Metric.ai is a financial planning software tailored for professional services. Control profitability, rates, cash flow, hours and utilization from your CRM, project management, time tracking and finances software without any workflow changes.
Xero is world-leading online accounting software built for small business. Get a real-time view of your cashflow. 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.Try Xero for Free
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.
Metric.ai automatically syncs with Xero every day after the initial connection. To connect Metric.ai to Xero, perform the following procedure:
1. Sign in to Metric.ai
2. Select INTEGRATIONS from the left menu
3. Click + ADD INTEGRATION button
4. Select Xero from the list of integrations
5. Authorize Metric.ai app in Xero account
6. Wait for about 30 minutes for the data to appear in the Metric.ai finances section, where you can see revenues and expenses