For setting up the Xavier integration, go here.
What Is Xavier?
Xavier is a toolkit of intelligent data cleanup, bookkeeping and compliance tools designed for Xero Professionals…
Automatically identifying mis-codings to save your team time and reduce errors on a daily basis by.
Tracking key liabilities and quickly spot unwanted changes to historical data.
Flexible reporting and cleaner accounts mean all team members the confidence to have the right conversations with your clients.
Why Should I Integrate GoProposal With Xavier?
Accurately pricing accounting and bookkeeping services has always been a challenge because of the unknown.
The client can tell you what they believe to be true, but until you get under the bonnet of that business, it's very difficult to access all the information you really need, to accurately inform the price.. Until now.
We've taken the key data you need via Xavier, in real time, and plugged it directly to the pricing methodologies in GoProposal.
So as you're quoting a client or carrying out a fee review, you KNOW the quality of their record keeping, their revenue and the transaction volumes they have flowing through their business, instantly.
How Do I Get Started?
You'll need a Xavier account to utilize this integration and you can sign up here.
If you're already on Xavier, follow the steps in our setup article here 👍