Xenett can help your business
Reporting
- Audits
Onboarding Clients
- Engagement agreements
Tasks for Accountants and Bookkeepers
- Manage data and documents
Reporting for Accountants and Bookkeepers
- External reporting
- Internal reporting (not for compliance)
Overview
Xenett is an intelligent clean-up and close tool that auto-detects errors from your Xero file. It standardizes, automates, and expedites your close process by 3x. Along with identifying errors, Xenett lets you fix them on the go through its 2-way integration. While reviewing the books, you can also ask questions to clients. Clients can log in to Portal and start responding. No more Excel downloads. No more back-and-forth emails, no more chasing your client. You get responses from your client in real-time. Xenett also has a To-do module that lets you manage your tasks efficiently and help you stay organized.
Xenett + Xero
As soon as you add Xero Client file to Xenett, it will sync the data. Once the data is synced, Xenett does a quick diagnostic review and will address abnormalities in the books. You should review and resolve all of them. If you are making any changes in Xero, you have to initiate the sync to bring the latest changes from Xero.
Getting started
Once signed up, you will land on Practice Dashboard. Click on Add Client file and connect your Xero file. Once the file is added, go to Clean-up Mode to view the errors identified by Xenett. Start resolving the same. When you're ready to start the close process, go to Close Mode and set up your close.
Here is the link to the implementation guide - https://docs.xenett.com/en/articles/7849982-xenett-implementation-guide
