Test the integrity of your client’s xero file now*
*Single sign in with Xero, no email & no credit card required.
With the integration of the sign in with Xero function, Zerlock provides a secure and seamless experience enabling access and analysis directly across all your xero clients, for all your team.
Designed to support your practice across your entire client portfolio, simply add your clients and centralise the evaluation and management of your Xero organisations from the Xero Health Score dashboard.
Review the data integrity of all clients simultaneously using the traffic light system, simply choose which clients are ready for review and those that need further attention by the client or the bookkeeper.
With the integrity of the data evaluated for specific date ranges (monthly/quarterly), expand the Report and click directly through to the highlighted transactions needing review, it’s that fast.
Run a specific Advanced Query anytime across your entire Xero Client portfolio or just one, simply select the Organisation/s and the Advanced Query you want to run & include the date range of interest.
Saving your practice and your client time, export the Query Results .csv file for immediate review and attention. Provided with the transaction hyperlinks for an even faster response.
Reduce WIP write-offs and identify the anomalies in your client’s Xero data at an unrivalled pace.
Click directly into the transaction in question to take corrective action.
Confidently advise to your clients based on accurate, complete and consistent Xero data to drive their growth & yours.
Zerlock’s data analysis will provide unparalleled insights into your client’s Xero data Integrity.
Irrespective of how they got there, instantly view all draft transactions across multiple organisations to ensure all processing has been completed.
Know when you’re ready to run reports, with clarification that manuals journals have been done and are consistent.
Maximise all tax refunds by quickly reviewing transactions where more than one GST Type has been used for a Contact or Account Code
Measure performance quickly by reviewing all contacts who have been coded to more than one account code.
Duplicates are easy to create when you have auto bank feeds, so we make sure you see all suspect duplicate transactions, including bills, spend money and manual journals.
Based on the concept of Garbage in means garbage out, Zerlock has been developed to enable custom query creation to find out what you want to know about your client’s data.
For 30 days use the Xero Health Score across your Xero Client Portfolio - and see who is ready for Q2 Review & lodgement
*Trial of 30 days without commitment or credit card details. Head to our pricing page to find the best plan for your practice.