Built For

Built for bookkeeping and accounting firms serving Xero clients

Your staff join a client’s subscription as a team member — a bookkeeper added with a limited data scope, exactly the way a client’s own staff member would be. Not something you buy and resell; something you use to deliver work you already sell, faster.

Say this plainly, because it’s the first thing that gets misunderstood: the client remains the paying subscriber, with their own Supabase and Skyvia account. There’s no multi-tenant layer for you to manage several clients from one subscription.

What this maps onto, deliverable for deliverable

✓Outsourced or virtual CFO retainers — the board pack and variance commentary work is literally your billable deliverable here too
✓Monthly bookkeeping and management accounts services — the close checklist, accrual detection, and AR/AP chasing map directly onto compilation and reconciliation work you already invoice for
✓Board-reporting-as-a-service for portfolio companies

Where this is concentrated: Xero-certified partner firms are the closest fit — firms at Silver and above are actively looking for ways to scale delivery without scaling headcount proportionally. Reachable through Xerocon, Xero’s partner community and App Marketplace, CA/CPA practice-management circles, and Karbon or Ignition.

What you get

AI Month-End Close →The reconciliation and compilation work you already bill for, per client.Offshore Finance Team Oversight →If your own staff are the ones being scoped and monitored inside a client’s subscription, not an outsourced team the client hired separately.Train It Once →Consistency across your staff, per client, without re-training every new hire on every client’s specific quirks.

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Pilot it on one client’s ledger before rolling it out across your book.

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