Ernest Teng of Octo changes the game for clients with Xero

For Ernest Teng of Octo, the ease and automation that Xero brought to the firm and their clients was a game changer.

The Octo logo

Real-time bank account information

The first thing I saw about Xero was the bank reconciliation. You get real-time information being pushed into your Xero account like a bank statement. In the past you would have to log in to your bank to extract the statement, but now you can just get it in real-time!

Ernest Teng, Octo

Faster reports using report templates

Xero’s report template functionality has really sped up my client reporting process. I would say 80% of the information is already in Xero, so I’m just doing 20% of the work, and completing the same work in less time.

Ernest Teng, Octo

A game changer for Octo and their clients

Being a Xero partner helps us to increase our level of service to clients, and clients trust us with their books. Moving to the cloud can come with uncertainties for a business, so they want to look for a partner that has the expertise to help them streamline their processes, before they can embrace the cloud. Most of our clients were using desktop accounting software previously. They were spending a lot of time on manual work, doing the accounts themselves, spending too much time on a simple task. With Xero’s technology now, they save so much time — it’s a game changer.

Ernest Teng, Octo

You can find out more about Octo on their website.

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