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 [...]
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 [...]
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 [...]
Here is my wrap up of the 2017 Xero roadshows. I attended both the Brisbane and Gold Coast Xero roadshows. Last year I noted that this was something that Helen Goodman had done, and when I queried here she said that some of the Cloud integration solutions were not exhibiting at every roadshow. So by [...]
A special mashup between the Queensland Power BI User group and the Cloud Accountants & Advisors Meetup groups Xero is online accounting software for small and medium sized businesses. It includes invoicing, bank reconciliation, tax compliance, inventory and payroll functionality. Power BI is a cloud-based business analytics service that enables anyone to visualize and analyse data with greater speed, efficiency, and understanding. It connects users to a broad range of data through easy-to-use dashboards, interactive reports, and compelling visualisations that bring data to life. The session brings together these two specialist expert groups to explore connecting Microsoft Power BI with Xero. The session will cover: • A brief overview of Xero • A brief overview of Power BI and a connector pack • Power BI versus Power BI Desktop • How Microsoft Power BI integrates with Xero; • A walk through demonstration of the integration of Microsoft Power BI with Xero • Building a report in Microsoft Power BI from data in Xero • A Xero expert to talk about the business value in the reports • Q and A Bio of presenter: Sonia Cuff is the co-founder of a technology consultancy company called The Missing Chair. She is passionate about technology and how it can enable people to be more productive and to achieve more. Sonia applies her 10 years of corporate systems experience to the Small Business space, keeping pace with the latest changes in technology and sharing this with SMB customers. This year Sonia was awarded as a Microsoft MVP for her work educating people about Office 365. Craig Bryden of TetraQuark is a highly experienced Business Intelligence / Data Analytics practitioner using the Microsoft SQL Server products. He presents at SQL Server Saturdays and other community events. Craig’s passion is to help his customers get the most out of their data assets. Craig currently hold a Microsoft Certified Solutions Expert - Business Intelligence certification and was previously a Microsoft Certified Trainer. Craig is one of the organisers of the QLD Power BI User group. Who would benefit from attending? VCFO, Management Accountants, Accountants, Bookkeepers, Developers, Cloud enthusiasts’, data experts If you have specific questions about this solution – enter them below to ensure they can be covered during the session. Meetup Groups involved Find out more about the two meetup groups Queensland Power BI User Group organised by Craig Bryden Cloud Accountants & Advisors Meetup organised by Heather Smith This event will be promoted to both groups -- however please only RSVP once for catering. Light refreshments sponsored by the recruitment agency PRA.
Spotlight Reporting puts the power of business intelligence at your fingertips. The session will cover: The key benefits of our Super VCFO advisory tool-set; A short tour of the three main tools in 'action' with a focus on highlighting key differences; How to best apply Reporting, Dashboard and Forecasting tools across your client base; Overview of the Super VCFO package; How Spotlight integrates with Xero; A walk through demonstration of the integration with Xero Q and A For more information: www.spotlightreporting.com The perfect advisory whitepaper download: http://info.spotlightreporting.com/the-perfect-advisory-relationship-white-paper Register for the Spotlight Transform summit here: http://hubs.ly/H05gjzt0. Bio of presenter: Jason Forbes is the Director of Sales, Australia at Spotlight Reporting. He has 20 years’ experience working in the accounting software arena having worked for industry leaders Solution6, Sage, MYOB, Xero and Spotlight Reporting. Foundational skills were established while working in support, training, implementation roles with the past 14 years having seen a very successful career in sales. Specialising in working with Accounting practices in both direct sales and building a sales channel. A proven performer having achieved the prestigious title of Xero's No 1 global salesperson for the 2012/13 financial year as well as salesperson of the year at MYOB (2003 & 2004). Passionate about online or cloud based applications having become a respected influencer and thought-leader in heralding in this new and exciting era. Jason thrives on public speaking and in particular presenting to both small and large audiences as well as working with accounting practices to help improve their own processes as well improving the efficiencies of their business clients. Who would benefit from attending? VCFO, Management Accountants, Accountants, Bookkeepers, Developers, Cloud enthusiasts, data experts Sponsors Please support the sponsors of this event: River City Labs http://www.rivercitylabs.net/ MinuteDock https://minutedock.com/ Datamolino https://www.datamolino.com ACCA http://www.accaglobal.com/an/en.html The Xero MasterMind Group is organised by Heather Smith
How to project manage a mass conversion of MYOB files to Xero I was recently tasked with the opportunity to convert 55 MYOB files to Xero. This was a large number of files to move across to Xero and prior planning, batch processing, task allocation, training and an amazing team of support from the client, [...]
One of the initial time saving benefits you’ll experience with Xero is bank transactions feeding into Xero via a bank feed. Hamish Edwards’ one of the original founders of Xero describes bank feeds as ‘the secret sauce of online accounting solutions’. Bank feeds work by linking the business's bank, credit card and PayPal accounts to [...]
I've used JetConvert to assist me with over 60 conversion processes. If I have a large number of files to convert I contact them ahead of the planned date and let them know. To prepare the MYOB files for conversion it’s necessary to undertake the following activities. Please note many of the activities listed below do [...]