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The simple way to retain clients and grow your advisory business. Visibility of your clients business health without complex reports for data driven communication.

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Overview

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

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