Inputs to your reports — companies, books, provider connections, and groups.
| Category | Description | Status | Actions |
|---|---|---|---|
Connections | Provider connections grouped by provider — Xero orgs today, more sources to come. | Available | Open |
Books | First-class billable units. Each Book has one provider connection. | Available | Open |
Groups | Consolidated reporting across multiple Books (e.g. family trust + operating co). | Coming soon |