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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.
  1. Accountant tools, Reporting

    Float Cashflow Forecasting

    4.83 out of 5 stars
     323
    Accountant tools, Reporting
    Float helps companies manage their cash flow. Make better long-term business decisions with visual forecasts for scenario and projects - and predict when you’ll run out of cash.
  2. Accountant tools, Reporting

    Fathom

    4.97 out of 5 stars
     436
    Accountant tools, Reporting
    Reporting, forecasting, analysis, consolidation and benchmarking for advisors and businesses. Trusted by Xero partners for over 10 years.
  3. Featured app
    Accountant tools, Reporting

    Syft

    4.84 out of 5 stars
     390
    Accountant tools, Reporting
    Reports | 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.