Agentic AI for your business 24/7
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Xero, in a dashboard built for your business.

CardKit connects to the Xero Accounting API and pulls in invoices, revenue, outstanding balances and expenses. Pair it with Stripe and PayPal, or browse all integrations.

Connect your organisation in a guided flow
Invoiced revenue and average invoice value
Outstanding, paid and overdue receivables
Bills, payables and expenses by account
Bank account balances and cash position
Customers, suppliers and payment behaviour
Combine with Stripe, Shopify, Meta Ads, Analytics
AI that explains what your finance data means
One cockpit instead of five open tabs
What CardKit imports

Every finance metric,
structured and ready to use.

CardKit reads your organisation through the official Xero Accounting API - invoices, bills, credit notes, payments, contacts, accounts and reports - and turns those ledger entries into a view you can actually work with.

  • Revenue: sales invoices, net and gross amounts, average invoice value, tax and currency
  • Receivables: outstanding, paid and overdue invoices, due dates and days outstanding
  • Costs: bills, payables, credit notes and expenses by account and supplier
  • Position: bank account balances, payments and profit and loss by period
Built for founders and finance teams

From ledger entries
to decisions you can act on.

Stop exporting reports from Xero and rebuilding them in spreadsheets. CardKit turns your accounting into a clean, structured view. Build your own view with custom dashboards, get alerted through notifications when a number moves, and add Shopify whenever you need it - see pricing for what's included.

Revenue overview

Revenue overview

Invoiced revenue, average invoice value and tax in one sorted view instead of several reports.

Receivables under control

Receivables under control

Outstanding and overdue invoices, due dates and who still owes you money.

Costs in context

Costs in context

Bills and expenses by account and supplier, right next to the revenue they support.

Xero next to everything else

Xero next to everything else

Invoiced revenue beside Stripe payments, Shopify orders, Meta Ads spend and Analytics sessions.

The AI that watches while you sleep.

Start with one morning brief

See everything that changed overnight in one clear update.

Catch issues before they grow

Get alerted when revenue, ads or analytics need your attention.

Stop switching between tools

Shopify, Stripe, Meta Ads and Analytics in one dashboard.

Know what actually matters

CardKit filters the noise and highlights meaningful changes.

Sleep while CardKit watches

Your business is monitored continuously, even when you're offline.

Xero FAQ

Xero dashboard questions

Accounting numbers you can read without an accountant.

A Xero dashboard presents cash flow, profit and loss, invoices and aged receivables as cards instead of accounting reports. CardKit reads the Xero API so business owners get finance KPIs in plain view, alongside sales and marketing data.
Connect your Xero organisation with OAuth and CardKit creates cards for bank balances, cash in and out, outstanding invoices and aged receivables, with trend comparisons per month or quarter.
Revenue and expenses, gross and net profit, cash position, accounts receivable and payable, overdue invoices, bill totals and customer or supplier level breakdowns.
Yes. Putting Xero next to Stripe, PayPal or Shopify shows booked revenue against settled payments, so discrepancies surface within days rather than at month end.
Yes. Each organisation can be connected separately and shown as its own dashboard, or combined into group-level revenue and cash cards.
Still have a question? Contact support >

Start monitoring your business today.

Don't let a revenue drop be your first alert.

CardKit monitors your store overnight and tells you what needs your attention. Connected in 2 minutes.

No time yet? Check later