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 guides your team through tools that keep your Xero data neat and tidy, ready for filing.
Xavier also brings immediate time-savings to your team through enabling and sharing reporting resources.Try Now
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.
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.
This AI-powered insight learns your payment patterns and identifies any unusual transactions for checking.
Quickly and easily locate any changes made in a period since a certain date, to keep those numbers adding up.
Track Corporation Tax and VAT, run through checks on key VAT account codes and make sure you're within your scheme thresholds.
How Healthy are Your Clients?
You'll find the Health Score displayed on each client in the Client List, and on each client's Overview page. A lot of our cleanup tools and insights now have an individual Health Score, which the overall Health Score is derived from.
On the Client List you can now sort by the "General Health" score, or select an insight metric and choose to sort by either it's individual Health Score or the number of issues identified for that insight (i.e., by volume).
You can choose to sort ascending or descending, and combined with the filtering of the list by My Accounts and Favourites, the "at a glance" reporting potential is quite powerful.
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
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
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
Want to talk numbers?
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.
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