Automated insights and alerts, flag threats and risks for your entire Xero client base. Show clients you know what is happening in their business.
    Overview

    Start the day with a clear, up to date overview of the most important client issues, risks and opportunities. Reduce the noise generated by too much data, get alerted and surface the exceptions and issues most vital to address. Help your clients foresee problems before it is too late.

    Hindsight offers continuous monitoring for your entire Xero client base. Highlight the portfolio’s struggling clients requiring your support and generate opportunities to demonstrate the value you add to their business.

    Explore all features of Hindsight

    Hindsight + Xero

    We’ve built the Xero integration to be simple and quick so we can get you advising your clients as fast as possible. Hindsight has built in defaults so alerts and insights work out of the box. You can customise these to suit individual clients needs. Once a client organisation is connected Hindsight offers continuous monitoring by checking everyday whether client records fall outside of your given parameters and will alert you to the threat and issue. This means you do not need to login to each Xero organisation to see what needs attention.

    Reviews & ratings

    5.0
    4 Reviews
    5 star
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    4 star
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    1 star
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    LK
    Lee Kaznowski
    Posted

    Maximise your time

    Hindsight provides constant insights into client performance with an easy to use platform. Enabling a continuous accounting approach without the need to log into each clients Xero
    LR
    Liesl Robinson
    Posted
    Cloud accounting has automated a great deal of what my team and I do as bookkeepers. We need to focus on where the remaining errors and omissions are in the data once the machines have done their work, and we've reconciled the rest. Hindsight does exactly that. It gives us the confidence that our client's management information is as accurate and up-to-date as it can possibly be.
    JO
    John Oddy
    Posted

    Good to great

    Hindsight will change the culture of what is accepted as good enough information for an accounting firm. There is no hiding with this software. It lays bare to any user the shortcoming, imbalances and inaccuracies in the data- nothing can be swept under the carpet.
    Additional info

    Shared data

    Xero
    Hindsight
    Accounts
    Credit Notes
    Invoices
    Journals
    Manual Journals
    Reports
    Users

    App details

    Added in 2021
    Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.