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Tidy Rook

Read-only Xero review and client document request lists for US bookkeeping practices.

$29 per month plus applicable tax; 14-day no-card trialSubscription

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About

Tidy Rook helps US Xero bookkeeping practices review missing-document status and prepare client document request lists. It reads Xero data using read-only scopes. Users review the findings and export request lists manually; Tidy Rook does not automatically email clients. The subscription supports up to five US Xero organizations per practice. A 14-day trial covers one US Xero organization, with no card required and no automatic charge. Operated by Capiri Ltd.

Features

  • US Xero organizations only
  • Read-only document-status review
  • Human-reviewed request-list exports
  • Manual exports; no automatic client email

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