How to Reconcile Simpro and Xero with Claude and Tugger

Your jobs live in Simpro. Your invoices live in Xero. Getting one honest revenue number out of both usually means an export, a spreadsheet and an afternoon. In this demo I ask for it in a single prompt instead — and get back a reconciliation, a dashboard and a six-page Excel report. Using Tugger's connectors inside Claude, I ask for invoiced revenue by month across Simpro and Xero for the last 15 months, whether the two systems agree, and what doesn't reconcile. Then I ask it to build a dashboard from the same answer, and finally to hand the whole thing to the finance team as an Excel workbook. What you'll see: • The exact prompt, typed out in full • A month-by-month reconciliation across both systems, with the mismatches called out rather than hidden • A dark-theme revenue dashboard: revenue mix, project vs service, top 10 customers, effort vs return • A six-page Excel report — summary, monthly reconciliation, revenue mix, top customers, cost centres, and notes and assumptions • Why the notes and assumptions page is the one I'd read first Everything here runs on demo data, so the numbers are deliberately odd — most of it sits in one month and nothing is marked as paid. That's on purpose: it shows you what the reconciliation does when the data isn't clean. NEW TO TUGGER? Start here — connecting Tugger to Claude in two minutes: https://youtu.be/xAGAGTzH2pY Tugger connects your business systems so you can ask questions of your data in plain English. Simpro, Xero and 60+ other connectors. Book a demo or ask us anything: https://tuggerapp.com #Simpro #Xero #FieldService #AI