Connect Xero in one click and your P&L, balance sheet, and tracking categories flow into a live financial model, alongside your storefronts and ad accounts.
Most Xero integrations move data from A to B and stop there. Drivepoint connects Xero with the rest of your stack, so your books land in a model that forecasts, budgets, and answers what-if questions.
Your accounting data becomes the actuals layer of a driver-based model, reconciled every close.
Turn Xero actuals into a rolling forecast that updates as months close. Driver-based revenue and cost planning, with every close reconciled against what the model predicted.
Xero stays the system of record. Drivepoint adds budgets vs. actuals, variance by account, and board reporting on top, in Excel, where your team already works.
Invoices, bills, and balances feed a 13-week cash view next to the P&L. See what a PO, a hire, or a slow retail payment does to runway before it happens.
Run price changes, hiring plans, and cost shocks against your real cost structure and compare EBITDA and cash impact side by side.
One click and a login. OAuth handles the credentials; no API keys, no CSV uploads, no developers.
Data lands in your SmartModel in Excel, mapped and normalized, next to every other system you run.
Run scenarios, build reports, and track daily pacing against the plan. The model updates as actuals land.
We don't force you out of Excel; we make it smarter.
Yes. Drivepoint connects to Xero through a native one-click OAuth connector. P&L detail, balance sheet accounts, and tracking categories sync daily into a live financial model.
Click Connect, log in to Xero, and approve access. The connection is read-only and takes about a minute; no developer needed.
Account-level P&L detail, tracking categories, balance sheet accounts, and invoice and bill timing. Enough for forecasting, budgeting, and 13-week cash flow.
Xero's built-in projections are short-term cash estimates. Drivepoint builds a full driver-based forecast on your Xero actuals: revenue by channel, margin structure, scenarios, and budgets.
Daily by default, with on-demand refresh during close.
No. The Xero connection is one click plus a login, and Drivepoint's team handles account mapping with you during onboarding.
Book a demo and see how quickly Drivepoint gets your complete financial model up and running — connected to your data, built for your channels, ready for your next big decision. Whether you're planning a retail launch, preparing for a raise, or replacing a spreadsheet that only one person can touch.
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