Integration Details
Xendoo Insights integrates with RUN Powered by ADP® (RUN) to deliver financial visibility via dashboard metrics and reports. Payroll data is automatically pulled and blended with data from your Xero/QBO financials to provide insights into the health and trends of your business.
ADP Applications Integrated
- RUN Powered by ADP®
Integration Type
- Read data from ADP
Single Sign-On (SSO) (practitioners only)
Application Type
- Data Connector & End User
Data Sync Frequency
- Scheduled daily recurring sync
On-demand user-initiated sync
Data Fields
- The following fields will be read by Xendoo Insights:
- First Name
- Last Name
- Email
- Phone Number
- Company Name
- Payroll Information
ZorConnect Franchisor Dashboard
(Available as pure SaaS or with accounting services) ZorConnect dashboard gives franchisors a single, secure place to track financial performance across every franchisee location. Franchisors gain fast visibility into revenue, margins, and costs of all franchisees, enabling benchmarking across locations. Access consistent P&Ls and financial reports backed by clear, data-driven insights that support strategic decisions and continuous growth.
Franchisor Dashboard
- Standardized Chart Of Accounts
- FDD Item 19 Reporting
- Batch export Franchise financials
- Cohort Level Insights
- Benchmarking across locations
- ADP Payroll reporting across network
Multi-Unit and Franchisee Dashboards
- Benchmark performance against franchise-wide or regional averages
- Multi-location tracking
- Monitor key financial metrics
- View P&L and balance sheets anytime, anywhere
- Track month-to-month trends
- 24/7/365 access to financials mobile app and desktop portal
ADP HR & Payroll Visibility with Direct Integration
- See active employee count, new hire count, and retention trends
- Breakdown of payroll costs
- Track revenue per employee and measure profitability across your team
- - Spot changes in workforce performance
AdvisorConnect - Financial Dashboard for CPA and Advisors
AdvisorConnect gives wealth advisors, family offices, CAS offices and CPA practices a secure platform to see the full financial picture of every client. Whether managing a portfolio of businesses, multiple client relationships, or investment entities, AdvisorConnect delivers 24/7 visibility into profitability, performance, and financial health. Centralized, timely data strengthens relationships, drives informed recommendations, and supports growth for your clients and your practice.
Advisor Dashboard
- Unified Client View Access all client accounts, portfolios, and performance data in one dashboard.
- Timely Insights Monitor trends and opportunities instantly to strengthen client relationships.
- Performance Benchmarks Compare results across clients or within the same industry to identify growth opportunities.
- Gray Label Branding Customize the platform with your company’s brand for a seamless client experience.
- Streamlined Reporting Access accurate, organized data, including P&L and Balance Sheets, to simplify client updates, compliance, and results.
- Portfolio-Wide Financial Visibility Track revenue, expenses, cost of sales, net income, profit margin, and debt-to-asset ratio across every client.
- Trusted Protection Your financial data is protected with SOC 2 compliance and industry-leading security.
- 24/7/365 Visibility Access your financials ANYTIME, ANYWHERE on the mobile app and desktop.
Financial Clarity Your Client Portfolio
- Clients gain a full view of their financial health 24/7 through AdvisorConnect. By connecting Xero or QuickBooks Online, they can monitor performance and make confident, informed decisions.
QuickBooks to Xero Migration Software
Ready to make the switch off QuickBooks, including payroll? Seamlessly migrate from QuickBooks Online, including payroll, to Xero with one of our Q2X specialist for a fast, accurate conversion on all historical data.
All History. All Time.
- Convert your entire history of data for free. Subsidized by Xero.
Migrate QBO Payroll to ADP
- Our specialist will help you migrate off of QuickBooks Payroll and onto ADP
Base conversion fully subsidized by Xero
- No cost hassle free migration.
Trend Visibility Dashboard
Gain visibility into trends for revenue, expenses, profitability, gross margin, and more. Tracking revenue, expenses, profitability, and gross margin empowers small business owners to make informed decisions, anticipate challenges, and identify growth opportunities. A data-driven approach that enhances strategic planning, risk management, and resource allocation, ultimately leading to sustainability and competitive business outcomes.
Financial Reports
Help prevent common accounting errors with automated quality control review of your books. Financial reports generated in your Xendoo Insights portal are auto-analyzed for the most common indicators of accounting issues, flagging them to you and your team. This helps ensure a precise financial picture, minimizes errors, enhances financial reporting credibility, and supports well-informed decision-making for your small business.
Instant Cash Position
Access real-time aggregated bank and credit card balances in one easy location. Skip the hassle of logging in to all your bank and credit cards to understand your cash position. With Xendoo Insights, you have a centralized view of your account balances, allowing you to monitor your balances effortlessly. Know your numbers with one click for financial peace of mind! Currently only available for Xero customers.
Payroll Ratios
Get payroll to revenue actuals and trends at your fingertips. Understanding the relationship between your revenue and labor costs empowers you to make informed staffing decisions while aligning your labor expenses with revenue expectations, which fosters better financial resource utilization.
Document Repository
Imagine applying for a business loan, and all your documents are in one easy place. A secure document repository enables critical financial documents, tax returns, and corporate files to be organized and protected in one central location. Simplifying document management enhances compliance and facilitates quick retrieval, providing peace of mind that important information is accessible whenever needed.
Financial Calculators
Xendoo Insights offers financial tools that swiftly and accurately inform small-business owners on cash flow, with the profit margin, and ensure that the price you sell your products is the right margin you intended quickly. Burn rate calculator, rest easy. There's no need to wonder how much cash you have on hand. They save time, reduce errors, and boost your confidence in making precise, strategic choices.
Commitment to Responsible AI
Together with ADP Marketplace, our company is committed to the responsible use of AI. When incorporating AI into our product(s), we have agreed to comply with ADP Marketplace’s AI principles focused on human oversight, monitoring, privacy, explainability, transparency, and mitigating bias. Learn more here..
How we use AI
- Xendoo Insights for RUN Powered by ADP® uses AI in a number of ways, including:
•Comprehensive Financial Overview: Xendoo Insights provides a holistic view of your financial health by analyzing various data points across your business. Insights use AI to consolidate and analyze key data points such as real-time balances, expense tracking, and income statements, all consolidated on an easy-to-navigate dashboard.
•Error Detection: The app uses AI to flag potential accounting issues for human review. Once an issue is flagged, it is brought to the attention of an accountant or financial professional, who ensures accuracy and reliability in financial reporting.
Bias Mitigation and Data Ethics
Xendoo Insights processes transactional and operational data without incorporating any personal identifiers. By focusing solely on financial data, the app ensures that all insights and recommendations are based strictly on business performance. This approach adheres to ethical AI practices and supports inclusivity by providing merit-based insights.
User-Centric Design and Ethical Use
Our AI supports rather than replaces human decision-making. With no autonomous decision-making capabilities, Xendoo Insights presents data-driven insights and recommendations that require human oversight and final decision authority. This design empowers business owners to use AI-generated insights to supplement their expertise and judgment.
Ongoing Monitoring and Evaluation
To guarantee integrity and performance, Xendoo Insights undergoes continuous monitoring.
If you have questions about how Xendoo Insights uses AI, please contact us.