Xero Accounting Analytics Solution for Advanced Accounting Analytics

Accounting Advisory Platform

Our Accounting Analytics Solution is very well suited for SMB's that require the ability to explore their accounting data, produce unlimited reports and have unlimited access to our InsightsBot Aime and our SmartAlert product.

  • Access prebuilt analytical views with trends, comparisons, integrated scenario planning and more on your data via any device
  • Perform all your planning using our linear and rolling average forecasts, scenario planning and 3-way integrated planning across your income statement, balance sheet and cash flow statement
  • Analyse your data across cash flow, budgets, customer, supplier, expenses, inventory with dynamic reports for your income statement, trial balance, balance sheet and access your transactional level data on general ledger level
  • Schedule unlimited automated reports that will automatically have your logo displayed within the report
  • Unlimited access to Aime for all your KPI data queries. Aime returns your KPI data instantly via the Telegram mobile chat application
  • Unlimited access to SmartAlerts for all your targeted and scheduled alerts. Alerts can be number or % target based or scheduled to be delivered to you daily, weekly or monthly
  • Invite unlimited stakeholders and trusted advisors (bookkeeper or accountant) to your Mid-Market Companies Accounting Analytics Platform, Reporting, Aime & SmartAlerts

Xero Accounting Analytics Solution Feature Benefits

Its easy to configure your add-on and gain access to your data.

You can invite unlimited amount of users. Accountants can invite their customers and assign access to their specific companies.

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Data Exploration

Detailed analytics on live data with drill down to transactional level
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Integrated Planning

Budgeting, forecasting, scenario planning and 3-way integrated planning
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Across debtors, creditors, customers, suppliers, expenses, inventory, consolidations and much much more
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Contextual Stories

Create stories for your management review sessions that are directly linked to your data for further analysis
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Ask Aime our InsightsBot any KPI related questions
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Set up targeted or scheduled alerts to stay on top of your numbers
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Unlimited, scheduled, white labelled reporting
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Access your analytics from any connected device

Xero Accounting Analytics Subscribers

The Xero Accounting analytical solution provides as many users access to analyse as many companies' data as you have subscribed too. We provide a prebuilt data analytics app based on your Xero integrated data.

Xero Analytics Overview:

  • Financial Health
  • Integrated budgeting, forecasting, scenario planning, 3-way integrated planning
  • Cash flow Statement Analysis
  • Detailed Customer & Supplier Analysis
  • Expenses Analysis
  • Income Statement, Balance Sheet, Trial Balance
  • Actionable Insights when combined with our free Wunderlist analytical app
  • And more..... much much more

Risk Free Trial

Unlimited Reporting Overview

  • Income Statement
  • Balance Sheet
  • Trial Balance
  • Performance Report (pending)
  • Management Report (pending)


Our finance product pricing provides unlimited analysis, reporting and access to our AI InstantInsights solutions such as Aime our InsightsBot and SmartAlerts

Pricing is based on the amount of companies you wish to analyse

  • Accounting Analytics

    From: 26 / month

    Product Information:

    • Unlimited Data Exploration & Analysis
    • Unlimited Reporting
    • Unlimited AI (Aime & SmartAlerts)
    • Companies can be utilized across integrations i.e. Sage | Xero | Both

    Please select a payment cycle (Monthly | Annually) and select the amount of companies you wish to subscribe too.

    The amount shown is for a Monthly | Annual amount for the total amount of companies selected. Companies are discounted based on volume, so the more companies you select the less you pay per company per month | annum. We provide a 10% discount for all per annum transactions.

    Use the multiplier to increase your order i.e. if you need 40 companies select 20 companies from the drop down and multiply by * 2


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Swift Reporting

Our Swift reporting solution provides unlimited white labelled, scheduled, automated reporting to unlimited amount of companies. Swift Reporting is the perfect solution for bookkeepers and accounting practices that wish to provide all their customers with reporting and paying a fixed fee per month.

You can assign your customers with the rights to configure their own reports

  • Swift Reporting

    From: 49 / month

    Product Access:

    • Unlimited Reporting
      • Management Report
      • Performance Report
      • Income Statement
      • Balance Sheet
      • Trial Balance

    Please select a payment cycle (Monthly | Annually) and select the product integration you wish to utilize.

    The amount shown is for a monthly | annual amount for the product.

    Please note: Do not use the Multiplier function on this product i.e. leave it as 1 or it will multiple the cost when you subscribe.

    You need to subscribe per vendor you wish to integrate too i.e. Sage is one subscription and Xero is another subscription.

    Want a discount? Become a member!

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