Xero + Orcabase
Your Xero books, in plain answers.
Sync Xero through Fivetran and ask about cash, margins and late payers in plain words, next to the sales and spend data that explain them.
- Synced by Fivetran
- Syncs every 6 hours
- No Fivetran account needed
Which customers pay us late?
Three wholesale customers pay late most often: 23 days overdue on average.
- Between them, they owe $4.8k right now.
- Everyone else pays within 4 days of the due date.
- Invoices sent on Fridays get paid slowest.
Average days overdue, by customer
How I got this· 4 steps
- Looked at your Xero invoices and payments
- Compared each payment date with its due date
- Averaged days overdue by customer
- Added up what’s still owed
Example answer. Numbers are illustrative.
In plain words
How do I analyze Xero data alongside sales?
Xero keeps your invoices, bills and bank right. Fivetran copies them into a database Orcabase hosts for you, next to your store, payments and CRM, so you can ask across all of it.
Ask “which customers pay us late?” or “what was our margin by month?” and get the answer with a chart.
Ask in plain words
What you can ask about your Xero data
The agent answers with the number, a chart and the steps it took. Keep the good answers on a dashboard.
Which customers pay us late?
What’s our cash position, week by week?
What was our margin by month?
Which suppliers did we pay most last quarter?
Which expense categories grew fastest?
How much is still owed to us, by age?
What did we spend on software this year?
Show me money in and out of the bank by month.
What comes in
Your Xero data, ready to ask about.
A copy in a database Orcabase hosts for you, with its own folder for each app.
Invoices
Bills
Bank transactions
Accounts and journals
Contacts
Items
Numbers worth defining
Define them once. Every answer agrees.
Tell Orcabase what each number means, certify it, and your dashboards, the agent and your whole team use the same one. The agent can draft these from your Xero data.
Days to get paid
Average days customers take to pay an invoice.
Cash balance
Money in your bank accounts at the end of each day.
Gross margin
Revenue minus cost of goods, as a share of revenue.
Overdue receivables
The total of invoices past their due date.
Dashboards to start with
Your Xero numbers at a glance.
Ask the agent to build one of these, or pin charts yourself. Share any dashboard with a link.
Cash
4 charts- Cash balance
- Money in and out by month
- Overdue invoices by age
- Bills due
Performance
3 charts- Profit and loss by month
- Gross margin
- Expenses by category
Better together
Ask across Xero and the rest of your business.
The best questions need more than one app. The agent can pull from several sources for one answer.
How to connect
Connect Xero, step by step.
- 1
Find it in Sync data
In Orcabase, go to Sync data → Add source and search for Xero. Pick the database to sync into.
- 2
Connect Xero on Fivetran’s page
Fivetran’s page walks you through connecting Xero. In Australia, New Zealand, the UK and the US, that means creating a custom connection in Xero’s developer portal first.
- 3
Choose what to sync
Back in Orcabase, tick the data you want. Only what you pick is synced, and only it counts toward your allowance.
- 4
Ask away
The first sync starts straight away. When it’s done, ask the agent about your Xero data.
What you’ll need
- Access to your Xero organization as an admin.
- In Australia, New Zealand, the UK and the US, a Xero custom connection, which you create in Xero’s developer portal.
- The Admin role in Orcabase, and data hosting: Fivetran writes into a database Orcabase hosts for you.
- How it connects
- Synced by Fivetran
- How fresh
- Every 6 hours, as standard.
- Where your data lives
- A copy in a database Orcabase hosts for you, with its own folder for each app.
- Who can set it up
- An admin in your organization.
- Your login
- You sign in on Fivetran’s own page. Orcabase never sees your password or keys.
- Cost
- Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard.
What’s a Xero custom connection?
Can Orcabase change my books?
Do I need a Fivetran account?
How fresh is my Xero data in Orcabase?
What does syncing cost?
Your Xero data already has the answers.
Connect it, ask your first question, and pin the answers you want to see every week.