Request your magic link

Use the work email tied to your invite. If that address is active in the pilot, we will send a fresh single-use sign-in link.

No public signup. Founder-admins issue access manually and assign workspace access before sign-in.

  1. 1

    Open the newest email

    Use the latest magic link sent to your work inbox. Older links expire and stay single-use.

  2. 2

    Confirm sign-in manually

    The extra confirmation step prevents mail scanners and preview bots from consuming the link for you.

  3. 3

    Land in your assigned workspace

    Every workspace maps to a single Xero tenant, so you start with the right overdue queue and sync context.

Invite-only access Single-use magic links One workspace per Xero tenant

This pilot is built for internal operators who need a calm working surface before they reach out to a client. The goal is not to automate away judgment. It is to make the next conversation clearer, safer, and better timed.

Prioritize the riskiest accounts

Group overdue work by customer instead of chasing scattered invoice rows, so the right accounts get attention first.

Keep ownership visible

Track who owns the next move, where a promise stands, and whether a case is paused, active, or blocked by an exception.

Carry the Xero context with you

Stay close to tenant connection health, sync status, and the live account context that shapes each collection decision.

What invited teams get after sign-in

A grouped overdue queue, owner-aware case timelines, workspace sync visibility, and founder support paths when a pilot tenant needs intervention.