Xero Integration with Metric.ai
for Professional Services Analytics
Automatically import the clients, expenses, and revenues of your
consulting firm from Xero's invoices, payments, and transactions
consulting firm from Xero's invoices, payments, and transactions
About Metric.ai
Metric.ai is a business intelligence software tailored for professional services. All crucial measurements of your business are taken from your current tools.
Control profitability, rates, cash flow, hours and utilization from your CRM, project management, time tracking and finances software without any workflow changes.
Control profitability, rates, cash flow, hours and utilization from your CRM, project management, time tracking and finances software without any workflow changes.
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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.
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What does Xero+Metric.ai integration do?
Metric.ai properly maps clients from Xero to augment analytics data. Xero invoices are used to build cash flow. Transactions and payments are pulled from Xero to populate expenses and revenues in Metric.ai.
How to connect Xero and Metric.ai
Metric.ai automatically syncs with Xero every day after the initial connection. To connect Metric.ai to Xero, perform the following procedure:
- Sign in to Metric.ai
- Select INTEGRATIONS from the left menu
- Click + ADD INTEGRATION button
- Select Xero from the list of integrations
- Authorize Metric.ai app in Xero account
- Wait for about 30 minutes for the data to appear in the Metric.ai finances section, where you can see revenues and expenses
Let's Integrate Your Stack of Tools
with Our Professional Services Analytics
with Our Professional Services Analytics