Manage unlimited Xero clients on one screen
If you’re an accountant with a number of clients using Xero, it can be time consuming, logging in and out of Xero, to manage their financials one at a time.
Say hello to Scoop. Our clever software lets you link multiple clients from Xero and view a snap shot of all their key data on one screen.
Take 2 minutes to find out more
Key benefits of integration
For the first time you can view a summary of all your Xero clients’ financials on one screen, no need to switch between client data sets
The key feature of Scoop is our unique Report Grid where you can see all your linked clients’ summarised data on one screen: includes VAT status, bank balances, debtors, year to date profit/loss position and net worth. You can also drill down from the grid to see more detail on the client review page, and add notes and alerts.
You can set up unlimited users so that all your team can access and contribute to a practice wide review diary for each client. No more double-guessing what was done before…
Our User Management screen allows you to set up access to Scoop for an unlimited number of your partners and staff. You can also link client managers to a responsible partner. This latter feature means you can filter your Report Grid view to focus on client groups managed by a particle user.
Scoop automatically refreshes your Xero data daily, so you are always viewing current data. The sync takes place overnight.
You can change the overnight sync schedule by accessing the Default settings feature. This allows you to determine which days of the week your data is updated.
You only need to link a client’s Xero data to Scoop one time – and the process takes just a few seconds for each client. Adding new clients, or deleting clients who you no longer act for is simply a click of the mouse.
As part of your initial set-up process you will need to link each client’s data in Xero with Scoop. We have built a simple click through process to accommodate this process, that’s incorporated into our Manage Xero data links page.
By drilling down to our Client Review page, you can view a detailed P&L and Balance Sheet. You can also add notes and alerts that will build into a review diary for each client and remind your partners and staff to complete future review tasks. Over time this facility, to add notes, will ensure that past actions, problems and solutions are fully documented so that changes in staff do not mean their experience and actions are lost.
Potentially, this feature, the ability to add notes to a client review page, will be of most value to clients. The process is easy to access and use. Users can also set up alerts that remind them to deal with a particular issue at a future date.
Scoop licensing is flexible. As your client usage increases or decreases you can flex your subscription accordingly.
Access the Manage Scoop licensing page at any time to vary your subscription.
View detailed P&L and Balance Sheet numbers
Add alerts and set email reminders; be notified of key dates and events
Add notes; create a diary of issues related to a client for future reference
Unlimited users; Unlimited support
Bonus: VAT registration alerts - does your client need to register for VAT?
Options to suit your Xero subscription level
Scoop is only available for use in the UK at present, a version for New Zealand, Australia and the USA is coming soon.
Choose your preferred subscription level when you sign up for our free trial offer, no invoicing or payments will be taken for 30 days and you are free to cancel at any time in this 30 day window or at any future date.
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
Find out more or try Xero Accounting Software for free.
Terms and conditions of Service
This web site ("the Site") is operated by Landed Ltd ("Scoop”, "We", "Us"). These terms govern access to and use of the site, and the various services provided by Scoop ("Services"). Entities which use the Site or any of the Services ("you", "your") agree to be bound by the following terms ("the Terms"). Please read the Terms carefully. Use of the Site or any of the Services indicates an acceptance of these Terms. If you do not accept these Terms, you must not use the Site or any of the Services.
Scoop may amend these Terms from time to time without prior notice to you. The scope or content of the Services may also be changed by Scoop from time to time. The amended terms will be published on the Site. Use of the Site or the Services after such amendment indicates an acceptance of the amended Terms.
These Terms were last updated on 13 August 2017.
Breach of any of the Terms may result in the termination of any contract or agreement between you and Scoop.
- In return for payment of the subscription fees, we agree to provide the Services to you on these Terms.
- You must select a login name ("login") and password using the Site or Services – that login and password is used by you to access the Site and the Services. Scoop is entitled to assume that all access to and use of the Site and the Services using your login and password is access and use by you.
