1. Discover
  3. CRM

Sperse

By Sperse
 0 reviews
Get this app
Sperse synchs your Xero accounts to give you consolidated reporting and better cash flow insights, with an intelligent CRM to manage multiple clients.
Overview

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.

Getting started

Once you've created your Sperse account, from the CFO section click Add Account, and select Xero Integration. This will take you through the steps to link your Xero account to Sperse CFO software.

Explore how to setup Sperse
Sperse CFO App Omar Sayed
  • Sperse CFO App Omar Sayed
  • SperseCFO App1 Omar Sayed
  • Sperse CFO Dashboard Omar Sayed
  • Sperse CFO Transactions Omar Sayed
  • Sperse Consolidated CashFow Omar Sayed
  • Sperse Import ChartOfAccounts Omar Sayed

Reviews & ratings

This app has no reviews yet.  Login to leave a review
Additional info

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

App details

By Sperse
Added in 2020

Countries

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

Languages

English

Support

Setup walkthroughIntegration walkthroughsupport@sperse.com

Contact

8447737738

Follow

TwitterInstagramLinkedIn

You might also like

CRM
Capsule CRM
 24
CRM
A simple online CRM used by thousands of businesses worldwide. Capsule integrates seamlessly with Xero to provide a complete picture of your customers.
CRM
HubSpot CRM integration
 35
CRM
Xero is collaborating with HubSpot, a CRM, online marketing, sales and customer service growth platform to deliver the best end-to-end customer journey possible.
CRM
Breadwinner for Salesforce
 18
CRM
Breadwinner brings up-to-date Xero Invoices into Salesforce, allowing for receivable reporting by company and opportunity.
Although Xero reviews each app in our App Marketplace, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.