Overview
Advisorli-The Financial Operating System for SMEs
Advisorli sits on top of Xero and transforms your accounting data into a complete Financial Operating System, connecting valuation, cash flow, optimisation, and capital readiness in one platform. It's the missing strategic layer between your books and your business decisions.
The problem we solve
Most SMEs and their advisors are stuck in a painful gap: Xero tells you what happened, but not what it means or what to do next. Owners burn weekends on spreadsheets. Advisors spend hours rebuilding board packs, valuations, and forecasts from scratch for every client. Strategic insight stays locked behind expensive CFOs and bespoke consulting.
Advisorli closes that gap, instantly.
Core features
📊 Business Health Score (0–600): A single Altman Z-Score-based metric that measures financial resilience across profitability, liquidity, efficiency, and leverage.
💰 Instant Business Valuation: EBITDA, revenue multiple, and DCF methodologies with industry-specific adjustments. Generate a professional valuation report in minutes.
📈 13-Week Cash Flow Forecast: Rolling weekly forecast with scenario modelling, built automatically from your Xero AR/AP data.
🤖 AI Business Coach: Plain-English answers to strategic questions, grounded in your real Xero numbers.
✨ Optimisation Engine: AI-generated, prioritised recommendations to improve margins, working capital, and enterprise value.
📑 Board Packs & Lender Packs: Auto-generated, white-labelled reports that turn weeks of advisor work into a one-click deliverable.
🎯 Strategic Suite: PESTLE, SWOT, TOWS, and risk matrix analysis grounded in real-time market intelligence.
🚀 Startup Hub & Investor Portal: Runway, cap table, MOIC and IRR tracking for founders and investors.
Who benefits
SME owners get CFO-grade clarity without hiring a CFO, and finally understand what their business is worth.
Accountants and advisors standardise advisory delivery, scale beyond compliance, and turn every client into a recurring strategic engagement.
Startup founders model runway, build investor-ready forecasts, and prepare for raises with confidence.
Why Xero users love it
Connect Xero in 30 seconds, no manual data entry. Read-only access: Advisorli never writes back to Xero. Always-fresh insights via automatic nightly syncs. Free to start, with paid tiers from $49. Connect Xero. Unlock your Financial OS. Make better decisions, faster.
Advisorli + Xero
Advisorli connects to Xero via OAuth 2.0 and syncs the last 24 months of accounting data on connection, including Chart of Accounts, P&L, Balance Sheet, contacts, invoices, bills, and bank transactions, typically in under 2 minutes.
Sync & automation:
Automatic nightly background syncs keep data fresh
On-demand manual re-sync available anytime
Token refresh handled automatically, so users never need to re-authorise
Workflows powered by Xero data:
Live Business Health Score, valuation and KPI dashboards
13-week rolling cash flow forecast built from Xero AR/AP
Auto-generated board packs, lender packs and AI optimisation recommendations
Practice-wide client portfolio view for advisors
Read-only by design. Advisorli never writes back to Xero, ensuring your ledger stays the single source of truth.
Disconnect anytime to instantly revoke tokens.
Getting started
Getting started takes about 30 seconds. Click Get this app from the Xero App Store, sign in with your Xero account, and select the organisation you want to connect. Advisorli will automatically sync the last 24 months of your accounting data in the background, typically in under 2 minutes.
As soon as your sync completes, your Business Health Score, valuation, KPI dashboards and 13-week cash flow forecast are ready to explore. No setup, no spreadsheets, no credit card required.
Here's a short getting-started blurb for Xero users (~2 short paragraphs, ~520 characters):
Getting started takes about 30 seconds. Click Get this app from the Xero App Store, sign in with your Xero account, and select the organisation you want to connect. Advisorli will automatically sync the last 24 months of your accounting data in the background, typically in under 2 minutes.
As soon as your sync completes, your Business Health Score, valuation, KPI dashboards and 13-week cash flow forecast are ready to explore. No setup, no spreadsheets, no credit card required.
