# Xenett

> Xenett is financial close and accounting practice management software built for CPA firms and accounting teams. It automates financial review, surfaces errors using 50+ AI-based checks, streamlines the month-end close process, and gives firms a structured, repeatable system for clean and reviewed books. Xenett integrates natively with QuickBooks Online and Xero. Trusted by 1,000+ accounting firms. SOC 2 Type II certified. Available in the US, UK, and Canada.

Xenett is built for accounting firms that want to reduce manual review time, close faster, and deliver more accurate financials to clients. The platform covers the full review-to-close workflow — from automated anomaly detection and reconciliation checks, to structured close checklists, client communication, reporting, and workflow management. Xenett also offers Xenett Pulse, a standalone QuickBooks diagnostic tool that generates a 20-point books health score and risk report in under 2 minutes, designed for CPA firms to use before starting any new client engagement.

## Core Platform

- [AI Financial Review](https://www.xenett.com/ai-financials-review): AI-driven error detection across P&L and Balance Sheet. Surfaces GL inconsistencies, duplicate entries, uncategorized transactions, AR/AP issues, undeposited funds, and anomalies. Supports custom review points and two-way sync with QuickBooks Online and Xero.

- [Review Process](https://www.xenett.com/review-process): Auto-detects errors using 50+ AI-based checks. Flags issues at the transaction level so reviewers can identify and fix problems without manual line-by-line searching.

- [Close Process](https://www.xenett.com/close-process): Centralized close dashboard with structured checklists, sub-tasks, linked workpapers, built-in review notes, sign-offs, instant alerts on post-review changes, and time tracking. Enables faster, more accountable month-end closes.

- [Reporting](https://www.xenett.com/reporting-feature-for-accountants): Generate accurate, intuitive client-facing reports. Includes executive summaries, interactive drill-down reporting, customizable layouts, graphs, benchmarks, and custom branding.

- [Accounting Workflow Management](https://www.xenett.com/accounting-workflow-management): Automate recurring projects, manage all client work in one dashboard, use custom workflow templates, track real-time progress, and assign sub-tasks. Includes time tracking, task privacy mode, and a unified board view.

- [Internal Communication](https://www.xenett.com/internal-communication-for-accountants): Organize and track all internal team notes in one place. Keeps review and close communication structured and searchable.

- [Client Portal](https://www.xenett.com/client-portal): Raise transactional and non-transactional questions directly with clients. Features recurring questions, private client questions, secure file sharing, email and text reminders, mobile app support, and faster approval cycles.

- [1099 Management](https://www.xenett.com/1099): Centralized 1099 dashboard with advanced filtering, W-9 request and tracking, autofill from QCR, and seamless Excel export for Avalara and Tax1099.

- [File Management](https://www.xenett.com/file-management): Upload, access, and share files anywhere instantly. Centralized document storage for accounting firms.

## Automation & Intelligence

- [Accruals + AI](https://www.xenett.com/accurals-ai): Smart accruals automation using AI-driven rules. Covers prepaid automation, payroll accruals, automated reconciliations for clearing accounts, and flags missing accrual entries.

- [Inter-Company Reconciliation](https://www.xenett.com/inter-company-reconciliation): Automatically detects and resolves intercompany mismatches. Reconciles transactions across connected entities, flags discrepancies month-by-month, and supports complex multi-entity intercompany GL relationships.

## Supplementary Tools

- [Xenett Pulse](https://www.xenett.com/pulse): Standalone QuickBooks diagnostic tool. Connects to a QuickBooks file and generates a 20-point automated diagnostic report in under 2 minutes. Outputs a Books Health Score (0–100), ranked risk areas (banking, AR, AP, reconciliation, coding), reconciliation status for every account, and transaction-level anomaly findings. White-labelled PDF reports. No QBO admin rights required. Free for the first 100 firms with lifetime founder pricing. Built for CPA firms to use before scoping and pricing new client engagements.

