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.
Getting started
To connect Hindsight to Xero:
- Register for an account with Hindsight
- Click connect to Xero
- From the Xero login page authorise connection to your selected organisation
- Edit client settings
- Sync data from Xero to Hindsight and start generating alerts and insights
During your free trial you will be guided throughout the process by your Customer Success Manager.
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