Before you close the books on FY2026, your Xero data needs to be clean, reconciled and ready — not just for compliance, but so the lodgement process doesn't turn into a back-and-forth with clients over unreconciled accounts and missing entries.

This session covers the structured data quality review process from start to finish, with specific Xero steps and three different AI methods depending on your practice setup and client confidentiality requirements.

The two methods we cover:

Method 1 — Xero CSV export into Claude
Method 2 — Windsor and the Xero connector

What we cover in the session:

— The areas  to check in every Xero client file before year-end.
— The specific Xero reports to pull for each area
— Data safety: what you should know before using each AI method with client data
— Method 1 live demo: account anomaly check using Claude
— Method 2 live demo: Windsor pulling live Xero data with no export needed
— How to generate a client-ready workpaper note using Claude in under two minutes

— Use Syft (which is now part of Xero) to check on data accuracy

What is included:

— 60-minute live session with Q&A
— Replay available 
— 25-point data quality checklist 
— Four-prompt Claude pack 
— Windsor setup 
— 1 CPD hour

This session suits accountants, bookkeepers and payroll officers preparing Xero files for year-end. It is not a Xero basics session — it assumes you are familiar with Xero reports and navigation.

 

Disclaimer:

Whilst we take great care in delivering accurate information in our webinars the information presented and any supplementary materials we may supply, are provided to registrants for educational and information purposes only. Nothing contained in our webinar is to be considered as the rendering of accounting advice for specific sets of circumstances and we recommend that you seek appropriate accounting advice that is tailored to your specific circumstances. No fiduciary relationship is formed by registration in any webinar or associated materials we provide.