Small businesses have more opportunity than ever to use technology to supercharge their businesses. The ability to improve operational efficiency, assess your financial performance and connect your data points together to gain insights about your customers and markets has given small businesses a leg up in leveling the playing field with the bigger players.
Heart Bookkeeping are experts in Xero accounting software however we also use other apps that connect with Xero to help our clients run smarter and more profitable businesses.
There are thousands upon thousands of apps out there that can do a million different things for your business, so where do you start? When it comes to software, the team at Heart Bookkeeping believes less is more. We believe you should focus your attention on the most critical functions in your business and select the fewest number of apps that can help you get a better outcome in these areas.
We’re going to make it super easy for you when it comes to the financial side of your business. Xero is the number one cloud-based accounting platform for small to medium sized businesses in Australia. We’ve used MYOB, Quickbooks, Reckon, Zoho and other accounting platforms over the years and we can, hand on our hearts, say Xero is by far the best!
In fact, we’ve chosen to build our entire business around Xero because it’s the most user-friendly, intuitive and innovative accounting software on the market. It also connects with over a thousand other apps that can help you supercharge your business. Explore these now in the Xero App Store [Link].
Below are some of the apps we’re currently using to support our clients. If you have specific pain points that you want to eliminate you can work with a Cloud Integrator who can scope your requirements and recommend the best tech stack for your business. Xero has preferred Cloud Integrators which you can find here.
At its core Xero is an easy-to-use but powerful online accounting platform. Xero connects you to your bank, bookkeeper, accountant and most importantly your numbers. Use Xero to create and send invoices to your customers, keep track of who you owe money to and to keep all your business finances in one place.
Who is this solution for?
All Australian small to medium businesses should be using the power of Xero and its app ecosystem to supercharge their business.
Reduce admin anxiety and free up time to do what you do best: running your business. Snap paper receipts, invoices or bank statements in one click. Email in electronic bills then let Dext extract all the important information from your documents and send this to Xero so your source documents stay with your accounting transactions. Say goodbye to duplicates and hours of data entry.
Who is this for?
Small to medium businesses with large volumes of receipts/bills and/or who use a bookkeeper to manage their business finances.
Deputy is the ultimate employee management tool, connecting businesses and employees seamlessly through technology. Simplifying rostering, timesheets, tasks, team communication and Award Interpretation. Deputy integrates with Xero Payroll so payroll and superannuation is managed within your Xero file.
Who is this for?
Great for hospitality and retail businesses who are managing a larger and/or transient workforce and who want better visibility over their rostering and take advantage of extra features such as shift swapping and task management.
KeyPay is a cloud-based workforce management and payroll platform. In a single, integrated platform, KeyPay automates the flow of data from employees across rosters, timesheets, leave management, and reporting, providing full client visibility of the pay run at all times. KeyPay integrates with Xero but all payroll and superannuation functions are performed within the KeyPay platform.
Who is this solution for?
KeyPay has a strong Award Interpretation engine that services a long list of Awards but its back end complexity means it’s better driven by an experienced bookkeeper/payroll provider.
Job management software for tradies that improves business efficiency and helps business owners make smarter decisions through job quoting, job scheduling, inventory tracking, invoicing, workflow management and more.
Who is this solution for?
SimPro is best suited to businesses in field service and contracting industries who have larger businesses with 10+ staff and/or multiple locations. We find it’s particularly popular with electricians, plumbers and HVAC technicians. It does have a lot of moving parts so would require an admin person/bookkeeper to assist with the smooth operation of the system.
At its core, ServiceM8 empowers field service professionals to efficiently manage their workflow. Users can create and assign jobs, dispatch technicians, and monitor job progress in real-time through a user-friendly mobile app. The software also facilitates seamless communication between the office and field teams, enabling instant updates and access to job details, client information, and even photos or files. ServiceM8’s invoicing and payment processing features further simplify administrative tasks, helping businesses get paid faster and maintain accurate financial records.
Who is this solution for?
We find this is a more entry-level job management system so ideal for small business users, including sole operators or small teams. It serves as a versatile tool for managing appointments, job scheduling, invoicing, and communication, making it ideal for a range of industries such as HVAC, plumbing, electrical, landscaping, and more.
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