Project Description

Analytics dashboard with all your information from Xero

What it is

Wouldn’t it be great to have access to all your Xero information in a reportable, exportable manner?

How it works

Data from Xero is regularly transferred to an online Business Intelligence tool where reports and analytics can be run.

Some graphs and reports are pre-built, and others can be customised to your specific requirements. You can visit your dashboard whenever needed, give your team access to certain parts, and even have reports emailed to you on a pre-defined schedule.

Implementation time

 

Setting up the dashboard with a pre-defined set of reports takes a day.

Creating additional reports or changing reports might take a couple of days for each new report.

 

Think you might benefit from a custom integration? Book a quick chat with ConvertworX and we will explore it with you.

Inbal Steinberg

Inbal Steinberg

Founder at ConvertworX
Inbal Steinberg is a cloud solution specialist and cloud integrator with Convertworx based in Melbourne, Australia. With over 20 years experience as an IT systems analyst, Inbal spends her days reviewing business processes, data flows, and finding the best cloud solutions for clients. Backed by the team at Convertworx, Inbal is the go-to person for cloud advice which is sought after by both SME’s and top accounting firms in Australia.
Inbal Steinberg