Xero Bulk Connection
Connect Your Entire Xero Portfolio in Minutes
If your clients use Xero, bulk connection can dramatically speed up the Portfolio Review process.
Rather than connecting clients individually, you can authorise multiple businesses quickly and begin generating insights across your portfolio.
Why This Matters
The firms that gain the most value from CORE Insights are usually those that connect a large proportion of their client base.
The broader your portfolio review, the more opportunities can be identified.
Follow the video below to complete your bulk connection.