Financial Driver – the perfect tool for your financial toolkit

With Xero and Financial Driver working as one – you can provide your clients with on-the-spot budgets, forecasts and reports to help manage their businesses.

Forget fiddly spreadsheets…

If you're new to Financial Driver – we're a Cloud-based application that replaces spreadsheets to prepare, collect and collate budgets, plans, revised forecasts or just to report actual results. Find out more here. Not sure what Xero is? Xero is easy to use online accounting software designed specifically for small businesses and SMEs. Click here to find out more.

Financial Driver + Xero = easy solutions

Financial Driver was certified as one of the Xero add-ons in 2015.

Who is it for?

If you're an accountant thinking of growing your business and providing pro-active financial advice to your clients – Financial Driver is the perfect tool to add to your toolkit. Growing SMEs – who have outgrown spreadsheets. Not-for-profits – looking for a cost-effective solution to help manage the organisation's finances.

What can Financial Driver and Xero give you?

  • More time – start thinking what you'll do with all those hours you've spent moving blocks and re-entering data in spreadsheets.
  • More clients – you now have all the tools at your fingertips to offer your clients extensive financial or business advice. Grow your business in 2015 – no more excuses.
  • Make money – Use Financial Driver as part of your own client offering where you set your own price. A no-brainer.

What do you get when you sign up to Financial Driver and Xero?

  • A modern planning tool for setting budgets, collecting quick forecasts and creating management reports.
  • On-screen edits and selections.
  • Visibility of status – through Financial Driver you are able to track any changes to account structures and data on an ongoing basis.
  • Simplicity – Financial Driver is seamlessly integrated with Xero and easy to use – think one-click: Connect with Xero and you're in, no third party software needed.
  • An affordable way to generate revenue if offered as part of your own client offering where you set your own price.
  • A low-risk secure hosted application with anytime, anywhere access.
  • No software to install or maintain.

What is Xero?

Xero is easy to use online accounting software that's designed specifically for small businesses.

∙ It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.

∙ Your bank statements are automatically imported and categorised, letting you see your cashflow in realtime.

∙ Invite your team and work together on financials. You can collaborate over your uptodate numbers.

∙ Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

How does Financial Driver as a Xero add-on work?

  • Upload actual structure and data from Xero – import account structures and actual data from Xero directly into Financial Driver.
  • Use data to consolidate – the imported data from various business points can be consolidated to prepare a total business view within Financial Driver.
  • Hold multiple versions – able to store more than one version of budgets, plans and forecasts, then choose the one you want to load back to Xero.
  • Create and compare versions – you can use the data in Financial Driver to prepare new and compare versions of data, be that budgets, revised forecasts, plans etc.
  • Load the results back into Xero – load the final approved versions back into Xero.
  • Create comparative reports – you can use the results to create comparative reports and analyses either online or via Excel, giving you all the information at your fingertips to offer your clients extensive financial or business advice.
If you would like more information or find out about a free demo, please contact us.


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