Start from the export you already have.
There is nothing to connect. Export the P&L from Xero or QuickBooks, the ticket report from your help desk, or the ledger from your property software, and drop the file. PDF, Excel, Word, CSV, markdown, and pasted text all work, up to 10 MB.
Posh has no live connection to your accounting system. It only sees the file you give it, which also means it only sees what you chose to send.
One report from the whole pack.
A month end pack is rarely one file. Drop the P&L, the balance sheet, and the budget together, up to 12 files or a ZIP, and Posh reads them as one pack. Each fact says which file it came from.
Or paste a Google Sheets link: Xero and QuickBooks can export straight to Sheets.
Every fact shows where it came from.
A report opens with a short facts grid. Each fact shows a source note: a page, a sheet and cell, or a line. Posh tells the model to copy each fact exactly as the file states it, not to round, and to return fewer facts rather than invent one.
After the report is written, Posh compares every fact with the file's own text and marks it In the file, Not found as written, or Not checked for an image. That is a text match, not an audit, so still read the report before it goes to a client.
What moved, with the maths done by Posh.
When the file has last month and this month, or budget and actual, the report opens with a What moved table. The model copies both values from the file. Posh calculates the difference and the percentage itself, so that column is never the model's arithmetic.
Then the sections explain the biggest movements in plain words.
Mark it up before it goes out.
Highlight a sentence and pin a note to it, the way you would on a printed draft. Use it to leave yourself a question for the client, or to flag a line to rewrite before you send. Highlights and notes need a sign in.
Then download it as a PDF, Word, PowerPoint, Markdown, or HTML file, or share a link on Pro.
Your practice name on it.
On Pro the report carries your name, your logo, and one color, and the Made with Posh line stays off unless you turn it on for a report. Hobby keeps the Posh look.
Try the Pro settings on a sample report on the pricing page.
Every month, on its own.
Save each client once: their name, the report type, and house rules such as Australian spelling. Point a schedule at the Google Sheet their books export to, and on the day you pick Posh writes the report and saves it to your library.
On Pro, with email switched on, the share link goes to the client. You see when it was opened, and they can approve it.
Fathom reporting alternatives, and the other tools people compare.
Pick a tool. The left side repeats what that tool's own page said, with a link. The right side says what Posh does.
What Fathom's own page said
What Posh does
- Takes a file you already have: PDF, Excel, Word, CSV, markdown, or pasted text, up to 10 MB.
- One monthly price, not per client. Hobby $9, Pro $29.
- No live ledger connection. You drop the export you already have.
The full, sourced comparison is on Posh and Fathom. Prices are what each page printed when it was checked.
Commentary is the part clients read.
A dashboard shows the numbers. Management accounts commentary says which numbers moved, by how much, and why, in sentences a business owner will read on a phone.
That writing is the slow part of a monthly report. Posh writes a first draft of it from the pack you export: an opening that states the result, a few key facts, then short numbered sections on what moved. You edit it and send it.
Read a management report sample written from a fictional pack, or see what goes in P&L commentary.
When Posh is not the right pick
- You need a live connection to Xero or QuickBooks that refreshes by itself.
- You need cash flow forecasting, budgets, or consolidation across companies.
- You need dashboards a client logs in to.
- You need e signatures, payments, or page by page reading analytics.
- You need team seats, an API, or white label. Those are not built.
For those, a connected tool such as Fathom is built for the job.