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

Xavier's checks run through a series of cleanup and insight tools for a date range, providing a comprehensive check-in process for you and your clients.

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.

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.


Xavier's data cleanup tools are designed to identify the common mistakes made in Xero bookkeeping.

Increased automation means things can slip in without you noticing; find any anomalies quickly and fix them before they become an issue, or quickly dismiss in Xavier.

Filtering by active date ranges means you can isolate relevant issues as and when you need to.


Xavier's insights will help you keep track of your client's liabilities and supplier payments, and monitor changes to lock dates and historical data.

For any given date range, Xavier can check your clients are on track for tax season, and identify any hurdles.

Our regular suppliers insight can give you a supplier history at a glance, and any payments that don't fit the pattern.


Xavier has compiled some of it's cleanup tools and insights, as well as specific calculations, into their own pages. Just enter your date range and go!

The Health Check provides a great overview of talking points and key statistics to run through with your clients on a regular basis, so you're both on the same page.

The VAT return checks run through even more specific caclulations to make sure you've hit all the bases, so you can submit with confidence.

Read all about the available checks in our help docs

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

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

how xavier works with Xero

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.

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