Link Everperform With Xero Business Edition

Discover how your client's most important asset, their people, are performing in productivity, relationships and wellbeing. Get smart insights into how this is impacting financial performance.

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How Everperform + Xero works

Connect Xero with Everperform and start working smarter

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1. Connect Xero Data

Connect Everperform and Xero in just a few clicks. Start analysing cash, invoices, bills and more against your people performance data.

2. Set Targets, See Trends

Easily set monthly targets against your financial metrics and view them as KPIs, helping you stay focused and on track.

3. Get Smart Insights

Report on financial data in a whole new way. See how productivity, wellbeing and relationships are impacting revenue, cash and more.

Smart Insights

Discover the secrets of performance from data

Everperform analyses financial metrics from Xero with performance data from other apps to identify smart trends, correlations and insights.

Business owners and advisors get an intelligent, holistic view of what's happening in their business, making it easier to focus on improving the areas that matter most.

Stronger Client Relationships

Deliver more value to your clients, more often

Increase your capacity to add more value to your clients through new insights. Correlate your Xero financial data with people performance, client relationships and more to get a better view of how your firm can grow and improve it's revenue.

Multi-Dimension Reports

Combine financial and performance reports

Cut down on the number of reports you need to produce for each meeting. When you connect Xero and Everperform, you can report on financials, performance, wellbeing, productivity and more in a one place.

KPIs & Targets

Set financial targets. Focus on the lead indicators to achieve them.

Set firm-wide financial targets against your Xero metrics. By connecting your Xero account, Everperform turns your financial data into firm-wide KPIs, letting you set targets, view trends, compare metrics and more.

What is Xero?

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.