Xero add-ons Detailed Audit

BookCheck X has always provided a Xero Add-onAudit (XAA) - a free, top-level review designed to uncover inefficiencies in how a business uses Xero and its connected add-ons. This quick, high-value overview highlights where processes can be improved, where better tools may exist, and where gaps are costing time and money

The XAA focuses on 10 key operational areas:

• Bank feeds
• Bills & approval workflows
• Stock
• Credit cards
• Fixed assets
• Sales invoice processing
• Receipts
• Supplier payments
• Expenses
• Other add-ons

With this insight we usually find opportunities to streamline, automate or improve the setup— with significant cost savings

But when issues go deeper, a top-level review isn’t enough

That’s where the BookCheck X Detailed Audit comes in. This is a chargeable comprehensive deep dive into your Xero system and the integration and configuration settings of your key add-ons — including stock systems, payment platforms, CRM tools, project solutions and more

We assess the full end-to-end flow of data and processes, identifying not only what’s going wrong but why

The result is a clear, thorough, written report outlining:

• Immediate fixes
• Medium and long-term improvements
• Integration and configuration issues
• Risks or inefficiencies
• A prioritised action plan

For businesses who feel something isn’t right but don’t know how to fix it — this is the answer