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.

Sign up today for a free Trial

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!

Pricing

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

Ask us

Custom packages available