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All of your Xero files in one screen

Oversight’s simple dashboard helps drive your advisory business and create better client relationships. Help your team prioritise conversations and give your clients confidence in your service.

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Quick View

Assess your clients health at a glance, select the key metrics you need then jump direct to Xero if required

Thresholds & Tracking

See where changes have been made in the Xero file that may impact their accounts

Comparison Periods

Drop down to see how your clients are tracking against relevant time periods

Custom Groups & Tags

See your clients the way that makes sense for your practice

Quick View

As an umbrella across your client base, lead indicators provide you an overview of client health. Use our Overview as a operational tool, or our Analysis view to see past performance.

  • Income, Expense & Profit figures
  • Cash in the bank and unreconciled transactions
  • Aged Debit, Creditors and their breakdown
  • Payroll data

Set Thresholds & Tracking Change

Changes made to a clients Xero file can be hard to find. See them as they happen and be alerted by setting individual client or standard thresholds.

  • Set thresholds for all or select metrics
  • Chart of accounts updates are highlighted
  • Period close adjustments are easy to see
  • See added or deleted employees

Comparison Periods

Use time relative comparisons to understand variance and see developing trends.

  • Use live data to compare completed periods
  • Build up history and compare changes over time
  • See progress on debt collection
  • Quick comparison of bank against previous months

Custom Groups & Tags

Set up your clients in groups that make sense to your practice.

  • Use advisors to group and see how clients of individuals are tracking
  • Set up by service offering to focus on those who are important to you, or perform out of cycle checks
  • Use an industry grouping to start benchmarking

More to come…..
Stay tuned for new features being released all the time!


Pay 12 months in advance and receive 2 months free.
Up to 200 Entities

2 AUD / 1.5 GBP / 1.5 USD

Per Entity / Month ex GST

Over 200 Entities

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Custom packages available

About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.