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Xero adds new adviser matchmaking function

Accountants and bookkeepers on Xero will now have better access to small businesses based on their industry and business maturity, following a refinement to its adviser directory.

Technology Reporter 15 February 2021
— 1 minute read

The accounting software provider has today added a new functionality to its adviser directory, allowing small businesses to pair up with an accountant or bookkeeper based on their industry, business maturity and regional ambitions.

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The new tool requires small-business owners to fill out key information on the business, before Xero’s matchmaking algorithms compile a list of three tailored accountants and bookkeepers best suited to their needs.

Xero chief customer officer Rachael Powell said the new matchmaking tool was a result of COVID-19, which changed the way accountants and their clients approached work and where it was done.

“Finding the right adviser is one of the most important decisions a business owner can make, especially if they are looking to grow or make it through tougher periods,” Ms Powell said.

“As businesses navigate difficult economic circumstances around the world, we want to make it easier for them to get professional accounting advice based on factors like their location, industry, maturity as a business, and growth ambitions.

“By using smart technology and enabling a human connection between the two, we believe that we can support deeper and long-lasting relationships that allow small businesses to get on with running their business.”

Xero notes that small businesses looking to search for an adviser by location can still continue to do so.

Xero adds new adviser matchmaking function
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