Live Product Launch Webinar
Auto-Generate Diagnostics. Get Prospect Ready Reports in 2 Minutes
Xenett Pulse is the first automated diagnostic report built for accounting firms.
Connect a QBO file and see a complete health review of the books, in minutes.
- Faster close
- Fewer manual entries
- Less Excel
- More confidence in reviews
18th May 2026 | 12:00 PM EST
Duration: 45 mins + Q&A | Recording included
Seats are limited. Live attendees get an exclusive offer
About the speaker
Hardik Mehta
Co-founder at Xenett
Hardik Mehta began his accounting career in 2008 as a bookkeeper, quickly realizing how much time accountants lose to repetitive review work. That drive to make workflows smarter eventually led him to co-found Xenett in 2020.
Nihir Shah
Co-founder at Xenett
Nick Shah focuses on solving practical challenges around reconciliation, accuracy, and everyday finance workflows. He brings clear, grounded insights on how teams can simplify complex processes and work with greater confidence.
Hardik Mehta
Co-founder at Xenett
Hardik Mehta began his accounting career in 2008 as a bookkeeper, quickly realizing how much time accountants lose to repetitive review work. That drive to make workflows smarter eventually led him to co-found Xenett in 2020.
A modern cleanup tool that helps firms catch errors instantly and keep their books accurate. His impact on the profession earned him a spot on CPA Practice Advisor’s Top 20 Under 40 Accounting Influencers list in 2021.
Ratnika Sharma
Partner Marketing Specialist | Fyle
Ratnika Sharma is a Partner Marketing professional at Fyle, specializing in B2B SaaS with a good understanding of the challenges accounting firms face in today’s evolving landscape. She works closely with top accounting firms and technology partners to create impactful co-marketing strategies, drive growth, and enable firms to better serve their clients.
Ratnika Sharma
Partner Marketing Specialist | Fyle
Ratnika Sharma is a Partner Marketing professional at Fyle, specializing in B2B SaaS with a good understanding of the challenges accounting firms face in today’s evolving landscape. She works closely with top accounting firms and technology partners to create impactful co-marketing strategies, drive growth, and enable firms to better serve their clients.
Hardik Mehta
Co-founder at Xenett
Hardik Mehta began his accounting career in 2008 as a bookkeeper, quickly realizing how much time accountants lose to repetitive review work. That drive to make workflows smarter eventually led him to co-found Xenett in 2020.
A modern cleanup tool that helps firms catch errors instantly and keep their books accurate. His impact on the profession earned him a spot on CPA Practice Advisor’s Top 20 Under 40 Accounting Influencers list in 2021.
Ratnika Sharma
Partner Marketing Specialist | Fyle
Ratnika Sharma is a Partner Marketing professional at Fyle, specializing in B2B SaaS with a good understanding of the challenges accounting firms face in today’s evolving landscape. She works closely with top accounting firms and technology partners to create impactful co-marketing strategies, drive growth, and enable firms to better serve their clients.
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Webinar agenda
The Real Challenges of 1099 Season
Where firms lose time, why errors happen, and how to prevent them using smarter review flows.
How Xenett Automates 1099 Reviews
A deep dive into:
- AI-based vendor identification
- Advanced filters to narrow 1099 vendors
- W9 tracking made simple
- OCR-powered data extraction
- One-click Excel exports
Live Walkthrough of the 1099 Dashboard
See exactly how Xenett centralizes vendor data, highlights exceptions, and eliminates manual sorting.
Best Practices to Reduce 1099 Review Time by 80%
Hardik will share real workflows from firms using Xenett successfully.
Q&A with Hardik
Interactive session to answer your questions and help you optimize your 1099 process in Xenett
Xenett Pulse runs a full diagnostic on a QBO file in under 2 minutes, surfacing hidden issues, evaluating data quality, and giving you a clear financial health view instantly.
Why issues go unnoticed
Books often look fine, until they’re reviewed closely.
