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Accountants Features Monitor clients

MONITORING YOUR CLIENT PORTFOLIO MADE EASY

See your clients differently with our cashflow & credit insights

Identify which clients need advisory support, what their risks and opportunities are and any relevant products or solutions they might benefit from.

Monitor is your engine room fueled by real-time accountancy data, credit insights and Companies House information to make initiating these conversations easy.

Now available in the Xero App Store.
 
Book a demo Try out Monitor for up to 10 clients for free. No commitment or credit card required.

HOW Monitor WORKS

1
Get ahead of risks and pinpoint opportunities in your portfolio
check icon Import your client portfolio, segment and filter as needed
check icon Identify clients whose cash balance won’t cover short-term liabilities
check icon Track funding facilities, how they’re used and when better options are available
check icon Get tips and talking points from our Corporate Finance Analysis
2
Get closer to your clients with shareable Capital Reports
check icon Share with your client and work through it together
check icon Point out the factors impacting their credit score
check icon Review and compare their business performance
check icon Highlight overdue payments and risks to cashflow
3
Build a healthier future for your firm
check icon Expand your services, add value and impress your clients
check icon Cut down on admin and manage your time more effectively
check icon Embrace a shift to paperless, real-time digital accounting
check icon Help your clients discover a healthier way to do business
4
Keep track of your clients' bank and credit facilities
check icon Keep tabs on product renewal dates
check icon Business health and product utilisation alerts
check icon Open Banking enabled - data is refreshed daily

Book a demo and try Monitor out for yourself. We’ll take you through all the ins and outs.

BENEFITS OF Monitor

Help clients build stronger businesses

Some clients need help to keep on track with debt repayments. Other clients could easily improve their business credit rating. Monitor gives you the insight to help them take action. 

Impress in client meetings

Ready made or customised business health reports that are simple to share online or print for any client meeting. Be proactive about your 

Manage your time efficiently

Say bye to admin tasks. We identify funding opportunities so that you and your team don’t have to.  

Embrace paperless and real time future

One platform to manage all your clients’ banks and credit facilities. Centralised. In real time. Paperless.