Xero client onboarding

Move approved onboarding data into Xero without retyping it

Nuvoraq helps accounting firms collect client details, review what has been submitted and sync approved contact information into Xero.

A simpler Xero onboarding workflow

1. Collect

Gather client information and documents through a secure onboarding flow.

2. Review

Staff check the information and approve what should move forward.

3. Sync

Send approved contact details to Xero or export a Xero-compatible CSV.

Uploaded documents remain in Nuvoraq and are not sent to Xero.

Reduce repetitive admin between onboarding and accounting systems

The goal is not to remove staff review. It is to remove unnecessary copying, chasing and repetitive steps while keeping the firm in control of what is approved.