Oversight

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

Explore all features of OverSight

OverSight + Xero

Seeing all of your clients Xero data in one place can give your clients the assurance you are looking at their business on a regular basis, build their trust & give you opportunity to grow services.

Use the client dashboard to;

• Track changes made to their Xero files including the Chart of Accounts, lock date and number of bank accounts
• Quickly asses your clients health at a glance then jump through to the source for further investigation
• See how clients are tracking against relevant time periods
• Group client data in a way that makes sense for your practice with custom groups

Getting started

Setting up Oversight with Xero only takes a few moments;

1. Go to https://oversight.finlert.com/
2. Sign in with Xero or Create a new account
3. Authorise access to the Xero files you want included in the dashboard
4. The Xero data will appear in your Client Dashboard in a few moments

Explore how to setup OverSight