What can Xavier do for you?

Xavier has a whole host of useful functions for busy Xero analysts with all your clients in one place. From super-flexible pivot reports to smart insights, you can save time and make your Xero data work for you.

Introducing the must-have toolkit for Xero users

Linking Xavier to Xero brings immediate time-savings to your team through enabling and sharing reporting resources.

Xavier also guides your team through tools that keep your Xero data neat and tidy, ready for filing.

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Import with Ease

Regular automated syncing makes sure Xavier's data is always up to date with Xero, and manual syncing gives you the flexibility to update on demand.

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.

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.

Lock in Lock Dates

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


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

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

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

Syncing Screenshot

Want to talk numbers?

Drop us an email at [email protected]

Have a chat on our facebook group for early adopters

If you're not quite ready to start your trial you can leave us your email
and we'll let you know when we release great new features.

(Your privacy is important to us. We'll never share your details with anyone.)