The simple way to retain clients and grow your advisory business. Visibility of your clients business health without complex reports for data driven communication.
    Overview

    As a starting point for your advisory business, see all of your clients all of the time. Oversight’s client dashboard provides a clear and straightforward view of your clients Xero data.

    With Oversight you can;

    • Quickly identify changes in your clients data
    • See key Xero metrics and organisational data
    • Group files the way you want for custom customer overview
    • Set thresholds on data values to trigger actions
    • Develop data history that isn't available in Xero
    Explore all features of OverSight

    OverSight + Xero

    Seeing all of your clients Xero data in one place can give your clients the assurance you are looking at their business on a regular basis, build their trust & give you opportunity to grow services.

    Use the client dashboard to;

    • Track changes made to their Xero files including the Chart of Accounts, lock date and number of bank accounts
    • Quickly asses your clients health at a glance then jump through to the source for further investigation
    • See how clients are tracking against relevant time periods
    • Group client data in a way that makes sense for your practice with custom groups

    Reviews & ratings

    5.0
    1 Reviews
    5 star
    (100%)
    4 star
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    1 star
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    MC
    Megan Corbett
    Posted

    Awesome & powerful app that is simple to use &

    OverSight provides us with a snapshot of where our clients are at simply and easily and enables us to proactively service clients with real time information that is easy to access
    Additional info

    Shared data

    Xero
    OverSight
    Accounts
    Invoices
    Reports
    Users
    Users

    App details

    Added in 2020

    Countries

    Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughIntegration walkthroughContact supportsupport@finlert.com

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    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.