Early access · Xero cleanup quoting for UK practices

Quote messy Xero cleanups before you spend unpaid review time.

QuoteCleanup helps bookkeepers and accounting firms turn a messy Xero file into a cleanup scope, effort estimate, and client-ready quote direction in minutes.

  • Scope the cleanup before you commit unpaid hours
  • Turn a messy file into an effort estimate you can defend
  • Get a client-ready quote direction in minutes
  • Built for UK bookkeepers, accountants & Xero advisors
Early access

Join early access

Be first to scope and quote cleanups with QuoteCleanup. No spam — just a heads-up when your invite is ready.

We'll only email you about QuoteCleanup early access.

You're on the list. We'll be in touch when your early-access invite is ready.
You're already on the list. No need to sign up again — we've got your email and we'll be in touch.

Independent product. Not affiliated with, endorsed by, or sponsored by Xero.

The idea

See the cleanup before you price it

Point QuoteCleanup at a messy Xero file and it surfaces what's actually driving the work — unreconciled lines, duplicate contacts, aged drafts — then turns that into an effort estimate and a quote direction you can take to the client.

No more eyeballing the file for free and hoping your number holds.

Illustrative preview — figures shown are an example, not a live assessment.

The problem

Cleanup quoting is mostly unpaid guesswork

Every messy Xero file looks different. Pricing one usually means digging through the file for free, then guessing a number and hoping it covers the work.

Hours of unpaid review

You comb through the file before you've quoted a penny — time you rarely get back if the client walks.

Underquote and eat the overrun

Miss the true scope and the cleanup swallows hours you'll never bill for.

Overquote and lose the client

Pad the number to be safe and a nervous prospect quietly goes elsewhere.

No consistent way to price

Every quote comes down to gut feel, so numbers vary by whoever scoped the job.

How it works

From messy file to client-ready quote in three steps

1

Point it at the file

Connect the client's Xero file or share an export. QuoteCleanup reads what's there — no manual tallying.

2

Get the scope & effort

See what's actually messy, grouped by effort, with an estimate of the hours the cleanup will take.

3

Send a confident quote

Turn the estimate into a client-ready quote direction you can stand behind — before spending unpaid review time.

What you get

What a cleanup assessment gives you

Everything you need to quote the job with confidence — and to show the client where the number comes from.

A clear cleanup scope

What's actually messy in the file, grouped so nothing gets missed when you price it.

An effort estimate

The likely hours to clean it up, banded by how involved each part of the work is.

A client-ready quote direction

A suggested price range you can shape into the quote you actually send.

A breakdown you can show

A defensible picture of where the effort sits, so the client sees why the number is what it is.

Who it's for

Built for UK practices that quote Xero cleanups

QuoteCleanup is for the people who take on messy files — and need to price them before the unpaid review time adds up.

  • Bookkeepers quoting cleanup and rescue jobs
  • Accountants onboarding messy new clients
  • Xero advisors scoping remediation work
  • Firms that want consistent cleanup pricing across the team
Early access

Quote your next cleanup with confidence

Early-access places are limited. Add your email and we'll reach out as spots open up.

Join early access

Independent product. Not affiliated with, endorsed by, or sponsored by Xero.

FAQ

Questions before you join

Is this only for Xero?+
Yes. QuoteCleanup is built specifically around Xero files and the way cleanup work shows up in them. Support for other platforms isn't part of early access.
Are you affiliated with Xero?+
No. QuoteCleanup is an independent product and is not affiliated with, endorsed by, or sponsored by Xero. We reference Xero only to describe the accounting software whose files we help you scope and quote.
Can I use this for multiple clients?+
Yes. QuoteCleanup is built for practices handling cleanup work across many client files, so you can scope and quote as many as you need.
What do I need to run an assessment?+
Access to the client's Xero file — a connection or an export is enough. From there QuoteCleanup produces the cleanup scope, effort estimate, and quote direction.
Does this replace my own review call with the client?+
No. QuoteCleanup gives you a fast, evidence-backed starting point so you walk into that conversation already knowing the scope. Your professional judgement and the client relationship stay firmly yours — it just saves the unpaid digging beforehand.
What Xero data will you actually need?+
The transactional and housekeeping signals that drive cleanup effort — things like unreconciled bank lines, uncategorised transactions, duplicate contacts, and aged drafts. A read-only connection or a standard export is enough; you don't need to prepare or tidy anything first.
Can it handle messy historic accounts?+
Yes — messy, backlogged and long-neglected files are exactly the case QuoteCleanup is built for. It surfaces what's driving the work across the periods in the file so the historic backlog is scoped, not guessed at.
Is this only for UK firms?+
Early access is focused on UK bookkeepers, accountants, and Xero advisors, so the scope and quote direction reflect how UK practices price cleanup work. You're welcome to join the list from elsewhere, but UK firms are our priority for now.
How does early access work?+
Add your work email and we'll invite you as places open up. Early members get priority onboarding and a direct say in how cleanup quoting should work. There's no commitment — we'll only email you about QuoteCleanup early access.
Early access

Stop quoting cleanups in the dark

We're opening QuoteCleanup to a small group of UK bookkeepers, accountants, and Xero advisors. Early members get priority onboarding and direct input into how cleanup quoting should work.

We'll only email you about QuoteCleanup early access.

You're on the list. We'll be in touch when your early-access invite is ready.
You're already on the list. No need to sign up again — we've got your email.

Independent product. Not affiliated with, endorsed by, or sponsored by Xero.