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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Track Changes

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

Quick View

Asses your clients health at a glance, select the key metrics you need then jump to Xero for the details s

Comparison Periods

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

Custom Groups

See your clients the way that makes sense for your practice

Track Changes

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

Quick View

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

Comparison Periods

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

Custom Groups

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

Pricing

Pay for 12 months and receive 1 month free.
Up to 200 Entities

$2

Per Entity / Month

Over 200 Entities

Ask us

Custom packages available