Xero
Filament

Ask questions about your Xero data

Connect Xero to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Xero tracks your invoices, payments, and cash flow, but understanding which customers pay fastest, how revenue timing affects your cash position, or which products drive the most profitable sales requires connecting financial data to your CRM and sales tools. Filament links Xero to your other business systems and answers questions about customer profitability, payment patterns, and revenue trends in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

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.

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Key Xero metrics you can track in Filament:

Accounts
Track your complete chart of accounts structure with account code, account type, account class, tax type, and current balance for financial reporting and analysis.
records:
account_codeaccount_typeaccount_classtax_typebalance
Bank Transactions
Monitor daily bank feeds with transaction date, amount, payee, reference, and reconciliation status to analyze cash flow patterns and payment timing.
records:
transaction_dateamountpayeereferenceis_reconciled
Contacts
Access customer and supplier records with contact name, email, phone, account balance, and payment terms to segment by customer value and payment behavior.
records:
contact_nameemail_addressaccount_balancepayment_termscontact_status
Invoices
Analyze invoice data including invoice number, date, due date, total amount, amount paid, and status to track revenue timing and outstanding receivables.
records:
invoice_numberinvoice_datedue_datetotalamount_paidstatus
Invoice Line Items
Break down sales by product or service with line item description, quantity, unit price, tax amount, and account code for detailed revenue analysis.
records:
descriptionquantityunit_amounttax_amountaccount_code
Payments
Track payment transactions with payment date, amount, payment method, reference, and invoice allocation to understand collection patterns and cash conversion.
records:
payment_dateamountpayment_typereferenceinvoice_id
Tax Rates
Monitor tax configuration with tax type, rate percentage, effective date, and reporting category for sales tax reporting and compliance analysis.
records:
tax_typerate_percentageeffective_datereport_tax_typestatus
Manual Journals
Review accounting adjustments with journal date, narration, line descriptions, debit and credit amounts, and account codes for period-end reconciliation.
records:
journal_datenarrationline_amountaccount_codejournal_number
Credit Notes
Analyze refunds and adjustments with credit note number, date, total amount, reason, and customer details to track product returns and service issues.
records:
credit_note_numbercredit_note_datetotalreferencecontact_id
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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.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Xero data gets even more powerful when combined with other tools:

Xero
HubSpot

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

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

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.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

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.

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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 an AI data analyst that understands plain English. Instead of struggling with complex BI 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 AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Xero integration FAQ

Everything you need to know about connecting Xero with Filament and getting the most out of your data.