finsit Xero integration

 

Bespoke forecasting and financial reporting.

Accountants command a huge amount of valuable client data. Xero financial software can help you to store it. Finsit then uses that data to help you understand your clients.

Using your Xero data, finsit creates visually friendly financial reports and forecasts. These help your clients to understand the value of your services.


Why use finsit and Xero

xero

Clear financial reporting

Based on Xero data analysis, finsit allows you to display all required information concisely and clearly.

xero

Customised KPIs

Finsit’s report editor monitors your Xero data reporting based on your
own customisable KPIs.

xero

Client retention

Finsit uses your Xero data to create graphics that prompt productive questions from your clients in meetings.

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