Poindexter + Xero

Automatically track your financial performance on a simple, customizable dashboard.
Try Xero for Free

Why Use Poindexter with Xero?

It’s like plugging Xero into a custom-built spreadsheet, but without the headaches
Make Finance Easy
Poindexter is designed for users of all backgrounds. No expertise in finance or accounting required.
Drive Better Decisions
Get instant feedback on the financial impact of your business decisions.
Ditch the Spreadsheets
Remove complicated, error-prone spreadsheets from your budgeting & forecasting process.
Make Finance Easy
Poindexter is designed for users of all backgrounds. No expertise in finance or accounting required.
Drive Better Decisions
Get instant feedback on the financial impact of your business decisions.
Ditch the Spreadsheets
Remove complicated, error-prone spreadsheets from your budgeting & forecasting process.
Setup in Minutes
Setting up your account, and making updates is a process that happens in  minutes.
Plan Together
Delegate responsibilities by having team members plan for their own departments or teams.
Personal Support
We're here to answer questions and make sure you're getting the most out of Poindexter.
Setup in Minutes
Setting up your account, and making updates is a process that happens in minutes.
Plan Together
Delegate responsibilities by having others plan for their departments or teams.
Personal Support
We're here to answer questions and make sure you're getting the most out of Poindexter.

Easy-to-Use Features

Get set up in seconds. Poindexter automatically visualizes your accounting data.
Always-Fresh Data
Your dashboard automatically updates your data every time you log in, so you always have the most up-to-date financial information.
Customizable Dashboard
Customize which graphs are displayed on your dashboard, so you always have the most important data at your fingertips.
Key Financial Ratios
Poindexter automatically calculates important ratios, so you can easily identify trends in the financial health of your organization.
Data Security
Your data is transmitted via a 256 bit SSL encryption. We don't store your information on our servers, so your data is always protected.

How it Works

Connect with Xero
Click the "Connect with Xero" link on your Poindexter dashboard and enter your Xero login credentials.
Select an Organization
Select the organization you'd like to connect with Poindexter.
Spot Financial Trends
Poindexter imports data from your financial statements and creates charts visualizing trends and ratios.

About Poindexter

Poindexter is a simple money management solution that helps managers create budgets and financial forecasts without spreadsheets. No financial expertise or spreadsheet wizardry required.
  • Full Pro Forma Financial Statements
  • Activity-based forecasting
  • Management Dashboard
  • Budget by department
Learn More

About Xero

Xero a is world-leading online accounting software built for small business.
Try Xero for Free
  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Still Have Questions?

Learn more about the integration in our knowledge base article.
View Article
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