Turn your Xero actuals into a living forecast.
Connect Xero in a few clicks and Upmetrics pulls in your actuals automatically. Plan, budget, and watch actuals meet forecast in real time, so every decision is backed by data you can trust.
Transform your Xero data into beautiful financial insights
Import your actuals once and let Upmetrics handle the forecasting, analysis, and reporting, all in real time.
Combining your financial past, present, and future
Track and analyze past and projected data to ensure strategic accuracy in your financial timelines. Connect your Xero chart of accounts and watch your forecast turn into a living, data-backed roadmap.
- Predict long-term financial outcomes with 7-year forecasts.
- Analyze actual performance against forecasts in real time.
- Identify areas where expenses and sales are exceeded or underperformed.
Achieve maximum profitability while minimizing risk
Maintain optimal financial health with robust tools that ensure better forecasts and proactive cash flow management. With your Xero actuals flowing in automatically, every decision is grounded in numbers you can trust.
- Real-time cash flow monitoring to maintain liquidity.
- Calculate the financial impact of various spending scenarios.
- Address and resolve cash flow challenges strategically.
Reports that you want without spreadsheets
Effortlessly communicate complex financial insights with engaging, easy-to-understand visual reports and automated management tools. Turn raw Xero data into investor-ready dashboards your whole team can read at a glance.
- Get compelling, clear visual reports that simplify complex data.
- Easily download and share charts and financial statements for presentations.
Upmetrics makes Xero forecasting easy
Add Upmetrics's business planning software to Xero
Start by creating your initial forecast using your Xero chart of accounts. Plan and prepare your financial projections seamlessly with Upmetrics.
Just a few clicks to integrate with Xero