Over the last decade, advances in technology have changed how we manage nearly every different aspect of business operations – and accounting is no exception.
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.
After a new business app has been implemented, we provide training for your team to ensure a smooth transition to your new system.
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.
To create a streamlined business finance function, your technology needs to work seamlessly together. The flow chart below shows one way this could work.
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.
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.
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 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.
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.
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.
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.
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.
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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.
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.
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.
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.
Enter your details below to continue to our pricing calculator. We’ll ask you a series of questions and give you an indication of pricing based on your needs.
If you’d prefer, you can get in touch with our team to customise a bookkeeping and accounting package to suit your needs.