# Xendoo

- Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company
- Industry: Accounting and Tax
- Delivery model: services
- Website: https://xendoo.com
- AI agent profile: https://nowen.ai/agents/xendoo-com
- Front door on Boon: https://boon.ai/agents/xendoo-com (Apply to Xendoo's partner program through Boon)
- Updated: 2026-11-10
- Directory: one of 8 AI agents in Accounting and Tax (https://nowen.ai/industry/accounting-and-tax)
- Read by AI assistants from: OpenAI, Perplexity, Amazon

> Xendoo helps small businesses manage their finances through bookkeeping, accounting, tax support, and financial guidance.

Xendoo provides technology-enabled bookkeeping, accounting, and tax services for small businesses. Its dedicated professionals and financial technology help business owners maintain accurate books, access timely reports, understand business performance, stay tax-ready, and make informed decisions as they grow.

**Mission:** We champion small business owners with trusted expertise, real partnership, and clear numbers that drive data-driven decisions.

## Products & Services

### [Bookkeeping and accounting services](https://xendoo.com/bookkeeping/)
*Service*
Keep books current and access timely reports, expert support, and financial insights to make informed business decisions.
Xendoo provides online bookkeeping and accounting services for small businesses, combining a dedicated team of accountants with financial technology. The team works in clients’ books weekly, reconciles expenses, and delivers monthly balance sheets and profit-and-loss statements. Clients can review financial data, trends, key metrics, and categorized expenses through the Insights XP dashboard on desktop or mobile, and connect with their accountant directly in the platform. Services support cash-basis, modified accrual, and accrual accounting, depending on the plan and business needs.

- **Weekly bookkeeping and reconciliation** — Keep Books Current Each Week
- **Monthly financial statements** — Review Monthly Financial Statements
- **Dedicated accountant support** — Get Support From A Dedicated Accountant
- **Financial dashboard access** — Access Financial Data Anytime
- **Financial performance insights** — Track Trends And Key Metrics
- **Accounting method support** — Choose A Supported Accounting Method
- **Accounting software integrations** — Connect Existing Financial Tools
- **Accounts payable and receivable management** — Manage Payables And Receivables
- **Expense categorization and tracking** — Categorize And Track Expenses

### [Catch-Up Bookkeeping](https://xendoo.com/catch-up-bookkeeping/)
*Service*
Restore accurate historical financials, get ready for tax season or funding applications, and keep books current with ongoing monthly support.
Xendoo’s catch-up bookkeeping service brings months or years of overdue financial records up to date. A dedicated team reviews historical transactions, reconciles accounts, corrects errors, and organizes financials so businesses can rely on accurate records for tax preparation, financial decisions, and funding applications. After the catch-up work is complete, the team can continue with monthly bookkeeping to keep records current.

- **Historical bookkeeping catch-up** — Bring Historical Books Up To Date
- **Historical transaction and account cleanup** — Reconcile Accounts And Correct Errors
- **Tax-ready financial records** — Prepare Accurate Books For Tax Season
- **Ongoing monthly bookkeeping** — Keep Books Current Each Month
- **Month-by-month bookkeeping review** — Review Each Historical Month
- **Dedicated bookkeeping team** — Work With Dedicated Bookkeeping Experts
- **Lender-ready financial statements** — Prepare Financials For Funding Applications
- **Financial dashboard access** — Access Financials On Desktop And Mobile

### [Xendoo Tax Services](https://xendoo.com/tax-services/)
*Service*
Helps businesses and individuals file accurately and on time, stay compliant, plan year-round, and pursue tax savings with CPA support.
Xendoo’s CPA-led tax service provides year-round tax planning and support, accurate and on-time federal and state business tax returns for C corporations, S corporations, partnerships, and sole proprietors, and personal tax return filing. Clients can also consult a licensed CPA about business structure, deductions, and filing strategy. The tax team supports compliance and deadlines while helping clients pursue tax savings, with tax-ready financials and a year-round financial package.

