Sync your accounting data from Xero into Looker Studio so you can see a per-matter profit-and-loss view every week. Each matter shows total billed, expenses charged, and estimated profit margin. This replaces the end-of-month scramble to figure out whether a client is actually profitable.
In Xero, use tracking categories to tag every invoice and expense line to a client matter code.
Connect Xero to Google Sheets using Make and export invoices and expense transactions with the matter code as a column.
Link that Google Sheet to Looker Studio and build a per-matter P&L report filtered by date range—share the link with your billing partner each Monday morning.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountKnow which client matters are profitable each week—not just at month end—so you can catch scope creep early and protect your margins.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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