Overview
Collately integrates Google Sheets with accounting softwares including Xero and bank accounts using open banking.
Collately helps transforming working with multiple Xero organisations like working with different departments in one corporate. This includes consolidating, downloading, uploading and schedule automatic download from/to Google Sheets. Users have options to use prebuilt financial analysis and reporting or could use downloaded data to create custom reporting.
Collately also provide bank statement PDF conversion, bank feeds and automatic categorization of bank transactions.
Collately helps analysts, accountants and advisors to download, upload, consolidate and analyse multiple clients in one-go. Collately could also work for organisations with multiple Xero entities to consolidate, analyse and report.
Collately + Xero
Collately integrates with accounting softwares including Xero and and bank accounts using open banking. Collately also provide automatic categorization of bank transactions and prebuilt financial analysis of multiple financial analysis.
- Consolidate financial data from multiple organisations in different accounting softwares
- Schedule to have financial data flow into Google Sheets automatically
- Download bank transactions to upload into accounting softwares
- Apply bank transaction AI categorisation to bank transactions of multiple organisations at the same time
- Convert bank statement PDFs
- Provide automate analysis on multiple organisations' performance into Google Sheets
- Upload journals, contacts, invoices and other information to multiple organisations in different accounting softwares
Getting started
Step 1: Installs Collately Google Sheets Add-on from Google Workplace Marketplace. Step 2: Opens Google Sheets, opens Collately Add-on and connect to their Xero organisations.
- Xero connections will be refreshed each time users open Collately Add-on Step 3: Download or upload information to/from Google Sheets using Collately Add-on sidebar. Step 4: Schedule downloads into Google Sheets and using schedule management sidebar to monitor
