Z OLD – XERO Integration

Combining the power of
Funancial SMART proprietary analytics and Xero accounting software

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+

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Stronger together: Funancial + Xero

Funancial integration with Xero enables continuous visibility to what is affecting business profitability for business leaders, accountants and service providers

TRY FUNANCIAL FREETRY XERO FREE

Funancial SMART key features outline

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Quickly determine which products or services are contributing to the profitability of your business, as well as present root-cause analysis behind them.

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Dashboard

Quickly understand how you are performing compared to the previous three months.

Where am

I in terms of

sales?

How much money am I in danger of never collecting?

Should I be concerned with this month's expenses?

How is the health of my

business trending?

How does

my overall compare to last month or trailing 3 months?

Am I making enough profit to pay my bills?

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Gross Profit Analysis

Easily determine the profitability of your business. Swiftly home in whether a spike or a dip in gross profit came from any activity within your control.

Are my solutions more popular in some months over others?

Am I making enough money on what I am selling?

Are my activities driving increased profitability?

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Sales to Gross Profit Analysis

Instantly visualise and home-in on the detail driving the profitability of the business.
Keeping it simple…Green is good……and red needs your attention!

Do I need to find cheaper suppliers?

Do I need to increase
my prices?

Are my activities driving
increased profitability?

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Cash Flow

Always make sure you have enough money to pay your bills this month and the next. Use the Income and Spend Adjustments to simulate potential spikes/dips in income or expense.
 

Am I making enough cash to pay my bills this month?

How much cash can I take out of the business to pay myself?

Can I afford to make this purchase or new hire?

Will I make enough cash to pay my bills the coming month?

How much in taxes am I due to pay?

Are my expenses in line with my average expenses?

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Company Health

Unleash your inner Sherlock! Drill down and compare various KPIs and

elements which affect your business over 

Do I need to change my sales strategy?

Which products are experiencing higher costs?

Which products are experiencing higher costs?

Will I make enough cash to pay my bills the coming month?

Do I need to negotiate better discounts from my suppliers?

Are my expenses in line with my average expenses?

How does Funancial SMART Work?

Funancial connects to your Xero accounting data and processes it to create relevant, understandable and actionable information

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Connect

Easily connect Funancial Smart to your selected Xero organisations. 

Process

Automatically processes accounting data to build insightful business and financial intelligence views

Analyse

Use Funancial Smart to periodically understand the real posture of your business, and what is affecting its profitability

Who is Xero and Funancial SMART for?

Business Owners

Monitor and stay focused on the performance, KPIs and the most important elements which affect the profitability of your business

Business Leaders

Manage the performance and profitability of the business units under your leadership. Build great habits which contribute to profitability objectives

Service Providers

Grow deeper trust relationships with your clients

Develop recurring revenue streams

Increase customer retention

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About Xero

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About Xero

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Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.

  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.

  • Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.

  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

TRY XERO FREE

XERO Integration Flow

Connecting Funancial to XERO….efficiently…effectively…effortlessly

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Authenticate with XERO

In the XERO Login screen specify authentication username and password

Select Company to analyse

Select the company that will be analysed by Funancial

Sync Data with Funancial

Let Funancial process and sync company data with XERO

Conquer the world!

You are done. You will now be taken to the Dashboard from where you can start conquering the world!

Xero data used by Funancial

Funancial only reads data from XERO. It does not write to XERO – this way, your XERO financial data remains intact and untouched.