Introducing Firm Insights

Close Dashboard

A new firm-wide dashboard giving you a real-time view of close health across all clients. Track overdue clients, clients at risk of delay, repeat delay patterns, close status distribution, and average close time — filterable by month, customisable per firm, and exportable to Excel. Watch video

Close Overview

A firm-level table showing close status for all clients across the last 6 periods in one view. Add client properties as columns, reorder, sort, filter, and export — giving you a complete historical snapshot without opening individual clients. Watch video

Bookkeeping Dashboard

A new view under Firm Level Insights showing bank feed and reconciliation status for every bank account across your connected QBO client files. Powered by the Xenett browser extension, with live search, Excel export, and per-console last-updated timestamps. Watch video