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.

Sign up for your free Funancial trial today!