Integration + data

Xero integration + dashboard

The numbers Xero shows you, plus the ones it doesn't. Per-client P&L, project profitability, cash runway — all live, no Excel exports.

🔒finance.harbour-firm.app

Q2 dashboard

Finance overview

May 2026 · live

Synced with Xero · 2 min ago

Revenue MTD

$91k

+11%

Outstanding invoices

$34k

6 over 30d

Cash runway

14 mo

based on burn

Avg invoice age

22 days

-4 vs Apr

Monthly revenue (12 mo)

J

F

M

A

M

J

J

A

S

O

N

D

Top clients by revenue

Pacific Logistics

$86k

Harbour Legal

$62k

Tasman Wealth

$54k

Avondale Dental

$38k

Newmarket Studio

$24k

Insight: Pacific Logistics now accounts for 31% of MTD revenue. Concentration risk worth a look — last quarter it was 22%.

For

Owners who reconcile multiple SaaS exports by hand · Consulting firms with project-level P&L · Anyone whose Xero report is the start of the analysis, not the end

Replaces

Weekly Excel exports · Xero's rigid built-in reports · A $2k/month Power BI seat nobody opens.

How we approach it

Two-way Xero sync — read invoices, contacts, line items; optionally push back updates
Custom views your accountant CAN'T build inside Xero: project profitability, per-client lifetime value, monthly cohort runway
Pulls from Stripe / Square / Shopify too, if relevant — one truth across systems
Auto-generated dashboards your team will actually open (Slack digest, weekly email, or live web)
Anomaly callouts: "Pacific Logistics is now 31% of revenue — worth a look"

Sound like your situation?

Tell Nia (our AI agent) about your setup — she’ll sketch what we’d build for you and, if you want, email a one-pager you can take to your team.