The flexibility you want, the data you need.
Build a Xero dashboard with Klipfolio
Building Xero dashboards
Xero is online accounting software for small businesses and their advisors. It is mostly used to manage invoicing, bank reconciliation, bookkeeping & more.
Integrating Xero with Klipfolio allows you to develop custom dashboards that give you and your team insight into your performance. Pull key metrics from your Xero account into a dashboard that's up-to-date and easy to share with the whole team. Take your dashboard to the next level by combining your Xero data with services like Salesforce, Excel, and hundreds more.
Connect to your Xero data
You can connect to Xero three different ways. With our Klip Gallery, you can connect and add pre-built metrics to build a dashboard quickly. Looking to make your own visualizations? Use our Connector Gallery and the pre-built API queries to pull in some of the most common Xero data, or build your own connections to pull in even more data.
Combine your Xero data with other services
Xero offers you a fantastic glimpse into your financial and bookkeeping data. With Klipfolio, you can combine that data with data from 100s of other cloud based services to build a custom dashboard.
Create custom visualizations
Use the Klip Editor to design and build custom visualizations using your Xero data. Building your own visualizations allows you to easy interpret your data and make real-time decisions.
Build client dashboards
Are you looking for a reporting solution for your clients? With Klipfolio, you can build and import Xero dashboards between client accounts making it fast and easy to show the data they care about.
Beautiful TV dashboards
Don't get stuck building manual reports. Get your Xero data up on the big screen so your entire team can rally behind your numbers.
Use pre-built Xero metrics
Assemble a Xero dashboard by selecting pre-built metrics from the Klip Gallery.
Accounts Receivable and Payable
Track your total bank balance, accounts receivable and payable for this month.
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CAC (Last 30 Days)
Let this Klip address the most important question on your marketing team - what is our cost to acquire a customer (CAC)? This Klip uses your monthly Xero and Salesforce data to answer that very question.
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Current AR and AP
Track your Accounts Receivable and Payable for this month. Also, compare average debtors and creditors for this month and last month.
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Executive Summary
This indispensable Klip provides an executive summary of your business metrics for this month and the last.
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Marketing Expenses and Sales
Mash up your Xero and Shopify data by displaying Xero marketing expenses and Shopify Sales.
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Marketing Expenses and Traffic (Last 30 Days)
Mash up your Google Analytics and Xero data by displaying GA session traffic and Xero marketing expenses.
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Today's Bank Balance
Select a bank account from the drop down menu and see your total closing balance.
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Building a dashboard with Xero
Ready to start building your custom dashboard using Xero? Before you get started, take the time to read this blog. You'll learn all about:
- Best practices for building with Xero
- Best practices for building finance metrics
- Dashboard examples for Xero data
- And more
