The weekly newsletter for forward-thinking finance leaders, especially those who leverage Xero and its ecosystem. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­    ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  
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Your weekly go-to guide to transform your finance function into a strategic powerhouse.

Welcome CFO Techstack Community 👋,

 

Last week, we explored CFO Techstack's App Map 2.0, released as part of the State of the Stack 2026 Report, sponsored by Xero.

 

State of the Stack 2026 is the definitive playbook for finance leaders who want to build or optimise their tech stack for the year ahead.

 

This week, we're diving deep into one section of the App Map and State of the Stack 2026: reporting. We'll see how modern finance teams are using reporting apps to drive better decisions by exploring our Featured Apps and Notable Mentions!

 

If you haven't already, you can download the report here

FEATURED ARTICLE

State of the Stack 2026: Reporting

As a core responsibility of the modern finance function, reporting is one of the four core pillars of CFO Techstack's App Map 2.0.

 

Effective reporting gives finance leaders clear visibility over performance, cash and risk, enabling faster and better decisions.

 

In State of the Stack 2026, the reporting pillar is split into two main categories:

  • Consolidated Reporting: aggregating financial data across multiple entities and currencies

  • Management Reporting: translating financial data into clear metrics and insights for leadership teams by generating dashboards or reports

 

To help identify the best apps for each of these core capabilities, State of the Stack 2026 provides the following:

  • Featured Apps: The app with the highest number of appearances in our How I Stacked It case study series.
  • Notable Mentions: Other high-performing apps frequently cited by our community.

 Let's explore each reporting category in more detail.

 

 

Consolidated Reporting

 

As organisations add entities, regions and currencies, consolidated reporting becomes a prerequisite, not a “nice-to-have”.

 

This category spotlights the apps bringing structure and automation to group reporting, helping finance teams consolidate faster, reduce spreadsheet reliance and scale with Xero at the core.

 

In the Consolidated Reporting category, Joiin is our Featured App, appearing in 18 How I Stacked Its to date.

 

Here's an extract from Joiin, covering how they’re enabling finance teams to gain real-time visibility in 2026:

 

"With Joiin’s advanced reporting and consolidation features, finance teams gain real-time visibility across every entity without manual spreadsheets or fragmented tools.

 

Multi-currency consolidation, eliminations, and group structures are built in, with unlimited reports and unlimited users included as standard. Customisable Report Packs add consistency to every reporting cycle, with dynamic layouts, branded outputs, and automated scheduling.

 

Joiin Intelligence is the AI layer powering insights, automation, and smarter reporting across the platform, providing a conversational way to explore reports, investigate anomalies, and uncover insights. AI Agents automate reporting tasks and carry out defined actions within the workflow."

 

We’re also pleased to recognise dataSights and Calxa as notable mentions, featured in 4 and 2 tech stacks respectively. Their appearances reflect the value they’re delivering in real finance teams.

 

 

Management Reporting

 

Management reporting is how finance turns financial data into leadership insights.

 

This category covers the tools that help you deliver consistent KPIs, board-ready reporting, and the performance visibility needed to drive operational decision-making.

 

In the Management Reporting category, we’re delighted to recognise Fathom as our Featured App, appearing in 20 tech stacks to date.

 

Here's an extract from Fathom, sharing how they’re enabling finance teams to use reporting & forecasting as strategic levers for growth in 2026:

 

CFOs don’t just need data; they need clarity. Xero gives you the numbers, and Fathom takes this data further by turning it into visual reports, meaningful KPIs, and forecasts to help you plan your next steps.

 

As we head into 2026, the role of finance is evolving. Reporting and forecasting have become strategic levers for growth, not back-office tasks. With Xero and Fathom, finance teams can model scenarios, anticipate challenges, and respond with confidence. They can also easily craft engaging board reports that give understand and help to open up conversations.

 

We’re also pleased to recognise Syft Analytics and G-Accon as as notable mentions, featured in 12 and 8 tech stacks respectively.

 

 

Modern finance teams can leverage these Consolidated Reporting and Management Reporting apps to effectively aggregate their financial data and translate it into clear metrics and insights for leadership.

