Combining the power of Funancial SMART proprietary analytics and Xero accounting software
Stronger together: Funancial + Xero
Funancial SMART integration with Xero enables business owners and managers to gain daily insights into areas affecting business profitability and cash flow.
How does Funancial SMART Integration Work?
Connect
Click connect, enter your Xero login credentials and select your company.
Process
Funancial SMART synchronises all relevant data and immediately applies our unique algorithms.
Present
Voila! You now have insights you can use daily to make informed business decisions.
How Do I Connect?
Connecting Funancial to XERO….efficiently…effectively…effortlessly
Authenticate with XERO
In Funancial SMART, select Connect.. , follow the on screen prompt and enter your Xero credentials on the Xero Login.
One Moment Please…
Wait for Funancial SMART to synchronise and process your data (this usually takes between 15 and 30 minutes).
Select Your Company
Select the company that you want to connect to Funancial SMART.
Conquer the World!
That’s it. Funancial SMART will present you with a Dashboard – providing you with valuable insights that you can use to take your business to the next level.
Who Should Use Funancial SMART?
Every company that uses Xero accounting software of course!
Business Owners
Stay focused on growing your business while Funancial SMART provides you with daily updates on every important element that affects the profitability of your business.
Business Leaders
Manage the performance, risks and profitability of your business.
Form a daily habit that allows you to make informed decisions using the latest financial data.
Finance Managers
Stop wasting time generating financial reports using complicated spreadsheets. Let Funancial SMART do all the hard work for you while you take all the credit.
Funancial SMART key features summary
Dashboard
Gain useful insights and make rapid decisions regarding the health, sustainability and profitability of your business – at a glance.
Gross Profit Analysis
Easily determine the profitability and the reason for any spikes or dips for each service or product that you sell.
Sales to Gross Profit Analysis
Instantly visualise and home in on the detail driving the profitability of your business.
Keeping it simple…Green is good, orange needs your attention and red is danger!
Cash Flow
Always know whether or not you have enough cash to cover expenses this month and the next.
Use the income and expense adjustments functionality to simulate anticipated spikes or dips before they impact your business.
Company Health
Unleash your inner Sherlock!
FUnancial SMART provides you with instant access to monthly Income and Expense changes (clues) in actual figures! Say goodbye to time-wasting, complicated spreadsheet analyses.
How Funancial SMART Uses Xero Data
Company settings
Chart of Accounts
Contacts and Contact Groups
Invoices / Bills / Credit notes
Overpayments
Bank transactions
Executive Summary reports
Balance Sheet reports
Profit and Loss (Income Statement) reports
About Xero
Xero is world-leading online accounting software built for small businesses
- Small business accounting software that’s simple, smart and occasionally magical.
- 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.
- 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.
