Ernest Teng of Octo changes the game for clients with Xero

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!

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.

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.