ClicData and Xero Accounting Connection

xero dashboards

Access and consolidate all your Xero companies and other data sources with one click. Centralize all your business data in one place automatically. Let this Klip address the most important question on your marketing team – what is our cost to acquire a customer ?

xero dashboards

Gain powerful insights when you add Xero to your all-in-one business command center in Grow. At the bottom is a bar graph labeled “Total cash in and out.” This gives an overview of your monthly cash flow. Drill down into the figures in Xero and tailor reports and measure specific KPIs for your business. Share information with your advisor, or have them create and publish reports on your behalf.

The Xero dashboard is getting a new look

Learn how to connect your Xero account and pull your financial data in ClicData’s data warehouse. The Xero dashboard displays when you start using Xero. Once you’ve set up things like bank feeds and invoices, the dashboard charts and graphs will show that information. xero dashboards You can adjust what displays so you see what’s most important to you. Get a clear, up-to-date picture of the money in your bank accounts, credit card and PayPal accounts. I would say Jirav saves an average of about 50 hours versus building a financial model in Excel.

  • 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.
  • Access all Xero features for 30 days, then decide which plan best suits your business.
  • No financial expertise or spreadsheet wizardry required.
  • View and share interactive reports and budgets in real time – no more waiting for month end to find out how your business is performing.
  • Customize reports so you can track which monthly trends are important for your business.
  • With Malartu you can build custom dashboards and reports to analyze and share your Xero data.

Customize the dashboard to monitor certain things.


Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited Xero companies. Advanced requirements like multi-currency handling, inter company elimination and other consolidation features can be configured exactly as required.

What is Chart of accounts in Xero?

The chart of accounts is a list of all accounts you can use to record your transactions in Xero. It helps you categorise your transactions correctly and group similar accounts together to generate reports about your organisation.

Customize which graphs are displayed on your dashboard, so you always have the most important data at your fingertips. Poindexter is designed for users of all backgrounds. Join the 1,000s of business leaders winning with grow.

Consolidate Multiple Xero Accounts in an Insightful Report

Ready to ditch the Excel forecasting and copy/pasting? Wish you could spend more time being a financial executive, instead of number-crunching? Plug your Xero accounting software into Jirav’s cloud-based financial planning and analysis solution. Xero is an easy to use online accounting software that’s designed specifically for small businesses.

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