Xassure Books connects to your bank accounts and auto-categorizes transactions. Ask questions in plain English for instant insights on commissions, cash flow, and payables.
Xassure Books
Financial Chat
You asked:
"What's my cash flow looking like?"
Xassure Books:
"Your net cash flow this month is +$18,420. You have $42,000 in receivables expected in the next 7 days."
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Everything you need to understand your agency's financial health at a glance.
Connects directly to your bank accounts and auto-categorizes every transaction
Ask questions in plain English and get instant financial insights
Track commission income by carrier, line of business, and producer in real-time
Visualize cash flow trends and forecast future financial positions
Get instant answers to any financial question in plain English.
You:
"What's my commission this month?"
Xassure Books:
Your January commission is $24,850, up 12% from December.
You:
"Show me outstanding payables"
Xassure Books:
You have $8,420 in outstanding payables across 12 vendors.
You:
"Which carrier pays most?"
Xassure Books:
Progressive leads with $12,400 in commissions this quarter.
Combine financial AI with human expertise and intelligent tools for complete agency support.
Choose human support, self-service AI, or both — your agency, your way.
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