Software & Process Improvements

Xero Certified Experts

We are Xero and HubDoc certified partners and experts.

What does this mean?

It means that we can help you with a full spectrum of services in Xero and HubDoc.

These include but are not limited to:

• Xero Signup and Subscription
• Xero General Training
• Xero Payroll Setup and Training
• Xero Company Setup including Opening Balances
• Xero Chart of Accounts setup
• Link Xero to IRD for GST Return and Payday Filing
• Help you gain Xero efficiencies such as auto matching, auto invoicing etc
• Xero and HubDoc integrations

Process Improvements

Using an online bookkeeping solution such as Xero is great but if you still use a paper-based approach to bookkeeping then your business is not getting the full benefit of a cloud solution.

Our process improvement solutions look at how you do things and identifies opportunities for improvement.

Appreciating that each business or industry is unique and all have certain ways of doing things, we work within these limitations to look at the best way to achieve efficiency.

Our clients have benefited from not only increased efficiency but also the side-effects such as a boost in staff morale, greater accuracy in documentation and most importantly cost savings.

Whilst we are Xero experts, we also have experience in implementing other ERP platforms such as Microsoft Dynamics suite and also are Lean Six Sigma greenbelts.

If you are looking to find efficiency in your business, we welcome a free consultation to see how we can help.

Document Management

Document Management platforms are becoming increasingly popular. Document Management platforms such as HubDoc and Receipt-bank are well recognised in New Zealand.

However, we see a lot of clients not fully utilising the capability of these systems. This is either through a lack of knowledge on the capability of these systems OR a lack of robust process flow and guidelines for staffs.

We work with businesses to ensure that you both understand the capabilities of these systems, that staff have correct guidelines on how to use these systems for full effect and also that all relevant integrations have been setup to maximise the benefit.

If you are considering implementing a document management platform such as HubDoc in your organisation, let's have a chat to see how we can help.