How does Funancial SMART Integration Work?
Click connect, enter your Xero login credentials and select your company.
Funancial SMART synchronises all relevant data and immediately applies our unique algorithms.
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!
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.
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.
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
Keeping it simple…Green is good, orange needs your attention and red is danger!
Use the income and expense adjustments functionality to simulate anticipated spikes or dips before they impact your business
Will I have enough cash to pay my bills this month?
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
Chart of Accounts
Contacts and Contact Groups
Invoices / Bills / Credit notes
Executive Summary reports
Balance Sheet reports
Profit and Loss (Income Statement) reports
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.