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Rightworks Connect IQ

By Rightworks
5 out of 5 stars
Free trial available
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Serve your small business clients more efficiently and level up your advisory services offerings. Rightworks Connect IQ automatically finds insights hiding in Xero sales transactions and provides you and your clients branded reports that drive results.
Rated
5.0
out of 5
Reviewed by
1
Xero user
Try this app
Free trial
available
Listed for
3 years
February 2021

Overview

Quickly see where your accounting and bookkeeping firm can grow most sustainably and profitably by automating the analysis you need to curate your ideal client list. Connect IQ also automates providing data-driven business and customer insights to your clients. Spend less time exporting and manipulating data in spreadsheets or writing reports, and more time applying your expertise to client performance. (Tally Street is now part of Rightworks.)

  • Serve your small business clients more efficiently and level up your advisory services offerings. Connect IQ automatically finds insights hiding in Xero sales transactions and provides you and your clients branded reports that drive results.

  • Find and manage your ideal clients, maximize recurring revenue, and obtain retain a sustainable work environment. Develop pricing strategies that optimize value and deliver a year-round revenue stream, a happier team and more satisfied clients.

  • Customer lifetime value, recurring revenue, retention rates, and more are automatically generated from sales invoices and customer payments. Analyze real-time results in minutes that would otherwise take you hours to gather and calculate.

Rightworks Connect IQ + Xero

It takes seconds to connect Connect IQ to Xero. There’s nothing to configure and there’s no change to how you use Xero. Connect IQ is “read-only" and analyzes customer sales transactions and products.

Your first results are available in minutes and available in the Connect IQ dashboard, via email, live Google Sheets and Microsoft Excel 365.

Reviews & ratings

5.0 out of 5 stars
1 Reviews

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Most recent reviews

SF
Skip Falatko
Posted 4 Aug 2021
5 out of 5 stars

Great insights

We sell accounting training to companies and CPA firms. Tally Street easily connected to Xero (and Salesforce) to give us automated insights into our customers that we otherwise would have to manually compile. We can easily see who our best customers are, how quickly they pay, and who hasn’t done business with us recently and needs attention. It's a huge time saver for us. Highly recommended.

Additional info

Shared data

Xero
Rightworks Connect IQ
Tracking Categoriesshared from Xero to Rightworks Connect IQ
Paymentsshared from Xero to Rightworks Connect IQ
Itemsshared from Xero to Rightworks Connect IQ
Invoicesshared from Xero to Rightworks Connect IQ
Credit Notesshared from Xero to Rightworks Connect IQ
Contactsshared from Xero to Rightworks Connect IQ

Functions

Accountant toolsReporting

Industries

Accounting

App details

By Rightworks
Added in 2021

Countries

Canada, United States

Languages

English

Support

Contact supportsupport@rightworks.com

Contact

866-907-4250

Try Rightworks Connect IQ for free

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.