Overview
Envy Analytics brings together two powerful modules to revolutionize your accounting workflows in Xero.
Envy DI: designed to accelerate and enhance the precision of your month-end processes when managing deferred income. Simply input revenue recognition start and end dates on your invoices, and Envy DI takes care of the rest, automating monthly revenue calculations and journal generation in Xero.
Envy Stock Take: provides a robust solution for managing multiple tracked inventory items. This module allows you to amend inventory in bulk, saving significant time and effort, eliminating tedious, manual processes and improving efficiency and accuracy.
Envy Alerts: ensures you're always in the loop by sending email notifications for items that require approval in Xero, as well as when sales invoices have been paid. Stay on top of your financial documents with customisable alerts tailored to your organisation's needs.
Benefits
All modules offer:
- Direct Xero Integration: Both modules off seamless connections with your Xero accounting records.
- One-Click Journal Generation: Generate all necessary deferred income journals in Xero with a single click.
- Enhanced Efficiency: Automate tedious processes and gain functionality beyond standard accounting software.
Envy DI offers:
- Simplified Deferred Income: Easily input and track revenue recognition, calculate profiles, and manage changes in one intuitive place.
- Multiple revenue recognition approaches: choose the one that suits your products & services best.
- Foreign Currency Handling: Effortlessly manage deferred income for foreign currency invoices.
- Report by invoice: remove the uncertainty and provide the detail driving your revenue, down to the invoice line.
Envy Stock Take offers:
- Bulk Inventory Management: Amend inventory in bulk with Envy Stock Take, saving significant time and effort.
- Ability to amend multiple items in one go: make quantity and value changes to more than one item at a time
- Ability to amend quantity and value in one go: process value changes and quantity changes simultaneously, enter both items and let Envy Stock Take deal with the rest
- Bulk upload via spreadsheets: using a spreadsheet to manage inventory and need to process in Xero? Do this with a single click through our spreadsheet import function.
Envy Alerts offers:
- Timely Notifications: Receive email alerts when invoices and credit notes reach an "Awaiting Approval" status or when sales invoices have been paid in Xero
- Customisable Alert Frequency: Choose to receive updates hourly, daily, or weekly
- Direct Document Access: Email notifications include direct links to the specific items in Xero
- Multiple Recipients: Notify multiple users about outstanding actions
Envy Analytics + Xero
Envy Analytics uses your up to date financial information by taking real time information from Xero:
Envy DI - takes a real-time view of your invoices, with dynamic search and filter capabilities. Configure accrual periods for invoices, and Envy DI will generate all necessary journals to recognise deferred income and revenue appropriately, directly in Xero, with one click.
Envy Stock Take - takes a real-time view of your tracked inventory items, and offers a streamlined interface for bulk inventory adjustments, ensuring your stock levels are accurate and up to date with minimal manual input straight back into Xero. Ensuring accurate accounting for quantity and value for all tracked inventory items, directly in Xero, with one click.
Envy Alerts - continuously monitors your Xero instance for invoices and credit notes in an "Awaiting Approval" status, as well as for sales invoices that have been paid. It retrieves relevant items, compiles a summary with direct links, and sends timely email notifications to your specified recipients, helping you manage approvals and payments efficiently.
Pricing plans
This app includes a free 31 day trial
Envy Analytics monthly subscription
- Envy Analytics subscription for your organisation
- Unlimited Invoices
- Unlimited Items
- Unlimited Users
Getting started
Simply sign up for a free trial to get started. Instantly view your real-time invoices and start allocating accrual periods for deferred income directly on the invoice with Envy DI. Instantly start managing your tracked inventory in bulk with Envy Stock Take. And now, easily configure email alerts to stay informed about invoices and credit notes needing approval with Envy Alerts. Help is available at every step of the way - just drop us a note.