App Advisory: Service Spotlight

Save money with seamless integration. Capitalise on new opportunities, whilst maintaining full compliance at all levels. 

February 17, 2023
App Advisory: Service Spotlight

We’re Tech Savvy

Self-proclaimed app enthusiasts, our team at Gow and Partners are experts when it comes to seamless integration, helping to heighten the digital efficiency of businesses across Lancashire.

After identifying the relevant ‘pinch points’ of your business, we will provide app remedies to avoid congestion.

Sit back and save money, identify and capitalise on new opportunities, whilst maintaining full compliance at all levels.

 

Elevate Your Business with Seamless Integration

When implemented efficiently, the use of apps will not only streamline your finance function. It will also improve the way you run your business as a whole.

Integrating apps within your software system, for instance, is a fantastic way to aid your compliance with HMRC, and their Making Tax Digital (MTD) policy.
Within an exemplar system, the information presented will never feel overwhelming, overly complex, or conflicting. But rather, information will flow seamlessly and harmoniously into Xero.

 

Our App Service

App advisory can be provided in person, at our spacious Dalton Court offices, or we can discuss your software system with you via video chat/telephone from anywhere in the world.
After making our assessment, we’ll provide you with your very own app stack— a tailored diagram showing you the ideal apps for your business in visual format.
Of course, it is the business owner that has the ultimate say over which apps they’d like to implement. But once the decision has been made, we’ll be there to support you every step of the way, offering any training that you or your employees require.

 

App Categorisation

Business apps typically fall within the following eight categories:

  1. Payments
  2. Bills & Expenses
  3. Invoicing & Jobs
  4. Payroll HR
  5. Reporting
  6. Inventory
  7. Tracking time
  8. Debtor Tracking

 

Must-have Apps

To give you a taster of the type of apps you could enjoy, here are a few of our personal favourites:

 

Xero

Xero provide quality cloud-based accounting software for SMEs, downloadable in app format for convenient access.

This installation is central, since it is where all information will ultimately feedback to, presented beautifully, all in one place. Streamlining time consuming tasks and allowing you to manage your business in real time, Xero is the beating heart of finance function.
The options for customisation are endless, since you can personalise your account by connecting other apps. This can be done by the Xero App Store, where you can browse apps via ‘industry’ (such as construction and trades, automotive, hospitality, etc.) and ‘function’ (such as payroll HR, bills and expenses, time tracking, etc.) With over one thousand Xero compatible apps, you’ll be spoilt for choice!
As Xero gold partners, we are proud to offer their bespoke packages our client’s at a heavily discounted rate.

 

Dext

Dext Prepare is an innovative app trusted by over 450, 000 businesses globally, providing business owners with the resources needed to stay on top of their financial affairs.
Receipt capture has never been easier— simply snap a quick photo of your paper receipts, invoices, and bank statements and the app will take it from there, retrieving the important information from your documents and storing them in one place.

Say goodbye to duplicates and hours of data entry!
With the option to connect your account with PayPal, Amazon and more than 1,400 other suppliers, you won’t have to worry about missing paperwork.

Dext sorts your financial data by tax, supplier, and region, giving you a real-time view of your business finances, and publishing your figures to Xero automatically. This means no more anxiety when it comes to month end.

 

GoCardless

Standard invoicing can be frustrating and inefficient for busy business owners.

Save on manual time by chasing and reconciling payments with GoCardless.

The app takes away the headache by allowing you to easily collect recurring, one-off and variable payments from customers across the globe.
It also gives you an option to split invoices into instalments, allowing customers to spread payments over a set period of time.

What’s more? Once a payment is made, GoCardless automatically updates your Xero account, marking invoices as paid and alleviating what would otherwise be another timely manual task.

 

Float

Providing cash flow forecasting and scenario planning, Float helps you make informed, confident decisions about the future of your business.

Their app provides business owners with all things cashflow, all in one place, strengthening financial health through improved management ability.
Artificial intelligence is being utilized more and more in business, so why should your finances be any different? If you can tap into an accurate picture of the past, planning for all those 'what-ifs', you can unlock a brighter future for your business.

It is the gateway to wise financial decision-making, allowing you to be more proactive and strategic with your cash.
Whether you want to hire a team member, open an extra office, invest in new equipment, or simply pay an upcoming bill, it is vital to know whether you will have the money to afford it. Float takes transaction data from your accounting system and uses this to automatically forecast your financial future in minutes, down to invoice-level detail.

No more sleepless nights, just complete cashflow confidence.

 

BrightPay Connect

BrightPay is an incredible piece of software, giving you a way to link your payroll data to the cloud, enabling various other features.

Secure, automated, and user-friendly, you can backup and restore your payroll data with ease, on your PC or Mac, both to and from the cloud.
The app also offers a web/mobile based self-service dashboard, allowing you and your employees to log in and access payroll data.

Employees can even directly request things, like annual leave and updates to their personal details. Once approved, this will synchronise back to BrightPay on your PC or Mac.
The convenient features of BrightPay Connect (alongside our payroll services) will ensure that your payroll data is safe, while streamlining employee communications.

 

Syft Analytics

Syft Analytics allows our team to generate invaluable financial reports, comprised of powerful visual analytics.

These give you a clear picture of your business performance, preventing any need to dig out important data and KPIs from spreadsheets.
Utilising this software with client access, we are able to analyse the finance function of your business, presenting information in an easily digestible manner.

Most excitingly, the platform offers live, collaborative reports, not merely PDFs.

This allows to track trends in real time and provide commentary on specific transactions, pinning the parts you’d like to highlight.

 

Let us Help You

Book your 30 minute discovery call today— enjoy a relaxed, no-obligation chat with one of our qualified accounting advisors. We can assess your situation and determine how to best serve and add value to your business.

Alternatively, you can send us a message with any queries (big or small), and one of our team members will get back to you promptly.