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

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

Sign up for your free Funancial trial today!

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