How can I filter data by performance metrics?

DryMerge allows you to specify performance metrics, such as revenue growth or cost efficiency, and will filter the Xero data to showcase these metrics in the review.

Can I focus the review on specific departments?

Yes, you can specify which departments' data you want to focus on, and DryMerge will compile the review accordingly.

Who uses this automation? What do they use it for?

CFOs and financial managers use this automation to create structured and detailed quarterly financial reviews for reporting to stakeholders.

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Google Docs + Xero

Compile Quarterly Financial Reviews in Google Docs from Xero

This automation compiles a quarterly financial review in Google Docs using data from Xero. It's perfect for CFOs and financial managers who need to present detailed and structured financial reviews to stakeholders.

Quarter End Reached

Triggers at the end of each fiscal quarter in Xero.

Compile Review Document

Creates a financial review document with data from Xero.

See more Google Docs to Xero integrations or use AI to customize your automation.

or pick a common variation below

Create Invoice Summaries in Google Docs from Xero

Google Docs + Xero

Create Accounts Receivable Reports in Google Docs from Xero

Google Docs + Xero

Prepare Financial Forecasts in Google Docs from Xero

Google Docs + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Compile quarterly financial reviews in Google Docs from Xero"

Compile quarterly financial reviews in Google Docs from Xero

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Google Docs + Xero.

Create Doc

Creates a new Google Doc

Delete Doc

Deletes a Google Doc

Update Doc

Updates an existing Google Doc

Read Doc

Reads details of a Google Doc

Search Docs

Searches Google Docs

New Google Doc

Triggers when a new Google Doc is created

Create Xero Inventory Item

Creates a new inventory item in Xero

Create Xero Contact

Creates a new contact in Xero

Search Xero Inventory

Searches for inventory items in Xero

Low Quantity Xero Item

Triggers when inventory items fall below a specified threshold

App details

Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.

Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.

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Get Started with DryMerge

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