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Cerebiz + Xero 

We're better together.

A complete suite of Financial Management tools for Accounting Firms, SMEs, Business Advisors and Virtual CFOs.

Cerebiz integrates seamlessly with Xero


Cerebiz & Xero 

Stronger together. 


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.


Setting up the Xero integration with Cerebiz

Select and tick modules which you would like to try and click on ‘Try Now’ button to continue .. Read more

Xero Data Flow Diagram

Reduce Debtor Days

Automated payment reminders bring forward cash collection, boost working capital, and improve client communication and relationship

Reduce Costs

Automated processes save hours of unproductive work

End to End view of outstanding debtors

Integrated drill down to communication history

Latest Cashflow Projection available on-demand

For Management, Board, and Bank to make informed decisions

Increase Fee Earning Potential

Productivity and Cash savings enable staff re-assignment to client servicing

End to End View of All Projects

Create, Measure and Analyse

Save Time

Forget spreadsheets and data keying, work more productively

Manage Proactively

Explore multiple outcomes with sensitivity analysis

Optimum Flexibility

Set your own parameters with customisable KPIs

Set-up Item Sales Hierarchy

Budget by Salesperson, Customer, Product or Salesperson and Product

Advanced Reports & Analysis

Actual vs Budget for item sales

Identify Profitable Items

Measure by contribution to Gross Profit

Simple Comparison 

Services, Customers and Salesperson 

Manage Business and Team Performance Proactively

Consolidate AccountRight Company Files

Comparative Analysis Consolidated Company Files

Compare results across companies


Account Mapping

Align custom accounts to Template Chart of Accounts


Save Time

No Spreadsheets or data keying, work more productively

Optimum Flexibility

Customisable KPIs for bird’s eye comparison

Powerful Advisory Tools for Virtual CFOs

Trusted Adviser data set

Manage Business Proactively

Quickly spot KPI Alert condition

Save Time

Quick Reports produced in minutes

Analyse Performance in Real-time

Drill Down capability

Optimum Flexibility

You customise it