All of your Xero files in one screen
Oversight’s simple dashboard helps you manage key metrics across all your Xero files in a single screen. Efficiency for your team, comfort for your client.
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See where changes have been made in the Xero file that may impact their accounts
Asses your clients health at a glance, select the key metrics you need then jump to Xero for the details s
Drop down to see how your clients are tracking against relevant time periods
See your clients the way that makes sense for your practice
Changes made to a clients Xero file can be hard to find. See them as they happen.
- Chart of accounts updates are highlighted
- Period close adjustments are easy to see
- Connected or disconnected bank accounts
As an umbrella across your client base, lead indicators provide you an overview of client health. We wont assign our own rating but give you access to the data you need.
- Cash in the bank and unreconciled transactions
- Number and value of Creditors
- Aged Debit and its breakdown
Use time relative comparisons to understand variance and see developing
- Build up history and compare number of accounts to previous quarter
- See progress on debt collection over the last week
- Quick comparison of bank against previous months
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
- Use an industry grouping to start benchmarking
More to come…..
Stay tuned for new features early 2021
Up to 200 Entities
Per Entity / Month
Over 200 Entities
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.