Ask questions about your Xero data
Connect Xero to Filament and turn your data into instant reports and dashboards. No spreadsheets. No setup. Just ask questions and get answers.
Xero tracks your invoices, bills and payments. Connect it and we sync your accounts, contacts, invoices and transactions into your warehouse, so you can report on cash flow and profitability alongside the rest of your data.
Track Xero KPIs with Filament Analytics
Connect your Xero account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.
View documentationKey Xero metrics you can track in Filament:
Combine Xero with other data sources
Your business runs on more than one app, and your analytics should too. With Filament, Xero lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.
Your Xero data gets even more powerful when combined with other tools:
Xero + HubSpot
Connect Xero invoices and payments with HubSpot deals and contacts to see which sales pipeline stages convert to paid customers fastest, how deal size affects payment timing, and which customer segments have the highest outstanding balances.
Xero + Stripe
Connect Xero accounting records with Stripe payment transactions to reconcile online payments with your books, analyze the gap between payment processing and invoice recording, and track how subscription revenue flows through your financial accounts.
Xero + Google Sheets
Connect Xero financial data with Google Sheets budgets and forecasts to compare actual revenue and expenses against projections, track invoice aging alongside sales targets, and build a kpi dashboard combining accounting data with operational metrics.
Benefits of Filament's Xero Integration
Ask in plain English
Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.
No setup
Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.
Gets smarter over time
Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.
How it works
Step 1: Connect your Xero account
Connect your Xero account to Filament and get instant access to your data. No technical setup required.
Step 2: Ask questions about your Xero data
Start asking questions like "Which campaigns drive the most qualified leads?"
Step 3: Build Xero dashboards in minutes
Get tailored insights instantly and share them with your team.
Better business decisions with AI Analytics
How to get more from your data
Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.
With Filament, your data is analyzed by a built-in analyst that understands plain English. Instead of struggling with complex tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.
Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:
- Which campaigns and channels actually drive revenue growth?
- How does user engagement translate into pipeline or sales performance?
- Where are we losing efficiency between acquisition, retention, and finance?
By combining instant reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster decisions.
Enterprise-grade security
Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organization's data protected. We never use your data for AI training or share it with third parties.
Learn more about securityXero integration FAQ
Everything you need to know about connecting Xero with Filament and getting the most out of your data.