MagnifyB

The challenge

Turn live financial data from Xero into clear, timely actions for business owners who are not accountants.

The work

MagnifyB uses AI to turn operational and financial data into practical actions for business owners. I worked with the team to architect the agentic AI product, connecting to Xero accounts so the system could generate actionable insights, planning guidance and goal-oriented recommendations based on live business data.

My contribution

Fractional CTO: product strategy, architecture of the agentic AI product and delivery of the Xero integration, insight generation and what-if planning, explained in plain terms to non-technical founders.

Delivery detail

• Helped architect the agentic AI product around business goals, action generation and practical decision support.
• Integrated with Xero data so financial context could drive insights, recommendations and next-step guidance.
• Worked on product flows that combined dashboard metrics, financial analysis and what-if planning tools in one system.
• Focused on making financial information more useful by translating raw numbers into clear actions for customers.

The outcome

Working AI features in the product and a roadmap the founders could act on.