Hey, I’m Gloria, ask me anything below!
Introducing Ask Gloria AI for Accountants
One AI interface for every client’s Xero, QuickBooks & financial data
Stop logging in and out of multiple client accounts.Ask Gloria securely connects to Xero, QuickBooks, Excel and SharePoint - giving your firm instant answers, live dashboards and financial insights across every tenant, in seconds.
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What Is Ask Gloria AI for Accountants?
Instant access. Infinite insight.
Ask Gloria unifies all your business data into one intelligent AI assistant – providing instant answers, performance insights, and analytics from every system in seconds.
One secure, read-only AI workspace for every client you manage
Ask Gloria connects to Xero, QuickBooks, Excel and SharePoint - giving your accounting firm instant access to financial data, performance insights and multi-client dashboards from a single, secure interface. No switching between tenants. No digging through folders. No wasted time.
Ask Gloria is strictly read-only. It never edits, posts, or changes client financial data.
All your clients. One intelligent interface.
Ask Gloria securely connects across all your client accounting systems and centralises financial data with strict permission-based access - so partners, managers and junior staff only see what they’re authorised to see. Because it’s read-only, your firm stays fully in control.
Understands financial data instantly
From revenue and gross margin to AR ageing and cashflow trends, Ask Gloria analyses structured accounting data across every connected client - delivering clear answers and actionable insights in seconds.No exporting spreadsheets. No logging in and out.
What is Ask Gloria?
A digital team member that never logs out
Ask Gloria works 24/7 across every client you manage - retrieving financial data, generating summaries and analysing trends instantly.
Whether preparing for client meetings, responding to queries or reviewing performance across portfolios, your firm gets answers in seconds - not hours.
Reclaim 4+ hours per accountant, every week
Switching between Xero and QuickBooks accounts, exporting reports and searching for financial data adds up fast. Ask Gloria eliminates multi-tenant switching and manual searching - giving your team back valuable billable time.
Reduce operational costs across your firm
Faster access to financial insights means: Fewer internal interruptions Faster client response times Less dependency on senior staff for simple data retrieval The result? Higher productivity across partners, managers and junior accountants.
What's different about Gloria?
Prefer to explore yourself? Start your 7-day free trial.
How Ask Gloria helps
Centralised client intelligence. Instant financial clarity.
Your accountants aren’t slow - your systems and clients’ data are fragmented.
Client Portfolio Overview
Too many logins. Not enough visibility.
Accounting firms managing multiple clients waste valuable time switching between accounting platforms and exporting reports. Ask Gloria eliminates multi-tenant switching.
Audit & Compliance
Deadlines don’t wait.
Missed filings, slow document retrieval and manual reporting increase compliance risk.Ask Gloria retrieves financial data instantly - securely and read-only.
Financial Insights Across Every Client
Senior staff shouldn’t be data retrieval tools.
When junior staff need answers, they shouldn’t rely on partners to extract financial insights.
Ask Gloria enables every level of your firm.
Ask Gloria enables every level of your firm.
Client Meeting Preparation
Preparation in seconds, not hours.
Client queries shouldn’t require logging into multiple systems and exporting reports.Ask Gloria prepares your firm instantly.
Ask Gloria gives accounting firms back their billable hours — turning fragmented client systems into one secure, read-only financial workspace.
Instant answers across Xero, QuickBooks and your firm’s connected systems.
Ask anything about your clients’ financial data
Features
Built for accounting firms managing multiple clients
Ask Gloria connects securely to Xero, QuickBooks, Excel and SharePoint - giving your firm instant, read-only access to financial data, insights and multi-client reporting in one place.
Understands financial data across every client
Ask Gloria retrieves revenue, gross margin, AR ageing, cashflow trends and P&L summaries across all connected Xero and QuickBooks tenants — instantly and securely.
Finance
Multi-tenant visibility without switching accounts
Stop logging in and out of multiple client accounting platforms. Ask Gloria centralises your firm’s authorised financial data into one secure interface — with strict permission-based access controls
Built for audit, compliance and reporting
Instantly retrieve trial balances, VAT deadlines, management accounts and financial summaries without exporting spreadsheets or searching through folders.
Ask Gloria is strictly read-only - your client ledgers remain untouched.
Seamlessly connects to your accounting stack
Integrate your business information and make everything accessible in seconds.
View Accounting Integrations
Firm-Level Access Control
Ensure partners, managers and junior accountants only see the clients and financial data they are authorised to access.
Ask Gloria uses strict role-based access control (RBAC) aligned to your existing permissions - across every connected Xero and QuickBooks tenant.
Read-only access. No financial data is modified.
Instant Insights
Reports & Insights
Connecting Data
Get started today
Bring all your client financial data into one secure, read-only AI workspace
Integrations
Designed for accounting systems. Compatible with your wider stack
Ask Gloria connects directly to Xero and QuickBooks — centralising multi-client financial data into one secure, read-only workspace.
If your firm uses additional systems such as SharePoint, Excel or document management tools, Ask Gloria can connect those too — all while keeping financial data protected and permission-controlled.
Pricing
Pricing for Accounting Firms
Flexible plans designed for accounting practices managing multiple clients across Xero and QuickBooks.
Start a 7-day full-access trial or book a personalised demo with our team.
£28.88
/mo
- Connect Xero & QuickBooks tenants
- Multi-client dashboard
- Financial summaries & reporting
- Read-only secure access
- Role-based permissions
- Email support
Pro
Best for mid-sized accounting firms managing multiple client portfolios
£88.88
/mo
- Everything in Growth plan
- Advanced multi-tenant analytics
- Portfolio-wide reporting
- VAT & compliance tracking
- Priority onboarding support
- Dedicated customer success
- API access (if relevant)
FAQs
Have questions?
We've probably got it covered below
Is Ask Gloria read-only?
Yes. Ask Gloria is strictly read-only. It never edits, posts, or modifies financial data in Xero, QuickBooks, or any connected system. It only retrieves and analyses authorised data securely.
What can Ask Gloria connect to?
Ask Gloria connects directly to Xero and QuickBooks, supporting multi-tenant access for accounting firms managing multiple clients.
It can also connect to supporting systems such as SharePoint and Excel if used within your practice.
All connections are secure and permission-controlled.
How long does setup take?
Most firms connect their first client accounts within minutes.
Once authorised, Ask Gloria begins indexing permitted financial data immediately.
No changes are made to your client ledgers.
Is our client data secure?
Yes. All connections are encrypted and aligned with enterprise-grade security standards. Ask Gloria respects existing user permissions and role-based access controls.
We do not use your firm’s financial data to train public AI models.
How is pricing structured?
Pricing is per user, per month.
Plans are designed specifically for accounting firms and scale as your team grows.
You can start with a 7-day full-access trial or book a personalised demo.
How do we get started?
Book a demo with our team to see Ask Gloria applied to your firm’s workflow, or start a 7-day trial and connect your client accounts securely.
We’ll guide you through setup and onboarding.
