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Automation
Identifying and implementing new systems
Using a cloud accounting system isn’t enough. We use a large tech stack to ensure our clients save time and also get more accurate and dependable output. Here are some of the systems we implement for our clients :
✔ Integrating Xero with CRMs such as Hubspot and Salesforce allowing invoices to be created within the CRM. Therefore client details and invoice payment status are visible to other departments.
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✔ Connecting ATS, HRIS and payroll software. This will create a workflow to ensure employee details are seamlessly transferred from hiring all the way through to being paid. Another bonus is that any bank or address changes entered into your HRIS are automatically reflected in your payroll.
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✔ Using smart rules in mailboxes to speed up bookkeeping and reduce time wasted searching for invoices
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✔ Using apps like Chartmogul help track performance and slice and dice information to understand how different areas/products perform.
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✔ Monthly/weekly automated reporting to provide investors and the team with snapshots on how the business is doing against key metrics
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✔ Automating your credit control to ensure you get paid quickly (with less manual chasing)
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✔ Automating your expenses and accounts payable systems to ensure pay runs, expenses and month-end isn’t a time-consuming process