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Why firms choose Engager"In short, if you're an accountant and not using Engager, you're missing a trick. It's an invaluable tool that has significantly improved our operational efficiency and client service."Jason Holden, Founder, Holden Associates
Integrations / Xenon Connect
Xenon Connect integration for UK accountants
The Xenon integration shows live bookkeeping insight inside Engager, so you can spot issues earlier and prioritise work using real data.
Xenon Connect brings live bookkeeping insight into Engager. You can see bookkeeping health scores, outstanding issues and processed transaction volumes against each client, without exporting data or checking another system.
About Xenon Connect
Xenon Connect and Engager, working together
Use that insight during onboarding and pricing, and on your Kanban boards to decide which work needs attention first. It replaces exports, spreadsheets and manual checks, and keeps work moving.
Benefits of integrating
By connecting Engager and Xenon, you bring key bookkeeping insight directly into your day-to-day practice workflows.
Better bookkeeping visibility
See live Xenon insights such as bookkeeping health scores, outstanding issues, and processed transaction volumes without leaving Engager.
Stronger onboarding and pricing decisions
Use bookkeeping insight alongside pricing and onboarding questions to understand client complexity earlier and set clearer expectations from the start.
Smarter task prioritisation
Surface bookkeeping insights directly on Engager’s Kanban boards, helping teams prioritise work based on real data, not assumptions.
Less manual admin
Remove the need for exports, spreadsheets, VLOOKUPs, and manual checks. Insight is automated and always up to date.
How it works
The integration connects Xenon’s bookkeeping data with Engager’s client and workflow management.
Once connected, Engager displays key Xenon metrics directly against each client, giving teams immediate context when managing onboarding, jobs, and deadlines.
Bookkeeping insight sits alongside workflows rather than in a separate system, helping firms spot issues earlier, allocate work more effectively, and reduce year-end pressure.
How to get started
To get started:
Connect your Xenon account to Engager
Choose which bookkeeping insights you want to show
Use live data to inform onboarding, workflows and prioritisation
See how Xenon and Engager work together by booking a demo.
Questions
Xenon Connect integration FAQs
Who is the Xenon integration for?
The integration is designed for accountants and bookkeepers who use Xenon and want better visibility and control within their day-to-day practice workflows in Engager.
What Xenon data is shown inside Engager?
Engager surfaces key Xenon bookkeeping insights such as health scores, total outstanding issues, the number of processed bank transactions and more.
Is the integration one-way or two-way?
The integration pulls bookkeeping insight from Xenon into Engager, giving teams real-time context without needing to export or manually check data elsewhere.
Can Xenon insights be used during client onboarding?
Yes. Bookkeeping insight can be viewed alongside onboarding and pricing information, helping firms assess complexity and set expectations earlier.
Does this replace Xenon or change how I use it?
No. Xenon continues to handle bookkeeping as normal. Engager simply makes key insight visible where workflows and decisions already happen.
Do I need to use TaxCalc to use the Xenon integration?
No. The Xenon integration works independently within Engager. Firms using TaxCalc benefit from a more connected end-to-end workflow, but it’s not required.
How do I see the integration in action?
You can book a demo to see how Xenon and Engager work together and how bookkeeping insight is used across onboarding and workflows.
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