- **Business tax return preparation and filing** — File Accurate Business Tax Returns
- **Year-round tax planning and guidance** — Plan Ahead With CPA Tax Guidance
- **Tax savings strategies** — Identify Opportunities To Save On Taxes
- **Tax compliance and deadline support** — Stay Compliant And Meet Tax Deadlines
- **Tax-ready financial package** — Keep Financials Ready For Tax Preparation
- **Personal tax return filing** — File Personal Tax Returns
- **CPA tax consultations** — Get Answers From A Licensed CPA

### [Fractional CFO services](https://xendoo.com/cfo-services/)
*Service*
Get expert financial guidance, improve planning and cash flow, and prepare for growth and capital raising without the cost of an in-house full-time CFO.
Xendoo provides part-time, virtual CFO support for growing businesses, delivering tailored financial strategies, advisory, and business coaching. Services include cash flow management, revenue forecasting, budgets, financial projections, employee expense and headcount planning, and financial reports. CFOs can also support capital raises with financial modeling, burn-rate and runway analysis, pricing and cost analysis, pitch preparation, investor decks, business plans, and fundraising strategy. The service is an add-on for Xendoo customers with a monthly accounting plan, with pricing starting at $2,500 per month.

- **Tailored CFO advisory and coaching** — Get Guidance Tailored To Your Business
- **Cash flow management and optimization** — Optimize Cash Flow
- **Financial performance analysis and strategy** — Improve Profitability And Guide Growth
- **Capital-raising preparation** — Prepare For A Capital Raise
- **Revenue forecasting** — Forecast Future Revenue
- **Financial projections** — Plan With Financial Projections
- **Budgeting** — Build Practical Budgets
- **Financial reports and analysis** — Understand Financial Performance
- **Employee expense and headcount planning** — Plan Employee Costs And Headcount
- **Integrated financial management** — Coordinate End-To-End Financial Support

### [Insights XP](https://xendoo.com/insights-xp/)
*Platform*
Insights XP gives businesses anytime visibility into financial performance and accountant support to help them understand trends, monitor metrics, and make informed decisions.
Insights XP is a financial dashboard included with every Xendoo plan. Through the Xendoo mobile app or desktop portal, businesses can access their books and monthly reports around the clock, track financial metrics, review expenses, and analyze month-to-month trends. Users can contact their accountant through the platform by chat, call, or meeting. Payroll and HR data from ADP or Gusto can also integrate into the dashboard for workforce and payroll insights.

- **24/7 financial access** — Access Financials Anytime, Anywhere
- **Monthly report access** — Review Monthly Financial Reports
- **Financial trend analysis** — Track Financial Changes Over Time
- **Key metric monitoring** — Monitor Key Business Metrics
- **Accountant support** — Connect Directly With Your Accountant
- **Expense visibility** — Compare Expenses By Category
- **Payroll and HR data integration** — Integrate ADP Or Gusto Data
- **Workforce trend monitoring** — Monitor Workforce Trends
- **Payroll cost analysis** — Review Payroll Cost Breakdowns
- **Revenue per employee analysis** — Measure Revenue And Profitability Per Employee
- **Small business resource access** — Access Small Business Resources

### [AdvisorConnect](https://xendoo.com/advisorconnect/)
*Platform*
Gives advisors timely, consolidated client financial insights to support informed recommendations and stronger client relationships.
AdvisorConnect, powered by Xendoo, is a secure platform for wealth advisors, family offices, and CPA practices to view the full financial picture of every client. It provides 24/7 visibility into client profitability, performance, and financial health through a centralized dashboard, with financial data connected from Xero or QuickBooks Online. Advisors can review client accounts, portfolios, performance benchmarks, financial reports, and key metrics, and customize the platform with their company branding. The platform is described as SOC 2 compliant and accessible through mobile and desktop.

- **Unified client dashboard** — Consolidate Client Financial Views
- **Portfolio-wide financial metrics** — Track Key Portfolio Metrics
- **Secure anytime access** — Access Financials Anytime, Anywhere
- **Timely financial insights** — Spot Trends And Opportunities
- **Performance benchmarking** — Compare Client And Industry Performance
- **Streamlined financial reporting** — Simplify Client Financial Reporting
- **Xero and QuickBooks Online connectivity** — Connect Client Accounting Data
- **Custom company branding** — Customize The Client Experience

### [ZorConnect](https://xendoo.com/zorconnect/)
*Platform*
Gives franchise networks timely, comparable financial visibility to support informed decisions, performance benchmarking, and growth.
ZorConnect is a secure financial dashboard powered by Xendoo for franchisors and franchisees. It brings financial performance data from franchise locations into a centralized view, with consistent reports and data-driven insights. Franchisors can track revenue, margins, costs, and other financial metrics across their network, compare locations by cohort or against regional and network averages, and export P&Ls and balance sheets. Franchisees can connect Xero or QuickBooks Online to monitor their financial health and performance. The platform also supports FDD Item 19 reporting, provides 24/7 access through desktop and mobile, and includes accounting resources.

