All our LLPs and Limited Companies are set up in Xero, Receipt Bank and Futrli Flow. Integrating Receipt Bank with Xero helps with efficiency, reduces workload and increases accuracy. Futrli Flow pulls data through from Xero to provide short-term cashflow insights, risk assesses customers, and gives you action points to improve your business’ cashflow. With this information business owners are able to keep an eye on their business’ performance more effectively, and make data-driven decisions.
In addition to the basic setup mentioned above for all our clients, we also have an array of other software that our clients will have access to. We use Senta as our client portal and CRM system, ensuring safe transfer of sensitive documents, to enable us to obtain digital signatures, and to maintain all our client details effectively. Some of our limited companies also choose to add in management account and forecasting services to their basic package, and for this we use Futrli Advisor, integrating with Xero to provide real time information. For clients that we provide bookkeeping services for, we use Xavier to enhance the accuracy of our bookkeeping, flag issues and give us an all-round Health Score of our clients’ Xero accounts. For those with credit control requirements, we partner with Chaser to provide streamlined and effective credit control. We use Calendly to schedule calls with our clients, GoCardless to collect our Direct Debits, Zoom for video conferencing and Loom for quick demo videos.