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