Make the right software buying decisions for your practice

App of the Month webinar - 28th March 23 at 10.30am

The rapid growth that comes with gaining investment is exciting for any business. But this can often pose challenges for the finance team.

The hardest part about being a small business owner is not so much the work, but rather the legal obligations. When you haven't got the time or expertise to handle these for yourself, external payroll services can be an alternative. This is where managing payroll can be a boom for your business performance and your bottom line.

The accounts payable process is a critical function in any finance department – ensuring bills are paid, implementing spend control measures, compliance, reducing costs, and maintaining healthy supply chain relationships are just the tip of the iceberg.

We have just added three new features that help you automate complex workflows

Learn how Airwallex protects and secures customer funds in the UK and Europe, ensuring your money is always safe.

New feature: Favourites

New feature: AI Commentary by Syft

Syft: Xero's Global App of the Year Finalist

Join Qokoon for a webinar on how their AI financial analysis and reporting software can help your accounting practice provide advisory and virtual CFO services.

The integration between Karbon and Xero Practice Manager will launch in April, 2023

Engaging early with clients on what their expenditure requirements are and how to meet them avoids incurring the cost of standing still.

Bright is the newest name in the accounting community and is closely associated to their products; BrightPay, AccountancyManager, BTCSoftware and Surf. But why is the whole greater than the sum of its parts?

While AI is already being used to enhance many aspects of accounting, there are still important ways in which accountants can add value.

We are super excited to announce our Gold Partners for 2023!

Take a short moment to recall the last time you had a really great experience as a customer and how that experience made you feel. And did you tell someone else about it?

Analyzing the business abilities of 1,000+ accounting firms across the globe. How does your firm compare?

How firms can use client data to have impactful conversations with their clients

A medium-sized accountancy practice can provide a unique service.

In a perfect world, all clients would receive bespoke financial statements and dashboards, tailored precisely to their needs

Join Will as he discusses how to create bespoke reports with Scott Miller, Founder of Scott's Add-ins, on September 28th, 3PM BST.

How to Successfully implement a New Practice Management System

Hannah Dawson, CEO & Founder of Futrli has announced that the company has been acquired by Sage.

Remove bottlenecks and increase your firm’s profitability: implement live chat with your clients

Understanding How Payment Technology Will Drive the Future of Bookkeeping January 2022

How to maximise adoption of the DEXT platform for optimal accounting

How can AccountancyManager save you time?

We've compiled a recording for each of the apps that took part in our event.

One of the main questions we get asked about Zapier is “How can Zapier help me as an accountant?”

Watch Will Farnell and Trent Mclaren talk about How to Price 3rd Party App Advisory Services in your accounting firm in this session recorded for QuickBooks Connect in 2020. The session includes 3 deep-dives into client scenarios.

G-Accon has released a highly anticipated new feature.

G-Accon has a new Report: Transaction List by Customer and New Features

We are excited to introduce a brand new product that has been released...

What are the WorkflowMax and Xero Practice Manager applications?

We are so excited to announce that we have added multiple enhancements to our software.

Why is it important to clean up and reconcile transactions on a monthly basis?

What do creativity and accounting have in common?

Create a consolidated report using data from different organizations or sources? Sounds great, doesn’t it?

Recently at G-Accon headquarters, we had the opportunity to chat with Clay Sandoz.

Andrew Forte is an entrepreneur and coach from South Africa.

With G-Accon’s consolidated reports, Xero and QuickBooks users can easily combine data from multiple sources

Right from the beginning, G-Accon was developed to make the lives of accountants easier.

For accountants or bookkeepers who work in large teams or need to share data with a number of different people including their clients, Google Sheets is the perfect tool. Google spreadsheets allows you easily share your spreadsheet with any email addresses you like and control their access through the share settings.

G-Accon announced a new release with new features, functionalities, and reports.

G-Accon have just released some exciting new updates, read on to find out more.

Here’s how to Build an Advanced Xero/QuickBooks Data Query in Google Sheets

We’re passionate about making all HR tasks easier and stress free, and believe HR should be simple for everyone, so we provide software tools to help small businesses do just that.

