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Citrus Consulting Services is the Consulting and the Transformation Services arm of Redington Gulf.

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How to Create Cashflow Forecasts in Real-Time

The Webinar

In these uncertain times, managing cashflow and liquidity in a changing environment is paramount for businesses seeking to survive and strive. Where accounting reports were previously prepared on a monthly or quarterly basis, are now required to be prepared on a daily or weekly basis. This means that Finance departments will need to constantly update cashflow forecasts in the light of new information and a changing environment to assist business owners and entrepreneurs make better decisions for their organizations. We will discuss the capabilities of Xero and Microsoft Power BI to provide solutions for businesses seeking to report cashflow forecasts in real-time.

Main Topics

Key Takeaways

Introduction to Xero and Power BI

Xero Accounts for Cash and Accrued Based Transactions

How to Run Cash Reports from Xero

Power BI Integrated with Xero

How to enter forecast data into Power BI efficiently

Create Cashflow Forecast Dashboard Templates

Connect Multiple Data Sources into PowerBI

Q&A with Industry Experts

Our Speaker


Bharat Makhijani

Principal Consultant for Data & Analytics, Citrus consulting Services

Bharat is a Visual Analytics Professional with around 8 years of rich experience in Data and Analytics technologies. He has hands-on expertise in designing dashboards, defining business objectives and extracting business insights from a plethora of data across business verticals for multiple Fortune 500 clients across APAC, North America and EMEA region.


Rayhan Aleem

Founder and Managing Partner, Alpha Pro Partners

Rayhan has previously managed finance departments of several large financial services firms in the City of London and is passionate about accounting and reporting automation for small and medium sized businesses.