Use Hindsight + Xero: automatically identify client problems
Hindsight integrates its suite of pre-built business insights with Xero to take the guess work out of running a successful scalable practice. Offer advice to your clients everyday, easily.
Why connect Hindsight and Xero
The benefits of connecting Hindsight with Xero include:
Practice Dashboard
Get a central view of how your clients are performing. No longer login to each Xero organisation.
Alerts
Manage by exception. Something not quite right? Hindsight will tell you using your Xero data.
Insights
Insights are pre-built to ensure you are up and running in seconds. Connect to Xero and start advising.
For Accountants
We ran an accountancy practice and understand the gaps that need filling.
What Hindsight does
Alert
Multiple insights automatically run everyday on each client record. Set the parameters to trigger alerts tailored to each client.
Monitor
Track client quantity and quality of records everyday. Know who is growing or struggling, pinpoint support effectively.
Improve
KPIs and dashboards notify you which clients, teams and staff need additional support. Better clients, better staff, better practice.
What Xero Does
Xero is online accounting software that lets you run your business easily and efficiently.
See your up-to-date cash position
Know how you’re doing financially with secure daily updates from your bank accounts and a clear visual dashboard.
Get Paid Faster and improve cash flow
Easily create and send invoices with online payments and automated invoice reminders for faster payment.
Run your business from anywhere
Access your business finances anytime, from any internet-connected device, and use the Xero app for iOS and Android.
Connect and collaborate anytime
Invite your team and your advisors to work with you in real time from home, office, or on the go using the mobile app.