Expensify’s Head of Growth for the APAC region, Phong Le recently shared with Xero, what Expensify is, and how it integrates with Xero. Click here to watch the video Expense Management is painful because there is a lot of following up for receipts, for information, trying to reconcile, and what Expensify can do is automate [...]
If you want to sell to accountants and bookkeepers, join relevant forums, introduce yourself, tell people what the solution does, give them information about the solution, and how the integration works. Be as useful as possible. Don’t try and sell! pic.twitter.com/zYvRIgTH6R — Heather Smith (@HeatherSmithAU) December 15, 2017 If you have built an app, and [...]
Your clients don’t need to be in your local area. Cloud accounting enables us to work with people across Australia and beyond. While the tax is specific to jurisdictions, accounting is an international language. https://t.co/F8g7CcJW0E pic.twitter.com/zodCA3AsMV — Heather Smith (@HeatherSmithAU) December 10, 2017 Before asking the question, where will I find my first client, here [...]
During a meeting today with a client, we looked at the financial statements produced by her tax accountant, and we looked at Xero statements for the same date, and they were vastly different. How could this happen? For my clients who are working with Xero savvy accountants, the Xero data will be identical to the [...]
If you’re looking for a Customer Relationship Management (CRM) Solution I suggest you consider the following questions. Are you selling B2B or B2C? What industry do you operate in? How big is your sales team? How many people will need to access the CRM? Do you need a Sales Leads Manager? Do you need to [...]
I use GSuite (Formerly Google Apps) in my business. Part of the GSuite offering is a Marketplace of apps. The image indicates the Apps I identified as working with Xero and that I've added to my Admin Console - Automate.io, Expensify, PandaDoc, and Zapier. Adding them only took a few seconds. If you are working [...]
Here’s a list of workshop venues in Brisbane that I’ve heard of on my travels. […]
I’ve been closely involved with the cloud accountants, bookkeepers and advisors community for the last decade. For many practices, the adoption of technology and automation of compliance has resulted in a significant increase in their client base. To adapt to these developments practices are tinkering with their pricing model, offering advisory services, and focusing on [...]
Martin Kratky CEO and Founder of Clear Jelly – will cover the following themes: * Common Planning, Reporting and Analysis Challenges for Xero Users* Why common approaches to this problem often fall short* How you can solve this problem, cost effectively with next level business intelligence* A step by step process of how to implement BI into your business* A step by step guide in how to integrate Clear Jelly and Xero* Q&A What is Clear Jelly? Clear Jelly helps small business make smarter, data-driven decisions with next level business intelligence. Clear Jelly’s pre-built data warehouse allows users to seamlessly combine cloud-based financial data with non- financial data for a 360 degree of performance. It leverages the might of Microsoft Power BI Desktop, for simple, self-service data visualisation. For the finance users who love the familiarity of Excel but hate the risk associated with it, Clear Jelly offers something special. Finance can say goodbye to manual data export and preparation, uncontrolled user access and large, inconsistent files. With Clear Jelly Excel Add-in you build best practice planning, analytics and reporting solutions directly in native Excel. It unites all your spreadsheets and models in one powerful multidimensional in-memory database with secured access and data integration from any number of source systems. But who’s going to put all of this together? Well, that’s where our Software Enabled Services kick in. Data skills are scarce and in high demand. In turn, they are expensive. We’re making world-class business intelligence affordable for everyone with fixed price packaged data services. With Clear Jelly software enables services, you work on the business, not in it. For Business Advisors, this is a triple win. Two additional revenue streams, without the overhead, Advisors can scale their business by reselling Clear Jelly’s software and services but best of all…you can delight your customers with stunning and intelligent dashboards and forward-looking insights you can trust. Out of the box, Clear Jelly integrates with: * Salesforce* Google Analytics* Online Weather Services (A construction company can forecast their cashflow against the weather forecast)* Any SQL Database* Microsoft Dynamics 365* Excel Bio of Presenter: Martin Kratky After finishing his Master’s Degree in Business Administration at the University of Economics in Vienna, Martin has worked for more than 20 years in the business intelligence space. After founding and selling the Australian branch office of MIS AG, a German provider of business intelligence solutions, in Australia in 2003 Martin focused on setting up and running multiple technology ventures that span software as a service (SaaS) businesses in the analytics and events space, as well as new IOT sensor technologies. Currently, he is focused on the global rollout of a new breed of analytics products that combine technology and related services in the business analytics space. Clear Jelly and the Enterprise version Agility Planning, enable business users to get started with advanced data discovery, interactive dashboards as well as comprehensive planning and forecasting processes that encompass all their relevant data sources. Who would benefit from attending?VCFO, Management Accountants, Accountants, Bookkeepers, who want to see how emerging software for business can shape their professions and businesses.If you have specific questions about this solution – enter them below to ensure they can be covered during the session. Clear Jelly have kindly agreed to sponsor ? and ?!
Never in our history have we seen so many accounting and bookkeeping conferences vying for our attention. Conference attendees are likening the experiences to Burning Man or Coachella. What does this mean for us as Cloud Advisors? What does it mean for our clients and for the industry? RSVP: https://www.meetup.com/Cloud-Accountants/events/243637864/ In the first panel discussion of [...]
