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Hindsight

By Hindsight
5 out of 5 stars
Free trial available
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Automated insights and alerts, flag threats and risks for your entire Xero client base. Show clients you know what is happening in their business.
Rated
5.0
out of 5
Reviewed by
5
Xero users
Try this app
Free trial
available
Listed for
3 years
June 2021

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.

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 out of 5 stars
5 Reviews

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Most recent reviews

MC
Martin Cavey
Posted 27 May 2022
5 out of 5 stars

What you need to know!

As people looking after clients, we have numerous pulls on our time. We want to be able check our clients records efficiently, correct and advise, allowing the client (and us) to do what they do best. That is what this does!
LK
Lee Kaznowski
Posted 12 Oct 2021
5 out of 5 stars

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 29 Sep 2021
5 out of 5 stars
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.

Additional info

Shared data

Xero
Hindsight
Accountsshared from Xero to Hindsight
Credit Notesshared from Xero to Hindsight
Invoicesshared from Xero to Hindsight
Journalsshared from Xero to Hindsight
Manual Journalsshared from Xero to Hindsight
Reportsshared from Xero to Hindsight
Usersshared from Xero to Hindsight

Functions

Accountant toolsReporting

Industries

Accounting

App details

By Hindsight
Added in 2021

Try Hindsight for free

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.