CONNectorPLUS For XERO
Now you can create custom reports with ConnectPlus for Xero that meet the specific needs of your business and stakeholders. Share reports without requiring users to log into your Xero account. Create your reports once and then forget about it. ConnectPlus for Xero is the perfect reporting solution for any business. With ConnectPlus for Xero you can
Create customisable reporting
Leverage Tracking Categories
Use your preferred reporting tool/s.
Store Xero data in your own data warehouse.
Blend Data with other Business systems
How does it work?
Businesses today use a variety of cloud systems to perform many different business functions. Some business functions might even use multiple cloud systems within their area such as Finance where you could be using Xero, an invoice approval system, payroll and rostering for example.
The ConnectorPlus for Xero allows you to create the foundational layer for all the reporting and analytics within your business putting Xero in the centre of this universe. We use industry leading tools that allow your business to fully leverage the data you generate everyday and turn that into meaningful insight that drives sales, retention and productivity.
fully Leverage your tracking categories
To maximise your ConnectorPlus for Xero you should be using tracking categories and/or options. This allows you to see how the different parts of your business are performing and it creates a powerful link to other attributes of your business that sit outside of your Xero Organisation.
If you haven’t set them up already, you can read about it here. You can set them up for Stores, Regions, Departments, Sales teams, cost centres, business functions and unlock a whole new understanding of your business and it’s drivers.
COMPLETELY CUSTOMISABLE REPORTING
With all of your stakeholders looking through a different lens it becomes very time consuming to deliver reports within Xero to suit each teams requirements. What is important to your Sales team will be different to your factory manager or procurement team.
With the ConnectorPlus for Xero you easily can handle additional business logic and join disparate data with your Xero data without compromising the integrity of Xero. It allows you to easily prepare customised management reporting from the latest entries in Xero. This may include different hierachies for your customers, products, GL codes, store locations or sales channels.
See for yourself- Check out the demo in Looker Studio or GoogleSheets
USe YOUR PREFERRED REPORTING TOOL/s
With your ConnectorPlus for Xero, you can build your reports in just about any tool you want. You can use Excel (via Power Query) or Google sheets if that’s your preference. However, why not fully leverage the power of modern Dashboard Tools such as Looker Studio, Tableau or Power BI. Create fully interactive Dashboards that allow you to schedule report refreshes and email delivery. For the Data warehousing we recommend using BigQuery, Snowflake or Postgres.
About Xero
Xero’s online accounting software connects small business owners with their numbers, their bank, and advisors anytime. Xero is world-leading online accounting software built for small business. With Xero you can
Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow.
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.
Run your business on the go. Use the 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.
TIPS AND TRICKS.
Integrate your data with Looker Studio data connectors for ActiveCampaign, Meta Ads Insight, Stripe Payments, Instagram Business Profiles and Facebook Pages. Create interactive custom dashboards for different audiences that are easy to understand and allow real-time exploration and available any time.
CONNECT to data.
If you prefer figuring things out on your own and are comfortable on a journey of self-directed learning using our data connectors, we have content on both our knowledge base and YouTube channel to help you succeed.
DATA EXPERTise
Save time and avoid frustration with our professional services. We can help your business leverage analytics providing high quality insights to drive growth in sales, retention and productivity . Free up your time and allow you to focus on growing your business confidently with data-driven decisions.
lift your data game.
Learn how to create your own Looker Studio dashboards quickly and easily with our courses. Our courses cover all the tips and tricks you'll need to create dashboards and visualizations that provide actionable insight in real-time.