
Analytics is designed to boost the financial literacy of our customers across Aotearoa. By integrating Syft’s small business tools into eligible Xero plans, we’re helping to turn complex data into clear, actionable insights that help you make smarter decisions and drive performance.
Stay on top of your cash flow with powerful visual insights. Analytics tools turn your financial data into clear, interactive views designed to help you monitor, manage and forecast cash flow with ease. Giving you the ability to track trends, spot issues early and make informed decisions all within Xero.
Cash flow manager goes beyond simple reporting, enabling you to:
See your data from new angles by turning basic reports into clear, insightful visuals that make the numbers easier to understand. Plus, create customisable dashboards to give you and your team a streamlined overview of your business performance. Analytics also offers a range of pre-set dashboard templates along with fully customisable options to help you get started straight away, allowing you to compare, track, and drill into the metrics that matter most for your business. Whether you’re monitoring financials, sales, or operational KPIs, Analytics transforms complex data into actionable insights, helping you make smarter decisions, faster. You can also add your non-financial and operational data alongside your Xero data, such as website traffic or store visits, for a complete view of the metrics that matter most to your business.
AI-powered insights are starting to roll out in New Zealand as part of our initial launch. Offering a simple, fast way to view key performance summaries and emerging trends, alongside your visualisations and right within Xero.
Instead of manually digging through static spreadsheets and reports, soon you’ll be able to select from suggested prompts to understand the “why” behind key trends in your profitability. This will help you to make strategic decisions with confidence and give you and your advisor the same view of what’s driving your business.
We’re excited to see analytics in Xero continue to evolve. With the expanded availability of the cash flow manager, powerful visualisations and innovative AI insights, we hope these insights features will empower you to be more confident and proactive in managing your business.
Stay tuned for more developments as we continue to invest in analytics for the Xero community.
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