Analyse your profit and loss, balance sheet and budget data to help you identify actions to boost sales and cut costs.
Business owners use Beany Wealthier to retrieve and visualise financial data, helping to plan their financial destinies. Wealthier automatically retrieves and analyses profit & loss, balance sheet and budget data so businesses can easily track financial performance over time, identify actions to boost sales and cut costs, make a plan and work towards a wealthier future.
Beany + Xero
Beany Wealthier retrieves and analyses Xero profit & loss, balance sheet and budget data. Charts and tools allow the user to:
- View net profit and sales performance over time compared to budget.
- Compare performance to other businesses in the same industry.
- Identify actions to boost sales and cut costs.
- Make an action plan and record when tasks are completed.
Wealthier is available to Beany clients by signing in at https://my.beany.com. On your Wealthier page, you will see a tab for each of your Beany organisations that have Xero selected as its accounting package.
To connect to an organisation’s Xero data click a button with an organisation name, then click the Reload Xero data button.