Apps to get you actionable cash flow insights
Sometimes you just need to know what’s in the bank for the next month. Other times, you want to plan for the next 12 months and beyond. Whatever your needs, there are apps and add ons to help.
Forecasting up to 90 days:
- Xero Analytics Plus allows you to forecast your cash flow for the next 90 days. For a one-platform solution that lets you dig deeper, add Xero Analytics Plus to your plan or upgrade your subscription to Ultimate.
Longer term forecasting:
There are a wide range of reporting apps that help give you a clearer view of your cash flow well into the future. Here are some popular options:
- Float is a great first choice for beginners. Setup is simple and you get access to clear visuals and reports. You can easily turn different scenarios and projects on or off to see a range of potential cash flow outcomes.
- Fathom and Syft are both powerful apps for granular insights and actionable data. With forecasting, analysis, and reporting functionality you can get into the nitty gritty of your business performance. These tools also allow you to consolidate multiple Xero entities to see cash flow forecasts and reports at a group level. While the reports are similar, the visualisations can vary so it’s a good idea to make use of the free trial to see what works best for you.
- Accountant tools, Reporting
Float Cashflow Forecasting
4.83 out of 5 stars330Accountant tools, ReportingFloat can help your business keep track of where your business stands at any given time, so you can make smarter, more confident decisions. - Accountant tools, Reporting
Fathom
4.97 out of 5 stars448Accountant tools, ReportingReporting, forecasting, analysis, consolidation and benchmarking for advisors and businesses. Trusted by Xero partners for over 10 years. - Accountant tools, Reporting
Syft
4.83 out of 5 stars439Accountant tools, ReportingReports | Graphs | Forecasts | Consolidations | Budgets | Valuations | Financial Statements | Tax | Industry Benchmarks | AI Insights
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.