Cash Flow Forecasting for Xero
Cash Flow Frog connects to Xero and builds a rolling cash flow forecast from your live data. Forecasts run up to 3 years out, refresh automatically every day, and drill down to the individual transaction. One-click connection, no data entry.
What you get with the Xero integration
- Rolling forecasts up to 3 years, refreshed daily from your Xero data.
- What-if scenarios. Model a price change, a new hire, or a delayed receivable. Build separate scenarios and switch between them to see how each changes your cash position.
- Drill-down to the transaction. Every number in the forecast opens to the invoices and bills behind it.
- Multi-entity consolidation. Run several Xero organizations in one consolidated forecast, with multi-currency supported natively.
- Branded, shareable reports for stakeholders, lenders, or clients.
Comparing forecasting options for Xero? See our Xero comparison.
Connect Xero in 3 steps
- Sign up for Cash Flow Frog and choose Xero, or authorize directly at the Xero connection page.
- Cash Flow Frog imports your Xero data and builds your first forecast, usually in about a minute.
- Review the forecast, then adjust projections or add scenarios.
After setup, updates in Xero flow into Cash Flow Frog on the daily sync. You can also sync on demand anytime.
Ready to take control of your cash flow?
Learn more & sign up here
It makes cash flow forecasting dead simple, all QuickBooks updates are automatically updated in the app, new invoices or bills are integrated into the forecast.
Maria Davis
What you can do with your Xero data
- See whether cash covers payroll and supplier payments weeks or months ahead of the due dates.
- Spot which customers pay on time and which pay late, and build real payment behavior into the forecast.
- Test decisions like a hire or a new market in a scenario before committing.
- Track actuals against projections as each month closes.
Branded Xero cash flow reports
Create branded cash flow reports from your Xero data and share them with stakeholders, lenders, or clients in one click.
Your Xero data stays safe
The sync is one-way. Cash Flow Frog reads your Xero data to build the forecast and never writes anything back, so nothing in your Xero account can change. Data is encrypted with SSL in transit and encrypted at rest, on AWS infrastructure. Your data is never shared with anyone else.
Ready to take control of your cash flow?
Learn more & sign up here
What people are saying about us
Tieshena Davis
CEO, Publish Your Gift®
A true life saver!
I've been trying to find an efficient and simplified way to forecast our cash flow and expenses, this is the complete solution.
Robert Hughes
Owner, Hughes Engineering, PLLC
Extremely useful
Extremely useful, helping me maintain my cash flow through an aggressive growth period, evaluate the financial planning for the future, and sleep better at night.
Cara Curphey
Founder Albion Bookkeeping & Consulting
Peace of mind
Finally found one that works for us! We tried several and finally found one that actually gave us what we needed - great UX, intuitive software, accurate forecasting.
FAQ
Yes. Xero includes native forecasting through Syft Analytics, with projections up to 180 days ahead. Cash Flow Frog connects to your Xero account and adds rolling forecasts up to 3 years, scenarios you can switch between, transaction drill-down, and multi-entity consolidation. For a side-by-side look, see our Xero comparison.
Connect your Xero account and Cash Flow Frog uses your data to generate a cash flow forecast automatically. Setup is done entirely online. The forecast refreshes on a daily sync, and you can sync on demand whenever you want current numbers.
Go to the Xero authorization page and approve the connection. Cash Flow Frog imports the data and creates your forecast in about a minute. Support is available 7 days a week, along with explainer videos and training sessions. Step-by-step guide: getting started with Xero.
No. The sync is one-way only. Cash Flow Frog reads your data to build the forecast and never modifies anything in your Xero account.
Get more out of your Xero data
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