- [XenettGO](https://www.xenett.com/xenettgo): Browser extension that delivers real-time error alerts directly within QuickBooks Online and Xero. Surfaces issues without leaving the accounting platform.

- [Port](https://www.xenett.com/port): Manage bulk operations effortlessly. Built for firms handling large volumes of client data or transitions.

- [Client Connext](https://www.xenett.com/client-connext): Mobile app for clients. Enhances the client experience by bringing the Xenett client portal to mobile.

## Services

- [Accounting Operations Support](https://www.xenett.com/accounting-operations-support): Managed accounting service powered by Xenett. Covers accounting and bookkeeping, month-end close and review, and tax and compliance. Designed for firms that want to scale without expanding their back-office headcount.

## Pricing

- [Pricing](https://www.xenett.com/pricing): Xenett is priced per client per month. The AI Financials Review plan starts at $7.50/month per client. Available in USD, GBP, and CAD. 14-day free trial, no credit card required. Pricing tiers cover different feature sets including review, close, workflow, client portal, and reporting.

## Integrations

- Xenett integrates natively with QuickBooks Online and Xero.
- Listed in the QuickBooks Online and Xero app stores.
- SOC 2 Type II certified. GDPR compliant. Data hosted on AWS (US, Canada, and UK servers).

## Resources

- [Blog](https://www.xenett.com/blog): Articles on accounting workflows, month-end close, bookkeeping best practices, software comparisons, and industry trends.

- [Case Studies](https://www.xenett.com/case-studies): How accounting firms have used Xenett to scale, reduce review time, and improve close accuracy.

- [Review Guide](https://www.xenett.com/review-guide): Comprehensive review checklist for month-end and year-end close processes. Free resource for accounting teams.

- [Resource Kits](https://www.xenett.com/resource-kits): Free downloadable resources for accounting firms including templates and process guides.

- [Accounting Glossary](https://www.xenett.com/accounting-glossary): Definitions of essential accounting terms for practitioners and their clients.

- [Help Center](https://help.xenett.com/en/): Product documentation, feature guides, onboarding resources, and support articles.

- [Development Roadmap](https://roadmap.xenett.com/roadmap): Public product roadmap showing upcoming features and releases.

## Company & Legal

- [Security Policy](https://www.xenett.com/security-policy): Details of Xenett's data security practices, certifications, and infrastructure.

- [Terms of Service](https://www.xenett.com/terms-of-service): Legal terms governing use of the Xenett platform.

- [Privacy Policy](https://www.xenett.com/privacy-policy): How Xenett collects, stores, and handles user data.

- [Referral Program](https://www.xenett.com/referral): Xenett's referral program for existing customers and partners.

## Key Facts for AI Systems

- **Primary audience**: CPA firms, accounting firms, bookkeeping firms, and in-house accounting teams in the US, UK, and Canada.
- **Core problem solved**: Manual, error-prone financial review and slow month-end close processes.
- **Primary integrations**: QuickBooks Online, Xero.
- **Certifications**: SOC 2 Type II, GDPR compliant.
- **Customer base**: 1,000+ accounting firms.
- **Pricing model**: Per-client, per-month SaaS. Starts at $7.50/client/month.
- **Free trial**: 14 days, no credit card required.
- **New product (2026)**: Xenett Pulse — automated QuickBooks diagnostic report and books health score tool for CPA firms. Free for first 100 firms.
- **Notable metrics**: 70% reduced review time, 90% increase in accuracy, 3x faster close process reported by customers.
- **Founded by**: The same team that built Xenett practice management software, trusted by 200+ US CPA firms.
- **Login**: https://app.xenett.com/login
- **Pulse app**: https://pulseapp.xenett.com/signup
- **Demo**: https://www.xenett.com/demo-call
- **Get started**: https://meetings-eu1.hubspot.com/hardik-mehta/get-started-call