Sperse is designed for business owners, financial managers and accountants looking to consolidate their financial reporting and gain more insights for cash flow tracking. Sperse automates functions such as report generation and notifications. Additionally, financial transactions can be pulled directly from thousands of financial institutions to track daily cash flow activity. Sperse has an easy-to-use CRM to manage multiple clients, each with a separate instance to view their financial activity and reports. Custom automation and streamline capabilities specific to your business can be added.
Sperse + Xero
Sperse integrates with Xero to pull your consolidated account transactions for cash flow reporting. Synchronization is done daily or on-demand.
Once you've created your Sperse account, from the CFO section click Add Account, and select Xero Integration. This will take you through the steps to link your Xero account to Sperse CFO software.