Introducing The

Essential Toolkit

For Xero Professionals

Key Features

Xavier's toolkit is packed with functionality to help you clean, track, analyse and prioritise your Xero data.

Demolish Duplicates

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.

Check it Off

Integrate Xavier into your processes by building a custom list of checks using Focus, and assign them to a team member to run through and check off.

Slice and Dice Data

Pivot, group, filter and sort client data using powerful pivot tables in our sandbox, directly in your browser. Take action quickly - records in Xavier have links straight through to the relevant spot in Xero.

Create Custom Reports

Save your sandbox configurations as Custom Reports, then share them with your team. Run those reports across any of your clients, or export to excel on demand.

Lock in Lock Dates

Keep track of any Locked Period changes in Xero, and ensure upkeep of Lock dates ahead of important reporting periods.

Regular Suppliers

This AI-powered insight learns your payment patterns and identifies any unusual transactions for checking.

Historical Changes

Quickly and easily locate any changes made in a period since a certain date, to keep those numbers adding up.

Key Liabilites

Track Corporation Tax and VAT, run through checks on key VAT account codes and make sure you're within your scheme thresholds.

How Does Xavier Work?

Xavier pulls in a huge range of data from your full Xero history for analysis; this enables us to get insights and spot anomalies that are really hard to spot otherwise.

That data then runs through a number of Checks. For each check we'll provide a traffic light alert system, so you can see at a glance what needs urgent attention.

You can use Xavier's Cleanup checks to identify and resolve (or dismiss) any common bookeeping errors, such as duplicate contacts or mis-codings.

Some checks simply track your client's Activity Stats, so you can see their performance, and accumulated liabilities, in real time.

A selection of Xavier checks will contribute to a Xavier Health Score. This is really useful for getting an idea of how your Xero account is looking.

It's as easy as Clean > Track > Report > Repeat!

Super handy in many situations

Client Onboarding

Run a client through Xavier and get a thorough idea of their bookkeeping needs and business size from the very beginning, for a fair quotation and no surprises further down the line.

Tax Returns

When tax season rolls around, use Xavier's VAT Return Checks to identify high value transactions, review account and tax codes codes and performance against scheme thresholds.

Practice Overview

Use Xavier's Client List, Practice Dashboard and VAT Dashboard to view information across all your clients at once. See at a glance health scores, cash position, and who has paid VAT.

Xavier Health Score Review

The Xavier Health Score is a great way to get ready for management reports or filing. Or have a bit of fun and motivate your team and clients by rewarding high health scores!

Monthly Check-Ins

Use Xavier's Health Check to set up a recurring check-in with your clients; review their books, business performance and upcoming liabilities on a regular basis to ensure their success.

Pricing Review

You can view your clients activity updated on a daily basis; use client transaction and sales performance to inform pricing reviews and make sure you're paid for the work you do.

Focus on the Jobs to be Done

Xavier has a lot of tools that provide value, but for maximum efficiency, accountants and bookkeepers need to know when to use the right tools, at the right time.

Focus is a whole new part of Xavier that allows you to generate workflow templates (we call these ‘flows’), using the Xavier tools and checks you know and love. These flows are completely bespoke to you, so you can pick and choose what checks you would like to use.

Each flow can then be assigned to a client, user, due date and date range. It’s simple, easy to use and will supercharge your workflows, allowing you to ‘Focus’ on the work you need to do.

How Healthy are Your Clients?

Each client has an overall health score that instantly allows you to prioritise which accounts need attention. A deep dive into the client will allow you to assess the individual health scores for each tool.

Sort and filter your clients, and quickly navigate to your favourited accounts. Reporting at a glance has never been easier.

Read all about the health score in our blog post

Make Your Clients Feel Like Your Top Priority

Never let a client slip through the cracks again. Xavier's Practice Dashboard provides a way to quickly view and create reports based on KPI's across all your clients at once.

Quickly see an overview of all your clients' health scores, or metrics such as annual turnover. You can filter or pivot by values such as Account Manager or year end date, for an even better breakdown.

Your clients will feel like the centre of attention when you can raise and fix any issues before they become a problem.

When in doubt, pivot

The Xavier sandbox uses ag-Grid to provide super-flexible reporting, right in your browser. Drag and drop columns, filter, expand, show and hide to get the most from your data.

You can then save these layouts as custom reports for use with other clients, share them with your team, or export straight to a spreadsheet.

Data rows come with links directly back to the data in Xero, so you can trace it all right back to the source.

Read all about using the sandbox in our help docs

Pivot Table Screenshot

Historical Changes at your Fingertips

Xavier now has an easy new solution to the common, and frustrating, problem of numbers which are unknowingly or mistakenly changed after the period has been closed and reported upon.

You can now use the Historical Changes insight to see if anything has changed within a historical period after the reporting close date, and if so, exactly what has changed and when.

Learn more about how we detect these changes in our blog post

Syncing Screenshot

Efficient Importing

Xavier's robust importing method retrieves large amounts of client data from Xero quickly and consistently.

Regular automated syncing overnight makes sure Xavier's data stays accurate with Xero, and manual syncing gives you the flexibility to update on demand.

On the way in, we augment Journal records with Source data such as Invoices and Bank Transactions to provide the foundation for a reporting paradise.

Learn how you can get your first import going in our getting started guide

how xavier works with Xero

Drop us an email at [email protected]

Have a chat on our facebook group for early adopters