Xeroβs simple, cloud-based software helps users to remain organized while carrying out standard bookkeeping functions and other accounting needs. Syncing this data to Sourcetable, and combining it with inputs from other platforms and databases, allows users to create auto-updating models, and analyze key metrics for their businesses at a glance.
Syncing Xero data to Sourcetable lets users compare financial metrics with other key performance indicators quickly and easily, without having to learn SQL or other database languages. This means your key data can be made available to all members of your financial team and beyond.
Sourcetable brings together key data from Xero and other platforms quickly and intuitively, allowing users to automate processes and free up time to focus on other important aspects of their business.
Sourcetable comes with a full suite of visualization tools for your reporting needs - from bar charts to line graphs, burn charts, mapping, scatter plots and more. Create visually striking dashboards, share with your team and identify the KPIs that matter to your business.
Use out-of-the-box, tried and tested templates in order to merge databases, query accounting data and improve collaboration across your entire organisation
Analyse your Xero financial data instantly in cross-channel reports, which pull data from other financial integrations including Stripe, Braintree and Square.
Compile all your Xero financial data into a spreadsheet so you can query it and find the business intelligence behind the numbers.
Contains the information about the accounts that are created in the Xero
Contains the relationships of credit note, invoice, overpayment, prepayment and has amount and date information
Contains the name and code of the bank
It links the line items of a sales or a purchase transactions with a customer
It exposes a resource which gives information about the transactions whether they are send or received, overpayments and prepayments
Contains the relationships of bank transaction, category and has a line item id and options field
Contains the information about the bank transaction, account code, description, item code, line amout, quantity and tax information
Contains the information of the transfer amount between the sender and receiver along with their bank information
Contains the information of the branding themes that an organisation can apply and has details like logo URL, name, type etc
Contains the complete contact information of people like name, address, email, phone etc
Contains the address information present in the contact
The contacts can be grouped and each group is called a contact group and it has a group id, name and status
A member of a contact group is called a contact group member
Credit note contains the information of the amount, tax applicable, remaining credit, contact, type of credit note, and allocation information
A line item represents an individual entity having information like description, tax amount, line amount, quantity and tracking infomation
Each credit note line item has a tracking array which stores the information of name, option, tracking category id, and tracking option id
Contains the currency information like code and description for each currency
Contains the employee information like first name, last name, status and external links etc
Contains the information of the user, contact, receipts, and line items, date, status of expense claim
Contains the information of the contact, address, line items, tax applicable, status, due date, and payment information
Each invoice line item has a tracking category object which has information like tracking category id, name and option
A line item represents an individual entity having information like description, tax amount, line amount, quantity and tracking infomation
It links the line items of a sales or a purchase transactions with a customer
Each item stores has the purchase details, sales details, code and description
A journal has information like journal number, its created date, and an has list of journal lines which stores information of account, tax details and amount
A journal line stores information of account, tax details and amount
Each journal line item has a tracking category object which has information like tracking category id, name and option
Manual journal contains the information of status, narration, created date and journal lines which contains information of account, tax, tracking and description
Journal line contains information of tracking, tax amount, description, and line amount
Each manual journal line has tracking category which contains the information like tracking category id, name and option
Organisation holds all the details of an organisation like it type, financial year, currency code, country code, address, external links and payment terms
Each overpayment line item has tracking category which contains the information like tracking category id, name and option
Overpayments contains the information of contact, tax information, allocations, type of overpayment, status etc
A line item represents an individual entity having information like description, tax amount, line amount, quantity and tracking infomation
A payment resource contains information like batch payment details, amount, reference, account, status, currency rate, and invoice information
Prepayment contains the information of contact, tax information, allocations, type of prepayment, status, currency rate
A line item represents an individual entity having information like description, tax amount, line amount, quantity and tracking infomation
Each prepayment line item has tracking category which contains the information like tracking category id, name and option
Purchase Order contains information of delivery information, contact information, line items which describes what products are ordered along with their price and tax information
A line item represents an individual entity having information like description, tax amount, line amount, quantity and tracking infomation
Each purchase order line item has tracking category which contains the information like tracking category id, name and option
Receipts contains information like contact details, status, user information, and has list of line items which has information like description, tax amount, line amount, quantity and tracking infomation
A line item represents an individual entity having information like description, tax amount, line amount, quantity and tracking infomation
Each receipt line item has tracking category which contains the information like tracking category id, name and option
Repeating invoices are the invoices which can be repeated with the previous details of an invoice. It has all the information of an invoice along with the schedule when invoice should be repeated.
A line item represents an individual entity having information like description, tax amount, line amount, quantity and tracking infomation
Each repeating invoice line item has tracking category which contains the information like tracking category id, name and option
Tax rate conains the taxation information like name of tax, tax components, status and it's applicablity on various assets, equity, expenses etc
Tax rate component has information like name, rate, flags to check whether it is recoverable or a compound tax
Tracking category has fields like name, status, tracking category id and options which contains name and status
Contains the relationship between the tracking category and tracking category option
Each tracking categoy has options which has information of name, status and tracking option id
A user has information like name, email address, subscriber information, its role etc
Online businesses integrating Xero with Sourcetable can quickly access all relevant data on income, expenses, statements, estimates and inventory.
Small to Medium
sized businessesRetail offline stores
B2B Platforms
Software as a Service
(SaaS) companiesB2C Marketplaces
Xero + Sourcetable
Xero + Sourcetable
Xero + Facebook Ads
Xero + Sourcetable
Xero + Sourcetable
Connect your Xero accounting data with data from 30+ other sources, and query the numbers to drive decisions and improve collaboration
Create workflow templates based on findings from Xero and other platforms, and share them among your team, no knowledge of coding required
Sourcetable leverages Xero to automatically create financial reports and top level forecasts or detailed customer accounting.