Malartu + Xero

Malartu + Xero

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With Malartu you can build custom dashboards and reports to analyze and share your Xero data. These dashboards and reports update in real time alongside other connected integrations. Dive deep into your Xero data including visualizing and calculating new metrics from tracking categories, budget data, and more.

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Benefits of Using Malartu

Malartu provides unmatched flexibility in reporting and analysis within a single business or a portfolio of clients. Here are just a few key differentiators:

Calculate Industry-Specific KPIs by Pairing Xero Data with Operational Data

Malartu’s deep integration with Xero allows you to customize reports using any line item within a chart of accounts, but our integrations with operational data sources like Google Analytics, Salesforce, or even industry-specific management software allows you to calculate insightful KPIs on one platform. For example, use data from Xero coupled with data from your practice management software to understand the cost of acquiring each new patient.

Build Custom Dashboards and Visualizations

Malartu combines the flexibility of a business intelligence tool with the ease-of-use to a simple report tool. Use our pre-built library of reports or create fully custom reports using our intuitive dashboard building tools. Toggle through various visualizations, compare metrics on tables, combine hundreds of metrics on a sheet, or create a custom metric using advanced functions.

Consolidate Any Data Point Across Multiple Accounts

Consolidate any financial or operational metric across a group of businesses using our custom mapping interface and simple grouping tool.

Compare to Industry Benchmarks or Create Internal Benchmarks Across a Client Base

Leverage our robust database of benchmark reports to compare business performance to cohorts of similar businesses (can be specific to sales class, metro area, or state). Are you part of a large network of business or have a large client base of your own? Create a proprietary benchmark data set to compare performance to with ease.

Grow Your Advisory Business through Data

Malartu’s growing library of pre-built blocks and boards empowers firms to land new advisory business through the power of their reports. Create a pre-built template to use with new clients or to quickly implement across your entire client base. All with the help of the expert Malartu Growth Team and dedicated support specialists.

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Questions you can answer by integrating Xero

  • How much does it cost to acquire a new customer?

  • What is our current runway? How long can we survive with our current cash burn?

  • How has my Cost of Goods Sold changed over time and how does it compare to my competitors?

  • How much is a customer worth? Is that value growing?


Popular metrics associated with Xero

  • Days Sales Outstanding

  • Burn Rate

  • Customer Lifetime Value

  • Gross Profit Margin

  • Net Sales

  • Consolidated Net Income


About Malartu

Malartu is a powerful reporting platform for business advisors and their clients. Our customers create reports for single business units, consolidated business units, investment funds, and more by connecting directly to data sources they work with. No more manual report generation. Blend data sources, calculate new metrics, and build dashboards once and watch them update in real-time.


About Xero

Xero is world-leading online accounting software built for small business. Xero enables  you to get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.

  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.

  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.

  • Reconcile in seconds. Xero imports and categorizes your latest bank transactions. Just click ok to reconcile.


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How to Connect

Visit our Help Center to learn about connecting Xero to your Malartu account.

Xero Overview

How to Connect Xero to Malartu

Getting Started with Malartu


Start building reports with Xero data today.