XERO APP PARTNERS OF THE MONTH

Xero’s app marketplace has over 1,000 apps which help small businesses and their advisors reach their goals. Each month Xero celebrates an app partner who stands out for helping small businesses thrive.

Xerocon Sydney Special

Find out more:

account-kit.com/

Ibelieve we were amongst the winners this month

due to our ongoing focus on producing high performance tools for accountants and bookkeepers to streamline, automate and bring visibility to the many elements of a Xero based practice.

With every practice having different app stacks and their own unique way of doing things, the idea is that they can pick and choose the tools that resolve pain points specific to their practice.

Most recently we’ve released into open beta our beautiful workflow tool that leverages off of a practices XPM client list to give visibility of everything happening within their practice. With the ability to create tasks through repeating templates or directly from client meeting notes, phone calls, or literally any tool across AccountKit, this is going to bring some smiles to their workflow management.

it into actionable insights for advisors. Aider helps advisors identify urgent issues that require their attention, as well as identify opportunities to up-sell. It provides an aggregate view of all of their clients’ data in one place, at the same time as acting as an early-warning system.

This month we were honoured to be recognised as one of Xero’s App Partners of the Month – ‘Xerocon Sydney 2022’ special edition. We believe we won this title based on our commitment to empowering accountants and bookkeepers with the use of artificial intelligence as a tool in AccountKit can also be utilised as a light CRM, with a central view by client group of all correspondence, documents, client maps, integrations and the many tools in one place. Otherwise, our superpower for Xero practices is the automation and streamlining of everyday processes that post entries direct to Xero for equipment finance, division 7a, inter-entity loans and so much more.

their business. We believe that with smart systems like Xero and Aider, accountants and bookkeepers can take some of the stress out of their lives, and let automation take care of the data analysis and administration for them. By using the two tools in synergy, we believe that advisors can have more control in their professional lives, as Aider will always keep them alerted of which clients’ need their help and why.

Aider helps accountants and bookkeepers become the proactive advisor their clients need.

Aider wins App Partner of the Month ‘Xerocon

Sydney 2022’ Special Edition.

In September, along with a number of accountants, bookkeepers and other tech companies; the Aider team travelled to Sydney for Xerocon. We showcased our new Advisory Intelligence Platform that we built to help accountants and bookkeepers take their client data in Xero to a whole new level.

Connecting seamlessly with Xero, Aider’s Advisory Intelligence Platform pulls data and turns

Want to see how Aider might help your practice?

Download our brochure

Following on from a successful Xerocon in

London in July, the Calxa team made an even bigger impact at the Sydney event in September. Their two demonstrations to an overflowing crowd of accountants were well received.

Calxa’s session ‘Unleashing the Power of Xero Tracking Categories’ attracted many accountants working with NGOs. Their interest was on learning more about how to create flexible budgets by tracking category, Find out more:

calxa.com

Find out more: workguru.io

Xerocon Sydney Special

WorkGuru is incredibly proud to have been

named a Xero App Partner of the Month - particularly after all the brilliant apps we saw exhibit at Xerocon. We’re absolutely thrilled to be considered.

I think the award comes from our relentless pursuit of platform improvement, and the speed with which we deliver our updates.

WorkGuru has been a Xero App Partner for a few years now, and our commitment has always been to listen to our customers, which roll up to the organisation level. Combining that with reporting on one, some or all, and you have a powerful reporting tool. For those who need to report on the intersection of 2 tracking categories or on departments across companies, Calxa helps manage those tasks as well.

Whilst businesses are cutting out hours of tedious spreadsheet work consolidating multiple Xero entities in foreign currencies. Calxa offers the largest range of currency options of any of the

and work with our partners - particularly the team at Xero. Since we launched publicly at Xerocon 2019, we’ve released over 1000 updates to the platform, including customer and partner feedback every step of the way.

We’re very proud to be the most complete job costing and project management app in the Xero Ecosystem, and with our features including everything from CRM, Quoting, Timesheets, Purchasing, Inventory, Invoicing and Forms, we’re a powerful solution for Xero clients. Xero reporting solutions. Whether you need to consolidate 2 companies or 100, Calxa can help you manage that easily.

Being an early adopter to the Xero App Store has given Calxa the opportunity to help more Xero customers with their management reporting challenges. So, it is no surprise Calxa was selected as Xero’s Staff Pick of the Month.

Find out more about Calxa here.

Xerocon was fantastic for us, and we really embraced the opportunity to engage with the accounting and bookkeeping community - and talk with them about the value that we can provide to their clients.

We’re always happy to chat to anyone about their job costing requirements, and would encourage you to reach out to the team at info@workguru.io or book straight into the calendar for a demo at https://calendly.com/ workguru

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Xerocon Sydney Special

BGL provides the complete Xero

integration solution.

With 30+ years of trust in the accounting software space, BGL delivers Australia’s award-winning and leading cloud-based company compliance management, SMSF and portfolio administration software solutions.

The BGL Suite (which includes CAS 360, Simple Fund 360 and Simple Invest 360) provides two-way integration with Xero Practice Manager allowing clients to efficiently manage client and contact data across four applications in a single database – a dream for any professional firm.

Features include client and contact synchronisation, prompts to review a client/contact before synchronisation, notification of duplicate client/contacts, the ability to add clients/contacts in bulk, view client/contact relationships and change history. Plus, a brand-new user interface to view and filter the integrated client list. Find out more:

bglcorp.com

“So, if a client’s details change in the BGL Suite, this change is automatically updated in Xero Practice Manager, providing seamless practice management integration for professional firms,” says Ron Lesh, BGL’s Managing Director. “Plus, when client or contact details change in any of these apps, BGL’s company compliance software, CAS 360, will prompt clients to prepare all the relevant ASIC compliance documents.”

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advisory training, packaging our two decades of training everyone from KPMG to Goldman Sachs into an interactive step-by-step learning and assessment system, meaning that any accountant can now provide high quality business advisory services to their clients.

This is a major step forward in empowering Xero users with strategic insights previously only available to larger businesses with bigger budgets. Find out more:

modano.com

There’s been a seismic

shift in the attitude of accounting firms towards the provision of high quality business advisory services based on investment banking quality financial modelling and reporting.

5 years ago most firms at Xerocon didn’t even know what a 3-way financial model was, now they’re realising that this core skill set is a necessity if their goal is to empower their clients and maximise their growth potential. Modano is the first Xero app to transform Xero data into a live 3-way financial model with custom forecast drivers, scenario analysis, dashboards and monthly performance reporting.

Xero tracking categories can be used for business unit profitability analysis, and multiple Xero organisations can be consolidated with eliminations. Then things like valuations can be added for strategic advisory.

We’ve also gamified business