- Your login may only be used by one individual - a single login shared by multiple individuals is not permitted. You may create separate logins for an unlimited number of users.
- During the signup process you must provide your full name and a valid email address.
- You are responsible for maintaining the security of your account and password. Scoop is not responsible for any loss or damage arising from your failure to comply with this security obligation.
Payment, Upgrading and Downgrading Terms
- As part of your registration process you will be directed to a GoCardless, secure registration area where you will agree to settle monthly subscriptions by direct debit.
- After the 30 day trial period has elapsed, we will bill for the Service, in advance on a monthly basis and those fees are non-refundable. There are no refunds or credits for partial months of service, upgrade/downgrade refunds, or refunds for months unused with an open account.
- Payments will be taken by GoCardless to cover the use of the contracted Service, on the monthly renewal date, or within 3 days thereafter.
- All fees are payable inclusive of GB VAT but exclusive of all other taxes, levies, or duties imposed by taxing authorities. You are responsible for payment of all such taxes, levies, or duties. The services and prices are described in detail at http://www.Scoopdata.net/pricing.
- For any upgrade or downgrade in a pricing plan level, you will be charged the new rate commencing from the next monthly renewal date.
- Downgrading your Service may cause a reduction in features, or capacity of your Account. Scoop has no liability for such reduction.
- Unless you notify Scoop before the end of the applicable subscription period that you want to cancel your subscription, we will automatically renew at the end of the then-current period, and you authorise us to collect the then-applicable subscription fee using our nominated collection method.
Cancellation, refund policy and Termination
- If you wish to terminate your account you must notify us using our normal account management and termination process set out in the license management area of your Scoop dashboard. You are solely responsible for the cancellation process. An email or phone request to cancel your account is not an effective cancellation.
- All data associated with your account will be immediately deleted from the Service upon cancellation. This information cannot be recovered once your account is closed.
- Notwithstanding the terms 3b above, for a fixed charge of £200 plus VAT, we can provide you with an archive copy of the data stored by Scoop. The data can be used to restore your pre-cancellation data to Scoop should you wish to take aout a new subscription at a future date.
- There is no refund or credit of monthly fees for cancellation during a month.
- Scoop, at its sole discretion, may decline to provide Services to anyone for any reason, and may suspend or terminate your account and refuse any and all current or future access to or use of the Services for any reason at any time. Such termination of the Services will result in the deactivation or deletion of your Account or your access to your Account.
Modifications to the Service and Prices
- Scoop may modify or discontinue the Services (or any part of them) with or without prior notice to you.
- Prices of all Services, including but not limited to monthly subscription plan fees to the Service, are subject to change by us by 30 days’ prior notice from us. Such notice may be provided by us at any time by posting the changes to the site, by email, or provided through the Service itself.
- Scoop is not liable to you or to any third party for any modification, price change, suspension or discontinuance of the Service.
Copyright and Data Ownership<
- This Agreement does not transfer from Scoop to you any Scoop or third party intellectual property rights, and all right, title and interest in and to such rights will remain (as between the parties) solely with Scoop.
- We claim no intellectual property rights over the data you provide to the Service. As between the parties, all data uploaded by you remain yours. However, if you elect to provide access to your data to other users, you agree to allow us to enable these users to view and or edit this shared content. You are responsible for controlling shared access to your data and can revoke or change an invited user’s access.
- Scoop adheres to appropriate professional practice and procedures to reduce the risk of data loss, including a daily system data back-up regime, but does not make any guarantees that there will be no loss of Data. Scoop expressly excludes liability for any loss of data no matter how caused.
- Scoop may at any time or from time to time use your data to derive non-personally-identifying, and non-company identifying, information in aggregate form. (e.g., for industry benchmarking). You hereby consent to such use of your data by Scoop.
