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Top 6 Xero Analytics and Reporting Tools for SMBs

Thursday May 12th, 2022

accounting software
profit and loss

Load integrated data from Zoho to Meiro Integrations and obtain trends in sales, marketing, support and inventory-related data. From Enterprise firms to Not-for-Profits, our customers use our reporting and forecasting tools to create better business outcomes. By connecting Xero to Power BI & Excel, businesses can gain valuable insights into their financial data. They can track performance over time, compare budgets to actual results, and identify areas where they could improve efficiency. ACTERYS is an integrated platform that adds professional financial reporting, planning & consolidation functionality to Xero accounting and other solutions. By being able to adjust the report to fit exactly what we need, we can meet the exact reporting needs for our clients and internal use.

Cloud accounting software has automated many of the roadblocks standing between you and running the report, but even running the report itself can be more than half the work. Generate complete financial reports using accounting software you and your team are familiar with. Our Modular Board Pack solution customises your XERO reports to exactly what you need, whenever you need it.

Tech news: IRIS acquires Apex HCM to expand payroll and HCM … – Accounting Today

Tech news: IRIS acquires Apex HCM to expand payroll and HCM ….

Posted: Fri, 03 Mar 2023 08:00:00 GMT [source]

The most common users’ requests regarding the Xero reports failure are “reports not showing,” “reports not loading,” “reports function not working,” and so on. Clearing cache is considered the most popular solution to fix this. You can export, print, save as drafts and publish reports as read-only snapshots. Everything about the future of marketing, customer data, and digitalization. We are a passionate team of data experts based in South East Asia and Central Europe.

Purchases and other Xero expense reports

These reports are download-only, but they can be updated at any time. You can have multiple reports in the same document and update them all simultaneously. Use these as the basis of detailed reporting packages that can be formatted however your clients, investors, or leaders choose. These are just a few of the examples of where you can benefit from automating the data upload process between MINDBODY and your accounting system.

User-friendly and automated commercial property management software. Designed for successful property managers, owners and landlords to use on mobile or web. To launch a Tracking Summary report, you must select an account group.

Xero Financial reports

Integrate data from SmartSurvey with other data sources in Meiro Integrations and develop more meaningful insights about your customers’ experiences or your campaign performance. Eloqua is a software as service marketing automation platform from Oracle. Eloqua provides a unique data source for the segmentation of your customer profiles. Drive conversions and sales from customized marketing campaigns. Zoho CRM is an online customer relationship management software for managing sales, marketing and support in a single system.


During this stage, multiple workshops are held with you to ensure we are on the same page while implementing the right solutions for your business. We consider all your areas of concerns and analyse your systems to come up with a plan on how we can enhance them to improve your financial processes. You can select all or some attributes based on your preferences.


Automate repetitive tasks to create a single source of truth. Visualize it all to make better data-driven decisions in minutes. Spotlight Reporting allows accountants and business owners to create easy, great-looking performance reports, dashboards, cash flow forecasts and consolidations. Displays information about fixed assets that were sold or disposed of within the selected period.Fixed Asset ReconciliationDisplays opening and closing balances, as well as debit and credit movements.

After adding a ODBC connection to Xero, you can then use the Report Wizard to add Xero data to your report. To connect, set the Schema connection property in addition to any authentication values. Xero offers authentication for private applications, public applications, and partner applications. You will need to set the XeroAppAuthentication property to PUBLIC, PRIVATE, or PARTNER, depending on the type of application configured. To connect from a private application, you will additionally need to set the OAuthAccessToken, OAuthClientId, OAuthClientSecret, CertificateStoreType, CertificateStore, and CertificateStorePassword.

Create your companies in Quick Consols with the help of our expert team. Ability to report on segments on a GL line level and not limited to profit centres, cost centres, branches and divisions. With Xero integration there’s no need to upload any data into Quick Consols. Get a free consultation with a data architect to see how to build a data warehouse in minutes.

  • The CData ODBC Driver for Xero brings this capability to Crystal Reports.
  • Reach Reporting connects to Xero and automates powerful visual reports, saving you time, eliminating manual data entry, and increasing the accuracy of monthly reports.
  • Companies can add accountants to their Volopay accounts for accounts-relevant information.
  • Finally, as a top-rated product, Xero has over 800 add-ons to improve its features.

