As a starting point for your advisory business, see all of your clients all of the time. Oversight’s client dashboard provides a clear and straightforward view of your clients Xero data.
With Oversight you can;
- Quickly identify changes in your clients data
- See key Xero metrics and organisational data
- Group files the way you want for custom customer overview
- Set thresholds on data values to trigger actions
- Develop data history that isn't available in Xero