Panalitix + Xero

PANALITIX + XERO

ELEVATE YOUR BUSINESS ADVISORY SERVICES

Have an amazing resource added to your repertoire of client delivery tools. It’s a simple, easy-to use, real-time solution that helps you monitor client performance and delivery business advisory services.

 

CONNECT PANALITIX AND XERO FOR ACCURATE AND TIMELY BUSINESS INTELLIGENCE

  • Panalitix is integrated with Xero – key financial metrics and KPIs are updated automatically.
  • Avoid double entry and maintain accuracy by sourcing the following data fom Xero: Revenue, Bank Balances, Accounts Receivable, Accounts Payable and Profit Margin.
  • Your selected data is updated daily and avoids the need to give users access to other sensitive accounting data within Xero.

ABOUT XERO

Xero is world-leading online accounting software built for small business.

  • 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.

Try Xero for Free.

CONNECT PANALITIX + XERO

  • Panalitix syncs with your client’s Xero cloud accounting system in real-time, presenting feeds of their financial position.
  • You can meet with your client to discuss the opportunities clearly from Panalitix, plan the next 12 months, and make value-added sales.
  • Use templates, guides and methodologies from Panalitix to help you deliver the new value-added services of planning, monitoring and measuring.


FREE TRIAL

We’re happy for you to
try before you buy!