mynumbers
For Accountants & Bookkeepers

Your clients stop asking
“are we okay?”

mynumbers is not a compliance tool and it does not do your job. It gives the client a readable view of their own Xero data between your conversations, so your hours go on advice rather than re-explaining the same five reports.

What changes

Less explaining, more advising

1

Fewer basic questions

Clients stop emailing to ask whether they can afford something. They open mynumbers, read the bottom line, and come to you with the real question instead.

2

They chase their own debtors

The collections queue ranks overdue invoices by pain and hands them a chase email. Cash comes in without you having to nag on their behalf.

3

Better conversations at review time

When a client already knows their margin is thin and one customer is half their revenue, the meeting starts at advice rather than explanation.

Where we stop

We stay out of your ledger

The most common question we get from practices is what exactly this touches. Here is exactly what it does and does not do.

  • Read-only connection through Xero's official API
  • Nothing is ever written back to the ledger
  • Your client owns the connection and can revoke it anytime
  • mynumbers does not file, reconcile, or replace your work

Want the client-side view first? See what your clients would see