Integrate Xero Practice Manager with Power BI

Realise the potential of Xero Practice Manager (XPM)

By integrating Xero Practice Manager (XPM) with Power BI or your choice of business intelligence tool, a Smetric connector turns your practice data into deep, meaningful, clear and actionable insights, served up via custom dashboards designed to reflect your needs and goals. If you use Xero Practice Manager, you already have all the data that you need. You can then use a Xero Practice Manager third-party connector from Smetric to turn that data into insights.

What is Xero Practice Manager

Xero Practice Manager is a accounting practice management software that streamlines your workflows and boosts efficiency. It’s a comprehensive tool for tracking time, managing workflow and billing all built in the cloud. 

What does Xero Practice Manager allow you to do?

When fully implemented an integrated, Xero Practice Manager offers deep capabilities allowing you to:

• Allocate jobs and tasks to staff together with due dates.
• Record hours worked and convert them to invoices.
• Integrate with Xero to keep invoices, payments and clients in sync

But the intrinsic functionality of Xero Practice Manager tells just part of the story. When connected to a business intelligence solution, the wealth of data found within Xero Practice Manager is unleashed, and the power of the tool grows exponentially.

How Smetric helps you get the most out of Xero Practice Manager

With the Smetric connector, we integrate Xero Practice Manager with Power BI or your choice business intelligence tool. The connector facilitates a Xero Practice Manager data export, which grants the BI tool access to all relevant information. The data is then analysed and displayed via a customised dashboard, granting you a detailed and holistic picture of your practice, as well as access to incredible insights. The out-of-the-box Xero Practice Management reporting package is limited. Our connector seriously enhances the analytics capabilities of Xero Practice Manager, allowing you to run gain tighter control over your accounting practice and finding greater opportunity within it.

• We bring all the Xero Practice Manager data together in one place, making it easy to select, manage and capitalise on.
• We provide a business intelligence solution that integrates all of your software, and that brings information together in one place.
• We make business intelligence navigable for the average user, whether a warehouse team or a sales rep. We also work to highlight the data that you want each team member to be focused on.
• Our Xero Practice Manager integrations extend beyond BI tools. For example, we can combine data from Xero Practice Manager with CRM, and social media platforms.
• We can add mobile analytic functionality to your Xero Practice Manager experience.
• We integrate Xero Practice Manager with Power BI or the business intelligence solution of your choice, including Tableau and Qlik.
• We use permissions to enable you to share select data with whoever you choose: staff, partners, sales team or any other third party.

How leveraging your data from Xero Practice Manager can help your business

What benefits can you expect from the implementation of our Xero Practice Manager connector? By better leveraging accounting practice data, your business can expect:

• More accurate and efficient planning, resulting in a dramatic reduction in costs.
• Fewer instances of operational inefficiency
• The ability to identify trends – insights that can be used to guide broader strategy.
• The ability to set clearer targets and make better, faster decisions backed by data.
• The ability to track and share KPIs with your team.

What do the reports look like?

Here are the links through to interactive sample sets of Xero Practice Manager reports:

• Xero – XPM Reporting package – see your practice’s KPIs at a glance
• XPM Job Status, IRD and Companies Office Filing Reports – see what is happening across your practice, in one place – job status, IRD Income Tax Returns, GST Returns, Companies Office Returns
• IRD Benchmarking – Benchmark all your clients in your firm using annual IR10 data

Note to CAs in Australia: the same reports can be extracted for the Australian Tax Office

Ready to connect?

A Smetric connector can transform practice management from a chore to an opportunity. Xero Practice Manager is a treasure trove of business information. A business intelligence tool will ensure that you are able to extract maximum value from that data – you need only connect the two.

With Smetric’s Xero Practice Manager connector, you’ll be able to release the endless insights and opportunities currently held within the accounting practice manager tool. Ready to get connected? Contact our team today