Experiential portals allow you to configure them for specific use cases: from client interactions through board reporting to running job interviews.

An introduction to the proposals module of MyDocSafe

Make sure your business unit address email is populated with any email address invoices will be sent from (separate with semicolon). This includes any email in the business, as well as supplier emails.

Make sure your business unit address email is populated with any email address invoices will be sent from (separate with semicolon). This includes any email in the business, as well as supplier emails.

Make sure your business unit address email is populated with any email address invoices will be sent from (separate with semicolon). This includes any email in the business, as well as supplier emails.

Make sure your business unit address email is populated with any email address invoices will be sent from (separate with semicolon). This includes any email in the business, as well as supplier emails.

Find out about the fabulous features we’ve added to our HR software in September and how they can help your business tackle HR admin head on.

We’ve added a fabulous selection of features to our HR software like online seat-booking that can help manage safe working in the office!

ith Coronavirus still dominating work in the UK, CitrusHR’s development team have been working hard to help support you more with the current situation.

Guest blog from David Lester Co-Founder and MD, CitrusHR.

Will Farnell and David Lester discuss the synergy between HR and Accountancy, why bundling HR and payroll is a no-brainer, and how to price that bundle of services.

Find out how our powerful HR Software can help you and your team get back to normality when the time comes.

This month’s software update brings lots of exciting changes including even better user security and an update to our bulk upload feature.

After 7 years citrus HR has had a makeover! Find out all about our new design here:

Discover how you can save time and stress when hiring new starters, and completing the onboarding process as they join your team.

Our latest HR software update is a big hit with our current customers and partners. Learn how our one-to-one tool can help manage performance

Committing to hybrid working long-term post-pandemic has made electronic monitoring an increasingly hot topic. But, what is reasonable?

Learn everything you need to know about annual leave entitlement and calculating holiday pay with our guide to holiday management.

The employment law could affect your small business in 2022 and a heads up about other possible changes that might be coming your way soon.

Covid working restrictions have now ceased and the big question for many employers is should hybrid working model stay or go?

Retaining staff and reducing turnover goes further than big salaries. Find out how company culture plays a role in reducing staff turnover.

A new blog post from Citrus HR shares how you can help your employees through the cost of living crisis. With inflation at a 40-year high, utility bills and food prices are rising at an alarming rate. Most people are having to make tough financial decisions, and sadly more and more families are on the poverty line despite having a regular monthly salary.

Time. There’s never enough of it, which is why small business owners are often so dismayed at how much of this precious resource they need to spend on being an employer.

A new year is an exciting opportunity for a fresh start and to make plans for what you want your firm to achieve in the year ahead. With the cost-of-living crisis taking hold, you may find your firm and clients’ small businesses facing some extra challenges over the coming months – but being up to speed with HR trends can give peace of mind and one less thing to worry about.

Small businesses can get along without HR software. Using Excel spreadsheets, Google Calendar, paper lists and post-it notes, it’s absolutely possible to keep yourself up to date, organised, and on the right side of compliance.

We explain how the setup works, including the nuances of the integration, and the recommended workflow for a Ltd company.

When creating invoices for work that’s being billed manually, you can now see the “project” that each item relates to. This is particularly important if you’re providing the same service to the same client across multiple projects or scopes of work.

With Practice Ignition you can now include multiple options in proposals as part of the New Proposal Editor BETA.

Practice Ignition have released updates to the new Client Billing Schedule which give you more flexibility

Practice Ignition introduces Review and Pay

UK businesses are facing unprecedented pressures that accountants and bookkeepers will have to confront, both for themselves and for their clients, as 2022 draws to a close. Despite this, Carl Reader, Head of Accounting EMEA (UK) for Ignition, says that focusing on your core clients’ needs, selling them more additional services and becoming a stronger adviser by marketing your best specialist competencies can create growth opportunities in the coming year.