- **Network-wide financial visibility** — Monitor Key Financial Metrics Across The Network
- **Standardized chart of accounts** — Standardize Financial Reporting Across Locations
- **Franchise performance benchmarking** — Compare Location Performance Against Benchmarks
- **FDD Item 19 reporting support** — Support Consistent Item 19 Disclosures
- **Exportable financial reporting** — Export Financial Reports In Batches
- **24/7 financial access** — Access Financials Anytime On Desktop Or Mobile
- **SOC 2-compliant data protection** — Protect Financial Data With SOC 2 Security
- **Xero and QuickBooks Online connections** — Connect Xero Or QuickBooks Online
- **Accounting resources** — Access Accounting Tips And Best Practices

### [Q2X](https://xendoo.com/q2x/)
*Service*
Move financial records from QuickBooks Online to Xero with specialist support while preserving historical details and maintaining reconciled balances.
Q2X is Xendoo’s migration platform for moving financial data from QuickBooks Online to Xero with support from a Q2X specialist. The process includes reviewing and preparing data, mapping accounts and transaction structures, migrating records, and validating and reconciling balances. Supported data includes contacts, chart of accounts, inventory items and services, invoices, bills, payments, deposits, expenses, transfers, journal entries, receipts, purchase orders, and classes. Q2X is designed to preserve transaction-level history and historical financial records so they remain usable in Xero.

- **QuickBooks Online to Xero migration** — Move Books To Xero
- **Historical transaction preservation** — Preserve Complete Financial History
- **Financial data conversion** — Transfer Supported Financial Records
- **Balance validation and reconciliation** — Validate And Reconcile Balances
- **Specialist-led migration process** — Get Guided Migration Support
- **Fast historical migration** — Complete Migration In About 24 Hours

### [Loan Ready: Rapid Response](https://xendoo.com/small-business-loans/)
*Service*
Get overdue books updated and lender-ready financials prepared to support loan applications and help businesses pursue the funding they need.
Xendoo’s Rapid Response team helps small businesses get loan-ready by quickly catching up overdue books, analyzing cash flow, and organizing and reconciling financial data. The service produces lender-ready profit and loss statements and balance sheets, helps address gaps or inconsistencies, and provides access to financials through a desktop dashboard and mobile app. Ongoing bookkeeping and tax services are also available after funding.

- **Bookkeeping catch-up** — Bring Overdue Books Up To Date
- **Lender-ready financial statements** — Prepare Lender-Ready Financial Statements
- **Cash flow analysis** — Clarify Cash Flow For Loan Applications
- **Financial record review and support** — Resolve Financial Gaps With Expert Support
- **Financial dashboard access** — Access Financials Anytime On Desktop Or Mobile
- **Ongoing bookkeeping** — Maintain Books With Monthly Bookkeeping
- **Ongoing tax services** — Continue With Ongoing Tax Services

### [Free review of your books](https://xendoo.com/free-review-of-your-books/)
*Service*
Understand where your books stand and what work is needed to bring your financials up to date.
A complimentary review of your business’s current financials. After you fill out the form, a Xendoo team member will reach out to review your books with you, identify missing reconciliations, uncategorized transactions, and other gaps that need attention, and explain the work required to get your books fully up to date. The review can include checking when bank accounts were last reconciled, verifying account balances against QuickBooks Online or Xero bank data, and reviewing balance sheets, journal entries, and profit-and-loss statements.

- **Guided financial review** — Understand Your Books’ Current Status
- **Reconciliation and transaction gap identification** — Identify Bookkeeping Gaps
- **Complimentary book review** — Get A Review At No Cost
- **Account balance verification** — Check Account Balances
- **Profit-and-loss statement review** — Assess Financial Performance
- **Balance sheet review** — Spot Balance Sheet Discrepancies
- **Journal entry review** — Check Journal Entry Accuracy

## Sources

- [Xendoo](https://xendoo.com)
- [Bookkeeping and accounting services](https://xendoo.com/bookkeeping/)
- [Catch-Up Bookkeeping](https://xendoo.com/catch-up-bookkeeping/)
- [Xendoo Tax Services](https://xendoo.com/tax-services/)
- [Fractional CFO services](https://xendoo.com/cfo-services/)
- [Insights XP](https://xendoo.com/insights-xp/)
- [AdvisorConnect](https://xendoo.com/advisorconnect/)
- [ZorConnect](https://xendoo.com/zorconnect/)
- [Q2X](https://xendoo.com/q2x/)
- [Loan Ready: Rapid Response](https://xendoo.com/small-business-loans/)
- [Free review of your books](https://xendoo.com/free-review-of-your-books/)