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Integrating CrunchBoards with Xero

Self-paced learning
Launch course

3 Advisor credits

Free

1 HOUR

Learning objectives

  • See how to create reports and forecasts for your client to help them grow their business
  • Understand how to use real time Xero data along with non-financial data to create alerts
  • Learn how to use 3-way forecasting and what-if scenarios to help your client understand where their business is heading

Course outline

    Understand how CrunchBoard’s powerful forecasting and reporting engine complements and extends Xero reporting.

Pre-course preparations

Build a digital practice. Watch how Chaddesley Sanford have transformed their accounting services using CrunchBoards.

Topics covered

  • Reporting

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