Customer Data Management Software - Search Videos

Xero Client Insights vs Sift Analytics | Smarter Client Data Management

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 ...

668 views2 months ago

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