looking forward to doing more and more with Crunchboards.

Garry Dukes  

I am still a bit in SHOCK!

I thought I would never find a day that my spreadsheets would be DEAD. I focus on 1 industry and our service is very specific - which meant I ploughed allot of resource on creating monthly Overview sheets, of course as soon as the data in Xero Updates.... the Spreadsheets don't.

I can see this being a massive assets to my business moving forward not only in cheaper labour costs but the marketing element too, My clients are very visual and the graphs just bring it home!

I have been looking for a solution for nearly 6 months and now I've found it.

Great work guys!

Chris Cheeney  

Crunchboards is going to be (if it isn't already) a phenomenon in the accounting industry! It's as simple as that. I'm describing it to colleagues and clients as "live management information and accounts" because that is something they understand i.e. the analysis of a businesses performance by metrics way beyond P&L and Balance Sheet reports.

But it doesn't stop there. CB has a vast array of additional features that enable you to completely tailor the information you provide to clients and also enables them to monitor those metrics in real time with the ability to create alerts that allow a business owner to sleep at night.

Why did we move all of our clients in to the cloud with Xero in the first place? Lot's of reasons but a fundamental one was so that we could collaborate with business owners and provide proactive guidance and advice about business performance to enable strategic business decisions to be made. Extending that way of working with CB is the next natural step and will become the only way of making a real difference as an accountant as compliance services are eliminated by technology.

But then CB goes even further by allowing you to look forward and create scenarios and forecasts to help a business owner steer their ship in the right direction rather than according to where it's been. It's why the front windscreen on a car is bigger than the rear window, so you can see where you're going rather than where you've been. Try driving your car home tonight in reverse if you don't believe me!

Paul Meades  

Crunchboards has provided the perfect product to compliment Xero.

After spending numerous hours preparing management reports in Excel and Castaway (or Winforecast for the older folk), it has been a great experience to prepare the same information in only minutes!

The support and service providing by Amy and Hannah is brilliant.

If you are serious about getting the most out of your reporting, you need Crunchboards.

Craig Seddon  

As a virtual CFO practice, we've been looking for a dashboard and forecasting platform to add to our product offering for several years now. We have explored other solutions, but they didn't provide anything that I couldn't already do in Excel.

That changed with Crunchboards. We are now able to deploy a high-value solution across our entire client base, and move from discussing what happened last month/year to understanding how today's decisions might impact the future of their business. It's always been our goal to provide a finance solution rather than just being an accountancy practice, and this does it for us.

We recently demoed the Xero/Crunchboards platform to a banker. His response - "if I could require every company in our loan portfolio to be on this platform, I would. Instead, I will just have to strongly suggest it." He is excited about the real-time analysis, and how it will allow him to proactively assist his client base, rather than reacting to months-old information. The alerting system in particular piqued his interest.

In short, paired with a solid education program and regular touchpoints from a trusted advisor, this is what small businesses and entrepreneurs have been needing to grow smarter and succeed faster.

Dan Schmidt  

It's rare in business to have another " conversion on the road to Damascus moment." The first was with Xero and the Aha moment that followed. That same Aha moment was when I first saw the power of Crunch Boards! A truly revolutionary product that is easy to use. A truly passionate team at CB about such a revolutionary product. CB opened my eyes and put a spring back in my step and made me realise what an exciting time it is to be an accountant.

Paul Miller  

I'm with Brad, as soon as you see CB you just love it and then every client name pops into your head and that's when the magic happens.

Thanks so much for helping pull out the brown cardigan and comb overs from the closet! Can't wait to see what's coming up (Dear CB Dev Team, break even's please).

Amy and Hannah not only cute and talented but you have rocked the accounting world by offering something different which these days is not easy.

Well done, Merry Merry Christmas from the Kiwis

Gayle Buchanan  

Crunchboards is the product our business has been waiting for. After one Demo with Amy, I knew Crunchboards was going to have a considerable effect on not only our business, but on the entire hospitality industry.

One of the challenges that hospitality business owners face is that they rarely have accurate, up-to-date numbers to work with - Reports come, but they often come far too late. One month of poor performance can take many months, even a year for a business to claw back.

What Crunchboards allows us to do is give the industry up-to-date reports on a weekly basis. This has always been a possibility, but never with the efficiency, ease and aesthetically appealing design that Crunchboards provides.

Now our Clients have weekly P&Ls & KPI’s at their fingertips. It is rewarding for us when we have the opportunity to engage with our clients and talk about business benchmarks rather than just completing the mundane compliance work.

Once you have your Crunchboard setup, the data then flows from Xero automatically. No more exporting to Excel! It’s amazing that the service that is of the highest value to our Clients is now one of the easiest services for us to provide…

Nick Hazel  

I have been very impressed with Crunchboards. It is now an essential part of our management accounting practice. The fact that it is so flexible means that dashboards can be built to meet each clients needs. A huge bonus is also the scenario planning.
The team is very excited at the potential Crunchboards offers our clients and even ourselves internally with the alert function

I have also found Amy and Hannah to be very approachable and are only too happy to help.
This is my favourite add-on without a doubt

Matt Sharwood  

As soon I had a demo of crunchboards I could see how it can change our practice.It sould be part of any proactive accounting practice.

It makes it real. And real-time. We can create a Board to look at our hospitality clients' food GPs to explore trends; as easily as creating a Board for a client who's exploring a pending expansion. The team love creating Boards to monitor their personal clients, we have regular internal meetings and CrunchBoards is the tool at the heart of these discussions. CrunchBoards cleverly empowers your team and clients to embrace change as they have made adoption so easy... you don't need a training manual or certification!

Brad Golchin  

For months (no years) I have been looking for a reporting add on that gives me flexibility in the types of reports I can generate from Xero. Up until now I have multiple spreadsheets with my tailored reporting, which is time consuming and not "live". Crunchboards is changing that for me (spreadsheets will be a thing of the past). The ability to create multiple cards on the one dashboard, giving me live updates on how the business is travelling. Being able to create my own formulas, KPIs gives me complete ownership of the reporting process. Cant wait for scenarios (forecasting / cashflow) to come live, this will give me the complete package.

Craig Graham  

Crunchboards is an amazing package which is extremely easy to set up and links seamlessly into Xero, mitigating the time taken to put together performance reports.

The reporting dashboard is clear and concise and allows us to tailor the information provided to the client, but also offers the client the ability to filter out or report on information that they want to see.

The alerts function allows us to keep the entire team up to date with key events throughout the business year and flags up any discrepancies which may occur, allowing us to raise these issues with client sooner.

This has allowed us to have the opportunity to offer additional reporting functionality to clients and overall become more proactive with the service which we can provide going forward.

Scott Kennedy