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Financials · Payroll

The month-end pack, without the rebuild.

Management accounts synced from Xero, with saved versions, adjustments recorded where they were made and commentary on the exact cell it explains. Export to PDF or Excel when it's client-ready — and see the payroll register from Staffology alongside, read-only and reconciled.

Meridian & Co — Financials
August 2026, against last yearlive from Xero · 2 adjustments · 1 note for the pack
Profit & lossAug 25Aug 26
Revenue128,440141,210
Cost of sales(51,376)(53,904)
Repairs & maintenanceadj(3,912)(9,340)
Administrative expenses(31,208)(32,745)
Operating profit42,94445,221
Priya · Repairs spike is the warehouse roof — one-off, client aware, invoice attached to the bill.
Versions

Live until you say otherwise

The live view moves with the ledger; a saved version stands still forever. Adjust a figure and the adjustment is recorded on the version where you made it — with its author and reason — so 'why is this different from last month's pack?' has an answer you can point at. Compare versions side by side when the question is 'what changed?'.

Live sync vs saved versionsAdjustments with provenance, single or bulkVersion comparisonColumn and period controls
Version history
August pack — sent to clientSaved 4 Sep · 2 adjustments · exported PDFfrozen
August workingSaved 1 Sep · 1 adjustmentfrozen
LiveMoves with Xero — right nowsyncing
Payroll

The payroll register, alongside the accounts

Synced from Staffology: employers matched to clients, employees and payslips underneath, director flags and payroll codes where you expect them. Read-only by design — the payroll engine stays the source of truth, AccountantOS is where the whole client is visible at once.

Employers auto-matched to clientsEmployees and payslips, drillableRead-only: no second place to make a mistake
Fenwick Ltd — Payroll
EmployeeRoleAug netStatus
Sarah FenwickDirector£4,102Paid
Marcus BellOps£2,388Paid
Aisha KhanSales£2,914Pending

The pack, already built.

Numbers from the ledger, notes on the cells, PDF at the end — see a month close without the rebuild.

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