Scaling with Xero and AutoEntry How Armstrong Watson, a Platinum Xero Partner, used AutoEntry and Xero to help them scale...
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ooner or later, businesses will always learn the benefits of keeping up with technology and the perils of falling behind. And that was especially the case over the past 12 months. Companies with a trained, up to date workforce, a strong remote working infrastructure and up to date technology weathered the covid storm much more assuredly than their competitors. In fact, some organizations, like Armstrong Watson, have flourished in recent months, enjoying healthy scaling without compromising on their offerings to their clients. Armstrong Watson’s clients vary in just about every way, from size to industry and beyond. So the accounting and financial services company has to cater to different needs and levels of comfort with accounting technology.
overhauling their systems. “In the first instance efficiency is working with as few systems as possible,” says Richard Woolgar, Head of Management Systems for Armstrong Watson. “We decided some years back that we wanted to improve our internal systems. Our existing software providers were proving intransient in some issues we wanted to address.” “So we thought let’s look at the whole system. At that point, for about 10 years we’d been using Xero for a bank of clients and it was scalable. In fact, it was
@AutoEntry
Tom Port, VP Sales, AutoEntry Tom leads activity across key territories for AutoEntry, including North America, the UK and Australia, and oversees global sales performance. Tom is responsible for aligning sales objectives with overall business strategy and for developing outreach initiatives that promote operational growth and customer satisfaction. Tom was one of the first employees at the company and has worked within the organisation since 2010, previously holding positions as business development officer and the UK head of sales.
scalable for any type of client from one-man-bands to audit level companies, so we took the decision to move onto that platform for all of our accounts – either client or internal use are on there to some degree.” “Once you’ve moved it all to Xero, the next question is how to get the data into Xero better. And the first point of that, years back, was when we started using AutoEntry.” “It was a game changer in its time. It was great for us, especially for end of year accounts. That’s how our relationship started.”
To scale, and to cater to this broad base, Armstrong Watson has to be agile. Building Out - Choosing the Software This story begins about 5 years ago, with Armstrong Watson
64 / Issue 27
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