Small business analytics software with Xero
Turn your data into clear, actionable insights! Use Xero’s business analytics software to monitor your financial health, dive deep into performance metrics, and plan for the future with confidence.
Pay your bills at no extra cost
Free standard ACH bill payments are now included in Xero business plans.*
Analyze your financials the easy way
Xero helps make sense of your numbers with simple reporting tools and graphs to track every dollar.
See clear, accurate data every time
Your Xero dashboard software brings your headline data, like revenue, expenses, and gross margins, in near-real time.
Work towards your business goals
Easily track metrics to keep an eye on your progress and set new goals.
Collaborate with your financial advisor
Xero cloud-based software lets you discuss data and make plans in online meetings.
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
Xero’s financial analytics software shows you data trends, so you can spend less time analyzing and more time doing!
- Customize your Xero dashboards to track your most important metrics
- Include operational data, like store visits or website traffic, alongside sales to get the full picture
- See graphs and data visualizations to spot patterns in your revenue and expenses – and make better business decisions
Keep your business on track
Xero highlights what's working and what needs your attention to keep your business moving in the right direction.
- Check your business health at a glance with Xero’s instant score indicators
- Dive deeper into what's driving results – from sales to operational efficiency – with detailed graphs and info
- Benchmark your performance to industry peers to make market-informed decisions
Plan your next steps with confidence
Xero’s predictive analytics tools help you plan ahead. Project your cash position to spot and fix any gaps. Scenario-plan the ‘what-ifs’ of cash in and cash out, like investing in new equipment. And visualize how different decisions affect your future position before you commit.
- Quickly get to grips with Xero’s user-friendly analytics tools
- See how upcoming quotes, invoices, and bills will affect your bank balance
- Export and share clear visuals so your advisor or team can weigh in on key decisions and milestones
Building your business starts with the numbers
Maybe you’re reporting to the IRS, or analyzing last quarter’s revenue. Whatever the job, Xero turns complex data into simple, actionable insights.
Learn more about Xero cloud-based software
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)
Frequently asked questions
Accounting analytics turns raw financial data – invoices, expenses, bank transactions – into meaningful insights about your business's performance. Instead of just knowing what happened, analytics helps you understand trends, spot problems early, and make smarter decisions about pricing, spending, and growth.
Accounting analytics turns raw financial data – invoices, expenses, bank transactions – into meaningful insights about your business's performance. Instead of just knowing what happened, analytics helps you understand trends, spot problems early, and make smarter decisions about pricing, spending, and growth.
An accounting dashboard is a visual summary of your most important financial metrics – such as cash balance, outstanding invoices, upcoming bills, and recent bank activity – displayed in one place. A good dashboard gives you a real-time snapshot of your business's financial health without needing to run individual reports.
An accounting dashboard is a visual summary of your most important financial metrics – such as cash balance, outstanding invoices, upcoming bills, and recent bank activity – displayed in one place. A good dashboard gives you a real-time snapshot of your business's financial health without needing to run individual reports.
Xero Analytics is a suite of built-in tools that turns your financial data into visual insights, including short-term cash flow forecasts, profit and loss trends, business performance benchmarking, and key metric tracking. Everything updates automatically as you record transactions, so you always have a live view of how your business is performing without needing to export data or build your own reports.
Xero Analytics is a suite of built-in tools that turns your financial data into visual insights, including short-term cash flow forecasts, profit and loss trends, business performance benchmarking, and key metric tracking. Everything updates automatically as you record transactions, so you always have a live view of how your business is performing without needing to export data or build your own reports.
Xero Analytics helps you answer the practical questions that drive business decisions: Which months are most profitable? Do I have enough cash to take on a new hire? Am I collecting payments quickly enough? By surfacing these insights from your live data, Xero helps you make informed decisions without waiting for a quarterly review or building spreadsheet models yourself.
Xero Analytics helps you answer the practical questions that drive business decisions: Which months are most profitable? Do I have enough cash to take on a new hire? Am I collecting payments quickly enough? By surfacing these insights from your live data, Xero helps you make informed decisions without waiting for a quarterly review or building spreadsheet models yourself.
Xero's built-in analytics include cash flow summaries, profit and loss trends, short-term cash flow forecasts (up to 90 days), accounts receivable and payable aging, and business performance benchmarking. The Analytics Plus add-on (included in some plans) provides deeper forecasting and scenario modeling tools.
Xero's built-in analytics include cash flow summaries, profit and loss trends, short-term cash flow forecasts (up to 90 days), accounts receivable and payable aging, and business performance benchmarking. The Analytics Plus add-on (included in some plans) provides deeper forecasting and scenario modeling tools.
Core analytics features, including business snapshot, short-term cash flow, and P&L trends, are included across all Xero plans. Analytics Plus, which is available on the Established plan and as an add-on on other plans, unlocks extended cash flow forecasting (up to 90 days), deeper scenario modeling, and additional customization options. Check the Xero pricing page for a full feature comparison across plans.
Core analytics features, including business snapshot, short-term cash flow, and P&L trends, are included across all Xero plans. Analytics Plus, which is available on the Established plan and as an add-on on other plans, unlocks extended cash flow forecasting (up to 90 days), deeper scenario modeling, and additional customization options. Check the Xero pricing page for a full feature comparison across plans.
Yes. Xero's short-term cash flow feature shows your projected cash position over the next 7 or 30 days, based on upcoming invoices and bills already in Xero. You can see when cash is expected to come in and go out, helping you anticipate gaps and plan accordingly.
Yes. Xero's short-term cash flow feature shows your projected cash position over the next 7 or 30 days, based on upcoming invoices and bills already in Xero. You can see when cash is expected to come in and go out, helping you anticipate gaps and plan accordingly.
Xero Analytics lets you track key metrics including gross profit margin, net profit, days sales outstanding (how quickly customers pay), days payable outstanding (how quickly you pay suppliers), average revenue per customer, and cash runway. You can benchmark your performance against similar businesses in your industry.
Xero Analytics lets you track key metrics including gross profit margin, net profit, days sales outstanding (how quickly customers pay), days payable outstanding (how quickly you pay suppliers), average revenue per customer, and cash runway. You can benchmark your performance against similar businesses in your industry.
You can export any Xero report to PDF or Excel with one click, or use the Share feature to give your accountant or advisor direct read-only access to your Xero account. Xero also lets you schedule automated report emails so stakeholders receive regular updates without having to log in.
You can export any Xero report to PDF or Excel with one click, or use the Share feature to give your accountant or advisor direct read-only access to your Xero account. Xero also lets you schedule automated report emails so stakeholders receive regular updates without having to log in.
Yes – you can give access to anyone in your team with Standard plus Reporting or the Advisor level user permission directly within your Xero account. Once you’ve logged in to Xero, you’ll find these features under the Reporting tab.
Yes – you can give access to anyone in your team with Standard plus Reporting or the Advisor level user permission directly within your Xero account. Once you’ve logged in to Xero, you’ll find these features under the Reporting tab.
Start using Xero Analytics for free
Start tracking your business health with Xero Analytics. Available in all business plans at no cost.
*Fees apply for other payment methods.