Know which client matters are profitable each week—not just at month end—so you can catch scope creep early and protect your margins.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
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.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: In Xero, use tracking categories to tag every invoice and expense line to a client matter code.
Step 2: Connect Xero to Google Sheets using Make and export invoices and expense transactions with the matter code as a column.
Step 3: 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.
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See PlansGoogle Sheets is a great fit for any small business that needs to track data, build reports, or collaborate on numbers without paying for extra software. You get a full-featured spreadsheet in your browser, on your phone, or on your tablet — no installation needed. Your whole team can work in the same file at the same time, and every change is saved automatically with a full version history. It connects with tools you likely already use, like Salesforce, Asana, and QuickBooks, and it opens and edits Excel files without a hitch.
Looker Studio is best for small business owners who already use Google Analytics, Google Ads, or Google Sheets and want to turn that data into clear, visual dashboards. It's a free web-based tool that lets you pull data from dozens of sources and build reports you can share with your team or clients. You don't need to know how to code — drag-and-drop controls make it approachable for non-technical users. The catch is that getting data from non-Google sources often requires paid third-party connectors.
