Tech

Xero adds matchmaking tool to Advisor Directory 

The group’s Advisor Directory was built to help small businesses find a Xero certified accountant or bookkeeper in the same city or region

Xero has announced the launch of a new matchmaking tool to match small business owners with the right accountant or bookkeeper based on their industry, maturity and growth expertise. 

The group’s Advisor Directory was built to help small businesses find a Xero certified accountant or bookkeeper in the same city or region. 

As the pandemic has changed the way businesses and accounting and bookkeeping firms “think about how and where they work”, Xero has evolved the directory to include a new matchmaking tool to make it easier for small businesses to find the right advisor. 

The new tool takes into account industry, business maturity and regional ambitions, not just their physical location.

Businesses can still use the Advisor Directory to search by location, while the new tool will give those who sign up a tailored list of potential individual advisors, curated by Xero’s matchmaking algorithms. 

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Once connected, advisors can “focus on providing small businesses with the professional advice they need to bolster their cash flow, build on new financial opportunities and find the right business and technology tools to operate effectively”. 

The latest tool in the Advisor Directory, which connects to thousands of accountants and bookkeepers globally, lists individual advisors, and markets their unique expertise and skills to potential clients.  

Rachael Powell, chief customer officer at Xero said: “Finding the right advisor 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.

“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.” 

She added: “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.”

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