Our Xero Dashboard Highlights
We partner with Bookkeepers, CFOs, Accountants, etc. to offer their clients a customized dashboard of their Xero financials.
What it does
-
Customizable metrics, logo, brand colors, etc.
-
One link for all of your clients
-
Automate the flow of data
-
Visually presents your clients' data (examples below)
How it Helps
-
Save time in Monthly Reporting
-
Allows custom work unlike other software (with access to our team to adjustments)
-
Improve client understanding and reduce questions
-
Increase client retention with a big value add
What is a Xero Integration Dashboard?
Our Xero Dashboards offer a clear visual insight into your clients' financial health. They track Profit and Loss-based KPIs, allowing you to monitor trends over time with an adaptable date selector. Dive deep into KPI breakdowns for an immediate grasp of a client's standing, fostering more strategic, data-driven dialogues.
These intuitive dashboards provide a quick snapshot of business health, updating automatically to save you the hassle of manual P&L extraction or CSV downloads. Instead of just discussing 'what' happened, shift the conversation to 'why' and strategize improvements.
Who is it for?
This product is for anyone who uses Xero but is especially great for consultant-type industries!
We partner with you, as the consultant or agency, create a dashboard with your brand colors, and you can use it for all of your clients!
-
Bookkeepers
-
CPAs
-
CFOs
-
Business Coaches
-
Accountants
-
Anyone who uses Xero!
What are the key features?
The Xero Dashboard has amazing benefits for both the consultant and their clients. See some of the advantages for yourself!
-
Turns P&L, Balance Sheet, and Cash Flow statements into simple visuals
-
Fully automated and works seamlessly with Xero
-
Helps clients understand their numbers and act on them quickly with less work and questions for you
-
You'll have a standardized view of all your clients' data
-
Client conversations become more clear, efficient, and productive instead of just talking about what the numbers were
-
Typically reporting is done as a Google Looker Studio visualization due to its easy to share and use nature for our clients
What else does our Xero Dashboard offer for CPAs, Bookkeepers, Coaches etc.?
Tailored Just for You
Every bookkeeper or consultant has unique needs. That's why our dashboard isn't a one-size-fits-all template. We offer customization, enabling you to focus on metrics that are important to you and your clients. Whether you're tracking cash flow, profit margins, or expense trends, you decide what you need to see.
Value-Add to Your Services
Our dashboard doesn’t just simplify data—it adds tangible value. This tool differentiates your services and can even become a compelling reason to adjust your rates. Once clients experience data visualization, their old traditional P&L statements are hard to go back to.
Easily See Consolidated Views
If you have clients that have multiple companies, locations, or Xero instances, it's normally tough to see an "all in" consolidated view. Unless you have our dashboard! We very simply consolidate views so you and your clients can see the full picture of their business portfolio.
Enhanced Client Collaboration
Step up client collaboration with interactive reports that foster trust and lines of open communication. You are now able to offer them clear, concise visuals instead of crowded spreadsheets. This strengthens your professional relationship, which can help with client loyalty and potentially attracting new clients.
Informed Decision Making
While intuition plays a role in business, our Xero Dashboard informs your decisions with solid data. From recommending financial strategies to pinpointing investment opportunities, you’re backed with trustworthy insights.
Always Improving
We believe in continuous improvement. Our dashboard evolves, incorporating regular updates, new features, and improvements. Step into efficiency, deep insights, and a collaborative realm with our Xero Dashboard.
Ready for a Data-Driven Approach?
Let’s transform how you manage financial data. Reach out, and we'll get your journey started!
Team Up With Us!
We are looking for partners to help us get the word out! If you're a consultant or in the financial industry, we'd love to talk!
We want to work with the folks that handle the numbers (so there is good data) and help them enhance the strategic conversation with clients. Our Xero Dashboard saves manual effort, automatically integrates with Xero, and gives so much great visual information right from the P&L statement.
We are so excited to get this affordable product out there and help small businesses!
Xero Dashboard Options
Check out our Xero dashboard plans!
Starting as low as $500 to get set up and $50/user/month. Enterprise pricing also available!
STANDARD dashboard
-
Automated connection to Xero
-
P&L visualized with our default metrics and visuals
-
Balance Sheet and Cash Flow statements visualized with our default metrics and visuals
-
One dashboard link for all of your clients
-
Using existing third-party software to help keep costs low
Good for small bookkeeping firms looking to:
-
Save time in building monthly client reports
-
Standardize reporting across clients
-
Deliver a value add for their clients
Pricing
-
Discounts available!
-
$500 set up investment
-
$50 / user / month
- A "user" is defined as one of your client companies. Multiple people in your client company can all have access for one monthly price.
- We do offer reduced pricing for a certain amount of clients using the dashboard
customized DASHBOARD
-
Automated connection to Xero
-
P&L visualized with custom metrics and visuals
-
Balance Sheet and Cash Flow statements visualized with custom metrics and visuals
-
One dashboard link for all of your clients
-
Custom branding to your colors and logo
-
Using existing third-party software to help keep costs low
Good for any size bookkeeping firm looking to:
-
Save time in building monthly client reports
-
Standardize reporting across clients
-
Deliver a big value add for clients
-
Show custom metrics that matter most to your clients
Pricing
- Discounts available!
-
$1,000 set up investment
-
$100 / user / month
- A "user" is defined as one of your client companies. Multiple people in your client company can all have access for one monthly price.
- We do offer reduced pricing for a certain amount of clients using the dashboard
Fully Custom SOFTWARE
If you don't want to use a third party software, but want all the benefits of a dashboard (and then some) and top to bottom custom development, let us know!
-
Automated connections to multiple data sources
-
Custom visuals and branding
-
Custom software (not using a third party, existing software like Google Looker Studio or Tableau)
-
Team of developers to collaborate with so you get exactly what you want
Good for any firm that has a lot of clients in one industry, need multiple integrations, and a lot of flexibility
Pricing
Due to the custom development, we'll have to talk through the requirements first!