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Build your business, not your workload

Posted 3 weeks ago in Advisors by Alice McKay
Posted by Alice McKay

Discover how Xero’s tools and features can free up your time to enable you to focus less on admin and more on building your business.

Extract your data faster

No one likes doing paperwork. Why spend your time entering transactions and hunting out receipts when you can use the smart technology in Xero to do it for you? Let’s start by getting your accurate financial data into Xero without you having to do a thing. Set up direct bank feeds to import bank transactions and reconcile transactions daily so you stay on top of your cash flow. Email your bills and receipts directly into Xero or use Hubdoc, and the key details will be extracted for you ready to approve and reconcile. Manage employee expenses in one place with Xero Expenses, and use the mobile app to submit receipts and claims easily.

Use your data better

It’s a fact – with accurate and up-to-date financial information in Xero, you can make better business decisions using some of its smartest tools.  Bank reconciliation is quick, accurate and effortless helping you be proactive in your accounts and stay on top of your business’s cash position. You can invoice your customers quickly and easily using Xero invoicing, which in turn means you get paid quicker.  You can use the Short term cash flow tool and the Business snapshot to get better visibility over your finances and make more informed decisions. You can even access capital faster by providing lenders with accurate and up-to-date financial reports.

Focus on what matters most

For a busy business owner, using your time and energy to look for and send documents and details is often a low priority. To help you use your time more efficiently, you can use the automation tools and features in Xero to claim back time to spend on the things you enjoy whether that is focussing on new business opportunities or spending more time with the family.

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