Unlocking Xero’s New Analytics Tools
As a business owner, you know the feeling: everything feels urgent. Between managing inventory, paying bills, and chasing overdue invoices, it is all too easy to get lost in the "noise" of daily operations.
But to truly succeed, you need to know exactly what deserves your time and attention. Which product is actually your best seller? Are your current cash flow practices sustainable for the next six months?
At Zyla Accountants, we believe finding these answers shouldn’t be a guessing game. That is why we are thrilled to announce that Xero has globally launched a suite of supercharged analytics capabilities.
Big Business Insights for Small Business Teams
Powered by Xero’s recent acquisition of Syft, these new tools are designed to give small businesses "enterprise-grade" intelligence without the complexity.
The goal is simple: move beyond guesswork and make decisions with speed and confidence. Whether you are in the UK, EMEA, Canada, or Asia, these powerful tools are now embedded directly into the Xero platform you use every day.
"You don’t need technical skills to understand what’s happening with your income, expenses, and cash flow. You can get actionable insights instantly." — Xero Team
5 New Features to Watch
Here is what the new analytics suite brings to your dashboard:
Customisable Dashboards: Create views of your performance that matter to you, covering revenue, expenses, and specific KPIs at a glance.
Deep-Dive Visualisations: Use clear graphs and tables to track profitability, cash flow, and balance sheet health. This helps you visualize trends rather than just staring at rows of numbers.
Cash Flow Manager: This is a game-changer. You can now view projections up to 180 days ahead and use scenario planning to see how different decisions ('what if' outcomes) might affect your bank balance.
AI Insights: Not sure what the data is telling you? AI-generated suggestions and summaries provide clear, plain-English explanations of your financial data.
Business Health Scorecards: create custom scorecards that track your key performance metrics alongside external data—like website traffic—for a consolidated view of your total business health.
Why This Matters for You
These features allow you to stand on equal footing with large enterprises. By visualising key performance trends, you can dive deeper to understand what is actually driving your numbers, rather than waiting for end-of-month reports to see where you stand.
Let Zyla Help You Dig Deeper
While these tools are designed to be user-friendly, interpreting data is what we do best. We are excited to help you set up these dashboards and interpret the "Health Scorecards" to build a stronger strategy for the year ahead.