Fill in the gaps.
Review source figures and complete clearly marked inputs for missing costs, adjustments, targets and staffing assumptions.
Your expertise.
Your firm's name on it.
Help clients spot the sales they're quietly losing. Set up your firm profile, add your branding and invite businesses with a link that's yours.
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Start with your firm
Create your partner profile or sign in to manage an existing one.
Sign in or create an account ↗Use your own account. No Xero password is requested here.
Partner registration and referral tracking are available here. Xero connection, analysis and production reports will be linked to the 4-sight app when ready.
Your firm profile
One link. Every introduction.
Send this link to a client to register their interest with your firm recorded as the introducer.
A referral does not grant access to a client's Xero account or financial data. Paid subscriptions, referral rewards and Xero connection are not activated by registration.
We prepare the evidence.
You add the expertise.
Offer clients a branded business review using editable Excel and Word packs. Add your judgement, agree actions and charge for the advice you deliver. Your firm sets its own service and fees.
Make the advice yours.
Generate an updated Word report from the completed inputs, then add your explanation and recommendations under your firm’s branding.
Keep the final say.
Approve each client report before delivery. A portfolio digest will link to separate client packs, helping your team focus attention.
Planned reporting: monthly, every 3 months, every 6 months and annually, aligned to client reporting periods. Planned coverage includes revenue leakage, VAT reserve estimates and staffing scenarios. Sourced sector and public competitor comparisons are a later phase.
These tools are on the roadmap. Editable report generation, scheduled delivery, financial analysis and payroll integrations are not active in this partner portal. Referral registration does not grant access to client financial records.