Ace business with Xero

Get your books in order so you can focus on what matters most

Do you feel like you don’t have control over your accounts and spend hours on the books, only to feel like you have gotten nowhere and still have no idea where you’re at? It’s hard to imagine that rolling up your sleeves and jumping into record keeping and bookkeeping is something that you could actually enjoy, but with Xero you will find exactly that.

• What is automation in small business?

  Automation streamlines the process of getting a near real-time view of your financials by accurately capturing data from bills and receipts, transaction data from bank accounts, and assisting you in getting paid. 

  With Xero’s automation toolset you can say goodbye to manual data entry and say hello to seamless bill pay and bookkeeping, allowing you to focus on what matters most.

• How will Xero invoicing save me time?

  Xero gives you the ability to automatically create, save and email recurring invoices to your regular customers in just a couple clicks. You can also add Stripe autopay to repeating invoices or direct debit with GoCardless to any invoices to automatically accept payments (ensuring you get paid on time, every time).

  Not only that though, it also takes the work out of chasing payments. You can send automated invoice reminders to your customers - All you need to do is decide when and how often the reminders are sent out. You can also see whether a customer has seen an invoice and the moment it is paid.

   

• How will Xero help me manage my cash flow?

  Cash flow is vital to the success of any business. With transactions flowing daily into Xero, you can better understand and advise the business by seeing an up-to-date view of your cash flow. The dashboard allows you to see all of this at a glance as soon as you login. 

  Xero also comes with very smart reporting and insight tools including the short-term cash flow tool which provides a 30-day view of the operational health of your business. You can use the projections to keep up to date, understand your cash flow, and act early. This is a great tool to understand any immediate needs and working with your advisor on the best next action. 

  Another smart insight tool is the Business snapshot which provides a visual dashboard of key financial metrics, so you can quickly see how your business and start deeper conversations with fellow shareholders and your advisor. The business snapshot displays Xero data in beautiful charts, tables, and at-a-glance figures that makes it easy to compare profit and loss, turnover, expenses, and efficiency between different periods. It can also help you manage cash flow by allowing you to see your cash balance and the average time it takes to get paid and pay suppliers, all on the one page.