Xero Forecasting | ModelReef

Forecast straight from Xero - no exports, no broken links.

Manual forecasting drains hours every month. Model Reef connects directly to your Xero ledger, turning live data into automated three-statement forecasts. Accountants get real-time financial forecasting, consistent Xero data insights, and a reliable business forecasting software workflow built for accuracy.

The hidden costs of manual Xero forecasting:

  • 3+ hours lost per client each month to exports and reconciliations
  • Forecasts quickly fall out of sync with the ledger
  • Clients lose confidence when models don’t match Xero financials
Watch a demo Start Free 14-day Trial

Back to Accountant & Consultants

hero-fallback

Trusted by clients with over US$40bn under management.

Your Xero data updates daily - your forecast doesn’t.

Disconnected spreadsheets break the moment assumptions change. Manual mapping, version drift, and inconsistent logic weaken financial planning and analysis across your firm. Model Reef replaces spreadsheets with a live Xero forecasting tool that updates automatically, reduces errors, and delivers accurate financial forecasting for accountants in real time.

model-reef

See how Model Reef keeps your forecasts live and accurate.

These demo features show how effortlessly forecasting becomes when your model stays linked to Xero - no exports, no rebuilds, no manual fixes.

clarity-icon Connect Instantly

Authorise once and pull live Xero data into Model Reef for Xero connected forecasting.

bot-icon Automate Forecasting

Generate linked P&L, balance sheet, and cashflow forecasts with automated financial reporting logic.

forecasting-icon Stay Reconciled

Every Xero update refreshes the model, improving forecast accuracy improvement with no manual intervention.

Watch a demo to see Model Reef in action.

Watch a demo Start Free 14-day Trial

Back to Accountant & Consultants

A connected approach to Xero-based forecasting.

Model Reef gives accountants and consultants a structured, predictable, and accurate workflow - no templates, no macros, no rebuilds.

link-icon Step 1:
Connect Xero

Securely authorise live data sync for consistent Xero cash flow forecasting.

model-building-icon Step 2:
Build Your Forecast

Auto-generate a fully linked model for precise financial planning and analysis.

forecasting-icon Step 3:
Update & Analyse

View changes in real time, test assumptions, and provide predictive financial insights to clients.

See how Model Reef standardises Xero-based forecasting.

Explore Use Cases Start Free 14-day Trial

Back to Accountant & Consultants

Deliver accurate forecasts, reduce rework, and modernise your Xero workflow.

Model Reef helps accountants replace repetitive tasks with automated forecasting - improving accuracy, efficiency, and client trust.

clarity-icon Faster Forecast Cycles

Save $15,000 per year in lost time

Stop rebuilding spreadsheets and deliver reliable forecasting for Xero users automatically.

collaboration-icon More Consistent Reporting

Avoid $75,000 in rework

Remove reconciliation errors with connected Xero data management and automated ledger sync.

forecasting-icon Firm-Wide Efficiency & Growth

Unlock $300,000 in scalable efficiency

Standardise accounting automation with Xero across every client for stronger margins and better advisory impact.

See how accountants achieve ROI from their first engagement.

See how to get started Start Free 14-day Trial

Back to Accountant & Consultants

The Xero forecasting toolkit for modern accountants.

These features form the core of Model Reef’s connected business forecasting software experience.

real-time-icon Instant 3-Statement Models

Generate linked P&L, balance sheet, and cashflow from live data for real-time cash flow analysis.

clarity-icon Scenario Toggles & Branching

Model revenue, cost, or hiring changes with smart scenario planning - no new versions.

model-building-icon Collaboration & Audit Trail

Share models, control access, and track every change for confident accountants and consultants using Xero.

collaboration-icon Live Xero Integration

Stay constantly up to date with Xero advisory tools and automated data sync.

Explore all forecasting features.

Explore Features Start Free 14-day Trial

Back to Accountant & Consultants

Security built for accounting and advisory workflows.

Model Reef protects sensitive Xero-linked data with enterprise-grade safeguards designed for finance professionals.

xero-icon End-to-End Encryption

Protects all ledger, forecast, and client data in transit and at rest.

Audit-Level Tracking

Records every assumption and user action for transparent financial reporting.

excel-icon Granular Access Control

Assign permissions by client, entity, or team to secure strategic business planning workflows.

