XeXero + Klayara
Xero numbers, always current. Bring Xero invoices, bills and accounts into Klayara for finance dashboards that stay current without month-end exports.
Scheduled importCloud or self-hostedPermissions applied everywhere
Your Xero data, readable by everyone who should see it.
- Cash and debtor days by client
- Revenue and margin by service line
- Budget vs actual by department
- Finance-only permissions
- Connect — connect your Xero account and choose what to bring in.
- Choose tables — pick what to make available, and how often to refresh.
- Build — drag and drop charts, set who sees what, schedule the reports.
Our BI developers can connect Xero and build your first dashboards as part of onboarding. About the service.
What teams build on Xero.
Debtor days
Days to get paid, by client and month.
Service line margin
Revenue, cost and margin by service line or tracking category.
Budget against actual
Each account against budget, with the biggest gaps first.
Cash outlook
Cash today, bills due and invoices expected this month.
Connect these alongside Xero.
How does Klayara connect to Xero?
You connect your Xero account once; Klayara then brings your Xero data in on a schedule you choose, ready to chart alongside your other sources.
Can we combine Xero data with our database?
Yes — that is the point. Relate Xero rows to your own tables once (by customer, order or date) and build charts that draw on both.
How fresh is Xero data in Klayara?
As fresh as your schedule — hourly, nightly or on demand. Every dashboard shows when its data was last updated.
Can our monthly pack email itself to the partners?
Yes. Schedule the dashboard as a PDF on the first working day of the month — email is on every plan, and WhatsApp, Slack and Telegram come with Growth and Enterprise.
Can Klayara explain why margin dropped?
Yes. With Klayara AI on Growth and Enterprise, Why did this change? on your margin chart explains which service lines and clients moved, in plain words.
See your Xero data in Klayara.
Bring the report you rely on most. We'll rebuild it live on the call, from your own data, and show you what comes next.
Prefer to see plans first? See pricing