Drivetrain can help your business
Planned growth
- Strategy and Planning
Reporting for Accountants and Bookkeepers
- External reporting
- Internal reporting (not for compliance)
Help and advice for business
- Planning and budgeting
- Forecasting
Overview
Drivetrain is an AI-native business planning platform that helps firms accelerate budgeting, reporting & forecasting with Autonomous FP&A.
As a category-leading leading FP&A software, Drivetrain unlocks your financial and business data—in just minutes—giving you a complete picture of how your company is performing and how you can influence your business.
See how you can leverage Drivetrain and Xero to plan with precision, track business performance in real-time and make faster, better decisions.
Use cases include:
- Financial reporting
- Revenue & expense forecasting
- Advanced headcount planning
- Cash flow forecasting
- Financial consolidations
- Sales pipeline forecasting
- AOP
Drivetrain + Xero
Seamlessly connect your Xero data with your business systems such as CRM, HRIS or even Spreadsheets in Drivetrain—on demand or by schedule—to turn them into actionable business insights.
• Create detailed BvA variance reports: Access financial & business data to build your statements with a self-serve interface to perform actuals vs. budget and actuals vs. forecast analysis—all in minutes.
• Track financial ratios & business metrics in real-time: Automate calculation of metrics including runway, cash in the bank, sales pipeline, bookings, CAC, retention, burn, net dollar retention, or any custom metric—in seconds.
• Marry revenue, expenses and headcount data: Drill-down from summary to transaction data to quickly identify drivers that impact revenue goals and answer follow-up questions.
• Accurately project cash flow: Get a comprehensive picture of your financial position—Accounts Receivable and Account Payable—to detect cash flow quality.
Getting started
Adding Xero as a data source in Drivetrain:
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Go to the Data page
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Click on + New data source on the top-right of the page
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Under Accounting & ERP category, click on + Connect button in the Xero card
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In the pop-up window, enter your Xero credentials and follow the instructions in the guided wizard to complete the authentication with your Xero account. Once successful, you'll find Xero listed alongside your other data sources in the Data Sources section.
