Watchful Eye is designed to help Advisors add value to your clients, improve engagement & increase loyalty.
Getting the most out of Watchful Eye
Xero + MYOB Assessment Report
The starting point for using Watchful Eye is generating a Xero or MYOB assessment report so that you have the power to judge how well your clients are using Xero or MYOB.
All you need to do is simply fill out our report template to generate client-specific recommendations for add-on apps, improvements to processes and internal controls, and suggested trainings, etc.
Watchful Eye gives each Xero or MYOB file a comprehensive quality score based on how well your company or client’s is using the Xero & MYOB functionality and their performance measures up against Watchful Eye’s extensive user database.
Use the Alert functionality to generate alerts as a good source of engagement with your Clients, query unusual activity as it happens.
Watchful Eye adds an extra layer of protection against human error and fraud, and provides tools to maximize client engagement and productivity.