How to set up Client insights app

This guide provides a step-by-step process for generating a comprehensive report in Xero, making it an essential resource for users looking to streamline their financial reporting. By following these instructions, you can easily access key financial metrics, manage cash flow, and gain insights into your organisation's financial health. Whether you're a business owner or an accountant, this guide simplifies the reporting process, ensuring you can make informed decisions based on accurate data.

Liam Pugh
27 steps
3 minutes

Localhost

Xero

You'll find your Client Insight beanie in

1. **Click “Connect to Xero”** and enter your Xero login details.

Enter your Xero Log in details

Now set up the beanie - Click "Select another organisation"

Click "Beanie Bots UK Ltd"s

Set up the clients you wish to run the beanie on - Click "Continue with 1 organisation"

The page will close automatically - don't click the close page

Now you're connected with your organisation you'll need to select

Click this date field.

All reports will be selected at first\ \ Exec Summary \ Trial Balance, **Aged Receivables, Aged Payables, Balance Sheet and P&L**

If you wish to remove one just unselect it.

You can now name your report - Its recommended to put dates and client names sop file can be found

For example - "Xero Report 27/10/2025"

You can now run or schedule your report

Now your report is generating head back to your **Command Centre**, scroll down to **reports** and select **eye icon**

Now you're here you'll be able to open your **Client Insight** dashboard, before opening it be sure to copy your **Access Code**

Dashboard view - first page will be executive AI summary

AI key highlights

AI Financial story

Cash flow analysis

Sales & profitability

Once you have downloaded your spreadsheet - it will show as below

Summary page

Trial balance

Aged Receivables

Aged Payables

Balance Sheet

Profit & loss

Houbenaie AI analysis

If you have any issues or questions please contact us at - [support@beanieverse.com](mailto:support@beanieverse.com)