Xero + XPM + FYI.
The practice system knows the time. The document system knows the work. The ledgers know the money. A firm runs on all three, and reports on none of them together - until they land in one place.
For accounting firms running Xero Practice Manager and FYI · For firms and advisors →
One system answers questions about itself.
Most firm reporting stops at the practice system, because that is where WIP lives. But WIP against fees needs the ledger, client profitability needs both plus the client's own file, and half the context an adviser reaches for is in FYI rather than either. Purpose-built pipelines land all three in one database, reconciled, so the question can span them - and row-level security means a client manager sees their eleven clients and nobody else's.
Ask it, and where the answer comes from.
“Which clients are actually profitable, after the time we really spend?”
XPM holds the hours and cost rates, Xero holds the fees billed. Joined at client level, the blend shows recovery per client and per job type - including the clients whose fee has not moved in three years while the hours have.
“Where is WIP ageing, and who is sitting on it?”
WIP by partner, by manager and by age band, read from XPM and reconciled against what was ultimately billed in Xero - so write-offs show up as a pattern with a name on it, not a year-end surprise.
“Who is under-recovering, and on which kind of work?”
Utilisation and recoverable rate per staff member from XPM, against the fees that work produced. The answer distinguishes a person problem from a pricing problem, which the practice system alone cannot do.
Standing instructions people put on this stack.
A Pulse is not an alert - it is work carried out end to end and sent to the right people. How Pulses work →
“Now the whole firm's reporting runs off Practice Manager and consolidates across every Xero file we touch. It is just there on the Monday.”
Xero + XPM + FYI, answered.
Does VibeCFO connect Xero Practice Manager and FYI together?
Yes. XPM and FYI Elite each have their own purpose-built pipeline, landing alongside Xero in one database. The point is not either connection alone - it is that WIP, documents and the ledgers become one reportable surface.
Can staff see only their own clients?
Yes, enforced before the query runs. Row-level security scopes every question and every report to the clients that person is allowed to see - which is what makes firm-wide rollout possible past two partners.
What if half the firm is on XPM and half on something else?
That is common, and it is the exact case a warehouse handles: each system keeps its own pipeline, and reporting spans both. One firm on the platform runs XPM and FYI side by side and consolidates across the pair.
See Xero + XPM + FYI on your own data.
Connect the pair in your guided 14 days and ask the questions above of your own numbers - that is the whole trial.