Considering moving to Cloud accounting? Set yourself free with real-time data and unlimited reporting capability. Collaborate easier with your colleagues and manage approval workflows with ease. Improve financial control. Integrate your other systems for complete visibility. Check out iplicit – true Cloud-based accounting software and winner of AccountingWEB’s mid-market accounting software of the year for 2020 and 2021.

If you’re using multiple instances of QuickBooks, Xero or any other software and countless spreadsheets to consolidate your group or asset portfolio, join iplicit’s webinar on Consolidation and Multi-entity Accounting on 9th Feb.

Are you stretching your finance system to breaking point due to a lack of affordable options? There are 100’s of thousands of organisations globally using entry-level finance systems such as Xero, QuickBooks, and Sage50, pushing the limits of these systems to the very edge. This is typically due to the high cost of the perceived alternative systems in the marketplace, with the likes of NetSuite, Intacct, and MS Dynamics often costing six-figure sums just to implement.

We asked ApprovalMax about their onboarding, training & support.

How it works and the App Advisory Plus view on the integration.

ApprovalMax have released a direct integration to Receipt Bank, with approval workflow benefits for both QuickBooks and Xero customers.

Two factor authentication is now available for all users!

New features from ApprovalMax including: updated navigation, line item level reports, scheduled summary emails to approvers, and more (May 2021)

Learn more about ApprovalMax: a tool that extends the online accounting platforms Xero and QuickBooks Online with approval-driven financial controls.

The new ApprovalMax Advanced plan has additional features to improve the processes for spend control and supplier vetting as well as help AP and AR approvers do their work more efficiently. ApprovalMax – the award-winning approval automation app for Xero and QuickBooks Online – introduces a new plan for organisations that require a higher level of control and have special policies for budget control and supplier vetting in place.

Learn from our new ebook how to safeguard your Xero data, establish spend control, ensure proper reporting and save time with ApprovalMax. Xero is a perfect online accounting software trusted worldwide by millions of small businesses, accountants and bookkeepers. But when tighter controls are required, especially with regard to the approval process, Xero cannot cover all business needs.

Dext is the essential digital accounting platform to fetch all paperwork to one place and get your client’s business financially fit. Never miss an invoice or receipt, by connecting to thousands of suppliers, PayPal, and email to pull all the data you need into a single digital dashboard.

Accounting software provider Dext has added a digital sales product to its growing platform, following the acquisition of Greenback which rebrands to ‘Dext Commerce’.

Dext formally Receipt Bank, have released data showing how businesses are spending more on digital advertising in the run up to Black Friday, (November 26). The research based on 14,000 business transactions shows a 70% increase in average spend on in LinkedIn and 24% increase on Google advertising.

Capitalise pull in the Profit & Loss, Balance Sheet and data around Debtors. This information allows them to speed up the loan application process by completing important sections such as the Trading History and Invoice Finance specific sections, as well as generate insights into funding opportunities based on ratios from the Balance Sheet.

Capitalise have partnered up with SRA-regulated Escalate to offer a Capitalise recovery – a debt and dispute resolution service on the Capitalise platform. Here’s all you need to know courtesy of Capitalise. Capitalise | Logo Unpaid invoices have always been a problem. 96% of SMEs have experienced a bad debt, and 70% of SMEs will have at least one commercial dispute every three years.

Using data from Xero, QuickBooks, or Sage cloud accounts, Capitalise are able to build a picture of your client’s affordability

Capital advisory platform Capitalise has launched a new spin on accountants current advisory offerings.

Clarity announce integration with Capitalise!

Discover what’s new

The integration extends the capabilities of Xero Fixed Assets with a host of features such as:

nettTracker Single Sign On is now available, read on to find out more!

Find out more about how nettTracker works to support more automated management of fixed asset transactions for QuickBooks Online.

nettTracker provides an automated fixed asset register for QuickBooks Online and Xero.

We asked Martin Pierce, CEO of Zahara, about their onboarding, training & support for clients.

This means that Zahara can be used for the whole purchasing process with associated approval workflows, from requisition, to purchase order, to purchase invoice, to export.

