Our technology
Pricing
About

Our technology

Over the last decade, advances in technology have changed how we manage nearly every different aspect of business operations – and accounting is no exception.

Business man, wearing a blue suit, looking at his laptop
Thanks to cloud-based systems, interconnected technology and sophisticated reporting software, it’s never been easier to organise financial information, analyse data, and measure economic activity.
At Project Alfred, we harness a range of finance technology to streamline your processes and increase your operating efficiency through automation. We’re committed to making sure your business is able to get the maximum benefit from implementing new business tech solutions. This means we guide you through the initial start up phase, and then continue to provide you with ongoing support when required to make sure your new system is meeting all your needs.

Our approach

1. Implementation
2. Connection
3. Training
4. Support
man with glasses on looking at his ipad to check his accounting, with the project alfred logo wrapping around him slightly.

1. Implementation

Initially, we will scope out your specific requirements and the day-to-day operations you need your business technology to perform. We will then identify the best system to meet your needs and either undertake the implementation for you, or outsource this part of the process to a specialist in that technology.

  • Single point of contact
  • Review and streamline processes
  • Continual collaboration

Connection

To create a streamlined business finance function, your technology needs to work seamlessly together. The flow chart below shows one way this could work.

3. Training

After a new business app has been implemented, we provide training for your team to ensure a smooth transition to your new system.

  • On-site training
  • One-on-one or group sessions
  • Ad-hoc training as needed

4. Support

We don’t just set up your financial tech and leave you to it. After your business begins running a new app or system, we continue to provide support when you require it.

  • Variety of support packages available
  • Friendly and approachable service
  • Phone support for Xero and other apps

2. Connection

To create a streamlined business finance function, your technology needs to work seamlessly together. The flow chart below shows one way this could work.

Invoices / Receipts
Bills

This is the start of your creditor management process. You can take a photo of a receipt, forward an emailed invoice, or have your suppliers send an invoice directly to Dext.

Dext
Dext

Once a bill is received by Dext, the data is categorised to the right account, and the correct tax, due dates and invoice numbers are allocated.

Approval Max
Approval Max

When approvals are required, Approval Max will pick up invoices sent from Dext and direct them to the appropriate person before forwarding them to Xero.

Xero
Xero

Xero is the central hub for your finance system. It enables you to keep a record of your bills, create sales invoices, process simple payroll and reconcile your bank accounts.

Customer
Customer

Sales invoices are sent to the client directly via Xero. They can then use Pinch to make payment via credit card, bank transfer or direct debit.

Keypay
Keypay

For more complex payroll requirements, Keypay provides additional functionality for your business. After processing payroll, we can upload payments to your bank for approval, while wages are recorded directly in Xero.

Bank
Bank

We can upload payments from Keypay and Xero directly to your bank for approval, or simply send you the file for you to upload, depending on your preference.

Pinch Payments
Pinch Payments

When customers receive an invoice from you and pay via Pinch, funds are automatically deposited into your bank account and the invoice instantly marked as paid. This increases efficiency, saves time and avoids confusion as to which client accounts are up to date.

Our accounting software

XERO
Cloud based accounting software
Powerful reporting software will help you track profit, who owes you money and who you owe money to. Our software of choice is Xero, cloud accounting software that’s been the industry leader since 2006.
Xero is intuitively designed, with enough flexibility to assist small, growing and established businesses, and a sophisticated ecosystem that provides access to hundreds of additional systems that integrate with Xero to provide you with a full business solution.

Four key business apps

We work with many different applications in the Xero ecosystem, and have identified four key apps that can improve efficiency and save time for any business.
A digital bookkeeping service, Dext allows you to capture and store all your purchase invoices, receipts and bills before sending them through to Xero automatically.
While Xero provides a basic payroll solution, KeyPay provides a range of advanced options, such as time and attendance, award compliance and rostering.

If your business needs approval of sale or purchase invoices, Approval Max provides a paperless and streamlined solution.
An online payment platform, Pinch makes it easier and quicker for your customers to pay your invoices via card, direct debit or bank transfer.
Frequently asked questions

Haven’t found what you’re looking for? Send us a message, and we’ll get back to you as quick as lightning.

Contact us
Do you provide ad-hoc training and support?

If you already have Xero or another financial app in place and need additional training or ongoing support, we can arrange both one-off sessions and monthly support packages as required.

I already have an accountant. Can you still help me with my finance technology?

If you already have a relationship with an accountant, we would not want to break that up. Therefore, we are always happy to work with other accountants if it ensures you have the best available systems for your business.

Is my data secure with Xero?

Xero takes data security very seriously and is certified as compliant with ISO/IEC 27001:2013, globally recognised as the premier information security management system (ISMS) standard. It is independently audited and comply with the Payment Card Industry Data Security Standard (PCI DSS) v3.2, SAQ A.

How much does it cost?

We will need to have an initial discovery session with you before we can provide you with an accurate quote for the implementation of a new business system, as it is important that we are able to fully understand your needs. Once we have done this, we will then provide you with a fixed-fee proposal in order to enable you make a fully informed choice.

Ready to get started?
Book a free discovery call
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