What you can do with Xero in Sylus
Sylus helps small businesses and their advisors get answers from Xero fast. Ask "What is our cash position across all bank accounts?" or "Which clients are slowest to pay?" and get an answer or dashboard. Advisors who manage several clients can connect each Xero organization.
How the Xero integration works
Sylus connects to Xero with OAuth 2.0 and read-only scopes. It imports contacts, invoices, bank transactions, and the general ledger for the organizations you authorize, and keeps them up to date for reporting.
Questions you can ask about your Xero data
Finance
What does our profit and loss look like by month this year?
How do actual results compare to our budget by account?
Which expense accounts changed the most versus last month?
What is our gross margin by month?
Cash and payments
What is our cash position across all bank accounts?
What are total receivables by aging bucket?
Which bills are due this week?
Which customers pay late most often?
Sales
Who are our top customers by revenue this year?
Which items sold the most last quarter?
How did monthly revenue compare to last year?
Which customers haven’t been invoiced in the last 90 days?
Leadership
How much tax did we collect and pay last quarter?
Which departments or regions (tracking categories) are most profitable?
How are revenue, expenses and cash trending over the last 12 months?
Give me a weekly summary of revenue, receivables and cash.
How to connect Xero to Sylus
You need a Xero user role that can connect apps, such as Adviser or Standard.
In Sylus, add Xero as a data source and click Connect.
Sign in to Xero, choose the organization, and allow access.
Select the data to sync, for example Invoices, Contacts, and Bank Transactions.