- The Services and the Site are protected by copyright, trade mark, trade secret and other intellectual property rights. All such rights are reserved. The Services and the Site are copyright © 2015 Landed Ltd. You may not reproduce, publish, copy, or reuse any portion of the application code, or visual design elements or concepts included in the Services or the Site without express prior written consent from Scoop.
- You must not modify, copy, adapt, reproduce, disassemble, decompile or reverse engineer any software used to deliver the Services.
Managing data privacy and data sharing among entities
- The Service allows members of an organisation to import and analyse data from multiple entities (for example, multiple companies within a corporate group, multiple unrelated companies such as members of a franchise group or trade association, or the clients of a professional firm). Data from such entities and clients may be entered, analysed and managed within the Service; importantly you must:
- Ensure user logins created for an organisation’s own staff are given the "Manager" role.
- It is the responsibility of the person registering to subscribe to Scoop, that they use the Scoop user dashboard to set appropriate data sharing permissions for such multiple entity data collection, in order to avoid data being shared inappropriately.
- You must, on behalf of your organisation, consider the data privacy arrangements you have with clients, members, group entities, or related entities before adding a client company to Scoop’s data pool, and creating user logins for your staff.
- Your use of the Service is at your sole risk. The Service is provided on an "as is" and "as available" basis.
- Technical support is only provided to paying account holders and is only available via email. Support is only available in English.
- You understand that Scoop uses third party vendors and hosting partners to provide the necessary hardware, software, networking, storage, and related technology required to run the Service. Scoop is not responsible for the content or continuity of the services provided by those vendors.
- You must not attempt to undermine the security or integrity of Scoop's computing systems or networks or, where the Services are hosted by a third party, that third party's computing systems and networks. You must not use, or misuse, the Services in any way which may impair the functionality of the Services or Site.
- You understand that Scoop has certain user system requirements which you are responsible for providing and installing. Such requirements include a suitable up-to-date internet browser.
- You understand that the technical provision of the Service, including your data, may be transferred over the public internet unencrypted and may involve (a) transmissions over various third party networks; and (b) changes to conform and adapt to technical requirements of connecting networks or devices.
- In using the Site or the Services, you must not submit content that is misleading or deceptive, unlawful, defamatory, infringes others’ rights, or is likely to cause offence to a reasonable adult. We may amend or remove user-contributed content or terminate your account at our discretion and without prior notice if such content is submitted. If any use by you of the Site or the Services is in our reasonable opinion an unacceptably high-volume use (including, for example, where that use adversely affects others’ normal use) then we may take action to limit or prohibit your use, for a period of time or permanently.
- Scoop does not warrant that (i) the service will meet your specific requirements, (ii) the service will be uninterrupted, timely, secure, or error-free, (iii) the results that may be obtained from the use of the service will be accurate or reliable, (iv) any errors in the Service will be corrected.
Limitation of Liability
- You expressly understand and agree that Scoop shall not be liable for any direct, indirect, incidental, special, consequential or exemplary damages, whether in contract, negligence or otherwise, including but not limited to: damages for loss of profits, goodwill, use, data, information, interference with privacy, business interruption, or other intangible losses relating directly or indirectly to these Terms, the Site or the Services. These exclusions apply even if we knew or should have known that you might suffer loss.
- If any term is implied by law in these terms and cannot be excluded, then we limit our liability to you under that term to the maximum extent permitted by law.
- If you are not satisfied with the Services, your sole and exclusive remedy is to terminate the use of the Services in accordance with Section 3 Termination and cancellation.
- If you suffer loss or damage as a result of Scoop’s negligence or failure to comply with these Terms, and the exclusion in clause 8.a above does not exclude Scoop’s liability, then any claim by you against Scoop arising from Scoop's negligence or failure will be limited in respect of any one incident, or series of connected incidents, to the Access Fees paid by you in the previous 12 months.
