Overview
Rooby gives UK accountancy firms and their clients live visibility into Corporation Tax and VAT. Updated automatically from Xero, not just at year-end.
For accountants: manage every client's tax position from one dashboard, with white-labelled client portals under your own firm's branding. Spot cash flow issues and tax liabilities before they become a problem, not after the return's due.
For your clients: a clear, always-current view of what they owe and when. No more surprises at filing time.
Built by a UK-qualified accountant, Rooby was created to solve a real gap: businesses failing not from lack of profit, but from tax liabilities nobody saw coming until it was too late.
Rooby + Xero
Rooby connects to each client's Xero organisation via secure OAuth. Once connected, it syncs Profit & Loss, Balance Sheet, Trial Balance, and Invoice data on a regular schedule to calculate live Corporation Tax and VAT estimates. No manual data entry required.
Each accountant manages all their clients' Xero connections from a single Rooby admin dashboard. Clients access their own white-labelled portal, branded to their accountant's firm, showing their current tax position without needing Xero access themselves.
Rooby only requests read access to the accounting data needed for tax calculations. No write access to Xero records.
Pricing plans
This app includes a free 14 day trial
Full Access
- Live Corporation Tax forecasting synced from Xero
- Live VAT forecasting for standard-scheme clients
- White-labelled client portals on your own subdomain
- Branded client view of current tax position
- Automatic Xero sync, no manual data entry
- CT loss carry-forward and associated companies handling
- Single dashboard managing every client's tax position
- Per-client Xero connection management
- Manual entries and notes on any client
- Team invites with role-based access
- Upcoming payments list with due dates
- Payment history and 90-day/annual totals
- No Xero login needed for clients
Getting started
-
Sign up for a Rooby account as an accountant or bookkeeper.
-
Add your first client and connect their Xero organisation — you'll be redirected to Xero to authorise access, then straight back to Rooby.
-
Rooby syncs automatically and calculates their Corporation Tax and VAT position within minutes.
-
Invite your client to their own branded portal, where they can see their live tax position at any time.
No setup beyond connecting Xero is required. Rooby reads your existing chart of accounts and tax settings automatically.
Reviews & ratings
Sort and filter
Most recent reviews
JAMuch need app
Response from Rooby
Highly Recommend!
Response from Rooby
Essential
Response from Rooby