Multi-client practice portal

XAIO Accountant

A practice portal for accountants and bookkeepers. Every client in one dashboard, with BAS workflow and reporting built in.

Practice › Client dashboard
  • Smith Electrical Pty LtdBAS ready
  • Northside Cafe3 queries
  • Harbour PlumbingReconciled
  • Wattle ConsultingAwaiting records
BAS due 28 Oct · 4 of 4 clients on track
Illustrative, demo company data

See it work

Every client, one screen.

Practice › Client dashboard
  • Smith Electrical Pty LtdBAS ready
  • Northside Cafe3 queries
  • Harbour PlumbingReconciled
  • Wattle ConsultingAwaiting records
BAS due 28 Oct · 4 of 4 clients on track
Illustrative, demo company data
  • Multi-client switcher and unified dashboard

    Every client file one click away, with the state of their books visible before you open them.

  • BAS workflow queue

    Due dates and statuses across every client in one queue, lodgement season as a checklist, not an inbox archaeology dig.

  • Reports across clients

    P&L, cash flow and balance sheet for any client, built from ledgers you can trust because you can trace every figure.

  • Document requests and client messaging

    Chase the missing receipt inside the file it belongs to, requests and replies attached to the client, not lost in email.

  • Free for your practice, wholesale for your clients

    Approved practices run their own books on XAIO free, buy client subscriptions at a wholesale discount that grows with your client count, and bill clients directly.

Locked periods

Locks warn and yield. They never wall.

Close a period and a correction to it still opens, with the lock named on screen and the change logged against whoever forced it. Nobody is ever hard-blocked from fixing a mistake, and nobody fixes one quietly.

Settings › Audit log, 11 Aug 2026
  • 09:42

    invoice INV-0042 approved

    by owner@demo-company.com.au

  • 09:43

    journal J-1287 posted

    by approve_invoice RPC

  • 09:44

    pulse_action draft_reminder approved

    by owner@demo-company.com.au

  • 11:02

    tax code GST → Coffee changed

    by owner@demo-company.com.au

  • 14:28

    pay run PR-0021 finalised

    by owner@demo-company.com.au

Every books, payroll and HR change is attributed and time-stamped.

Illustrative, demo company data

One sign-in across every module.

XAIO Accountant works on its own, but it’s even better connected to the rest of the suite. One login, one ledger, one number.

FAQ

XAIO Accountant, answered.

Is XAIO really free for practices?

Yes, approved accounting and bookkeeping practices run their own practice on XAIO free of charge: Books, Payroll, Roster and Pulse AI included. See the partner programme for how approval works.

How does the partner discount work?

Your tier climbs automatically with your active client count, from 5% off client subscriptions at Bronze up to 20% at Platinum. You bill your clients directly and keep the margin.

Can I join my client’s existing XAIO file?

Yes, clients can invite their accountant or bookkeeper into their workspace at no extra cost, with an advisor view of the same books and Pulse insights.

Run the business. Let XAIO handle the rest.

50% off for 24 months, then list price · AUD incl. GST · no lock-in

Everything happens once.