Business Advisors

Accountants and Professional Business Advisors

Client set up and forecasts in less than 3 minutes

Your brilliance, will improve your SME client's lives

But, number crunching and complex solutions frustrate you

We don't like complexity

…and nor do you. Why spend hours upon end loading your client data? Jazoodle keep things simple, and doesn’t mean your time is chewed up with frustrating mapping, admin, or model building. Jazoodle helps you build client insights in seconds and without all the fuss and kerfuffle.

Client set up in minutes

Our proprietary client import engine does all the heavy lifting for you, meaning your clients’ business health, forecasts and valuation is ready from start to finish in under 3 minutes. Imagine sitting down with your client at their next review and building their insights before their eyes

You control your client's insights

You’re in complete control of your client’s insights. Jazoodle integrates with your client data in Xero, (and shortly MYOB and Quickbooks) in seconds. Don’t like the data? Make changes to the underlying accounting entries and refresh, and voila, your insights are brought up to date before your eyes

Partnering with great businesses

We believe in helping build business success and that this is a joint responsibility. Our accountant and business advisor partnership program is designed to foster a long term, and collaborative partnership. It is not just about rewards, but ensuring you, your clients and wider society benefits from our relationship

Our advisor onboarding

We make it easy to get started with us! Jazoodle’s partner onboarding starts with an introduction to your dedicated account manager who will show you how to get the most from Jazoodle. We arrange initial training, and discuss the resources available to you. We’re also here to ensure that your partnership with us is profitable, and efficient for you and your clients.

Collaboration

Collaboration is highly important for us. As preferred partners, we will work with you in defining the future direction of our platform, create joint marketing and PR opportunities, and you can even create joint case studies and help define future functionality. We see our partners as long term collaborators playing a central part of both our future successes

Speak with one of our partner managers

Our advisory partners

We’ve produced lots of tools to go in your toolkit. From client checklists, to cheat sheets for understanding why the numbers in their business are changing. We even have great customisable point of sale posters for use in your business.

our vNext dashboard

we're launching the next iteration of Jazoodle in the coming months. Here's a sneak peek at what's coming. See our full roadmap here

Advisor FAQs

Search our FAQs by entering your search term below

What do I need to do to set up my business on Jazoodle?

Company setup: Jazoodle is highly secure and built upon the latest API standards. You will need access to the appropriate cloud accounting system - authentication is done via your normal login. We get the organisation details from your authenticated organisation in their cloud accounting system, for instance, Xero, such as company name. All we ask you to add is approximate number of employees, which industry they are in, and which year's data did you want to bring into Jazoodle and analyse

If you are resident in Australia, yes, we charge GST at the prevailing rate. We will issue you with a tax invoice once your subscription is confirmed

Yes, we can provide training for our advisory partners. We believe that Jazoodle can be integrated into your practice very easily, but if you require training to really maximise your use of Jazoodle and therefore your client offerings, we can arrange either 1x1 or group training.

Yes, with Jazoodle, you can sign up for our always free demo or if you want to assess Jazoodle using your own business data, when you connect your Xero system, we give you 14 days free trial. We don't ask you for your credit card details either until your trial ends, or you decide to subscribe before the 14 days are completed.

For our advisory partners, Jazoodle will work with you in integrating our solution into your business. Integration options include:

  • individual and group training
  • pilot client identification, setup and tracking
  • best practice discovery
  • client training

For our advisory clients, Jazoodle runs a partner program, which, will provide discounts based upon your partner level for each and every client you add onto the Jazoodle system. View our partner page for more details

Load More

What do I need to do to set up my business on Jazoodle?

Company setup: Jazoodle is highly secure and built upon the latest API standards. You will need access to the appropriate cloud accounting system - authentication is done via your normal login. We get the organisation details from your authenticated organisation in their cloud accounting system, for instance, Xero, such as company name. All we ask you to add is approximate number of employees, which industry they are in, and which year's data did you want to bring into Jazoodle and analyse

Setting up your free demo profile is simple and takes less than 3 minutes! Open our application here and click on "Sign Up"

Jazoodle Sign Up Screen

Then follow the on screen prompts and you will be sent an email to validate your email address

Jazoodle Sign Up Next

Once you have mastered the demo data that we supply, now you'd like to connect your Xero account and see our dashboard with your business data. We've made this as simple as possible for you to do. First, click on the "Get Started" button in the "My Plans" tab

Once you get started, then select which plan you'd like to subscribe to (we don't ask you for card details until the end of your trial). If you decide not to proceed after your trial, your account will simply be locked and your trial stopped.

Select Jazoodle Plan

then click "Connect to Xero" and the Xero secure API will be called to retrieve your data. Simply authenticate within Xero as prompted

Connect To Xero
Start Trial
Xero Authentication

Once authenticated successfully, Jazoodle will ask you just 3 questions to confirm your company details, the date range of the data you'd like to integrate, and your company size (for benchmarking purposes later)

StartTrial2

Once answered, Jazoodle will integrate your Xero data and your dashboard will be created

Load More

Jazoodle, Great Aussie Innovation

Alumni of UNSW Founders 10X program

Powered By Jazoodle

For Cloud Accounting Connected Businesses

For all Xero Connected Businesses

Powered By AWS

Download A Free Business Health, Valuation and Forecasting Guide

We’ve produced a handy little guide that will give you the lowdown on the 28 essential KPIs, business valuation methods, and forecasting available within our platform.

Fill out my online form

Speak with one of our advisory business integration specialists

Speak with us and our advisory integration specialists to see how Jazoodle will work for your business.

Fill out my online form