66 CMA Accountancy The Benefits of Xero & Add-Ons By Kieran Fitzgerald AATQB We’re often asked by customers why we champion the popular accountancy software Xero so much. There are clear benefits to using Xero itself, but there are also a vast array of external 3rd party software and apps that can integrate effortlessly with Xero, ensuring that you have the tools to manage your entire businesses accounting and operations as efficiently as possible. Here is a selection of our favourite apps that our customers use, and we are always on the lookout for more on the Xero App Store! Bills and Expenses – Convert your receipts and invoices into Xero data seamlessly! • Dext Prepare: Scan, sort and publish paperwork directly into Xero, using the smart tools the software offers to analyse the tax, supplier details and payment timing. • Hubdoc: Reduce data entry by accurately capturing information from bills and receipts and publishing it to Xero making it easy to match transactions to your bank transactions. • AutoEntry: Automates data entry, analysis and document storage of all of your bills, receipts, sales invoices, bank and credit card statements. Invoicing and Jobs – Simplify managing your tasks, teams and invoicing! • ServiceM8: Ideal for trade contractors & service businesses. It streamlines the process from a client’s first call to scheduling, quoting, documenting and invoicing & payment, all whilst integrating with directly with Xero! • Tradify: The complete job management solution for tradesmen & contractors. Easy to learn, simple to use and accessible on site via a phone or desktop. Handles quoting, invoicing, job scheduling and tracking, timesheets & pushes all of this information to Xero automatically. Credit Control – Get paid on time without the headache! • Chaser: Automate invoice chasing, streamline your accounts receivable process and get paid faster, all whilst maintaining great customer relationships without losing the human-touch. • Fluidly: Fluidly gives you all things cash flow in one place and the tools to get cash in the bank. Build a forecast, estimate VAT, chase invoices, apply for a loan & more. Payments – Get paid quickly and easily, online! • GoCardless: End late payments. Automatically debit your customer’s bank account whenever your Xero invoices are due. Lower-cost alternative to card payments. • Stripe: Accept direct debit, credit card, and Apple Pay payments online and get paid up to twice as fast when using Stripe in Xero. Whenever you receive payments via Stripe, you’ll automatically see the transaction data flow into Xero and can reconcile each payment with one click. Moving your software package is a big step and that’s why we have an expert team of Xero advisors ready to help with converting your data from another product into Xero, and we can also advise you on the best apps to empower you to make the right decisions to take your business to the next level. Check out our website at www.cma-accountancy. com for more tips on Xero, and you might want to sign up to our weekly newsletters whilst you’re there! Give us a call now for a FREE consultation to discuss how we can help your company benefit from working with Xero. Kieran Fitzgerald – CMA Accountancy 39 Skull House Lane, Appley Bridge, <strong>Wigan</strong>, WN6 9DR 01257 255521 info@cma-accountancy.com www.cma-accountancy.com
67 Do you need help and guidance with; Company Accounts? Auto Enrolment? Self Assessment? Cloud-based Software? Payroll Services? Making Tax Digital? AE SA deadline VAT Benefits SA FREE INITIAL CONSULTATION Call CMA Accountancy today www.cma-accountancy.com info@cma-accountancy.com Skull House Lane, Appley Bridge. 01257 255521