◆ Xero-connected finance intelligence

Your Xero ledger,
turned into decisions — automatically.

Gershon.AI Finance reads your Xero organisation and gives you the view your accounting software doesn't: who's about to pay late, where cash lands next quarter, what the business is worth, and whether a bank would say yes. No exports, no spreadsheets, no manual month-end.

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Secure OAuth 2.0 · read-only access to your ledger · nothing is shown until you sign in

finance.gershoncrm.com/appSample data

The Gershon.AI Finance dashboard: total outstanding and overdue receivables, a recurring revenue panel showing MRR, ARR, year-to-date and projected end-of-year revenue, and invoice counts split across draft, awaiting payment and overdue.

$28,400 overduesurfaced the moment it passes terms

MRR +18.5%month on month, from real invoice history

$612k projectedend of year, on your current pace

156 invoicesaged, ranked and export-ready

What you get

Xero tells you what happened. This tells you what to do about it.

Your accounting system is a system of record. It is not a decision tool. Gershon.AI Finance sits on top of it and answers the questions an owner, a CFO and a lender actually ask.

⏳

Receivables & aging

Every open invoice bucketed current, aged and critical — with the clients holding the most cash hostage ranked at the top of the list.

📈

Revenue & growth

MRR, ARR, average revenue per client and monthly trends, computed from real invoice history rather than a gut estimate.

💧

Cash flow forecast

Projected collections and operating cash based on how your clients actually pay you — not on the due dates they ignore.

🗓️

Monthly snapshots & MoM

Each month is captured and stored, so you build a real evolution trail: what moved, by how much, and in which direction.

🏦

Bank & credit readiness

Line-of-credit simulator with DSCR, borrowing base and approval scoring across community, SBA and fintech lenders — before you apply.

🧭

Role-based reports

The same ledger, three lenses: a CEO summary, a CFO working view and a VP Sales pipeline read — plus valuation and SWOT on demand.

How it works

Three steps, and the month closes itself.

Connect Xero

Sign in with your Xero account and authorise the organisation you want to analyse. Standard OAuth 2.0 — we never see or store your Xero password.

Your dashboard builds itself

Invoices, contacts, P&L, balance sheet and bank lines are read and turned into aging, trends, forecasts and KPI tiles. Nothing to configure.

Report and decide

Set goals, capture a monthly snapshot, run the credit simulator, and export anything to CSV or straight into Google Sheets with IMPORTDATA.

Why it's safe

Your ledger is yours. We just read it — and only once you say so.

Financial data does not belong on a public page. That's why there is nothing behind this site to look at until you authenticate: no preview dashboard, no sample tenant, no numbers of any kind. Sign in and your organisation's data loads for your session only.

Xero OAuth 2.0 — we never receive your Xero credentials.
Read-only access to the organisation you authorise. Nothing is written back to your books.
Every dashboard and API route requires a live session — no data is served to anonymous visitors.
Disconnect at any time from your Xero account settings and access ends immediately.

Get started

Connect your Xero organisation

One click. No setup call, no data import, no credit card to look around.

Receivables aging & collections risk
Revenue, MRR/ARR and monthly trends
Cash flow forecast & operating cash
Goals, snapshots and MoM evolution
Valuation, SWOT and bank credit analysis
CSV and Google Sheets export on everything

Questions first? Talk to us.

Your Xero ledger,turned into decisions — automatically.