Can I use Funancial SMART for multiple organisation?

Yes. Every user assigned Administrator rights within Funancial may add any number of organisations to manage as long as they are within the operating boundaries of the Funancial license, and they have authorised access to the organisational account on XERO.

Xero hase a reporting section so why would I need Funancial SMART?

Funancial is neither  a bookkeeping tool nor is it an accounting reporting tool. Xero is a great solution used predominantly by accountancy firms, for accountancy needs. As a result it is specially attuned towards being great at creating the necessary reporting and...

How do I connect Funancial SMART to a Xero organisation?

Note:  You will be required to provide your Xero login credentials when you connect so please have these to hand before you start the process. To connect Funancial to a Xero organisation Go to app.funancial.com Log into your Funancial account If no Xero organisations...

What information does Funancial SMART use to build its model?

Funancial builds its model from 2 informational sources: Data retrieved from Xero as per below: Company settings Chart of Accounts Contacts and Contact Groups Executive Summary reports Balance Sheet reports Profit and Loss (Income Statement) reports Invoices / Bills /...