Integration
Turn Xero into a live executive dashboard
Xero runs your books. Eddie turns it into a leadership view, cash position, AR aging, profit and loss and budget vs actual on one screen, every figure traced to a Xero record, plus a 13-week cash outlook built from your invoice due dates and scheduled payments, a projection from your real dates, not a guess.
What Eddie reads from Xero
Invoices and payments
Approved invoices, what's been paid and what's outstanding, the basis for revenue and AR aging.
Cash position
Live bank balances across accounts, so cash on hand is a real figure, not a guess.
Profit and loss
P&L and balance-sheet snapshots, so financial health is on the same screen as the work.
Budgets and tracking
Budget vs actual and Xero tracking categories, so you can see performance by segment.
Questions Xero alone makes you dig for
- ✓What is our cash position right now, across every account, without opening Xero.
- ✓How much is owed to us and how old is it (AR aging), at a glance.
- ✓Are we on or off budget this month, and where.
- ✓What does the next 13 weeks of cash look like.
Connect Xero in minutes
Read-only, hosted in Australia, and nothing written back to your ledger. Start a free trial and see your own numbers.
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