Advisory

What should be in your firm’s app stack?

To make sure your firm is up there with the best, you should be looking at the incredible tech that’s on the market. There is a lot to sift through, so to make it easier to pick the best apps and add-ons for you, here’s our top nine.

1. Practice Ignition. Create and send bespoke client proposals in minutes. Core features include the quick creation of bespoke client proposals, secure automatic payments are driven by client approval and acceptance (and they’ll chase your invoices for you!), real-time business insights and revenue targets, and scope management, which allows you to formalise the expectations of both parties of the working relationship.

Integrations: Xero & QuickBooks

2. Receipt Bank. Log and pay your receipts and invoices quickly, accurately and efficiently. Year-end becomes a breeze with Receipt Bank, as each and every receipt you used to manually input is already logged. Take a picture of your receipt and it’ll be uploaded to Receipt Bank and show in your reports.

Integrations: Xero, QuickBooks & MYOB

3. Hubdoc. Stop chasing online bills and statements. Hubdoc automatically pulls your bills and statements into one secure hub. This means you have one login to view and manage the documents from all of your accounts. You can sync your bills, receipts, invoices and more general data to your accounting software, which will save you a load of time and effort. Backup is automatic and collaboration is made easy.

Integrations: Xero & QuickBooks

4. BOMA. This marketing software continuously crunches your campaign data and suggests innovative ideas to better engage with the people you need to target. Dive into a customer’s activity stream and discover how they’re interacting with your business across your website, email and social media, and define groups of customers to target using profile data or their previous behaviours.

Integrations: Xero

5. NowInfinity. A customisable, fully integrated platform, you’re able to make use of their Corporate Messenger, which makes light of electronic signing, automatic debt reports, client reminders and easy payment solutions, completely customisable minutes and resolutions to ensure your companies never receive unnecessary late fees. They even have a ‘university’, where you can learn from highly experienced teachers to become industry accredited.

Integrations: Xero

6. ApprovalMax. Approve purchase orders, bills, sales invoices and other accounting needs. It’s user-friendly, built to work via email, mobile or as a web app, so it’s the perfect fit for all – no matter how tech-savvy you are. Set up approval workflows which enable multi-step and role-based approvals, facilitate approval process automation, and provide for exception handling and reporting.

Integrations: Xero & QuickBooks

7. Futrli. We know you’re aware of our forecasting expertise, but have you seen our latest updates? No more choosing between printed reports and online dashboards is number one: we know clients prefer different mediums so we’ve produced both for you. We’re integrated with Xero and QuickBooks, so you can get your clients started with us immediately.

Integrations: Xero, QuickBooks & MYOB

8. T-Sheets. Remote working means you need to keep track of where each of your team is and when they’re clocking in and out. T-Sheets makes this all possible – and simple. Using GPS technology, the app prevents confusion from different time zones, and will accurately track and sync offline as well as online.

Integrations: Xero & QuickBooks

9. Movemybooks. Converting your accounts data is made easy. If your data includes foreign currencies, that’s not a problem – though double checking your data is advised. This is one for those of you with clients working on desktop alone, and with the ability to sync historical data of over two years, is the best option for you. No more manual inputting, this is the best way to wave goodbye to desktop accounting.

Integrations: Xero

 

Practice Ignition
Receipt Bank
Hubdoc
BOMA
NowInfinity
ApprovalMax
T-Sheets
Movemybooks