Firm-Level Insights
See close health, bookkeeping status, budget burn, and accrual accuracy across every client, in real time, in one place.
Why Choose Firm Level Insights?
Your entire firm's health,in one view
See every client's books status in real time. No more jumping between accounts to know what's done and what needs attention.
- Live reconciliation status across all clients
- Flag accounts that are behind or have open issues
- Filter by client, status, or due date instantly
- Track review completion without opening each file
- Prioritize your team's workload at a glance
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Drill into any clientwithout losing context
Click any account and see exactly where things stand open items, pending reviews, and outstanding tasks in one place.
- Per-client task list with assignees and due dates
- Outstanding review points surfaced automatically
- AP & AR balances visible without opening the ledger
- One-click jump into the full review checklist
- Activity log shows what changed and who touched it
Spot irregularitiesbefore month-end hits
Xenett's AI flags unusual balances, missing entries, and unreconciled items across your portfolio — automatically, every day.
- AI-detected anomalies surfaced across all accounts
- Undeposited funds and bank discrepancies highlighted
- Missing or duplicate transactions caught early
- Recurring issues tracked so nothing slips twice
- Exportable insights report ready for client calls
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Set tailored conditions to make everything quicker and accurate
Close & Workflow
Monitor where every client close stands in real time. Get instant alerts on bottlenecks, overdue tasks, and completion status across your entire portfolio.
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Bookkeeping Health
Monitor reconciliation status and bank feed health across your entire client portfolio.
The advantages that you enjoy!
Full Firm Visibility
See close health, bookkeeping status, and accrual accuracy across every client without opening a single file.
Catch Issues Before They Escalate
AI flags missing accruals, broken bank feeds, and overdue clients in real time so problems get fixed before the month closes.
Smarter Budget Control
Track estimated vs. actual hours per project and get instant alerts when a client goes over budget protect your margins before it's too late.
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