Xero Client Insights vs Sift Analytics | Smarter Client Data Management
1:43
YouTubeFuture Proof Accountants
Xero Client Insights vs Sift Analytics | Smarter Client Data Management
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 ...
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