Xero Assurance Dashboard was released today, giving trusted advisors the ability to monitor client financial data in real-time to protect its accuracy and integrity. Assurance Dashboard complements a traditional audit by uncovering items requiring attention as it happens, as opposed to months after the fact, when it may be too late to matter.
The Xero Assurance Dashboard provides advisors the ability to:
- Review a heatmap of user activity to show a detailed history of what was completed and pending
- Check bank account transactions that have been deleted, altered or manually reconciled
- List of contacts and completed or upcoming invoices/bills
Want to learn more? You can find more detail and a short video on the Xero Blog post online here.