The award-winning toolkit for Xero accounting professionals
Cleanup and insight tools spot anomalies, duplicates and historical changes at a glance across all clients.
Track client data health, performance metrics and key liabilities with customisable calculations.
Create and share flexible custom reports using powerful pivot tables in our data sandbox.
Xavier is a toolkit of intelligent data cleanup, bookkeeping and compliance tools designed for Xero Professionals.
Our tools will save your team time and reduce errors on a daily basis by identifying mis-codings, tracking key liabilities and quickly spotting unwanted changes to historical data.
Flexible reporting and cleaner accounts gives all team members the confidence to have the right conversations with your clients.
Coronavirus: It's time to Turn the Tide
The Xavier team are offering resources for those accountancies whose clients are really struggling during the global Coronavirus pandemic.
Effective Reporting Starts with Accurate Data
At Xavier we know that the best reports come from accurate data you can trust. Make sure you're spending your time having the big conversations with your clients, and let Xavier sweat the small stuff for you with our at-a-glance cleanup tools.
Our Insights feature can identify duplicate contacts quickly and easily using Xavier's machine-learning aided algorithm.
Clean up your Codes
Xavier can identify mis-coded invoices and transactions based on contact history, to make sure everyone's keeping track correctly.
This AI-powered insight learns your payment patterns and identifies any unusual transactions for checking.
Better Service for Your Clients
Feedback to your clients has never been easier with our structured Health Check and VAT Return Checks. Enter your date range and walk through the compiled Xavier toolkit to make sure you're touching the key points with your clients, every time. Keep them up to date on their books, and their tax liabilities, as it happens.
Designed by accountants, for accountants.
Simple Subscription Pricing
Pay monthly, in client bundles. For more than 20 clients, get in touch for a tailored plan!
Add your team today and start a 30-day free trial.
For a tailored quote
Xavier Win Xero's Emerging App Partner of the Year 2020!
Adding Value Without the Effort
Xavier doesn't just save you time on tedious manual checks, there are multiple ways to get additional value out of Xavier for your business.
Onboarding and Pricing
Whether you're onboarding a new client, or reviewing pricing for your existing portfolio, Xavier's health score combined with our transaction and sales performance metrics can make sure you're always paid for the work you do.
Xero Health Checks
Xavier's metrics provide lots of opportunities for additional billable services for your clients, such as check-ins and cleanups. For example, Xavier's Overview and PDF export provide a great starting point for a thorough monthly health check.
Upselling and Advisory
Use the Xavier Health Score to bring better bookkeeping in-house, or use Xavier metrics like debtor days to indicate clients that would benefit from credit control software for example, before the problems start.
All of Your Xero Clients in One Place
Xavier is designed for teams and accountancies using Xero at scale. Add all of your Xero clients to Xavier to compare directly on Xavier metrics with our powerful Practice Dashboard. Your clients will feel like the centre of attention when you can raise and fix any issues before they become a problem.
Quickly search, assign to your team members, and even favourite, straight from the Client List view.
You can also save your team time and effort by re-using our flexible pivot reports across all your clients.
Want to see Xavier's features in action before you sign up?
Check out our Learn page for resources and webinars, regularly updated with the latest videos to give you a feel for the app and get you up and running during your 30-day free trial!
Don't just take our word for it...
Xavier is loved by hundreds of forward-thinking accountants.
Read more about their experiences and how they saved time, and money, with Xavier:
Many Accountants are getting tied up in knots about how to deliver Advisory. Xavier provides the tools to actually do it by taking the data out of Xero and presenting meaningful insights into what's going on.
Xavier has quickly become an essential part of our operations and has improved efficiency and quality across the board. ... We're also able to provide advisory services via other apps to our clients knowing that the data they are based on has integrity.
I think Xavier has the most beautiful interface I have ever seen, and it has really helped my practice increase the value we provide in our month end reporting by giving us an additional outlet for more useful data to be sent to our clients.
Latest Blog Post:
12 Weeks of Turn the Tide
Here's a summary of our most useful or inspiring things to help you and your clients
Frequently Asked Questions
What is a 'client'?
For Xavier, a client is a Xero account that Xavier will sync with – typically this is your business or a client’s Xero account.
How can I pay for Xavier?
We accept secure payments via MasterCard, Visa and AMEX. Credit card details can be entered within Xavier user settings, either during or after your free trial.
What can I get on a free trial?
All of Xavier's features are available during the free trial, however you will be limited in the number of Xero clients you can add. The limit will be lifted when you add the rest of the subscription details such as payment information. When you add payment information, you will not be billed until your free trial has ended.
Do I have to pay for each user?
No. The prices above are inclusive of an unlimited number of users.
How does billing work?
Once your free trial ends, we will bill you in advance based on how many clients are active in the month. For more details, you can learn about billing in our help docs
Is there a minimum term?
There are no minimum terms for your Xavier service. If you decide to cancel, you will have access to Xavier until the end of your monthly billing cycle, which will not renew.
Do you have custom pricing?
Our flexible pricing plans are designed to provide the best value for accounting practices with varying numbers of clients. If you're lucky enough to need a custom pricing plan for Xavier, please contact us and we'll get you sorted with a personalised plan right away.
Can my Clients use Xavier?
Xavier is designed to be used internally by accounting teams; we recommend using the export options in the app, or creating a separate Xavier team if you would like to share an account with your clients.
Is Xavier available outside the UK?
Xavier is compatible with international currency, but a couple of tax calculations are currently UK-only, so you won't be able to see those in the app for non-UK Xero accounts until we build them in. You can read more about our regional compatibility in our help docs.
Can I start using Xavier right now?
We love to answer questions, just drop us an email and we'll answer your question as soon as possible
Want to talk numbers?
Request a Consultation
Let our Xavier experts guide you through how Xavier could be used to improve your processes and empower your advisory.
Leave your details, and one of our team will be in touch as soon as possible to offer 1-to-1 discussion and a guided demo of Xavier.