Finance Systems Implementation

Your finance team is doing work Xero should be doing

Manual data entry, spreadsheet-based commissions, invoices raised line by line โ€” if this sounds familiar, the problem is not your team. It is the systems around them.

Book a Free 30-Minute Scoping Call โ†’

When manual processes become the system

Most growing businesses reach a point where the finance function has not kept up with the business. If four or more of these describe your situation, you are in the right place.

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Bills are entered manually into the system

Someone on the finance team types supplier invoices in by hand โ€” one by one โ€” when OCR software could read and categorise them automatically.

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Commissions or payroll calculations are done on a spreadsheet

Every pay run involves a custom spreadsheet with formulas, manual data pulls, and at least one person who fully understands how it works. That person is indispensable.

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Invoices take longer to raise than they should

Billing is a manual process that happens when someone has time โ€” not immediately when work is done. Delays in invoicing directly delay cash collection.

๐Ÿ“…

Month-end reconciliation is a rushed scramble

Bank reconciliation happens at month end rather than daily. Every month, the same few stressful days of catching up, correcting errors, and chasing missing information.

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One person holds most of the finance processes in their head

When that person is on holiday or off sick, the finance function either stops or relies on everyone else scrambling. The process is one resignation away from a crisis.


Three steps from broken to working

We do not sell software. We implement the right combination of tools inside your existing Xero or QuickBooks environment โ€” and we make sure it actually works before we hand it over.

01

Diagnose

A paid Discovery Session where we map exactly what is broken, what needs changing, and what it will cost. You get a written document โ€” yours permanently, whether you proceed with us or not.

02

Design

We select the right tools for your specific situation โ€” not the most expensive, not the most complex. A fixed-price proposal with no surprises and a clear delivery timeline.

03

Implement

We build and configure everything inside your Xero or QuickBooks environment, train your team, and hand over a system that runs properly. Then we step back.


From 5 days of manual invoicing to minutes

Government Subcontracting ยท Finance Automation

Power Query automation eliminated a full week of manual invoice work

A government subcontracting business had a finance team of two people spending their entire working week manually entering thousands of invoice lines from employee timesheets into Xero. We built a Power Query automation that transformed their workforce management export directly into Xero's invoice import format. What took 5 full days every week now takes minutes.

5 days
per week spent on manual invoicing before
~minutes
after Power Query automation
2
full-time team members freed from manual work
0
errors โ€” consistent, accurate invoicing every week