Xavier helps you and your team get a handle on the health of the transactional data in Xero across all your clients.
Xavier guides your team members through a process of data cleanup, compliance checks and activity insights, leading to cleaner accounts, faster filing and accurate reporting. You can also keep track of key liabilities such as Corporation Tax and VAT with Xavier’s customisable calculations, to monitor upcoming liabilities in real-time.
We believe that effective reporting starts with accurate data; by using Xavier to make sure that all transactions are recorded and coded correctly against the right contacts, accounts and tax codes in Xero, you can be confident in any predictions or analysis you might want to make later. This can empower your team to have the right conversations with your clients.
Take advantage of the resulting sanitised data by building powerful, reusable reports in Xavier’s pivot-table data sandbox, both within clients and across them, and share these with your team - reduce the amount of spreadsheets you have bouncing around the office.
Client Onboarding: Run a client through Xavier and get a thorough idea of their bookkeeping needs and business size from the very beginning, for a fair quotation and no surprises further down the line.
Tax Returns: When tax season rolls around, use Xavier's VAT Return Checks to identify high value transactions, review account and tax codes codes and performance against scheme thresholds.
Practice Overview: Use Xavier's Client List, Practice Dashboard and VAT Dashboard to view information across all your clients at once. See at a glance health scores, cash position, and who has paid VAT, and take action quickly. Group clients by account manager to identify which team member needs the most help with their clients.
Xavier Health Score Review: The Xavier Health Score is a great way to get ready for management reports or filing. Or have a bit of fun and motivate your team and clients by rewarding high health scores!
Monthly Check-Ins: Use Xavier to start conversations and set up a recurring check-in with your clients; review their books, business performance and upcoming liabilities on a regular basis to ensure their success.
Pricing Review: You can view your clients activity updated on a daily basis; use client transaction and sales performance to inform pricing reviews and make sure you're paid for the work you do.
Xavier Analytics + Xero
Health Scores: Each client will have a consolidated data health score for an instant overview - try hitting 100% for all clients!
Clean Up: Xavier can identify duplicate contacts, mis-coded invoices and irregular transactions based on contact history for checking, fixing or dismissing.
Practice-wide Insights: Xavier provides a view of all your Xero clients, so you can actively monitor their relative performance and Xero quality, and prioritise accordingly.
Lock in Lock Dates: track any Locked Period changes in Xero, quickly find what has changed, and ensure upkeep of Lock dates ahead of important reporting periods.
Focus on jobs to be done: Integrate Xavier into your processes by building a custom list of checks using Focus, and assign them to a team member to run through and check off.
* Key Liabilities: Track Corporation Tax and VAT, run through checks on key VAT account codes and make sure you're within your scheme thresholds. (coming soon for SA, AUS and NZ users!)
To start using Xavier to track your Xero data, simply add a client with one click from the homepage, and enter your Xero credentials to approve.
We'll take care of the rest, with a full initial import and then automated syncing on a daily basis so you are always up to date. You can also click to sync at any time directly from Xavier’s Insights if you have been busy making changes.
Visit xavier-analytics.com to get started with a 30 day trial, and see what Xavier can do for you.