UNIFIED FINANCIAL DATA
One source of truth for your entire business
Your client data shouldn't be spread across five tools. CrossVal pulls Xero, ViewPoint, Excel and the rest into one view - every client, every transaction, every obligation in one place.
Most finance teams don't have a data problem. They have a fragmentation problem. The same client in three systems. Bank statements in email. Fee approvals on WhatsApp. KYC docs in a shared drive.
CrossVal ties it all together automatically, so your team stops rebuilding context every morning and actually gets to the real work.
What you get
Unified client master: Revenue, Risk, Ownership, and Entity in one place
Automatic data extraction and cleansing across connected systems
No more manual RM mapping, name mismatches, or reconciliation loops
A single audit trail from onboarding to invoicing