See how Model Reef keeps your data secure →

See Collaboration Start Free 14-day Trial

Back to Accountant & Consultants

Questions before you start?

Here are the most common questions we get asked in demos.

Model Reef improves accuracy by replacing exports and manual spreadsheets with a live Xero forecasting tool connected directly to the ledger. Every assumption flows through a fully linked model, removing the risk of broken formulas. As transactions post in Xero, the forecast updates automatically, ensuring the numbers stay aligned with real performance. This reduces rework and strengthens client confidence. These capabilities make Model Reef ideal for firms wanting fast, dependable forecasting.

Xero cash flow forecasting becomes far more reliable when live ledger data drives the model. Model Reef syncs cash movements, payables, and receivables instantly, preventing timing mismatches that distort decisions. Advisors can model future liquidity with clarity, test scenarios, and validate assumptions in seconds. This drastically improves planning for growth, hiring, or funding. These strengths position Model Reef as a modern solution for Xero cash flow forecasting.

Financial forecasting for accountants requires consistency and speed - both of which spreadsheets fail to provide. Model Reef standardises logic, KPIs, and reporting across all clients automatically. This reduces the time spent fixing models and increases reporting quality. Advisors gain clearer insights into revenue, margin, and cashflow drivers. It also supports repeatable workflows at scale. These advantages make Model Reef the leading platform for financial forecasting for accountants.

Model Reef offers seamless Xero integration for consultants by connecting ledger data through secure OAuth and mapping charts of accounts automatically. This eliminates repetitive setup work and ensures each client’s model stays fully reconciled. Consultants can focus on analysis, not data wrangling. The platform also enables multi-client oversight from one interface. These capabilities greatly simplify advisory workflows.

Model Reef acts as advanced business forecasting software, generating three-statement models instantly and updating them as new data arrives. Advisors can test pricing, hiring, and cost assumptions without breaking any formulas. This makes forecasting more strategic and less mechanical. Clients benefit from clearer insights and more proactive planning. These strengths elevate advisory value and reduce manual workload dramatically.

Real-time financial forecasting becomes possible when Xero data syncs continuously into a live model. Model Reef recalculates P&L, balance sheet, and cashflow the moment new transactions occur. This eliminates stale reports that mislead decision-making. Advisors can run scenarios with full confidence in the underlying data. These capabilities define truly real-time financial forecasting for accountants and consultants.

Model Reef drives accounting automation with Xero by eliminating manual exports, mapping, and reconciliation tasks. It standardises every forecast, automates updating, and reduces process variation across clients. This transforms advisory work from reactive cleanup to proactive insight delivery. Firms gain scalable efficiency and consistent output quality. These advantages modernise the entire forecasting workflow.

Model Reef provides richer Xero data insights by connecting live actuals to forecasting, valuation, and scenario engines. Advisors can quickly identify performance shifts, margin risks, or cashflow pressure. This helps clients make informed decisions earlier and moves advisory conversations beyond static spreadsheets. It also strengthens long-term strategic planning. These capabilities help firms deliver high-value insights rooted in clean, reconciled data.
Still have unanswered questions?
Contact our team See it in action

Explore other Xero-connected workflows.

Model Reef extends beyond forecasting to support full-stack reporting, consolidation, and advisory work.

chart-circle-icon Xero Consolidation

Combine multiple entities into one reconciled model with automated sync.

Learn more

forecasting-icon QuickBooks Ecosystem Forecasting

Build three-statement forecasts directly from QuickBooks data.

Learn more

model-building-icon Payables & Receivables Mapping

Automate working-capital insights with fast, accurate mapping.

Learn more

chart-circle-icon Multi-Entity Consolidation

Roll up groups, divisions, or clients using real-time consolidation logic.

Learn more

Explore all Model Reef use cases.

Explore Solutions Start Free 14-day Trial

Forecasts that stay live, accurate, and connected to Xero.

Model Reef gives accountants and consultants a reliable, automated forecasting workflow - eliminating manual exports and delivering real-time accuracy.

Start Free 14-day Trial

See it in action Start Free 14-day Trial

Back to Accountant & Consultants

Trusted by clients with over US$40bn under management.