Xero is a cloud-based accounting software for small and medium-sized businesses to handle invoicing, bank reconciliation, financial reporting, and cash flow management. Xero allows users to track expenses, generate reports, and monitor financial performance from anywhere via a laptop or smartphone.
Vitally is a customer success platform for B2B SaaS companies that smoothly aggregates customer data into 360° profiles for real-time insights, health scoring, and workflow automations to detect churn risks and engage accounts. Vitally also supports collaboration with dedicated workspaces and integrates with tools like Salesforce and other CRMs to streamline customer success and drive up customer retention.