Connect your Xero Practice Manager account with Everperform and take charge of your most important asset; your people. Get smart insights into how your people are performing in the areas of productivity, wellbeing and relationships. These lead indicators heavily impact the key success factors for your firm and your clients.
With just a few clicks, Everperform and Xero Practice Manager make it easy to find the relationships between client value, productivity and revenue from your existing data; providing directors, partners and advisors with insights into how to improve for the best results. Everperform then uses smart pulses to capture the people lead indicators and identifies the personalised factors that help people perform well. Start creating better client relationships and advisor capability with smart data insights, multi-dimensional reporting, KPI tracking and more.
Everperform + Xero
Everperform works by analysing your practice management data, combined with people performance metrics captured in Everperform to provide smart insights. Everperform syncs your Billable Hours, Total Hours, Jobs and more, converting them to monthly KPIs against your firm. You can then set targets against those KPIs, view their trends, and combine them with other performance metrics (productivity, wellbeing, relationships and more) to produce firm-wide, multi-dimensional reports and insights.
Connecting your Xero Practice Manager account to Everperform is easily done in a few steps. Log into your Everperform account, navigate to Settings > Integrations > WorkflowMax (Xero Practice Manager) and click Connect. Follow the prompts to connect your accounts and your Xero Practice Manager data will automatically get updated in Everperform.