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We've connected Socket with Xenon Connect, the bookkeeping health check tool that scans your clients' data in Xero, QuickBooks, FreeAgent, or Sage to flags issues, improve accuracy and provide insight into financial performance indicators.
With Xenon connected to Socket your client data now flows straight through your tech stack, so you can drive your client work and price monitoring with real client data.
“We’re delighted to partner with Socket to bring Xenon Connect’s bookkeeping activity and complexity data directly into their pricing intelligence platform. By combining live data insights with Socket’s pricing and repricing capabilities, firms can make far more informed, data-driven decisions around client fees.
This integration gives accounting and bookkeeping firms clearer visibility into the true effort behind each client relationship, helping them identify underpriced work, support fair repricing conversations, and ultimately improve profitability with confidence.”
Gareth Salomon, Founder, Xenon Connect
What the integration lets you do
Connect Xenon to get your client data inside Socket:
- A client Health Score for every Xenon-connected client. Healthscores show on your client list and client profile, so you can see at a glance which clients have clean books and which need attention.
- Feed client numbers into your pricing drivers and proposal builder. When you start a new proposal, the client's facts are already in place, and Socket auto-suggests the right driver options based on the live Xenon data (and you can override any of them if you need to.)
- Monitor the client numbers that drive Price Monitoring - automatically. The latest figures are pulled in on a regular schedule and update the data behind your analyses in the Price Monitoring module. The numbers you can monitor are:
- Sales invoices per month
- Bills per month
- Bank statement lines per month
- Transactions per month
- Annual revenue
"Xenon is an amazing tool to keep their clients' books clean. Bringing that same data straight into Socket means you can automatically monitor whether every client is still priced correctly as their volumes change, and make the updates straightforward when they're not. Repricing goes from a once-a-year exercise and starts working as an active part of your practice strategy."
Jonathan Gaunt, Co-founder, Socket
Try it today
Head to Settings > Integrations, find Xenon Connect, and connect your API key. Your clients' numbers and Health Scores will start landing on the next sync.
For the full walkthrough, read the help guide.
New to Socket? Start your free trial and see what Xenon-powered pricing looks like across your client base.
