Reports

Reports

Generate filtered reconciliation HTML reports. Actual invoices first, recurring templates as fallback, prorata rows excluded from the main table.

Report generator

Aggregated by mapped client and mapped product. Unresolved rows explaining recurring fallback outcomes.

Actual issued Xero invoices are compared first. Recurring invoice templates are fallback only — unresolved rows call out whether recurring fallback was checked, applied, or unavailable.

Select a completed audit run to enable report generation.

Company analysis

Compares PAX8 companies to Xero companies only. SKU logic is excluded from this pass.

No month selected — the backend will use the latest completed import month.

No company-only analysis artifact is currently available for the selected month.

AI Microsoft Summary

Advisory only. AI-assisted Microsoft-licence reconciliation from the persisted audit snapshot.

Microsoft licences only — AI-assisted output. Treat as advisory, not as a definitive audit result. The model runs locally; no data leaves the server.

Generated reports

Open or download completed HTML artifacts.

ReportAudit runCreatedAction