 

This article is an extract from CFO Techstack's State of the Stack 2026.

COMMUNITY INSIGHTS

🎤 How I stacked it

Craig Shorto, Managing Director at Offshore Group, shares his tech stack.

Offshore Group is the largest outsourced accounting and payroll company in the Channel Islands. They assist businesses with financial control across Guernsey, Jersey and the UK and our payroll spans a wider global reach. They have offices in Guernsey, Jersey, the UK and Mauritius.

1660751735122

As Managing Director, Craig Shorto runs offices across three jurisdictions. He is responsible for building strong client relationships, expanding client reach and overseeing client accounting support.

Here's what Craig and his team are using:

  1. Mayday for Intercompany: Mayday is the best new add-on we have used in the past two years. No longer are we reviewing intercompany transactions on multiple screens or running Excel cost apportionment schedules. We use it for our group companies and I can't recommend it enough.
  2. Silverfin for Admin: Silverfin handles all our monthly working papers and annual financial statement prep. This has helped us standardise and maximise productivity. We love Silverfin!
  3. Revolut for Banking: Banking is so difficult in the Channel Islands as we are ring-fenced from the UK, so challenger banks normally swerve the islands. Revolut hasn't, and their functionality, especially via mobile, is unmatched.
  4. Dext for OCR: Dext is the Stalwart of the outsourced accounting world. It is a game changer for our hospitality clients with high volumes of data and it means we don't need a new scanner every six months!
  5. Fathom for Reporting: We use Fathom for our larger reporting requirements and clients love the way the reports look and the focus on KPI's and exec summaries rather than detail overkill. I do wish you could edit it a bit further, but that seems to be coming out more and more over time.
  6. Adfin for Payroll: We use Adfin for our payroll business which is typically low-value invoices. Collecting by direct debit means no more chasing and for those that still need chasing, Adfin does that for us. We are excited for when they become Jersey compatible (we can currently only use it in Guernsey). 

Keen to share how you stack it? Email: emily.lockyer@getmayday.com

    UPCOMING EVENTS

    🗓️ Save the date

    CFO Summit 2026

    Thurs 5th Mar, Online & In-Person (Dublin)

    CFOs are operating in an environment of compounding uncertainty. Inflation remains stubborn, fiscal deficits are rising, and tariff threats are reshaping trade flows. At the same time, internal transformation is accelerating; AI is changing finance teams and skills shortages are constraining growth. 

     

    To address this evolving environment, EY and the Financial Times will convene senior executives, policymakers and industry leaders in Dublin. This high-level morning briefing will examine the forces reshaping global business strategy and the finance function.

    THE STACK EXCHANGE

    🧵 This week's top threads, from The Stack Exchange

     
    The Stack Exchange is a Slack forum for connecting with peers, sharing insights, and staying updated on apps and industry events, helping you transform your finance function into a strategic powerhouse.
     
    Here are this week's top 3 discussions from The Stack Exchange:
    1. Integrating Unleashed and Shopify.
    2. Accounting for Sales Tax and VAT in Xero.
    3. Access to which apps your practice’s clients are using.
    4.    
    Keen to join? Sign up here >

    NEW IN THE WORLD OF CFO SOFTWARE

    🗞️ News from the stack-o-sphere

    • Roveel releases new dashboards & reporting improvements. Learn more.
    • Moss introduces Moss Intelligence, combining AI agents and automation into one powerful system. Learn more.
    • Spotlight Reporting announces that unlimited dashboards are now available for Super VCFO customers. Learn more.

    WHAT THE DATA SAYS

    📊 Stat of the week

     

    "87% of CFOs say AI will be extremely or very important to how their finance departments operate in 2026."

     

    Research by FutureCFO

    MORE OF THE GOOD STUFF

    And lastly, our top picks!

     

    🎧 Podcast: "CFO Leadership: Asking Better Questions Instead of Saying NO." The CFO Playbook.

    📝 Article: "Why unified finance is a cultural shift – not just a tech fix." Financial Times.

    😆 Joke: CFOs don’t fear deadlines. They fear “just one more adjustment.”

     

     

    Why not forward this newsletter to someone you think would enjoy it?

     

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