Xero's built-in AI lives inside the client file to help the owner code transactions. Review Copilot lives outside it — on the firm's side — to help you review every owner. Ten AU-specific risk checks across every client, ranked weekly, on every partner's desk Monday 8am.
Xero read-only · Sydney-hosted · Built for AU BAS, super and ATO timing — not generic SaaS bookkeeping
Why a firm-side AI matters
In-Xero AI assistants only see one file at a time, from the owner's seat. Review Copilot sees every client across the practice and ranks them — so the partner walks into Monday knowing where to look first.
BAS lodgement windows, SG super timing, ATO ABN checks, AUD thresholds — built into the rules. No US/UK noise, no generic SaaS bookkeeping logic. Sydney-hosted, AU compliance first.
Override a rule once for a client and the system remembers. Tune thresholds firm-wide. Saris — your in-app analyst — answers questions in your firm's voice, against your firm's data. Not a generic chatbot.
The review layer that doesn't scale
A junior reviewer catches 30-60% of real risks. The rest surface later — often after the partner has already signed off on the file.
Missing receipts, uncategorised transactions, bank rec backlog. Two weeks of email ping-pong for every quarter.
Every new client adds review hours but not revenue. Margins compress quietly until someone notices.
How it works
Partner-level OAuth to Xero. Read-only, no passwords ever seen. One click imports every tenant in your practice.
Ten risk rules, four multi-month trend detectors, BAS pre-check and super overdue alerts run across every file. Results persist, so you see drift over time.
Every partner gets a ranked PDF. Red = call today. Amber = review this week. Green = fine. Chase emails for missing data fire automatically.
What's inside
Eight built-in AU industry profiles with tiered thresholds. Override per client in one click.
Ask in plain English: "show me all retail clients with AR >$50k that's over 45 days old". Fifteen underlying tools run against your scan data and live Xero reads.
Every partner can tag a rule as "ignore for this client" once — the system remembers. False-positive rate drops with use.
Pricing
Plans are sized by total active Xero clients in your practice. No per-seat fees. No hidden module upgrades.
Up to 30 clients
AUD ex GST
Start 14-day trialUp to 100 clients
AUD ex GST
Start 14-day trialUp to 500 clients
AUD ex GST
Start 14-day trialNeed more than 500 clients or custom integration? Let's talk.
Frequently asked
Thirty-minute demo. We walk through a live sample scan on an anonymised Xero file, show the weekly PDF, and answer whatever's on your mind. No deck.
Or email [email protected] · Response within 24 hours AEST