Remove accounting-hub accounting-automation
article thumbnail

How to build a tech stack that powers your practice

Xero

Accountants and bookkeepers work with vast quantities of data every day. Automate : FYI uses the client data in Xero Practice Manager to create job and task details. Here, you can set up automation rules to automatically assign jobs and tasks to your staff. Why build a connected tech stack for your practice?

XERO 226
article thumbnail

Five ways to work smarter in Xero this FY25

Xero

Automate data entry with Hubdoc If you’re looking to save time and streamline data entry, Hubdoc could be the tool for you. The data capture software makes it easy to keep track of bills and receipts and automates the process of entering them in Xero. Here’s where the Xero Analytics short-term cash flow tool can help. Useful, right?

XERO 218
professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Meet five apps creating new ways to do business in 2022

Xero

The shift towards working from home has more businesses than ever transitioning to the cloud – and to a new level of automation, streamlining, data accuracy, and insight. . Xero is like the hub at the centre, and the other apps are the spokes plugging the gaps – whether it’s point of sale management, inventory management, or reporting.”.

XERO 273
article thumbnail

Business as usual for Xero Mid-Size Firm of the Year winners: Sempar Accountancy and Tax

Xero

Sempar Accountancy and Tax have been crowned the Xero Mid-size Firm of the Year at the 2023 Xero Awards for UK and Ireland. By automating credit control, payroll, reporting, budgeting, and more, Sempar empowers clients to streamline manual processes and access real-time, integrated management solutions. Congratulations again!

XERO 204
article thumbnail

10 useful apps to help Kiwi small businesses kick off FY24

Xero

With an ecosystem of more than 1,000 connected apps you can plug into Xero, they can help manage everything from automated invoicing and reporting, through to cash flow forecasting and financial services. Another great option is Lightyear , which focuses on automating Purchasing and Accounts Payable.

XERO 178
article thumbnail

12 Great Client Portals for Accountants

Future Firm

Navigating the ever-evolving landscape of accounting requires efficient client management, and that’s where client portals come in. Table of Contents What are Client Portals for Accountants? Table of Contents What are Client Portals for Accountants?

article thumbnail

Jetpack Workflow vs. TaxDome: Head-to-Head Comparison [2024]

Jetpack Workflow

Jetpack Workflow and TaxDome are two popular software solutions that accountants, CPAs, tax professionals, and bookkeepers use to manage client work. Both platforms support workflow automation and team management features and integrate with major accounting software systems.

Billing 52