Sperse + Xero integration
Seamlessy integration to build a visual, easy-to-understand picture of your current and future cash.
Unlock a vision of the future for your business
Understand your cash position, right now
Get a clear picture of your past and future cash transactions each day. Use Float to drill down to what’s going to happen next week, or forecast out to the full year or more.
Compare your budgets vs your actuals
Sperse helps you easily compare your actuals to your forecasts to see how accurate your forecasting has been in the past, enabling you to set more accurate predictions in the future.
Scenario plan for the what-ifs
Model different hypothetical cash situations to see how they compare to your actual forecast. Planning to hire a new employee, or want to see if you can afford to lose that client?
Spot cash fluctuations in advance
Get a clear picture of your past and future cash transactions each day. Use Float to drill down to what’s going to happen next week, or forecast out to the full year or more.
Import invoices and bills automatically
Sperse helps you easily compare your actuals to your forecasts to see how accurate your forecasting has been in the past, enabling you to set more accurate predictions in the future.
Export and share
insights
Model different hypothetical cash situations to see how they compare to your actual forecast. Planning to hire a new employee, or want to see if you can afford to lose that client?
Instantly connect and sync your Xero accounts with Sperse CFO
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About Xero
Xero is the world-leading online accounting software built for small businesses.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
Find out more or try Xero Accounting Software for free.
How to connect
Connecting your Xero accounting to Sperse is easy.
From the CFO dashboard, click the “Add account” button and choose Xero integration. This will open up the Xero oAuth login screen. Complete the steps to authorize Sperse to connect to your account.
Sperse has a one-way data sync to pull data from Xero to your CFO reports. The data is sync daily, or on demand.
Data being pulled includes, transactions, invoices, account balances, and customer details.
Click here for more details to connect Xero to Sperse.