Oversight

Oversight is an operational tool for Accountants and Bookkeepers. With integration to your clients Xero data, the client dashboard provides you a fast and easy way to see the status of your clients business without having to go into their Xero account or create complex reports.

With Oversight you can;

  • See Xero status, key cash flow and payroll metrics

  • Group files by client for a clear customer overview

  • Stay on top of changes made to the chart of accounts or the lock date

  • Develop history to capture trends and comparison periods

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