Setara Insights · Reports and buckets
Build the pack once. Receive it forever.
Saved reports turn a great answer into a recurring one. Buckets group them into the packs your business already runs on. Setara Insights delivers them to the right inbox on the right day.
Bucket · Monthly Board Pack
- Profit and LossStored query
- Balance SheetStored query
- Cash FlowStored query
- Debtors AgeingStored query
- Top 10 CustomersStored query
Schedule · MonthlyFormat · PDF
What it does
Save once, schedule once, done.
No more Sunday-night spreadsheets. No more chasing the accountant for last month's pack. The reports build themselves and arrive when they should.
Pin any answer
Anything EVA returns can become a saved report. The query is locked. No AI is rerun, the numbers refresh from your ledger.
Group into buckets
Bundle related reports into a named collection. A Monthly Board Pack, a Weekly Cash, an Owner Brief. Whatever rhythm you run on.
Schedule delivery
Daily, weekly or monthly. The right people get the right pack at the right time, without anyone touching a spreadsheet.
PDF or CSV
PDFs for the board. CSVs for the accountant. Same source, two outputs, no manual exporting.
Multi-entity ready
Reports can roll up across several Xero organisations with currency conversion. One pack for the whole group.
Audit-friendly
Every report is a stored SQL query. The logic is visible, versioned and reviewable by anyone who needs to see it.