- The failure of Scoop to exercise or enforce any right or provision of the Terms of Service shall not constitute a waiver of such right or provision. The Terms of Service constitutes the entire agreement between you and Scoop and govern your use of the Service, superseding any prior agreements between you and Scoop (including, but not limited to, any prior versions of the Terms of Service).
- The Courts of England and Wales shall have exclusive jurisdiction over all claims or disputes arising in relation to, out of or in connection with this Website and its use and these Terms.
- Any notice given under these Terms by either party to the other must be in writing by email and will be deemed to have been given on transmission. Notices to Scoop must be sent to [email protected] or to any other email address notified by email to you by Scoop. Notices to You will be sent to the email address which you provided when setting up your access to the Service.
We do not capture or store any personal information about individuals who access this website, except where you voluntarily choose to give us your personal details via e-mail or by enquiring about or ordering any of our services and products. In these latter cases, the personal information you give us is used exclusively by us to provide you with current and future information about our services and products. We do not pass any of your personal data to outside organisations and/or individuals, except with your express consent.
Data Protection Notice
You have a right to know about the personal information we hold about you. You also have a right to have your data corrected or deleted.
Any personal information collected from this website will be used in accordance with the Data Protection Act 1998. We have taken appropriate measures to keep users' personal information secure. Any disclosures of information will be made only with your permission. We may from time to time use your name and e-mail address to contact you with information about future offers and promotions.
Please address all your requests and/or queries about our data protection policy to: Bob Edwards FCCA, [email protected].
Cookies policy (information our website collects from you)
What is a cookie?
Cookies are used to improve your experience on the web by e.g. remembering your passwords, enabling you to set the size of text, or making it easy to add items to a shopping cart. Analytics cookies which track your behaviour across a site without identifying you in anyway are collected to help website owners understand what works well on the site and what could be improved.
Types of Cookie? as defined by the ICC Cookie guide
Category 1: strictly necessary cookies: these cookies are essential in order to enable you to move around the website and use its features, such as accessing secure areas of the website. Without these cookies services you have asked for, like shopping baskets or e-billing, cannot be provided.
Category 2: performance cookies: these cookies collect information about how visitors use a website, for instance which pages visitors go to most often, and if they get error messages from web pages. These cookies don’t collect information that identifies a visitor. All information these cookies collect is aggregated and therefore anonymous. It is only used to improve how a website works. By using our website you agree that we can place these types of cookies on your device.
Category 3: functionality cookies: these cookies allow the website to remember choices you make (such as your user name, language or the region you are in) and provide enhanced, more personal features. For instance, a website may be able to provide you with local weather reports or traffic news by storing in a cookie the region in which you are currently located. These cookies can also be used to remember changes you have made to text size, fonts and other parts of web pages that you can customise. They may also be used to provide services you have asked for such as watching a video or commenting on a blog. The information these cookies collect may be anonymised and they cannot track your browsing activity on other websites. By using our website you agree that we can place these types of cookies on your device.
Category 4: targeting cookies or advertising cookies: (we do not use category 4 cookies)
These cookies are used to deliver adverts more relevant to you and your interests. They are also used to limit the number of times you see an advertisement as well as help measure the effectiveness of the advertising campaign. They are usually placed by advertising networks with the website operator’s permission. They remember that you have visited a website and this information is shared with other organisations such as advertisers. Quite often targeting or advertising cookies will be linked to site functionality provided by the other organisation.
Cookies used on this site
CloudFlare session cookie
Scoop session cookie for login
How can I prevent cookies from being set?
You can edit the preferences within your browser to prevent cookies being set. For help on doing this visit the help or tools section of your browser software. Note that if you do this it may limit the functionality of the website and you may not have access to the full features of the site.
How can I remove cookies from my device?
The method for removing cookies depends on which browser you are using. A useful starting point for this is either to search online for "How to remove cookies from [insert your browser] ..." and insert your browser or you can take a look at: http://www.wikihow.com/Clear-Your-Browser's-Cookies