Transform your data into insights with Analytics
Financial data should be easy to understand. Unlock new ways to turn your Xero data into clear, actionable insights that help you make confident decisions faster.
87% of customers agree Xero helps improve financial visibility
*Source: survey conducted by Xero of 271 small businesses in the US using Xero, May-June 2024
Understand your data better than ever before
Analytics takes your raw data and instantly transforms it into beautiful graphs and visualisations. Maybe you want to check your sales from last quarter? Or analyze your recent profitability? With no set up required, you can get a better understanding of how your business is doing.
- Pinpoint the strengths and weaknesses of your business performance
- Make data-backed decisions and set goals more easily
- Add a dashboard from a template to easily track performance your way
Interactive, customized views
No doubt you’ve got your own priorities. Analytics presents your financial data however works best for you – giving you a choice of metrics, graph types, filters, and customization options. Zoom in on a key area of your business and see information at a granular level.
- Choose your metric such as income versus expenses, or sales revenue
- Change graph types or look at specific frequencies like monthly or quarterly
- Tailor your dashboard view and rearrange your data and filter options
Share key insights with your advisor and team
With access to collaborative tools, powered by Syft, it’s easy to export and share reports your way. Whether you’re pinging across a graph to your business partner via WhatsApp or emailing PDFs with your advisor before a meeting - you’re always working from the same accurate numbers.
- Export graphs to PDF or Excel, or share with others via Slack, WhatsApp, or Microsoft Teams
- Send to your financial advisors, stakeholders, or business partners
- Save for your own records – and use in business plans and pitches
Stay ahead of your cash flow
Get a clear view of your future cash position with extended forecasting. Predict bill and invoice payments based on past behavior, adjust for expected transactions and test big decisions like purchasing a new expense - so you can plan ahead and make smarter decisions.
- Project your future cash movement up to 180 days
- Add and adjust transactions for more accurate scenario planning
- Visualize your daily cash movement in an intuitive calendar view
Get one month free
Sign up to any Xero plan, and we will give you the first month free.
I used to make a lot of these sorts of reports, and spent ages making them, so to be able to export and rearrange is massive.
Josh Turner (Founder of Stand4 Socks)
FAQs on Analytics powered by Syft
Syft Analytics is a leading global cloud-based reporting and insights platform for small businesses, accountants, and bookkeepers. Xero announced the acquisition of Syft in September 2024 and we’re currently in the early phases of introducing Analytics powered by Syft to Xero. We’re excited about all the ways our users can benefit from this addition, gaining deeper insights into their data and spotting more opportunities to improve their business finances.
Read about the Syft acquisitionSyft Analytics is a leading global cloud-based reporting and insights platform for small businesses, accountants, and bookkeepers. Xero announced the acquisition of Syft in September 2024 and we’re currently in the early phases of introducing Analytics powered by Syft to Xero. We’re excited about all the ways our users can benefit from this addition, gaining deeper insights into their data and spotting more opportunities to improve their business finances.
Read about the Syft acquisitionAnalytics is available to US and Australia organizations, and is currently rolling out to qualified organizations in the United Kingdom. We'll be making it available to additional regions - and adding new features - over time. Watch this space!
Analytics is available to US and Australia organizations, and is currently rolling out to qualified organizations in the United Kingdom. We'll be making it available to additional regions - and adding new features - over time. Watch this space!
Access to certain features depends on your Xero plan. Some advanced functionality - like dashboard customization and advanced KPI analysis - may only be available on specific plans functionality. Over the upcoming months, we’ll continue to add powerful new reporting features, such as Business health scorecards, AI-generated summaries and suggestions,, and more.
Access to certain features depends on your Xero plan. Some advanced functionality - like dashboard customization and advanced KPI analysis - may only be available on specific plans functionality. Over the upcoming months, we’ll continue to add powerful new reporting features, such as Business health scorecards, AI-generated summaries and suggestions,, and more.
Access Analytics powered by Syft from Xero’s Reports center in the Accounts menu, from there you’ll be taken to a new tab (so things will look slightly different to your usual Xero experience).
Access Analytics powered by Syft from Xero’s Reports center in the Accounts menu, from there you’ll be taken to a new tab (so things will look slightly different to your usual Xero experience).
Your data will refresh automatically once every 24 hours – and you can also manually refresh whenever you need to update any information. That way you’re always working with accurate numbers.
Your data will refresh automatically once every 24 hours – and you can also manually refresh whenever you need to update any information. That way you’re always working with accurate numbers.
