There are two ways into the audit. One needs no connection at all and works today. The other will read your books directly so the ranking stays current. Both are free, and neither changes a single entry.
Find the spend · guide 3 of 7 · Reviewed Oct 25, 2026
Export the vendor report from QuickBooks Online or Xero and open the free audit. The file is read on your device and nothing is uploaded. This is the lowest-risk way to see the ranking.
This option is not open yet. The same reading-only rules are how the wider service is described on the trust page.
The ranking is arithmetic on your own vendor totals: spend, how replaceable we rate each app, and nothing estimated about what you might save. A saving is only counted once a replacement is running and the old bill has stopped, as described in how we get paid.
QuickBooks Online's own pages do not call any role read-only, so we describe the role as the vendor does and do not claim more.
Select Settings (the gear icon), then Manage users. Select Add user and enter the user's name and email address.
Open the Roles dropdown and choose Reports, then select Send invitation.
To invite an accountant instead: Settings, Manage users, the Accounting Firms tab (some pages call it Accountants), then Invite firm. Enter the accountant's email address or the firm's user ID and select Send the invitation. Intuit says you must be a primary admin or company admin to invite users, and the accountant must accept the invitation.
Settings, then Manage users. Invited accountants show on the Accounting Firms tab with status Invited until they accept, then Active.
Settings, Manage users, select the ellipsis icon on the user, select Delete, then Delete user in the pop-up. Intuit's article for accountants does not give accountant-specific removal steps and links to a separate article we did not read.
Select the Integrations icon, then Find integrations. Open the Action dropdown for the app, choose Disconnect, complete the short questionnaire, and select Disconnect. Intuit says disconnecting stops the app's functionality for your company. The page does not name the role required to disconnect.
Xero's own pages describe a role that cannot change data, so a review can be given without edit rights.
Click the organisation name, then select Settings. Under General, click Users, then New user.
Enter the first name, last name and email address. The email address you send the invite to will be the user's login email address.
Under Role, select the relevant user role (for example the viewer role described above), optionally adjust permissions, then click Send invite.
Xero says the invite expires after 14 days and can be resent from the pending user's page (Settings, Users, the pending user's name, Resend invite). Adding users, including your accountant, is free of charge.
Click the organisation name, then Settings, then under General click Users. The Current users tab lists invited users with role, permissions and last login; pending users haven't accepted. The Login history tab shows recent logins. Practice staff carry a Xero Partner Advisor label.
Settings, Users, click the menu icon to the right of the user's name, select Delete followed by the user's name, then click Delete to confirm. Needs edit users permission.
Click the organisation name, then Settings, then Connected apps. Under Connected apps, click Disconnect beside the app name, then click Disconnect to confirm.
Send us the export and see which lines are worth a second look. A connected version is planned.