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 – Advisor only feature
The ‘Advisor Only’ feature generates 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, amongst other exciting features.
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.
Watchful Eye adds an extra layer of protection against human error and fraud, and provides tools to maximize client engagement and productivity.
Find out more about Watchful Eye
Advisor Playbook coming soon