Overview
For accounting firms, managing client books and balancing workloads often means endless firefighting. CashIO changes that. Our AI-powered platform is built to eliminate bottlenecks, boost efficiency, and make your firm truly data-driven.
CashIO’s intelligent automation continuously monitors your clients’ general ledger (GL) data—transactions, journal entries, invoices, and bills—to deliver real-time file quality scores. Instantly spot missing reconciliations, stale balances, and overdue tasks before they become month-end disasters. This proactive approach keeps client books clean and accurate, cutting out errors and manual follow-ups.
Beyond file quality, CashIO redefines capacity planning and team management. See each employee’s utilization by client and task in real-time. Predict and prevent overload before it causes burnout or missed deadlines. Reassign work with a click, ensuring nobody slips through the cracks. Personalized dashboards keep everyone focused with a prioritized feed of reconciliation alerts and overdue accounts—so your team always knows what matters most.
CashIO also elevates your advisory game. Out-of-the-box dashboards reveal profitability, efficiency, and liquidity at a glance. Our AI chat lets you ask questions, drill into anomalies, and surface real-time, actionable insights—making your firm an indispensable strategic advisor, even for junior staff. Clients can view the KPIs that matter most through clear, interactive dashboards, ending the endless back-and-forth of spreadsheets and static reports.
CashIO aggregates all client data into a robust, AI-ready copy of their GL. We connect to thousands of banks across Canada and the USA, automating reconciliations and flagging delays. For complex clients, instant org charts visualize ownership and share classes for clarity in seconds.
Transform your firm’s operations with CashIO. Goodbye to manual drudgery—hello to efficiency, proactive problem-solving, and next-level advisory.
CashIO + Xero
CashIO seamlessly integrates with Xero, acting as an intelligent overlay that transforms your existing accounting workflows and data into actionable insights. This powerful connection elevates Xero's capabilities, allowing your firm to automate critical tasks, enhance data integrity, and provide superior client service without disrupting your current financial management system.
The core of the CashIO integration with Xero involves a deep, real-time synchronization of your client's General Ledger (GL) data. Upon connection, CashIO securely duplicates your entire Xero GL – including all transactions, journal entries, invoices, and bills. This carbon copy of your GL is then continuously updated and primed for CashIO's advanced AI analysis, ensuring that our insights are always based on the most current and accurate financial information from your Xero accounts.
Our integration automatically identifies and flags discrepancies directly related to your Xero data. For example, CashIO will detect missing or stale reconciliations within Xero, unreconciled balances, and overdue tasks that are managed within your Xero environment. These alerts are then presented in your personalized CashIO dashboard, allowing you to address issues proactively within Xero before they escalate.
When CashIO identifies an actionable item, such as a file quality alert or a cash management issue, you can seamlessly transition to addressing it. While direct task creation from CashIO alerts into Xero isn't a current direct integration feature, the insights provided by CashIO pinpoint the exact areas in Xero that require attention, guiding your team to the relevant transactions or reports for immediate action. This intelligent flagging reduces the time your team spends searching for issues within Xero.
For advisory services, CashIO pulls comprehensive financial metrics directly from Xero to populate our out-of-the-box dashboards. This includes profitability, efficiency, liquidity, and leverage ratios, all derived from your Xero data. The AI-driven insights generated by CashIO are therefore directly contextualized by your Xero financial records, allowing for more relevant and impactful advice to your clients. When sharing client-ready KPIs, CashIO visualizes data that originates from their Xero files, providing clients with a clear, interactive understanding of their financial health based on their actual accounting data.
The integration ensures that your Xero instance remains the single source of truth for financial transactions, while CashIO provides the AI-powered analytical layer that proactively identifies problems, optimizes workflows, and empowers data-driven advisory. It's a strategic partnership that maximizes the value you extract from your Xero data.
Getting started
Embarking on your journey with CashIO to transform your accounting firm's operations and supercharge your Xero integration is a straightforward and intuitive process designed to get you up and running quickly. The easiest way to initiate this transformation is by clicking the "Get this app" button directly on this Xero App Store listing. This will guide you to the CashIO platform to begin your setup and seamlessly connect your Xero accounts.
Here’s a simple, scannable setup process to get you started:
- Initiate Connection: Click the "Get this app" button on the Xero App Store. You will be redirected to the CashIO platform. Here, you can sign up for your free 30-day trial or log in to your existing account.
- Connect to Xero: As part of onboarding you’ll be directed to connect your first entity. Select Xero from the list of available accounting software. You will then be prompted to authorize the connection between CashIO and your Xero organization(s). This is a secure OAuth 2.0 process that ensures your data is protected.
- Select Client Organizations: After authorizing, you'll see a list of your Xero organizations. Select the client files you wish to connect to CashIO. Our system will then begin the initial synchronization, creating a secure copy of your Xero GL data for analysis. This process is typically quick, depending on the volume of data.
- Explore Your Dashboards: Once the data synchronization is complete, your CashIO dashboards will populate with initial file quality scores, capacity insights, and financial metrics. Take time to explore these dashboards, personalize your view, and familiarize yourself with the proactive alerts.
- Invite Team Members: Invite your team members to CashIO. Each member can set up their personalized dashboard, tailoring alerts and insights to their specific roles and responsibilities. This ensures everyone focuses on the most critical tasks.
- Leverage AI for Advisory: Begin leveraging CashIO’s AI chat and data visualizations to gain deeper insights into your clients' financial performance. Share client-ready dashboards to enhance your advisory services.
Tips for a smooth start:
- Start with a Key Client: While CashIO supports multiple Xero organizations, consider starting with one or two key clients to familiarize yourself with the platform's features and benefits before onboarding all your clients.
- Review Onboarding Resources: CashIO provides a detailed knowledge base to guide you through every feature. Make the most of these resources to maximize your firm's efficiency gains.
- Engage with Support: Our dedicated customer support team is ready to assist you. If you have any questions during setup or while exploring the platform, reach out via live chat or email. We are here to ensure your success.
