Customer Compass Explained: AI Decision Agent for Xero

Customer Compass is an AI decision agent for service businesses on Xero. Reports, charts and dashboards leave you to interpret them. Compass finds the moves: the client going quiet, the one you are under-pricing, the cash you are leaking. Each week it reads your Xero data, checks it for the signals that matter across cash, clients and pricing, and drafts the first action for each: the chase email, the price note, the re-engagement message.

What you get is a short list, ranked by what each move is worth to you, with the first step drafted. Every figure is computed in code, and the AI only writes the words. It acts in Xero only when you approve. Then it sends the reminder, creates the quote or tags the client, and logs it.

It never moves money, and never deletes records. And every client lands in a group to keep, grow, renegotiate or review, mirrored back into Xero, so your books reflect your strategy. For consultants, agencies, freelancers and trades, and the accountants who advise them. Customer Compass is live in the UK, and won its category at Xero's own hackathon.

Reach out to us, and we will help you see what it can do with your Xero data.