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The Xero financial dashboard that gives you foresight and insight (not just hindsight)

by
March 29, 2021
3 min. read

Poor financial management is the reason 82% of small businesses fail.

A scary statistic, yes. But when we look closer, we see that the challenge for most small businesses is not about keeping up with their accounting, it is about getting answers to their most pressing questions quickly enough.

Small businesses need quicker answers to questions like:

  • When will we need a loan?
  • Which marketing activities have the most impact on sales?
  • What is our profit likely to be 6 months from now?

The problem is, most small businesses lack the tools that support strategic decision-making.

Accounting software like Xero is wonderful... for record-keeping. But it was never designed to shout out, “Hey, you’re going to run out of cash in four months if you don’t act now.” 

It is, by nature, a record-keeping software that audits the past rather than predicts the future. 

Which is why so many people end up exporting their Xero reports to do further analysis and forecasting in spreadsheets — a highly tedious, time-consuming and error-prone process.

Markets move so fast nowadays, that analysing data manually — even for professional analysts — just takes too long. There isn’t time to do a proper financial analysis for every decision.

As a result, many crucial questions go unanswered.

You need a faster, easier way to predict your financial data

We built an AI-powered financial dashboard that gives you instant clarity on the financial health of your company now — and where it’s headed next — at all times.

Hosted on Google Data Studio, the gini Financial Dashboard generates AI-powered forecasts and insights from your Xero data in under 5 minutes.

This kind of AI predictive analytics technology is usually only accessible to big companies with teams of data specialists. But we believe small and medium businesses deserve to benefit from it, too. So we made it easy enough for anyone to use. No coding needed.

giniPredict financial dashboard charts slideshow


Get your own gini Financial Report for free in under 5 minutes


Here are some of the cool things it does:

#1 A financial dashboard that syncs with Xero

The gini Financial Dashboard syncs directly with Xero, saving you all the hours spent on tedious data prep. With gini, you can update the data in a click and always have the latest information at hand. (More integrations coming soon.)

giniPredict financial dashboard syncs with Xero in a click

#2 A financial dashboard that runs 50% more accurate forecasts

To run your business properly, you need a pretty good idea of what your profit, income and expenses are likely to be 6 to 12 months from now. 

Calculating that manually takes some advanced mathematics skills, a lot of spreadsheet formulas, and a great deal of patience.

The gini Financial Dashboard generates an AI-powered forecast on your business finances as soon as you connect to Xero. You get a reliable forecast on your net profit, income and expenses that reflects the seasonality in your data, giving you a clearer view of the road ahead.

50% more accurate forecasting with the giniPredict financial dashboard
Read: A better way to forecast your business finances

#3 A financial dashboard that identifies key business drivers

gini's AI predictive models perform advanced analysis on your data, examining the relationships between each variable in every possible combination and uncovering correlations you never knew existed.

The key drivers chart helps you understand what’s most closely correlated with your income and net profit, so you know which levers to pull to reach your targets.

giniPredict financial dashboard key drivers chart
Read: Uncovering business drivers

#4 A financial dashboard that gives instant clarity on your profitability

The gini Financial Dashboard makes it easy to understand your profitability at a glance, with charts that show your net profit, operating profit and gross profit; your profit margins; and how your profit is trending over time. All updated in a click.

This makes it easier to take action and do what’s right for your business before it’s too late.

Get clarity on profitability


Read: Profitability analysis made easy

#5 A financial dashboard that powers rapid reporting

Hosted by Google Data Studio, the gini Financial Dashboard is easy to share, download, embed in websites and presentation decks, and even send as a regularly scheduled email.

When it’s this easy to update and share reports, you can rest assured that everyone is on the same page. Always.

the giniPredict financial dashboard is easy to share - gif

How to get started

First of all, the gini Financial Dashboard is free to use, no credit card required.

Here’s how to set it up:

  1. Log into Google 
  2. Open a new template and click “Connect to Xero”
  3. Authorise gini to connect to Xero and Google Data Studio 
  4. Click “CONNECT” then “CREATE REPORT” 
  5. Voila! A new dashboard will be populated with your data automatically

Note: You’ll need a Xero account with at least 3 years of accounting data (income, expenses, profit) for the gini Financial Dashboard to work properly. Each chart uses specific Xero reports, so if your account is missing some of this data, the charts may not work.

You don’t need any specialist skills or training to use it. All you need is a Google account, a Xero account and an internet connection.

It’s time to get the clarity, foresight and insight you need to run your business with confidence.

It’s time to level up your financial planning with powerful data insights. 

It’s time to get started with gini.

Get your giniPredict financial dashboard in under 5 minutes for free button

(PS- New dashboards coming soon! Subscribe to get notified.)

Ray Wyand, CEO of gini
Why I write content :

It’s time for me to shamelessly ask for your support. Our company is dedicated to the idea that finance should be simple, easy and fair for everyone.

To deliver that, we’ve built a platform that helps small businesses to save time, optimize cash flow, and access growth capital. We’ve priced it at $19.99 a month to make it accessible for everyone - but I’d appreciate your help getting the word out in your company.

  • For founders we can give  real time insight into the financial health of your company and help them to access growth capital
  • For in house finance teams, we can get you promoted by helping you to automate your most manual processes and helping you  create reports your managers will love
  • For investors, we can help you underwrite better, faster & fairer whilst also helping your portfolio automate their reporting in real time
  • For accountants & book-keepers, we can increase your margins through automation and value added services that help your clients to grow

If you know any of these people - please email me at ray@gini.co

If you are one of these people -

Try gini for free
Download full report here

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