Digitising financial systems has become less of luxury and more of a necessity in recent years for most businesses. And as a Global Xero Partner, we are ideally positioned to help you thrive.
Xero is a market leading, cloud-based accounting software platform that’s ideal for small and medium-sized businesses.
To put it simply, Xero makes business easier. It helps business owners take control of their finances, so that they can invest their valuable time and resources into what they do best – their business.
With Xero, time consuming processes are a thing of the past. Whether it be chasing unpaid invoices or importing bank transactions, Xero assures accuracy and increases efficiency, streamlining the way businesses operate with simplistic functionality. And this is exactly why they are our chosen software provider.
Xero is a collaborative online platform, meaning we, and other parties, can work alongside our clients in real time, offering proactive support and assurance at every stage, helping to build trusted relationships. As an online solution, Xero keeps you connected anytime, anywhere on any device.
Our global partnership with Xero delivers high integrity accounting solutions, providing crucial access to financial data that is both accurate and credible, helping you and us monitor activity and react accordingly.
Small and medium sized businesses make the world go around, which is why it is vital that they are provided with the right resources and information to thrive. To learn more about the Xero solutions that we can offer your business to improve operations, get in touch with one of our dedicated advisors today.
Suitable for a range of businesses
For optimum system performance, Xero recommend the following monthly limits per subscription, making it suitable for a wide range of businesses:
- 1,000 Sales Invoice
- 1,000 Purchase Bills
- 2,000 Account Transactions
- 2,000 Bank Statement Lines
- 1,000 Lines per Statement
Additional apps
Automating data entry
One of the most arduous tasks for any bookkeeper, accountant or business owner is manual data entry. Here at PKF Smith Cooper, we have implemented a number of smart software solutions that automate this process, from capturing and submitting data, to processing and extracting the information.
Receipt Bank
Xero add-on Receipt Bank revolutionises receipt management with just one tap and integrates seamlessly with Xero. Designed to simplify receipt management, Receipt Bank keeps everything in one place, and is an accurate and reliable way of tracking receipts.
The process is simple; take a photo or scan your receipt, store to your own portal, then sit back whilst it is synced directly to Xero.
AutoEntry
AutoEntry automates the extraction and processing of sales invoices, purchase invoices or receipts and expenses then publishes them directly into Xero, offering an end to end solution to suit any client. AutoEntry eliminates the need for manual data entry, and is designed specifically for small businesses, providing automated intelligence so business owners can invest more time in what matters most – their business.
Both apps have a specific mailbox where Invoices can be forwarded or sent direct by suppliers for processing. They have recently introduced the ability to grab recurring invoices such as utility bills.