In this section, we’ll break down the most common gaps:
- Missing transaction data and incomplete records
- Unreconciled accounts across periods
- Inconsistencies that quietly distort reports
- Issues that compound over time without being flagged
8 min
Introducing Xenett Pulse
What Pulse actually does:
- Scans the entire file automatically
- Surfaces issues across transactions, reconciliation, AR/AP
- Generates a financial health score
- Gives a structured diagnostic view of the books
All in one workflow. No manual review.
10 min
Live diagnostic demo
A real file. Run live.
Watch Pulse:
- Analyze the books from scratch
- Surface issues in real time
- Generate a health score instantly
- Show exactly what needs attention
No staged data. No shortcuts.
18 min · Main session
Q&A + early access
Ask anything about:
- How the diagnostic works
- Health score logic
- Real-world use cases
Live attendees get early access to Xenett Pulse.
10 min
In this session, you’ll learn how to:
- Run a full QBO diagnostic in minutes no manual review or spreadsheets
- Surface reconciliation issues, coding gaps, duplicate vendors, and missing transaction data automatically
- Generate a Books Health Score with severity-ranked findings
- Create a branded diagnostic report ready to share before the discovery call ends
- Scope and price engagements confidently before you quote the work
What You’ll See During the Live Diagnostic
Issue detection
Every issue surfaced automatically
Watch Pulse scan the entire file and highlight what’s broken, instantly.
- Uncategorised transactions across accounts
- Unreconciled balances across periods
- Duplicate or inconsistent entries
- Missing data and classification gaps
Financial health score
Know what’s reliable and what’s not
See how Pulse evaluates the books and generates a clear, structured health view.
- Issues ranked by severity
- Account-level detail, nothing abstract
- Clear separation: what’s clean vs needs attention
- Complete picture in minutes, not hours
Diagnostic report
A structured view you can act on
Watch how Pulse organizes findings into a clear, usable diagnostic output.
- Clean breakdown of issues by category
- Context on what’s wrong and why it matters
- Prioritized next steps
- Ready to review and share
See the books before you price the work.
Never quote blind again. Pulse gives you the full picture in 2 minutes.
Live Demo Highlights
Key Capabilities You'll See Live
Automated issue detection
Pulse scans the entire QBO file and surfaces every problem category — no manual review, no missed issues, no guesswork on what to look for.
- Uncategorised transactions flagged and counted by account
- Unreconciled accounts detected across all periods
- Duplicate vendors and missing names surfaced instantly
Financial health score
Every file gets a clear health score with a severity-ranked issue breakdown — so you know exactly what's clean and what needs work before you quote a single dollar.
- Severity-ranked issue list, not just a raw count
- Account-level breakdown — nothing is vague
- Cleanup hour estimate generated from real issue volume
White-labelled diagnostic report
Pulse generates a branded report you can send directly to the prospect or use internally — with full findings, cleanup complexity, and a fee recommendation built in.
- Your firm's branding on every page, not Xenett's
- Fee recommendation tied to actual cleanup complexity
- Ready to send before the discovery call ends
Fee recommendation engine
Stop guessing what to charge. Pulse estimates cleanup hours based on actual issue volume and complexity — and turns that into a fee range you can propose immediately.
- Hour estimate based on real issue count, not gut feel
- Fee range calculated automatically from your hourly rate
- Proposal-ready output from the same single workflow
What You'll Walk Away With
- Email in your workflow Connect Gmail or Outlook and never leave Xenett to chase a client
- Files where you need them Google Drive & OneDrive integrated directly into your close process
- Workflows that run themselves Automate task assignment, reminders, and follow-ups firm-wide
- Your firm on one dashboard See every client, every close, every risk — in real time
- Spot problems before they happen — Clients at risk of delay, flagged automatically
- Break the repeat delay cycle — Identify clients with recurring delays and fix the pattern
- Know your numbers — Average close time, critical overdue clients, capacity across your team
- Exclusive live attendee offer — Only for those who show up live
