Sperse

    Sperse synchs your Xero accounts to give you consolidated reporting and better cash flow insights, with an intelligent CRM to manage multiple clients.

    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.

    Explore all features of Sperse

    Sperse + Xero

    Sperse integrates with Xero to pull your consolidated account transactions for cash flow reporting. Synchronization is done daily or on-demand.

    sperse cfo crm logo   Omar Sayed
    Get this app
    Made by Sperse
    Added in 2020

    Shared data

    Xero
    Sperse
    Accounts
    Accounts
    Bank Transactions
    Bank Transfers
    Branding Themes
    Contacts
    Credit Notes
    Currencies
    Employees
    Invoices
    Items
    Journals
    Linked Transactions
    Manual Journals
    Overpayments
    Payment Services
    Payments
    Purchase Orders
    Receipts
    Reports
    Tax Rates
    Tracking Categories
    Users

    Countries

    Australia, Canada, Ireland, New Zealand, Singapore, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughIntegration walkthroughsupport@sperse.com

    Contact

    8447737738

    Follow

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