Rightworks Connect IQ
Quickly see where your accounting and bookkeeping firm can grow most sustainably and profitably by automating the analysis you need to curate your ideal client list. Connect IQ also automates providing data-driven business and customer insights to your clients. Spend less time exporting and manipulating data in spreadsheets or writing reports, and more time applying your expertise to client performance. (Tally Street is now part of Rightworks.)
Serve your small business clients more efficiently and level up your advisory services offerings. Connect IQ automatically finds insights hiding in Xero sales transactions and provides you and your clients branded reports that drive results.
Find and manage your ideal clients, maximize recurring revenue, and obtain retain a sustainable work environment. Develop pricing strategies that optimize value and deliver a year-round revenue stream, a happier team and more satisfied clients.
Customer lifetime value, recurring revenue, retention rates, and more are automatically generated from sales invoices and customer payments. Analyze real-time results in minutes that would otherwise take you hours to gather and calculate.
Rightworks Connect IQ + Xero
It takes seconds to connect Connect IQ to Xero. There’s nothing to configure and there’s no change to how you use Xero. Connect IQ is “read-only" and analyzes customer sales transactions and products.
Your first results are available in minutes and available in the Connect IQ dashboard, via email, live Google Sheets and Microsoft Excel 365.
Connect Connect IQ to Xero in two steps: (1) click the Xero Sign in button at the top of this page, and (2) click to Allow Access.
That’s it. You’ll be taken to the Connect IQ dashboard where you can adjust your account details or just wait for the first reports to land in your inbox.