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This video explains how practice owners can use Xero’s Client Insights and Sift Analytics to view and manage client data in one place. It covers features like creating formulas, ratios, and checklists, filtering data, adding columns, and integrating with other tools. You’ll see how Sift provides extra customization, comparisons, and task management options beyond Xero’s built-in client insights.

✨ 𝗝𝗢𝗜𝗡 Future Proof Accountants ✨
➟ @futureproofaccountants5746

🍁 𝗔𝗕𝗢𝗨𝗧 Future Proof Accountants 🍁
Welcome to the official YouTube channel of Future Proof Accountants. This channel features videos on various topics of interest for Accounting and Bookkeeper practice management and software-related topics.

💌 𝗟𝗘𝗧'𝗦 𝗦𝗧𝗔𝗬 𝗜𝗡 𝗧𝗢𝗨𝗖𝗛 💌
➟Website: https://www.futureproofaccountants.co...
➟Email: [email protected]

📌𝗖𝗛𝗘𝗖𝗞 𝗢𝗨𝗧 𝗢𝗧𝗛𝗘𝗥 𝗩𝗜𝗗𝗘𝗢𝗦 🎥
➟Using Dext Precision to Check the Validity of ABN
🔗   • Using Dext Precision to Check the Validity...  
➟Checking Duplicate Transactions in Xero Without Going Through Each of Them
🔗   • Checking Duplicate Transactions in Xero Wi...  
➟How to Use Chat GPT to Test Your Staff Before Hiring Them
🔗   • How to Use Chat GPT to Test Your Staff Bef...  

Thanks For Watching : Xero Client Insights vs Sift Analytics | Smarter Client Data Management

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