Xavier helps you use your client’s data to provide vital financial insights, advice and additional services. Get assurance that the numbers are right and see any business metric you want across your whole client base.
interested in leaning more? We offer a 30 day free trial, you can sign up below
Our tools will save your team time and reduce costly errors by identifying anomalies, mis-codings, and quickly spotting unwanted changes to historical data.
Flexible reporting and cleaner data give you the confidence to have the right conversations with your clients.
Use Xavier to clean up, track and report on your client’s data.
Spot anomalies, duplicates and historical changes at a glance across all clients. Use Duplicate Transactions and Multi Coded Contacts features to eliminate common bookkeeping errors.
Track client health, performance metrics and key liabilities in the practice dashboard to see data from all your clients.
Create and share flexible custom reports, with advanced export and customisable reporting tools.
We offer a 30 day free trial, you can sign up below