No-code accounting automation

Stop rebuilding the same reports every month.

For accountants, bookkeepers, and business owners managing their own books. Automate month-end reports, overdue invoice reminders, tax reconciliation, and bank transaction summaries. No spreadsheet assembly, no code.

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What Formt automates

Accounting workflow automation for the work after the numbers are in

Whether your data lives in Xero, a spreadsheet, or a mix of both, Formt pulls it, processes it, and turns it into reports, reminders, and analysis without manual assembly. Set up a workflow once and run it whenever you need it.

Month-end P&L commentary

Pull the P&L from your accounting data, generate a plain-English commentary on revenue, margins, costs, and net profit, and render to PDF. Board-ready in one run.

Overdue invoice reminders

Pull invoices with a balance owed, look up each customer's contact, and draft a tailored payment reminder for each. You review every message before anything sends.

Tax reconciliation

Pull sales invoices and purchase bills, calculate output tax, input tax, and net due. An independent cross-check you can run before every period close without rebuilding the calculation each time.

Bank transaction summary

Pull transactions for any date range and get a plain-English summary of money in vs out, biggest outgoings, and anything that stands out in the period.

Spend categorisation

Pull bank transactions and get suggested account codes and categories for each. Useful for reviewing uncoded spend or checking classifications before period end.

Balance sheet health check

Pull the balance sheet and get a read on working capital, gearing, cash position, and any red flags or strengths worth flagging to a client or stakeholder.

Xero integration

Xero workflow automation from your live data.

Already using Xero? Formt connects directly. No CSV exports, no copy-paste, no stale spreadsheets. Any workflow can start from your live Xero data: invoices, bills, bank transactions, P&L, balance sheet. If you're not on Xero, spreadsheets and Google Sheets work just as well as a starting point.

Live data, not exports.Formt reads directly from your Xero organisation, always current, no manual refresh needed.

Review before anything sends.Every generated report or email pauses for your approval before it reaches a client.

Run on a schedule.Set workflows to run on a recurring cadence, like month-end commentary on the 1st or tax reconciliation each quarter.

Not on Xero?CSV import, Google Sheets, and manual form inputs all work just as well.

Templates

Ready-to-run accounting workflows

Browse all templates →

Clone any template and it runs in minutes. Xero-connected templates pull your live data automatically. Spreadsheet-based templates work with a CSV upload or a Google Sheet.

Xero Month-End P&L Commentary

Pull a Xero P&L report, get a plain-English commentary on revenue, margins, and net profit, render to PDF.

See template

Xero Overdue Invoice Triage

Chase unpaid invoices with personalised reminders drafted from your live Xero data. Review each email before it sends.

See template

Xero Tax Reconciliation

Independent output and input tax estimate from your Xero invoices and bills (VAT, GST, or similar). Set the date range to your filing period.

See template

Xero Bank Transaction Summary

Plain-English read on where the cash went for any date range, pulled directly from Xero with no export needed.

See template