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Customer Intelligence

The Xero reports you always wanted.

Xero is great for accounting but never told you which customers buy which products, which are quietly growing, or which have gone dormant. DARCY layers a proper insights engine over your Xero data — no data warehouse required.

Customer Intelligence in use
Powered by connected channels
Shopify, Amazon and eBay sales feed directly into this module via Marketplace Sales Sync. Turn it on to blend marketplace revenue with your Xero data.

Who it's for

Sales directors

See value-per-customer and top movers at a glance.

Category managers

Understand product popularity per customer segment.

Owners

One dashboard for the numbers Xero can't show.

Why teams love it

Outcomes, not just features.

Top customers by value

See your real top 20 — this month, this quarter, this year.

Product popularity per customer

Which products each customer actually buys, and how it's trending.

Dormant account alerts

Spot customers who've gone quiet before they churn.

Grounded in your Xero data

No re-keying — synced from Xero contacts, invoices and line items.

How it works

1

Connect Xero

One-click OAuth pulls contacts, invoices and line items.

2

Build insight views

Slice by customer, product, category, period or salesperson.

3

Act on it

Alerts and CRM tasks feed the right people at the right time.

Everything included

Views

Value per customer

Ranked lists across any period.

Product popularity per customer

Cross-tab of what each customer buys.

Value-per-customer trend

Are they growing, flat or shrinking?

Alerts & actions

Dormant account watchlist

Automatic flags when order cadence drops.

Top mover digest

Daily / weekly digest of biggest movers.

Plays nicely with

Xero

Frequently asked questions

Do I need a data warehouse?+

No — insights run directly on your synced Xero data inside DARCY.

How fresh is the data?+

Xero syncs on a rolling schedule; near real-time on Business and Enterprise plans.

Can I export to CSV?+

Yes, every view exports to CSV; the API exposes the same data programmatically.

Pairs well with

Try Customer Intelligence free for 14 days

No credit card required for demo requests.