Reporting and close templatesAutomate answers to Xero questions in Slack
Ask Modern about your numbers in Slack, such as spend by supplier or revenue by customer, and it answers in plain English from Xero with the transactions behind the answer.
TriggerWhenever you ask
Steps4 steps, from trigger to sign-off
ControlFinance lead approves any change to the ledger
Free to start. No card needed.
Whenever you askThe instruction
“When someone asks a question in #ask-finance in Slack, answer it from Xero. Show the figure, the period and the accounts used, and link to the transactions behind it. Only answer people in the finance and leadership groups, and do not share payroll details. If a question needs a change to the ledger, ask the finance lead to approve it first.”
Works with every major ERP
- +100 more
How it runs
4 steps from trigger to sign-off
- 01
Read the question
Picks up questions in #ask-finance or a direct message to Modern.
Slack - 02
Query Xero
Pulls the reports and transactions needed to answer, for the right period.
Xero - 03
Write the answer
Replies in plain English with the figure, the accounts used and links to the transactions.
Modern - 04
Approve any changes
If the answer needs a change in Xero, such as recoding, the finance lead approves it first.
Slack
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FAQs
Ask your ledger questions in Slack: FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Only the people or groups you name in the instruction. You can hide sensitive accounts, such as payroll, from everyone else.
Only with approval. Answers are read-only, and any fix it suggests, such as recoding a transaction, waits for the finance lead.
Yes. Modern answers from QuickBooks, NetSuite, Sage or Xero, in Slack or Microsoft Teams.