The Brixx + Xero integration is only available to users signed up to our Xero beta program. If you would like more information about the integration please get in touch.
What is Brixx?
Brixx is a financial modelling tool that produces detailed, expert level financial forecasts through simple methods.
It’s the ultimate financial decision making tool for small businesses as it enables rapid scenario testing that would take hours through other means.
What is Xero?
Xero is a cloud-based accounting package for issuing invoices and bills, reporting on historical data and many other features for managing small business finance.
What does the integration do?
The integration of these two products adds powerful time-saving capabilities for users of both Xero and Brixx. Aside from the tools and features already available in standalone Brixx, this integration enables:
Creating new forecasts from Xero historical data
Automatically importing Xero actuals to compare against your Brixx forecast
1. Creating new forecasts from Xero historical data
Creating a new forecast can now begin with your Xero chart of accounts as a starting point. This will get you up and running with a model that already reflects the structure of your business.
It’ll also automatically fill this forecast with some rudimentary numbers based on your historical performance.
2. Automatically importing actuals to compare against your forecast
Once your Brixx forecast is set up you’ll be able to view detailed actuals vs forecast reports as each month progresses.
With your Xero company connected to your Brixx plan, Xero data will automatically import into Brixx.
This data will be categorised and matched against your Cash flow, Profit & Loss and Balance sheet forecasts instantly. You’ll be able to go straight to the analysis without having to spend any time at all generating these reports.
Working in Brixx with Xero data
After you’ve connected your Xero company and created your first forecast, you have the full power of Brixx modelling capabilities to explore the future.
Guides on using Brixx:
- Your first steps in Brixx- start here
- An Introduction to Brixx Components
- Tips for Entering Numbers into Components
Guides on setting up the Xero connection: