Save time. Create value.
Replace manual month-ends with automated management reporting using Power Packages by PT2.0.
You are an advisor,
not a number cruncher.
Our management reporting packages use Microsoft Power BI and the Etani Business Platform to create an automated, professional presentation of Xero management reports that start conversations and get to a-ha moments.
Features of Power Packages by PT2.0
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Automated
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Updated daily
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Consolidates Xero files
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Easily customisable to your brand and terminology
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Accurate via direct data feed
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Saves time
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Starts conversations with business owners
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Maintenance and support
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Set-up training session included
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Showcases your advisory as tech-savvy
Each management reporting pack includes:
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Sales Analysis
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Break-even Analysis
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Expense Analysis
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Profit & Loss in multiple formats, plus projections
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Balance Sheet
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Cash-flow Statement
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Debtor and Creditor reporting
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Much more...
Power Packages start at as little as $1,000 per month on a 24-month subscription package.
bronze
Who is it for?
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Small firms
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Revenue of up to $5 million
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1-3 partners
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20 team members
What's included?
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Automated management reporting pack for use with Xero
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Coaching session with lead user
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Monthly maintenance
What's the cost?
$2,000 set-up fee and $2,000 monthly subscription, based on 24 months.
silver
Who is it for?
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Small firms
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Revenue of up to $5 million
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1-3 partners
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20 team members
What's included?
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Automated management reporting pack for use with Xero
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Coaching session with lead user
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Monthly maintenance
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Etani "Accounting Firm Plan" subscription
What's the cost?
$2,000 set-up fee and $2,600 monthly subscription based, on 24 months.
gold
Who is it for?
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Medium firms
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Revenue of up to $12 million
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4 partners
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60+ team members
What's included?
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Automated management reporting pack for use with Xero
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Monthly maintenance
What's the cost?
$3,000 set-up fee and $3,000 monthly subscription, based on 24 months.
platinum
Who is it for?
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Large firms
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Revenue over $12 million
What's included?
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Automated management reporting pack for use with Xero
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Monthly maintenance
What's the cost?
$4,000 set-up fee and $4,000 monthly subscription, based on 24 months.
FAQs
Am I locked in?
The true benefit of our packages is demonstrated over time to create value, not just report numbers. Our packages are based on a minimum 24-month commitment.
How many clients can I use this with?
All the clients! Packages are based on the size of your firm and the more you use it the cheaper it becomes.
Do I need any other subscriptions?
Power Packages are based on the Etani Business Platform and you will need a subscription with Etani to use the packages.
What are the alternatives?
There are many alternatives, all involving traditional, manual, time-consuming busy work that clients see little to no value in. Our packages offer engaging, discussion led analysis for a couple of bucks a month that translates into hours of advisory conversations and no ongoing overheads.
Sounds awesome, but I want something a little different.
No worries. The PT2.0 team offers customisations for your needs. If you are after something completely out of the box then let's do it and create your bespoke system.