01 / The financial starting point
Start with what happened. Model what could happen next.
With Xero access authorised, read historical actuals into a three-way plan. Finance can change assumptions while posted numbers stay at their source.
All-in-one software for small businesses
Bring your tools together.
See the whole customer.
Put sales, marketing, calls, support, company records and planning in one place. See the full customer relationship and find where separate software bills could come down.
Start with one product, then add only the tools that earn their place in your business.
Your savings depend on the products, users and usage you choose. Compare the full setup.
The customer story 01
AS
Acme ServicesA relationship, with context.
ConversationCommitmentNext step
Everything connects.The financial picture 02
Connected-workspace concept · sample dataA$15,000Planned quarterly revenue
One commitment. A clearer plan.
01 / Start anywhereSix focused products.
Six focused products.
One connected customer story.
Each product does a useful job on its own. Together, they can replace separate tools and give your team a fuller view of each customer. Reach is currently in pilot.
The Magic neighbourhood
Connected by the hubSix places. One customer story.
Planning tower01 / 06
Financial planningChange the plan. See cash move.
Forecast profit, cash and your balance sheet against accounting actuals.
- Plan your next hire
- Compare different scenarios
- See the impact on cash
Better togetherSales → Model
Explore MagicModelBring sales assumptions into your plan and compare them with Xero actuals.
Your first step is up to you
Bring the tools together at your pace.
Need a CRM? Start with Sales. Need a forecast? Start with Model. Explore Reach while it is in pilot. Add products when their shared customer context helps your team.
02 / The problem is the gap between toolsYour tools know pieces
Your tools know pieces
of your business.
Your CRM knows the deal. Xero knows the invoice. A spreadsheet knows the forecast. Your inbox knows the conversation.
Magic brings the customer story together while Xero remains your accounting system.
03 / The full operating cycleOne plan.
One plan.
Every team in the loop.
Follow the same business story from historicals through the forecast, customer work and the material leadership chooses to share.
02 / Every division gets its part
Turn one company forecast into a plan each team can own.
Break a company target into division-level contributions. Keep the roll-up visible, so a local decision is still connected to the whole business.
03 / Plan becomes accountability
Give the number an objective, a key result and an owner.
Translate the plan into measurable commitments. Delegate the commercial work without losing the target it is meant to support.
04 / The customer-facing work
Sales, calls and support add the real-world context.
A deal, a call and a support request can join the same customer story where permissions allow. AI can prepare a transcript or suggestion; a person reviews it before it changes a record or reaches the customer.
05 / The feedback loop
Bring progress and exceptions back to the plan.
As an illustrative concept, assemble source-labelled charts and an AI-assisted narrative draft from the latest plan data. Finance reviews the result before sharing.
06 / A controlled outward view
Prepare the management story. Publish only what is approved.
A person reviews and approves the board pack before publishing. The Investor & Board expansion provides a permission-scoped room for approved material, followed by an illustrative investor update notification.
07 / One connected cycle
One plan, from Xero to the investor room.
Historicals shape the plan, the plan becomes owned work, customer work feeds the report, and only approved material goes out. Every step keeps its source, owner and approval.
04 / One decision across teamsFrom ambition to accountability
Different teams.
The same bigger picture.
The three-way model sets the financial context. OKRs give it direction. Sales and delivery put it into motion. Investors see the story you approve.
Follow the connections. Select a team.Shared context. Different responsibilities.
Now move the customer’s start date.See the forecast change. Keep the target. Review the response together.
October start: Q4 revenue is A$15,000, cash receipts are A$10,000, and the revenue target is A$15,000.
The view from finance
Three statements. One set of assumptions.
A customer’s start date and payment terms mean different things for revenue, receivables and cash. Review those effects together, while keeping accounting actuals and the agreed target separate.
Explore Magic ModelTrace it toSigned terms + start date + collection timing
Give it an ownerFinance lead
Agree the next stepReview the revised forecast and cash position
Plan the businessAlign the teamDo the workReview the resultBring what you learn back to the plan.
Illustrative cross-team concept, not a live automated workflow. Sample agreement: A$5,000/month, invoiced at month-end and collected the following month; Oct–Dec 2026, excluding GST. Figures show this agreement’s contribution, not complete financial statements. OKR and delivery handoffs illustrate the intended workflow. Investor & Board requires Office Professional plus the Investor & Board expansion; guest access is limited to approved, published material.
05 / A practical way inAlready use Xero?
Already use Xero?
Start there.
Connect your accounting data and get a free view of the business. Magic reads the actuals, then helps you plan what comes next. Xero stays your accounting system.
Free to start. You choose the Xero organisation and approve access before data is read. Your accounting systemXero actualsPosted transactions and balances
Magic ModelYour next decision
ActualsForecastCash
Read first. Review the mapping. Build the plan.
06 / AI with a clear roleAI does the preparation.
AI does the preparation.
You make the decision.
Use AI to get through the busywork and see what deserves attention. The responsible person checks the source and approves meaningful changes.
Find what changed.
Surface a deal that stalled or an assumption that moved.
Explain the context.
Bring the relevant customer and financial records into view.
Suggest the next step.
Help a person decide what to review, follow up or approve.
AI suggests; a person commits. Availability varies by product and edition.
07 / Pricing that starts smallStart with what you need.
Start with what you need.
See the full cost as you grow.
Compare a standalone product with a connected bundle. Check the billing units, included limits and usage before choosing.
Connect Xero for a business overview and explore a first product.
See my business picturePick the product that solves today’s job. Per-user prices apply where shown.
Compare productsProfessional editions of all six products in one workspace, with the included users and entity stated on the pricing page.
See Magic OneAUD ex GST. Phone numbers, call usage, extra users and some expansions cost more. Review the full configuration before subscribing.
Designed for the moment
the numbers meet the work.
Magic grew from operating businesses with customers, financial plans and decisions to make. That is why the customer record, company records and financial model belong in the same conversation.
Explore the thinking behind Magic