Real-time data at your fingertips


Our seamless connection with Xero is always connected, meaning your reports, forecasts, dashboards and budgets are never outdated. Xero shows your cashflow and other financial information, we help you project and look into possible outcomes to make better decisions.



  • Transform Xero data into highly visual and easy to understand reports.
  • Accounting and advisory firms can forecast, report and share Xero data.
  • Watch your financial data come to life with Xero and Savvy Reports in real time.
  • What happens with the data ?

    Once you have connected your Xero organisation to Savvy Reports, data is only pulled from Xero into Savvy Reports,
    no data is ever pushed into Xero at any stage.


    Forecasting & Budgets

    Focus on achieving your goals by making great decisions using accurate data.

    Reporting

    Create reports and charts using data from your cloud platforms in no time

    Trend Monitoring

    Easily review trends in your business using your customised reports and forecasting

    Dashboards

    Quick and insightful metrics on the health of your business

    Cross-platform Integration

    Consolidate your data by integrating with one or more cloud platforms

    Customer Support

    Friendly and dedicated world class customer support

    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 or 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.

    Getting Started Guide

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    Step 1

    Log into your Savvy Reports account.

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    Step 2

    Navigate to the Add-ons page and add the Xero Add-on.

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    Step 3

    Fill in your Xero account information and select a Xero organisation to connect to.

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    Step 4

    Connection is complete. Start creating forecasts and reports.