Overview
Insight Menu is designed to give business owners insights and the ability to make decisions and improve their business instantly by prefilling key ratios and metrics. Insight Menu is designed to be an easy snapshot of where your business is at with the ability to drill down to specific income and expenses with the tip of your finger.
These insights allow business owners to make decisions to improve their business performance. Actionable insights are one of the most valuable tools you can provide decision makers in any business. Insight Menu exists to help serve this purpose.
Insight Menu + Xero
Insight Menu automatically connects to your Xero file with the click of a few buttons. After connecting your organisation, you will be prompted to map your accounts to the Insight Menu chart of accounts. This can be done with or without your accountant and you can even ask Insight Menu team to assist you.
From here, your financial data will flow through into Insight Menu’s chart of accounts and show you real time insights into your business. Ensuring you have an up-to-date Xero file will mean that Insight Menu can you give you real time information on your business!
Getting started
Signing up to Insight Menu is an easy and intuitive process. It requires customers to either have an existing Xero Account or sign up to Xero. Customers can sign up by visiting https://www.insight.menu and clicking the 'Get Insight Menu' button, or connect through the Xero App Marketplace. For customers with existing Xero accounts, the same login credentials are used to sign up to Xero before Insight Menu syncs Xero data.
