Clever analytics for your small business
Xero's analytics tools digest your financial data to reveal crucial insights. See clear graphs to understand trends in your profits. Run cash flow projections to plan your spending. And hop into Xero's cloud-based software for clear, accurate data every time.
Understand your financials the easy way
Xero makes sense of your numbers with powerful analytics tools for small businesses. Here's more on tracking finances on the Xero dashboard.
See reliable data every time
Xero gives you the data you need to make informed decisions, like the most profitable projects and realistic budgets.
Work towards your business goals
Xero lets you track metrics – like revenue or profit margins – and keep an eye on your progress.
Collaborate with your financial advisor
Got an online meeting? Log in to Xero and talk through the same live data together.
Xero analytics helps your small business
Xero’s data analytics simplifies the numbers for you.
Always know how your business is doing
Easily access information and insights so you’re ready for any future business decision.
Make better decisions, faster
Save precious hours each week and have confidence in your finances with clear, precise information.
Improve your operations every day
Become more efficient in your day-to-day operations and increase your productivity.
Turn raw data into trend insights
Don't sift through spreadsheets! Xero shows what's happening in your business with clear visualisations based on your latest data. Want to check your net income? See a bar chart to spot your most successful month. How about last month's expenses? A line graph highlights patterns in your expenses.
- Customise your Xero dashboard to prioritise your important metrics
- Include operational info, like store visits or website data, alongside sales to get a comprehensive view
- See the big picture or drill into individual graphs for more detail
Keep your business on track
Is your business healthy? Xero makes it easy to monitor key areas like your cash flow position, income versus expenses, and gross profit. Track your daily operational efficiency and set bigger goals for your long-term business vision.
- Quickly get to grips with Xero's user-friendly analytics tools
- Check your business health at a glance with Xero's instant score indicators for a quick summary of how you're doing
- Check your business data analytics on your phone while away from your desk
Plan your spending with confidence
Xero's cash flow software helps you track and forecast your cash position so you can plan ahead with confidence. Run cash flow projections for the next 30 days to see your total cash in vs cash out. That way, you can decide when to make purchases and pay bills, and feel in control of your finances.
- See how upcoming quotes, invoices, and bills will change your bank balance
- Run the projection for the next 7 or 30 days
- Easily interpret the results of the colour-coded line graph
- Export and share the visuals so your advisor or team can weigh in on decisions
Build your business on strong foundations
Maybe you're reporting to the ATO? Or analysing your last quarter's revenue? Whatever the job, Xero gives you accurate numbers and visualisations to make sure everything is spot on.
- Xero’s analytics tools work within Xero so you can get clear financial insights without searching for another tool.
- Your financial data stays up to date and ready to run reports anytime
- Add users to your Xero organisation so your staff or bookkeeper can easily collaborate wherever you are
These new analytics features from Xero are exactly what I've been looking for. Instead of searching for another tool, I can now get the clear financial understanding I need, right within Xero. I'm looking forward to using these insights to feel more confidence in my business decisions.
Macushla Collins (The BD Edge)
FAQs on Xero's analytics software
Xero's analytics tools help you understand the large amounts of data your business collects over time. Xero gives you analytics tools, reports, and dashboards for your financial analysis, so you can quickly see what’s working and where you can improve.
Xero's analytics tools help you understand the large amounts of data your business collects over time. Xero gives you analytics tools, reports, and dashboards for your financial analysis, so you can quickly see what’s working and where you can improve.
Xero helps you plan ahead with predictive analytics tools and cash flow forecasting. For example, spot which projects are the most profitable to decide where to focus your business. And look at the parts of the year where you pay the most expenses to plan your cash flow.
Xero helps you plan ahead with predictive analytics tools and cash flow forecasting. For example, spot which projects are the most profitable to decide where to focus your business. And look at the parts of the year where you pay the most expenses to plan your cash flow.
Yes, you can give your team access to Xero analytics tools so they can help analyse your data. It's easy: assign each person a suitable user permission level to control what they can see and do within your Xero organisation. For instance, give someone the Standard plus Reporting user role so they can run reports. Or assign them the Xero Advisor role to give them full access to your financial data.
Yes, you can give your team access to Xero analytics tools so they can help analyse your data. It's easy: assign each person a suitable user permission level to control what they can see and do within your Xero organisation. For instance, give someone the Standard plus Reporting user role so they can run reports. Or assign them the Xero Advisor role to give them full access to your financial data.
Xero Analytics gives you a range of features, from data visualisations and short-term cash flow forecasts to metric tracking. Access to some functions – like customisations and extended cash flow forecasting – varies by Xero plan.
Xero Analytics gives you a range of features, from data visualisations and short-term cash flow forecasts to metric tracking. Access to some functions – like customisations and extended cash flow forecasting – varies by Xero plan.
Absolutely! Xero connects with your business bank accounts so your financial data regularly flows into your Xero organisation. This means Xero's analytics tools work with accurate numbers. You can check whenever you need an update on how your business is doing – including on the Xero Accounting app when you're away from the office.
Absolutely! Xero connects with your business bank accounts so your financial data regularly flows into your Xero organisation. This means Xero's analytics tools work with accurate numbers. You can check whenever you need an update on how your business is doing – including on the Xero Accounting app when you're away from the office.
Xero helps you stay in control of your cash flow by tracking incoming and outgoing payments, and showing how invoices, bills, and expenses affect your cash position. You can also view short-term cash flow forecasts based on upcoming transactions. Having this data at hand gives you more confidence to decide, for example, when to buy something or pay a bill.
Xero helps you stay in control of your cash flow by tracking incoming and outgoing payments, and showing how invoices, bills, and expenses affect your cash position. You can also view short-term cash flow forecasts based on upcoming transactions. Having this data at hand gives you more confidence to decide, for example, when to buy something or pay a bill.
Start using Xero Analytics for free
Start tracking your business health with Xero Analytics. Available in all business plans at no cost.