Courtesy of Zahara: Here are the latest features

The New year comes with many challenges in our industry – Self-Assessment season, the need and desire to plan for the year, focus on your clients and reflect on the previous year! We have put together three key points to help you kick start your new year and reduce the overwhelmed feeling this January.

It is said that 1 in 10 clients would stop working with accountants if they become unresponsive, especially over email. Timworks solves that by offering instant chat, now with simplified internal and external communication and the ability to filter them out (so you get that laser focus 🎯 ). Integrating with your favourite tech […]

Futrli have launched Predict, a forecasting solution dubbed the Sat Nav for your business. Predict is a short term (<1 year), 3-way forecasting solution. It's made for small businesses that need 3-way forecasts not offered by Float or Fluidly, but need less functionality than Futrli Advisor.

Predict now automates the calculations needed to ensure accurate VAT/GST predictions if you are on the Cash scheme

Many businesses believe they have less than 3 months cash reserves. This poses a risk to your portfolio revenue, but how do you determine your exposure?

Based on customer feedback Futrli Predict now offers a weekly view for your 3-way forecasts!

Karbon have released time and budgets, their biggest ever feature release. We reviewed it to see what it’s all about.

In this on-demand webinar, you’ll learn best practice steps for documenting your processes, sharing them across your firm, and making it easy for your team to make use of them across all locations.

This is a useful and time-saving feature that allows users to send real-time Xero, QuickBooks, and FreshBooks reports by email to multiple clients right from Google Sheets. Flexible settings allow users to choose the list of interests who need to receive an email, create the text of the letter, and set up a schedule of report updates and email notifications.

Enjoy this helpful blog post by Karbon – they share their six referral tips for accounting firms. Accounting relationships are built on trust. Clients trust you with their business, their livelihood, and ultimately, their future. A successful client relationship can grow to be akin to family—but, like any important relationship, it takes work to get there.

How to find an app to ease the consolidated reporting headache – When you choose an app, you’re also deciding to work with a partner, and you should expect to receive a rounded service. Things to consider are: is there a free trial available? How is ongoing support delivered to customers? Are there any case studies available? And what does it cost? Consolidated reporting is a complex process you’re trying to ease, so make sure you choose the right app partner for your firm.

What are the essential elements shaping the technology you’re likely to use, if not now but soon? Find out more in this blog from App Advisory Plus partner, Joiin.

Joiin’s latest campaign breaks down five common consolidated reporting headaches you might be experiencing and provides solutions. Find out more in the latest blog from App Advisory Plus partner, Joiin.

Ahead of Joiin’s spell as App Advisory Plus’s August App of the Month, the company’s Harry Symons explores what makes a good app, drawing on his experience as customer success manager at Joiin. A sprinkle of magic This isn’t a spoiler: nowadays, most accountants prefer to use cloud accountancy software. Market-leading accountancy software is so powerful that it delivers fantastic benefits, such as reduced costs and more efficient working methods.

Pricing services just got a whole lot easier for Xero accountants with Data Driven Pricing™ by GoProposal.

GoProposal’s new email deliverability scoring system

Oversuite™ is a suite of smart engagement letters that evolve with regulatory changes & auto-update in GoProposal for you, enabling you to meet the highest levels of risk and compliance standards.

Are apps a cost-centre for you, rather than the profit centre they should be?

This article looks at how you can make use of GoProposal’s Zapier integration to automate the setup of jobs in Pixie practice management software.

OverSuite is live 🥳

GoProposal have launched their (long-awaited) Zapier integration!

In this webinar Will Farnell of App Advisory Plus was joined by Trent McLaren of Practice Ignition to talk about onboarding.

As part of our App of the Month series Will Farnell had a conversation about App Advisory with Matthew Lowry from Fathom.

An on-demand webinar brought to you by Practice Ignition.

Catch up on our webinar with Simon Chaplin of The Accountants’ Mastermind.

Ever had a side hustle that morphed into a full-time gig? What about a situation where the side hustle and the day job fully integrate?

Karbon’s first update of 2021 provides an option to recall an email you have just sent

Join Andi, Lachlan and Sara from Karbon for their exclusive 2021 roadmap preview.