Automate your clients' books — without betting the firm.
Fidavit sits between your AI agents and live Xero. Risky actions are policy-checked, held for human approval, and recorded in tamper-evident evidence you can hand to a client or their auditor.
Works with any agent or AI bookkeeping tool that reaches Xero — the brakes you fit before you automate, not after.
Validated against live Xero flows, not mock fixtures · self-hosted · free for design partners.
An agent on a client's live books is one silent mistake from a lost client.
Money out, unnoticed
A wrong or duplicated payment nobody catches until reconciliation — and by then the cash has already left.
Paid the attacker
A supplier's bank details quietly changed to an attacker's. The agent pays it, exactly as instructed — no flag, no pause.
Years, then gone
One bad automated change to a client's ledger and the relationship you spent years building is finished.
You answer for it
You deployed the agent. When it acts on a client's books, you're the one who has to explain what it did.
Five deterministic steps between the agent and the books — every decision recorded.
LLMs can propose; rules decide. The enforcement path is deterministic — not a model's guess. Only genuinely risky actions are held; routine work flows straight through, so approvals stay the exception — not a new queue for your team.
Validated against a live Xero Demo Company — real read flows, a caught BEC-style change, and a write that was approved, executed, then reverted, leaving the books unchanged.
- Xero-firstValidated against a live Xero Demo Company — not fixtures.
- Policy gatesDeterministic rules, default-deny on writes, no model in the decision.
- ApprovalsRole-authorized human sign-off; an agent can't approve itself.
- Hash-chained logsAppend-only evidence — any edit fails verification at the exact entry.
- Per clientOne isolated control + evidence unit per client environment.
Evidence you can hand to your client — and to their auditor.
Every decision becomes a record: who proposed what, what was blocked, what was approved. It exports as a portable, self-verifying pack — no account, no install, one command to check.
It runs entirely in your environment. Your client's data never leaves it and never reaches us — Fidavit records decisions and hashes, not bank data.
Evidence that maps to the controls you — and your client's auditor — already answer to:
Control mappings, not certifications — read the note before you quote us.
Free while we prove it together. We're taking on a small group of design-partner firms.
Xero first — on QuickBooks, Sage or another stack? Tell us and we'll scope it with you.
A governed integration for one of your client stacks, the BEC-catch and approval flow running end to end, and a portable evidence pack you can hand your client's auditor.
Join the programA live client stack (sandbox first), a named sponsor, and two short calls. If it earns its place — a short testimonial and a reference call. That's the whole deal.
Become a design partnerFree through the design-partner phase — no surprises. Once it's proven on real books, it's priced simply, per client environment, and you'll know the number well before that day.
Talk it throughBook a pilot.
Bring one client stack. In two weeks you'll have a working control layer, a live decision trail, and an evidence pack — and a clear answer on whether it belongs in your practice.
20-min intro call · sandbox first — nothing touches live client data to start · reply within one business day.
Prefer email? hello@fidavit.com · Setup is one short call to connect a Xero sandbox — we run the deployment, no engineers on your side.