Ruly Data

Tejas · now in early access

Management accounts from Xero or QuickBooks.
Built in Excel, in about ninety seconds.

Tejas is an Excel add-in that turns raw trial balances into a monthly TB for any period you choose, a P&L and a Balance Sheet & Cash Flow — as real cells you own — then puts an AI analysis layer on top that never writes without your click.

Start with demo dataSee how it works

No credentials needed to try it · Free during early access · Built for Xero and QuickBooks Online

Acme Trading Ltd — management accounts.xlsxTejas · task pane open
P&LJul 2026Jun 2026
Revenue184,200176,950
Cost of sales(71,310)(69,480)
Gross profit112,890107,470
Overheads(64,120)(61,905)
Operating profit48,77045,565

Illustrative figures from the built-in demo company, built for a full year. Real cells, real formulas.

Insights

“Summarise the key messages for the board.”
create_variance▶ Run

Nothing touches the workbook until you click.

TB 2025-08TB 2025-09TB 2025-10TB 2025-11TB 2025-12TB 2026-01TB 2026-02TB 2026-03TB 2026-04TB 2026-05TB 2026-06TB 2026-07MappingsP&LBS & CF

One click, any period

Connect Xero, QuickBooks Online or the built-in demo company and pick a quarter, a year, or longer. A trial-balance sheet for every month, a Mappings sheet and both statements appear.

Native Excel, nothing locked

Real cells and real formulas in the workbook you already deliver from. Change one mapping and every trial balance and both statements update in a single step.

AI that asks first

Bulk-propose mappings or ask for a board summary in plain English. Every change gets Apply / Skip; every analysis waits for ▶ Run.

Who it's for

Whoever owns the monthly pack

Fractional CFOs rebuilding the same pack for a dozen clients. Practices turning a compliance touchpoint into an advisory one. In-house finance leads whose month-end still starts with an export. If your management accounts live in Excel, Tejas was built for your Tuesday.

Read the full picture →

Why Ruly Data

Most tools add layers.
We remove them.

The gap between your data and a useful answer is filled with manual steps — exports, cleanups, reformatting, rebuilding. Every tool that promises “insights” still puts that work on you, usually inside a new platform you have to learn. We build tools that close the gap where you already work.

Also in the works

Tamarind

Ask questions across all your data — not just accounting — and get answers without formulas or SQL. Tejas gives you clean financial structure; Tamarind is where the wider questions will get asked.

Explore Tamarind →

Run this month-end with a click

Try it on the demo company in your first two minutes, or book a 20-minute call and we will connect your first client with you.

Start with demo dataBook a 20-minute setup