Save time and increase efficiency by getting all of your marketing data into one place. We offer the ability to fully white-label your account with a custom domain and custom branding to match your corporate identity. CustomersCustomer Success Stories Read how businesses worldwide are benefiting from Acterys’ solutions. Get in touch with us to learn about our products and services.

23 best free business software solutions for 2021 a company and the template will pull live data from your accounting software! Use the pre-built dashboards and reports or build something truly custom. Want to show the relationship between the cash on hand and the expenses? Your ability to get granular data can spell the difference for clients and the managers that guide business. The Reach Reporting app makes financial reporting, forecasting, and budgeting easy with powerful dashboards and enhanced visuals.

However in our many years of experience we have identified a few areas where automated data upload has shown its advantages. With bank level security to protect sensitive data, Expensify’s PCI and SOC1 compliance guarantees the highest level of protection for companies of all sizes. Realtime ensures that employee expense records are coded accurately and submitted on time, giving admins better visibility into company financials. To ensure that you see updates to volatile data, click File and clear the “Save Data with Report” option. As you interact with the report, for example, drilling down to hidden details, Crystal Reports executes SQL queries to retrieve the data needed to display the report. To reload data you have already retrieved, refresh or rerun the report.

Financial Services

When you preview your report with the hidden details, Crystal Reports executes a GROUP BY query. When you double-click a column in the chart to drill down to details, Crystal Reports executes a SELECT WHERE query that decreases load times by retrieving only the data needed. When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations. Share dashboards and reporting projects with clients by using a shareable link, creating a PDF or emailing directly from your account. Create widgets that include metrics from multiple integrations to get the true value of your clients performance in one widget.


The date and time contact was created in the source system. Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead. BeanBox gives you instant forecasts of your recurring income for the next 12 months. If you need to see history notes or a user activity log, you need the History and Notes report. It displays information about all changes made to your transactions and which user made them.

Each of the options displays activity in a particular group of accounts for a specific time period. It does not in any way relate to advanced reporting, and the reports you can see there are the same as in the Report tab. However, if you are interested in advanced reporting tools, you can check out Xero App Store.

Meanwhile, you can customize some of these for your needs and create reusable layouts. Once downloaded, you can, pivot, SUMIF, or link this data to whatever other format you like to create management reporting or dashboards. Reports can be updated by anyone on your team in seconds every time new accounting data becomes available.

  • This is the best tool for reporting over more than one entity.
  • When expanded it provides a list of search options that will switch the search inputs to match the current selection.
  • With a simple one click set-up, your raw data will be automatically synced daily.
  • Destination – Select the destination file or table to load data to.
  • The reports you’ve edited and saved will be available in the Custom tab of the Reports menu.

It allows you to leverage data management automations, easily model and combine data of any shape for fast and effective analysis in ZAP or any other reporting tools such as Excel, Power BI or Tableau. Whether you are a Xero HQ practice or you work with clients who use Xero as well as other Accounting software, ZAP has your back! ZAP Data Hub automatically synchronises and maps your clients’ chart of accounts for a complete, yet fully customisable, out-of-the-box data management and reporting experience. To schedule the auto refresh, you can create a workflow thru the option Create Workflow and schedule auto refresh and notification processes.

Oviond offers you a product setup to get your data fully tranferred over from your previous reporting tool and onto our platform. There are many reasons why you might want to connect Xero with Power BI. Perhaps you want to track your business’s financial performance over time, or compare your data with that of your competitors. Whatever your reasons, connecting these two platforms is a great way to get more insights into your data.


This is the best tool for reporting over more than one entity. I run P&L, BS, KPI and cashflow over four complicated entities and the Joiin reports are effortless. It has revolutionised the way we can report to clients in a simple, consolidated and professional format. Fivetran data connectors make advanced analytics easy by loading data from your applications, databases and more into a central warehouse. Effortless reporting, analysis and forecasting, enabling accountants to improve the future financial performance of clients within their portfolio.


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